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ENTITY
Dell Technologies (DELL US)
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119
Analysis
Information Technology
•
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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bearish
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KKR & Co
•
19 Apr 2024 08:36
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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920 Views
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bullish
•
Taiwan Semiconductor (TSMC)
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17 Mar 2024 18:14
Taiwan Tech Weekly: Nvidia Conference; Samsung to Hike NAND Prices; TSMC Adding Capex Due to Demand
Many Taiwanese companies participating at Nvidia's GTC conference this week. Local reports say Samsung to hike NAND flash prices by 20%. Also,...
Vincent Fernando, CFA
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500 Views
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bullish
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Asustek Computer
•
09 Mar 2024 13:24
PC Monitor: Long Dell Vs. Short Acer Update; Dell & HPQ Results Indicate Opportunity in Asus
Dell has outperformed Acer and other Taiwan PC names. Positive results from Dell and HPQ remove risk of disappointment in upcoming results for...
Vincent Fernando, CFA
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599 Views
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bullish
•
Micron Technology
•
22 Jan 2024 01:00
Memory Monitor: Microsoft Copilot Will Supercharge Demand for DRAM; SK Hynix, Nanya Tech, Micron
Microsoft's new AI features for Windows require a minimum of 16GB of DRAM, prompting accelerated PC upgrades and a pulling forward of the demand...
Vincent Fernando, CFA
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633 Views
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bullish
•
Asustek Computer
•
14 Nov 2023 22:30
How Asustek Plans to Take the Lead Globally in AI PCs; Gaming PCs First Key Battleground
However, gaming PC competitor MSI is already moving fast; Shows how gaming PCs are likely to be the first AI PC battleground. Long Asustek, remains...
Vincent Fernando, CFA
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471 Views
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