Investors likely to key in on memory, spending when Dell reports: Evercore

Evercore flags memory cost inflation, AI server momentum, and PC share gains as key catalysts. Get the outlook and what to ...

Dell Earnings Preview: AI and Memory in Focus

Dell is about to report earnings, and investors are zeroing in on two big themes: rising memory costs and AI server momentum. According t ...

Dell stock target cut at BofA on rising memory costs

Bank of America believes rising memory prices are set to weigh on Dell Technologies’ near-term profitability, prompting the bank to trim its price target to $135 from $150 per share in a note on ...

Dell in focus as Evercore adds to Tactical Outperform list

Evercore adds Dell (DELL) to Tactical Outperform ahead of Feb 26 earnings, citing PC/server and AI demand, rising orders and ...
Investor's Business Daily on MSN

Cisco memory chip warning sends down Dell, HPE, Arista, NetApp shares

Cisco stock, along with shares in rivals Dell, Arista and HPE fell on Cisco's comments on higher memory chip prices lowering ...
The Financial Express

Buying new Dell, HP laptops will cost more: Here’s why you need to pay more

Earlier forecasts from late 2025 suggested 15-20% hikes for laptops and desktops due to the same memory crunch, with some premium segments facing up to 30% increases owing to component costs and ...
Nikkei Asia

HP, Dell, Acer and Asus mull using Chinese memory chips amid supply crunch

TAIPEI -- Leading PC makers HP, Dell, Acer and Asus are considering sourcing memory chips from Chinese chipmakers for the first time amid a global supply crunch that is threatening product launches ...

Evercore adds Dell to Tactical Outperform list ahead of earnings

Investing.com -- Evercore added Dell Technologies (NYSE: DELL) to its Tactical Outperform list ahead of the company’s January ...