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You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.
Quantum Corporation has appointed the former Dell global storage sales head as COO.
Dell's AI server business has exploded, its backlog dwarfs what most companies earn in a year, and the stock has already staged one of tech's most dramatic runs. The question now is whether supply constraints and a cash flow slide can derail what looks like a historic setup.
HPE surged while its closest AI server rivals barely budged, and the reason comes down to a single deal that redraws the competitive map for AI infrastructure buildouts.
Kelly Intelligence CEO Kevin Kelly and Visible Alpha's Melissa Otto debate whether Micron can achieve similar multiple expansion or if historical semiconductor cyclicality and Korean competition (SK Hynix, Samsung) will keep its valuation capped.
Arista Networks (ANET) stock costs 63.2 times earnings, against 21.9 for the S&P 500. You can be paid now to agree to buy the shares at a much lower price. So how much income can you earn this way, and would you be glad to own Arista at that price.
As the stock market tries to get its footing, it's important to watch the stocks that are holding up and are most loved by equity analysts. Amazon.com, Alphabet and Dell Technologies are three of the seven best stocks where investors can find magnificent profit growth prospects. Investors should be seeking new buy opportunities after the S&P 500 climbed to new highs.
The number Dell Technologies (DELL) holders should watch most closely is its AI server revenue. Dell expects $74 billion from these servers in fiscal 2027, three times the year before. The stock returned 320% in the last twelve months, against 17.7% for the S&P 500. News reports tie Dell's rally in 2026 to its rise as one of the top sellers of Nvidia-based servers. So what might Dell stock investors be overlooking.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
Kelly Intelligence's Kevin Kelly and Visible Alpha's Melissa Otto map out the next phase of the AI supercycle and break the massive energy grid bottleneck threatening the AI boom.
Dell Technologies (NYSE:DELL) introduced the XPS Googlebook, its first XPS laptop built for Gemini Intelligence, targeting Android-centric users. The new XPS Googlebook is positioned as a premium device with hardware tuned for Gemini AI features and Android workflows. Dell confirmed the XPS Googlebook integrates tightly with Android smartphones for cross-device file access, notifications and app continuity. There is more to Dell than the XPS Googlebook launch and its Gemini Intelligence...
Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.
Arista Networks (ANET) stock trades at 58.3 times its last twelve months of adjusted earnings, which add back stock-based pay after tax. That is a high price for one year of profit, and it is why the stock looks expensive. The picture changes against the profit forecast for this year and next. Here is that same share price, set against the profit Arista is forecast to earn in fiscal 2026 and fiscal 2027.
Wall Street is paying up for the company that sells the AI boom its hardware.
The firm sees a richer mix of AI central processing unit racks as positive for margins.
If you own Apple (AAPL) after a 32% gain in a year, the worry is what could reverse it. In July 2026, management said memory would cost Apple even more in the September 2026 quarter. Higher memory costs mean less profit per device, and Apple still cannot build enough phones and Macs. The table below lists what could move Apple stock over the next six months and what matters most.
Dublin, Sept. 29, 2026 (GLOBE NEWSWIRE) -- "Client Computing Global Market Report 2026" has been added to ResearchAndMarkets.com's offering. The global client computing market is maintaining steady growth as enterprises invest in modern endpoint devices, hybrid infrastructure and artificial intelligence capabilities. The market is projected to increase from $227.26 billion in 2025 to $236.15 billion in 2026, representing a compound annual growth rate (CAGR) of 3.9%. Historic market growth has be
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