DELL

Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.

On Thursday, Dell Technologies Inc. said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside. AI Demand Remains Strong, But Supply Bottlenecks Persist...

Dell Technologies (DELL) has become one of the market's biggest AI winners, with the stock tripling this year and jumping nearly 60% in the past week alone. The rally has pushed Dell's price-to-sales multiple from less than 0.8x to more than 2.5x, a valuation once reserved for much faster-growing software companies, while lifting the stock to roughly 23x forward earnings, levels that would have seemed unthinkable for a company long associated with PCs and commodity servers. Is this simply AI-fue

(Bloomberg) -- A nearly six-month old video of Donald Trump praising International Business Machines Corp.’s CEO sent the shares surging almost 9% on Monday, adding more than $24 billion to the company’s stock-market value. Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedBerkshire Hathaway to Buy Taylor Morrison for $6.8 BillionA Rare ‘Super’ El Niño Is Looking More Likely. Here’s What to ExpectStrait of Hormuz Ship Transits Are Rising Thanks to US HelpPro-T

Shares surges ahead of HPE's Q2 results as investors hope for a repeat of Dell's blockbuster print.

Wall Street closed at record highs on Friday, driven by a tech rally as oil prices dropped and investors looked forward to a potential U.S.-Iran peace deal.