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Dell Technologies (DELL US)
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137
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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bearish
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Wistron Corp
•
31 Dec 2024 05:00
•
Syndicated
Tech Supply Chain Tracker (31-Dec-2024): GB200 NVL shipments to rise with KYEC's capex boost.
November 2024 sees increasing GB200 NVL notebook shipments as Taiwan wafer foundry industry develops, TSMC investor meeting discusses new US tariff...
Tech Supply Chain Tracker
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371 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
02 Dec 2024 00:22
Taiwan Tech Weekly: Taiwan's Space Tech Conference This Week; AI Driving New Humanoid Robot Industry
Taiwan's space tech conference features Hon Hai's satellites; TSMC's 2nm breakthrough with Apple and AMD; AI driving $2bn humanoid robot market by...
Vincent Fernando, CFA
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515 Views
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bearish
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Kioxia Holdings
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28 Nov 2024 19:16
Kioxia IPO: Initial Thoughts on Financials and Valuation
Kioxia's IPO is timely as earnings have almost approached the cycle peak, but the proposed valuation is at a huge discount to what Bain paid six...
Shifara Samsudeen, ACMA, CGMA
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620 Views
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bullish
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Taiwan Semiconductor (TSMC) - ADR
•
28 Nov 2024 07:37
Taiwan Tech Weekly: New China Tech Restrictions Monday; PC Demand Commercial Vs. Consumer Disconnect
US is imposing new restrictions on China in semiconductor industry, Hon Hai subsidiary progressing smoothly with Nvidia servers, Dell and HPQ...
Vincent Fernando, CFA
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370 Views
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bullish
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Asustek Computer
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28 Nov 2024 06:19
PC Monitor: Dell & HPQ Highlight Sharp Divide Between Corporate and Consumer PC Demand; Shares Slump
Dell and HPQ report soft PC results, with industry upgrades delayed until 2025. Commercial strength confirmed, while consumer weakness persists.
Vincent Fernando, CFA
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395 Views
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