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DELL Aug 2024 185.000 call
- Yahoo Finance Video
Investing in the next phase of AI race after Nvidia earnings
The AI trade is still alive and well! Chip powerhouse Nvidia (NVDA) beat its fiscal first-quarter earnings, reported on Wednesday, and CEO Jensen Huang believes artificial intelligence will continue to be a "giant market opportunity" for the company. Creative Strategies CEO and Principal Analyst Ben Bajarin and Harvest Portfolio Management Co-CIO and Wall Street Beats Partner Paul Meeks sit down with Yahoo Finance's Market Domination to share their perspectives on Nvidia's positive quarter and where the company can go in artificial intelligence inferencing, or the process of training an AI model by running new data through it. "This is where the works really gotta come in to really understand where these workloads are going to go. Looking at where a lot of big businesses and enterprises are going to want to run their workloads, either in the cloud or on PRAM, and I do believe there's something to this," Bajarin lays out. "AI factories, sovereign AI, that's going to happen. But does that mean that's totally Nvidia systems? I think that's that's still an open question. It's really going to come down to cost." Bajarin and Meeks also weigh in on where other hyperscaler cloud service providers and PC companies fit into the greater AI race. For more of everything Nvidia, catch Yahoo Finance's exclusive interview with CEO Jensen Huang. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Luke Carberry Mogan.
- Yahoo Finance Video
Dell added to Evercore ISI's Tactical Outperform List
Dell Technologies (DELL) stock has jumped after Evercore ISI added the computer company to its "Tactical Outperform" List. Yahoo Finance's Catalysts talk about Dell's AI offerings it is incorporating into its business strategy as shares have climbed by over 100% year-to-date in 2024. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Luke Carberry Mogan.
- Benzinga
What's Going On With Dell Stock On Thursday?
Dell Technologies Inc (NYSE:DELL) shares are trading higher as AI-related stocks gained in sympathy with partner Nvidia Corp (NASDAQ:NVDA). Meanwhile, Dell and Ericsson (NASDAQ:ERIC) collaborated to combine their industry expertise with telecom software, solutions, and support, guiding communications service providers (CSPs) through their radio access network (RAN) cloud transformation journeys. CSPs aim for network cloud and operations transformation to improve economics and agility while maint
