Express News | Dell Technologies Inc : Evercore ISI Cuts Target Price to $140 From $165
After a volatile week, Goldman Sachs reevaluates AI stocks: high-quality companies are very attractive.
Goldman Sachs pointed out that even though the market is tired of AI concept stocks, high-quality AI stocks are still attractive as these companies have strong technical foundations, market positions, or growth potential in the AI field. In addition, Nvidia's financial report, which will be released at the end of this month, may have a major impact on the entire AI market.
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Express News | Dell Technologies Inc : BofA Global Research Removes Stock From Its US 1 List
S&P rises over 2%, the best in nearly two years, with chip stocks up about 7%, Nasdaq and Chinese stocks up 2.8%, and US Treasury yields and the yen falling for three consecutive days.
The latest employment data alleviates concerns over the US economy, and US stocks rose more than 1.7%. Nvidia's stock rose more than 6%, and Tesla, Alibaba, PDD Holdings, and Tencent ADR rose more than 3%. Bullish on weight loss drug reports, Eli Lilly and Co's stock rose more than 13%, and Novo-Nordisk A/S's US stock rose nearly 8%. The 10-year US Treasury yield rose above 4%, and short-term bond yields rose by 10 basis points. Oil prices rose for the third consecutive day, gold halted its five-day decline, and digital currency had a big increase.
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Express News | Dell Technologies Shares Are Trading Lower Wednesday in Possible Sympathy With Super Micro Computer, Which Fell After the Company Reported Fourth-quarter Financial Results
Super Micro Gave a Whopping Revenue Forecast. Here's Why That's Not Enough.
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Super Micro Computer (SMCI.US) plummeted 15% after earnings, Wall Street interpretation: profitable prospects have "no distant worries but near concerns".
After super micro computer released its performance, analysts believe its short-term profitability is challenging, but it will improve in the next fiscal year.
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