The Zacks Analyst Blog Highlights Dell Technologies, Hewlett-Packard, Cisco Systems and Super Micro Computers
This Zacks Analyst Blog highlights Dell Technologies (DELL), Hewlett-Packard (HPE), Cisco Systems (CSCO), and Super Micro Computers (SMCI), focusing on Dell's recent stock performance, its growing AI server demand, and future guidance. Despite underperforming some peers, Dell's expanding AI portfolio and strong outlook suggest potential for long-term growth, though it faces stiff competition and challenges in the consumer PC market. The article also touches upon the competitive landscape in AI infrastructure, with Cisco and Super Micro Computers making significant strides.
https://www.theglobeandmail.com/investing/markets/stocks/DELL/pressreleases/36503846/the-zacks-analyst-blog-highlights-dell-technologies-hewlett-packard-cisco-systems-and-super-micro-computers/