#hardware

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Dell Capitalizes on Nvidia AI Boom With $95 Billion Server Backlog

September 16, 2026 (3 days ago)

Dell Technologies leverages its partnership with Nvidia to secure a $95 billion AI server backlog, positioning the stock as a high-growth, value-oriented…

DELL NVDA NASDAQ-100

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Apple Seeks Accelerated Discovery in Legal Battle Against OpenAI Hardware

September 14, 2026 (5 days ago)

Apple is pursuing accelerated discovery in a federal court case against OpenAI to investigate potential misuse of confidential data in the rival's…

AAPL

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AMD Unveils Threadripper Halo Station to Target AI Workstations by 2027

September 14, 2026 (6 days ago)

AMD introduces the Threadripper Halo Station to capture the local AI computing market, aiming to bolster its ROCm software ecosystem against Nvidia's…

AMD NVDA

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HP Inc. Lags S&P 500 as Long-Term Fundamentals Face Headwinds

September 12, 2026 (7 days ago)

HP Inc. faces a challenging outlook as flat earnings and shrinking product demand cause the stock to underperform the broader market compared…

HPQ DELL SPX

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Nvidia Shares Rally as CEO Huang Signals 400K New GPU Deployments

September 12, 2026 (8 days ago)

Nvidia CEO Jensen Huang signals accelerating AI demand with 400,000 new GPU deployments, reinforcing the company's dominant position as the primary hardware…

NVDA

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AI Hardware Stocks DELL, HPE, and SNDK Show Strong Momentum Amid Market Boom

September 12, 2026 (8 days ago)

Dell, HPE, and Sandisk emerge as top AI hardware plays, leveraging explosive demand for servers, networking, and flash memory to drive record…

DELL HPE SNDK

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SMCI Slips 32% From Highs as Margin Compression Weighs on Hardware Shares

September 11, 2026 (9 days ago)

SMCI shares struggle with margin pressure and regulatory scrutiny, trailing behind industry peers like Dell despite a 35% YTD gain.

SMCI DELL NVDA +2

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Apple Shifts Strategy to Premium iPhone 18 Lineup Amid DRAM Cost Surge

September 10, 2026 (9 days ago)

Apple pivots to a premium-only iPhone 18 strategy to combat surging DRAM costs, sacrificing entry-level volume to protect margins while maintaining a…

AAPL

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Apple Shares Dip to $315 as Services Margins Hit 75.6% Amid Hardware Growth

September 10, 2026 (9 days ago)

Apple's Services segment continues to drive profitability with 75.6% gross margins, supporting a robust recurring revenue model that offsets hardware cost pressures…

AAPL

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Microsoft Pushes Useful Yield Strategy to Challenge NVIDIA Hardware Dominance

September 10, 2026 (10 days ago)

Microsoft's new 'useful yield' efficiency mandate for Azure infrastructure creates a strategic competitive test for NVIDIA's hardware dominance in the AI data…

NVDA MSFT

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Apple Scraps Two MacBook Models While Maintaining OLED Transition Strategy

September 10, 2026 (10 days ago)

Apple is streamlining its MacBook roadmap by canceling two experimental models, yet maintains its long-term OLED transition as the company navigates a…

AAPL

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Apple Targets $380 Price Goal as Foldable iPhone Launch Approaches

September 9, 2026 (10 days ago)

Apple prepares for a major hardware refresh, with BofA setting a $380 price target as the tech giant enters the competitive foldable…

AAPL

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