HP Inc. HPQ

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.

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.

Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.

Earlier this month, HP Inc. launched two AI-focused laptops: the HP Googlebook 14, a premium US$1,199.99 device built around Google Gemini and deep Android phone integration, and the HP ZBook Ultra G3a, a 16-inch mobile workstation co-engineered with AMD to run large local AI models for professional workflows. Together, these launches highlight HP’s push toward AI-centric, highly connected PCs that blend smartphone-style experiences with on-device AI capabilities for creators and...

The tech giant’s stock is running hard on the back of a phenomenal business, but the price of admission is steep and real-world constraints are closing in.

HP (HPQ) just put AI centric laptops front and center for investors with the new HP Googlebook 14 and the ZBook Ultra G3a aimed at tightly connected and local AI heavy workflows. These AI focused launches land after a strong run in HP’s shares, with a 90 day share price return of 42.66% and a year to date share price return of 41.50%. Total shareholder return over five years is 34.58%, suggesting that recent momentum has been building off a longer, steadier base. Scan a curated set of AI...

HP has rallied sharply in 2026, but a cautious outlook for PC demand in 2027 is giving investors a new reason to question how much upside remains.

HP's 3.82% yield keeps growing even as its PC business stumbles and its printing engine slowly shrinks. The real source funding that quarterly check is not what most income investors assume.

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

Acer's chairman just accused the world's biggest memory chip suppliers of using public shortage forecasts as a covert pricing signal, and he named a specific date when the whole story falls apart.

UBS just flipped its 2027 PC outlook from growth to decline, and the fallout hit Dell harder than HP even though HP has far more to lose. The reason comes down to what each stock had already priced in.

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

American Tower (NYSE:AMT) appointed Kristen M. Ludgate to its Board of Directors and its Compensation and Human Capital Committee. Ludgate previously served as Chief People Officer at HP Inc. and held senior leadership roles at 3M. She also brings board experience from companies in the banking and technology sectors. The addition of Kristen M. Ludgate to American Tower's board only partially reflects how the business is evolving. We have also spotted 1 major warning sign worth knowing about...

Rising memory and component costs are increasingly discouraging personal computer shoppers, promptin