Financial News

Zak Brown, McLaren Racing CEO, and Mark Messier, GAME 7 co-founder, join 'Squawk Box' to discuss Brown's personal investment in GAME 7, state of Formula One, McLaren's partnership with Intel, future of sports content, and more.

Modular data center builder Armada has raised $230 million from investors at a valuation of $2 billion, with BlackRock becoming a new investor.

Glean, an enterprise search and AI agent workflow startup, ranks No. 41 on CNBC’s 2026 Disruptor 50 list.

Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...

Dell Technologies and NVIDIA (NasdaqGS:NVDA) launched Dell Deskside Agentic AI, available immediately. The solution lets enterprises run and manage agentic AI models from 30 billion to 1 trillion parameters locally on high-performance workstations. It extends the Dell AI Factory with NVIDIA across desktops and datacenter servers using NVIDIA OpenShell and NemoClaw. The platform focuses on data sovereignty, predictable costs, and secure scaling for multi-agent AI workflows. For investors...

By IPO Edge Editorial Staff For most of the last year, the bear case on Apple (AAPL) wrote itself. Tariffs would gut margins. China was a lost cause. The AI story had […]

Nvidia CEO ‌Jensen Huang said on ‌Monday that he believes China's market ​will open up to U.S. chip suppliers after accompanying U.S. President Donald Trump on ‌a trip ⁠to China last week. Nvidia has received licenses from ⁠the U.S. government to sell its H200 chips ​but has ​not received ​approval from ‌Chinese officials who are fostering China's own chip suppliers. Trump's talks with Chinese President Xi Jinping produced no immediate ‌breakthrough for Nvidia ​to sell H200 ​chips.

LAS VEGAS, May 18, 2026--Dell Technologies World--Dell Technologies (NYSE: DELL) introduces Dell Deskside Agentic AI, a new addition to the Dell AI Factory with NVIDIA that gives workgroups the ability to deploy and scale agentic AI workflows locally without the cost, latency and data sovereignty constraints of cloud-only approaches. With the NVIDIA OpenShell runtime now supported across the entire Dell AI Factory with NVIDIA, enterprises benefit from a single security and policy enforcement lay

LAS VEGAS, May 18, 2026--Dell Technologies announces a broad set of advancements to deliver the foundation enterprises need to move from AI ambition to realized outcomes.

Super Micro Computer's total data center solutions, from AI servers to liquid cooling and software, are boosting growth and deepening customer relationships.

Dell Technologies is riding on $64B AI server orders, $43B backlog, strong cash and an upbeat 2027 guidance keep its outlook robust.

At Dell Technologies World in Las Vegas last week, Dell made a compelling case that enterprises are running serious AI workloads on their own infrastructure. Read more here...

B of A Securities analyst Wamsi Mohan maintains Dell Technologies (NYSE:DELL) with a Buy and raises the price target from $246 to $280.

Dell AI Factory with NVIDIA advancements span agentic AI, data orchestration, next-generation infrastructure and an expanding open ecosystem built to advance enterprise AI from experiment to reality Agentic AI at

The OCP rack market is set to grow from USD 1.68 billion in 2025 to USD 4.32 billion by 2030, driven by a 21.0% CAGR, as edge computing and high-performance computing demand increases. OCP racks, featuring modular designs and efficient power distribution, cater to compact, space-efficient deployments required by edge facilities. The market's expansion is fueled by increased AI infrastructure investment and standardization efforts across hyperscalers and wholesale colocation providers, with North

WESTMINSTER, Colo., May 18, 2026--Liqid® (www.liqid.com), the global leader in software-defined memory and GPU pooling infrastructure, today announced the appointment of John Byrne to its Board of Directors. Byrne joins Liqid with more than three decades of building and scaling industry-leading sales, channel, and partner organizations at Dell Technologies, Dell EMC, and AMD. Byrne brings operational discipline and expertise that will help fuel the company’s continued growth as tokens become the

BofA analyst Wamsi Mohan reiterates a Buy rating on Dell Technologies Inc. (NYSE: DELL), raising the price target to $280 on surging AI server demand.

https://www.bloomberg.com/news/articles/2026-05-18/dell-sells-1-000-ai-servers-with-nvidia-chips-in-current-quarter

New federal filings show the president executed thousands of stock transactions in the first three months of 2026 — including purchases whose timing critics say coincided with his administration's regulatory decisions.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Dell Technologies is set to report fiscal Q1 2027 earnings toward month's end, coming off record revenue of $33.4 billion. Investors will be watching.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

Alphabet unveiled the Googlebook, a new AI-native laptop line built around Gemini Intelligence, with hardware partners including Acer, Asus, Dell, HP, and Lenovo.

Virtana has launched an enterprise observability platform tailored for Dell AI Factory environments. The platform is designed to increase visibility and performance across Dell’s AI infrastructure stack for enterprise users. The integration expands the ecosystem of third-party tools built around Dell Technologies (NYSE:DELL) AI offerings. Dell Technologies (NYSE:DELL) is drawing fresh attention to its AI infrastructure efforts as Virtana rolls out an observability platform specifically for...

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

JPMorgan just raised its price target on Hewlett Packard Enterprise (NYSE:HPE) to $37 from $27, maintaining an Overweight rating. The firm tied the call to a reversal of memory-related concerns that has powered the recent rally in the IT hardware group. For prudent investors, the price target raise signals that Wall Street sees more room ... JPMorgan Just Hiked Hewlett Packard Enterprise Price Target to $37: Memory Reversal Powers IT Hardware Rally

Dell Technologies (NYSE:DELL) just got another bullish nod from Wall Street. JPMorgan raised its price target on Dell Technologies to $280 from $205, keeping an Overweight rating, arguing that memory cost headwinds have eased even as the AI server franchise continues to scale. The firm cites the reversal of memory related concerns for the recent ... JPMorgan Hikes Dell Price Target to $280: Memory Concerns Fade as AI Server Story Powers On

Dell Technologies (NYSE:DELL) has become one of the defining AI infrastructure trades of 2026, and our proprietary model sees room to run. Shares trade at $238.94 as of May 12, 2026, up 91.28% year to date and 134.62% over the past year. Our 24/7 Wall St. price target for Dell is $269.53, implying 12.8% upside ... This Will Be Dell’s Stock Price in 2027

President Trump bought shares of Amazon, Meta, Oracle, Broadcom, Motorola and Dell worth millions, new ethics disclosure filings show.

President Donald Trump has been busy in the stock market. Trump disclosed purchases and sales of hundreds of millions of dollars worth of U.S. stocks in the first quarter, according to a disclosure released by the U.S. Office of Government Ethics. Trump purchased between $1 million and $5 million worth of ServiceNow Adobe Workday on Feb. 10, the disclosure revealed.