PC Sales Just Crashed 21% as AI Eats the World's Memory Chips

AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales.

24/7 Wall Street • a day ago

Broadcom vs. Dell Technologies: Which Stock Is AI Powering to Be a Better Buy in 2026?

Broadcom dominates infrastructure software and custom AI silicon with extremely high net margins. Dell Technologies is a global leader in AI-optimized servers and hardware infrastructure with massive revenue scale.

The Motley Fool • 21 hours ago

Our Top 10 High Growth Dividend Stocks - October 2026

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 500 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, and is suitable for investors in the accumulation phase.

Seeking Alpha • Oct 24, 2026

Texas Athletics and McCombs School of Business Launch New Bevo Lab, Bringing Together Sports, AI and Analytics

Dell Technologies, Google Cloud and SHI International join Texas Athletics to power a first-of-its-kind hub for sports intelligence, data analytics, research, and talent development AUSTIN, Texas, Oct. 23, 2026 /PRNewswire/ -- University of Texas Athletics and the Business of Sports Institute (BOSI) in the McCombs School of Business, in cooperation with Longhorn Sports Properties, today announced the launch of Bevo Lab, a unique collaboration that will serve as higher education's premier sports intelligence platform and living laboratory—bringing together sports, technology, data analytics, and artificial intelligence (AI) to elevate human performance while expanding hands-on learning opportunities for students.  Joined by Dell Technologies, Google Cloud, and SHI International, Texas Athletics is building the premier sports intelligence platform in higher education, creating a standard of excellence that spans 21 intercollegiate teams and over 500 student-athletes.

PRNewsWire • Oct 23, 2026

Hewlett Packard Enterprise Climbs 4% While AI Server Peers Lag; Dell Rises 2%, Super Micro Unchanged

Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock climbed about 4% to $57.46, outpacing its peers in the AI server group. Dell Technologies (NYSE:DELL) shares advanced roughly 2% to $462.

24/7 Wall Street • Oct 23, 2026

DELL vs. APLD: Which AI-Infrastructure Stock Looks More Attractive?

Dell's record $95B AI server backlog and lower valuation set it apart from Applied Digital, whose $36B contracted pipeline comes with mounting financial risks.

Zacks Investment Research • Oct 23, 2026

Here's Why Dell Technologies (DELL) Fell More Than Broader Market

In the latest trading session, Dell Technologies (DELL) closed at $452.81, marking a -6.81% move from the previous day.

Zacks Investment Research • Oct 22, 2026

AI Spending Is Surging—But Which Stocks Still Win if It Slows Down?

The long-term impact of AI remains to be seen, but the technology's effect on the market has already been significant, thanks in large part to the extraordinary capital expenditure put toward infrastructure. Semiconductor stocks, data center networking companies, energy suppliers, and even some construction companies have experienced prolonged rallies, driven by the massive momentum behind the nationwide infrastructure buildout.

MarketBeat • Oct 22, 2026

Super Micro Surges 12% as Preliminary Revenue Tops Guidance Range; Dell Jumps 7%, Hewlett Packard Enterprise Climbs 5%

Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted a preliminary quarter. It cleared its own revenue forecast by a wide margin, and the update is pulling the artificial intelligence (AI) server group higher with it.

24/7 Wall Street • Oct 21, 2026

Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA

BERLIN--(BUSINESS WIRE)--NVIDIA GTC – Dell Technologies (NYSE: DELL) announces a broad set of advancements across the Dell AI Factory with NVIDIA, spanning AI solutions and ecosystem innovations, new deskside agentic solutions and purpose-built AI infrastructure, helping enterprises move agentic AI from experimentation to production on infrastructure they own and control. With more than 6,500 customers, up from 5,000 last quarter,1 Dell continues to prove that an end-to-end approach delivers me.

Business Wire • Oct 21, 2026