Dell, Seagate, Others in Focus as Morgan Stanley Says 'Stay the Course' for 2025
Morgan Stanley: Growth in the IT Hardware Industry will accelerate in 2025. Bullish on Apple (AAPL.US), Dell Technologies (DELL.US), and others.
Morgan Stanley Analyst stated: "We expect Hardware growth to accelerate in 2025, and we are more Bullish on the enterprise terminal market rather than the Consumer terminal market."
How Is The Market Feeling About Dell Technologies?
Another Week, Another Index Record | Lkive Stock
Michael Dell Spent 40 Years Preparing for an AI Boom No One Expected -- WSJ
Weekly Buzz: Tech stocks hit high scores on ominous day
Is Dell Technologies (DELL) the Best Computer Hardware Stock to Invest in Right Now?
Market Mixed on Friday the 13th | Livestock
The Nasdaq fell to 0.02 million points, Adobe plummeted more than 13%, the China concept Index rose against the trend, and Bitcoin dropped below 0.1 million dollars.
In November, USA PPI inflation exceeded expectations, with the market betting on a pause in interest rate cuts in January next year. The Dow has fallen for six consecutive days, with NVIDIA experiencing the largest drop of 2.5%. Tesla, Meta, Google, and Amazon have moved away from their highs, uranium mining stocks have declined, but Apple reached a new high. Broadcom rose nearly 5% in after-hours trading, and Chinese stocks Baidu and PDD Holdings increased by over 1%. Bond yields in Europe and the USA have risen significantly, and after the European Central Bank cut interest rates, the euro fell to a one-week low, before rebounding. The dollar reached a two-week high, while the offshore yuan once rose over 200 points, breaking through 7.26 yuan. Commodities generally fell, with spot gold down over 2% and spot silver down over 4% during the session.
Thursday Ends in Index Declines | Wall Street Today
Market Falls Thursday, Producer Inflation Grows, and Tech Pulls Back From Records | LiveStock
Dell, Nvidia, Others May Benefit From Modular Data Centers for AI: Mizuho
Dell Technologies (DELL) Enhances CoreWeave's AI Platform With NVIDIA Servers
Dell Technologies Inc.'s (NYSE:DELL) Intrinsic Value Is Potentially 48% Above Its Share Price
Macy's revealed a major accounting incident: an employee falsely recorded $0.151 billion in expenses
Macy's, an established US retail giant, revealed on Wednesday the findings of an investigation into a major accounting incident that affected its financial reports for several years. The investigation determined that repeated mistakes and subsequent cover-ups by one of the company's employees led to a false recording of $0.151 billion in expenses. These differences stem from underestimated small package delivery costs starting at the end of 2021, and persist due to deliberate misbilling and falsification of documentation. This operation by this employee masks the true costs, which were not discovered until the fall of 2024. Although Macy's fired the employee, the company said the employee had no experience from these misdeeds
The NASDAQ broke through 0.02 million points for the first time, Tesla led a group of tech giants to a new high, and Bitcoin climbed to 0.1 million dollars
The Dow and Apple fell, the Nasdaq rose nearly 2%, Tesla and Google rose nearly 6%, while Meta, Amazon, and Netflix all reached new highs. NVIDIA rose over 3%, Broadcom rose nearly 7%, Super Micro Computer once dropped over 8%, the decline of Chinese concepts narrowed, and Fangdd Network turned to rise over 11%. The U.S. November CPI confirms interest rate cut bets for next week, with a pause on rate cuts expected in January next year. The dollar and U.S. Treasury yields rebounded in a V-shape, while spot Gold reached its highest level in five weeks. The yen plunged below 152, while the offshore yuan once dropped over 300 points, falling below 7.29 yuan. After a significant interest rate cut by the Bank of Canada, the Canadian dollar and Canadian bond yields turned to rise, and oil prices increased by about 2%.
Dell Technologies Options Spot-On: On December 11th, 83,400 Contracts Were Traded, With 750.23K Open Interest
Market Climbs on CPI Inflation and Likelihood of Rate Cuts | Livestock
Daiwa Securities Adjusts Price Target on Dell Technologies to $140 From $125, Keeps Outperform Rating
Jim Cramer on Dell Technologies Inc. (DELL): 'I Think We're Lucky To Be Able To Invest Alongside Him'