Dell Technologies Stock (DELL)

See that run from January into late spring? Dell ($DELL), a firm that has been a real beneficiary of the AI trade, is currently up 307% year to date. Readers will see the gap higher this past May in response to first-quarter earnings. This makes up a significant portion of that parabolic spike that ended up looking like a flagpole. …

Well, the bell has now rung at last. Nvidia ( NVDA ) reported on Wednesday night and despite easily beating expectations for both results and guidance, sold off fairly hard. The stock gave up 5.5% during the regular sess…

Happy holiday week folks, and let’s remember trading volumes are going to thin out as we move through the week. Even so, as we discussed in the Pro Portfolio’s Weekly Roundup on Friday, Tuesday and Wednesday will be a ta…

* This is nearly my 50th 'More Tales From Nvidia.' * In looking at the share prices of DELL , HPQ (and even NVDA ) ... some of my AI concerns are beginning to be reflected in their share prices. https://www.twitter.com/M…

Now let’s turn to Dell’s DELL comments on its earnings call about AI servers and related equipment and see what it means not only for companies like Nvidia NVDA but also those that serve other aspects of digital infrastr…