What Could Dell Technologies (DELL) Europa AI Push Mean For Enterprise Infrastructure?
Dell Technologies (NYSE:DELL) and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture for data centers. The partnership targets enterprise AI infrastructure workloads, with Europa designed for more demanding inference and training use cases. The Europa platform is positioned to support European digital autonomy goals by offering regionally aligned AI compute options. The Dell and Ax […]
09-15-2026
Read moreCan Arista's Third Guidance Raise Still Make You Money?
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
09-15-2026
Read moreWhy Did Cisco Stop Leading With Its Campus Refresh?
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved […]
09-15-2026
Read moreWas Arista Networks Stock's Surge Visible Before It Happened?
Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 20 […]
09-15-2026
Read moreHow Much Slowdown Is Rubrik Stock Priced For?
Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.
09-15-2026
Read more3 Artificial Intelligence (AI) Stocks That Turned $10,000 Into More Than $100,000 in 5 Years (Hint: They've All Outperformed Nvidia)
These stocks are all up more than 900% since September 2021.
09-15-2026
Read moreDell Technologies (DELL) Rallies on Bullish RBC Outlook: Is the Stock a Buy?
On September 11, Dell Technologies Inc. (NYSE:DELL) shares jumped more than 11% after RBC Capital Markets initiated coverage of the company with an Outperform rating and a price target of $640. The latest rally adds to an already strong year for Dell Technologies Inc. (NYSE:DELL), with the stock having gained over 300% so far in […]
09-15-2026
Read moreDell Jumps 5.8% as Europe's AI Chip Challenger Enters Its Servers
Axelera adds inference choice, although its maximum sales opportunity remains small beside Dell's enormous backlog.
09-15-2026
Read moreHewlett Packard Enterprise Rises 4% a Day After Evercore ISI Downgrade; Dell Climbs 4%, Super Micro Holds Steady
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
09-15-2026
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