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ENTITY
Dell Technologies (DELL US)
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119
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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Taiwan Semiconductor (TSMC) - ADR
•
03 Jul 2024 18:03
Taiwan Tech Weekly: Apple Hikes TSMC Orders on Strong IPhone 16 Hopes; Google Shifts AI Chip to TSMC
Apple and Google are increasing chip orders with TSMC for AI capabilities. Micron's shares inititially fell after reporting results previously,...
Vincent Fernando, CFA
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479 Views
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bullish
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Asustek Computer
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30 Jun 2024 14:58
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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459 Views
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bullish
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Asustek Computer
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13 May 2024 20:43
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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576 Views
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bullish
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Mediatek Inc
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28 Apr 2024 13:30
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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514 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
27 Apr 2024 11:13
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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647 Views
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