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Dell Technologies (DELL US)
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100
Analysis
Information Technology
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United States
Dell Technologies Inc. provides computer products. The Company offers laptops, desktops, tablets, workstations, servers, monitors, printers, gateways, software, storage, and networking products. Dell Technologies serves customers worldwide.
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bullish
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Asustek Computer
•
30 Jun 2024 22:58
PC Monitor: Growth Expectations Have Increased Recently; HPE Signals Enterprise AI Acceleration
PC & Server Solution share prices have dipped from recent highs, however forward growth expectations have increased over the last month and...
Vincent Fernando, CFA
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324 Views
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bullish
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Asustek Computer
•
14 May 2024 04:43
Asustek: Margin Beat, Guides More Upside; Qualcomm for AI PCs; Why Asus Confident in AI PC Up-Cycle
Asus beats earnings expectations by 46% in 1Q24, plans major AI PC launch event with Qualcomm processors, confident in PC upgrade cycle and future...
Vincent Fernando, CFA
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360 Views
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bullish
•
Mediatek Inc
•
28 Apr 2024 21:30
Mediatek Seeing Massive Rebound in Mobile; Major AI Data Center Driver on the Horizon
Mediatek is enjoying strong growth in its mobile phone segment; with notable strength in high-end smartphones. The company could re-rate as its...
Vincent Fernando, CFA
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389 Views
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bullish
•
Taiwan Semiconductor (TSMC) - ADR
•
27 Apr 2024 19:13
Memory Monitor: What SK Hynix Sees For PC and Server Markets Ahead; TSMC's Strength Vs. Samsung
Major take-aways from SK Hynix's latest industry visibility. The memory industry is likely to achieve a new all-time revenue level in 2025E.
Vincent Fernando, CFA
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547 Views
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bearish
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KKR & Co
•
19 Apr 2024 16:36
Quiddity Leaderboard S&P 500 June 2024 - Minimal Changes Expected but Intrareview Changes Possible
For the moment, there are 1-2 changes expected in Q2 for the S&P500. They could both be intra-review changes but timing is likely to be late. So...
Travis Lundy
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654 Views
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