Latest news with #DellTechnologies
Hindustan Times
13 hours ago
- Hindustan Times
Alienware brings back Area-51, launches new Aurora for Indian gamers
Dell Technologies has officially pulled the wraps off two new Alienware desktops in India. The all-new Area-51 and a refreshed Aurora, aiming to cater to both performance junkies and ambitious newcomers. While the Area-51 marks the return of an icon, redesigned for ultra-high-end, AI-driven gaming, the Aurora steps up as a compact and capable entry into the premium PC space. Alienware Area 51 and Aurora gaming PCs. Let's start with the big one. The Alienware Area-51 is back, and it's built for gamers who don't want compromises. Powered by up to Intel Core Ultra 9 K-Series CPUs and NVIDIA GeForce RTX 50 Series GPUs, including support for the top-tier RTX 5090, this machine is all about brute force and refined control. The thermals are engineered to run quieter and cooler than any Alienware desktop in the last three years. At full load, the CPU runs up to 13% cooler and graphics temps are down by 2.4%, all while noise levels drop by 45%. Inside, it's loaded with premium specs like support for 1500W Platinum-rated PSUs, PCIe Gen5 graphics, and a custom motherboard with heavy-duty heatsinks. But here's where it gets interesting: this isn't a 'set it and forget it' prebuilt. Dell's added DIY-friendly features, including QR codes on upgradeable parts and even a third-party AlienFX conversion kit. Aurora 2025: Smaller, smarter, sharper Then there's the Alienware Aurora, now redesigned for those getting serious about gaming. It's not trying to be a maxed-out beast, but it's no slouch either. You get up to Intel Core Ultra 9, NVIDIA RTX 5080, and 64 GB of DDR5 6400MHz XMP RAM. The thermals are handled by a 240 mm liquid cooler and twin 120 mm fans. Performance aside, the design is compact, 55% smaller than the Area-51, making it ideal for tight spaces or shared setups. Alienware sees this one appealing to what they call 'Prestige Pursuers', gamers aiming for top-tier performance and recognition, without needing a battle station that takes over the room. Bit more than just hardware Both desktops are backed by Alienware Elite Care, a 24/7 support program that covers setup, performance tuning, and even accidental damage. Add to that SupportAssist tech for predictive diagnostics and a bundled PC Game Pass, and the package becomes more than just hardware, it's a full-stack gaming experience. Pricing and availability Alienware Area-51 starts at ₹ 5,09,263.22 Alienware Aurora starts at ₹ 1,92,526.44 Both are available via Dell Exclusive Stores, and key retailers like Croma, Reliance Digital, Vijay Sales, and leading e-commerce platforms.
Associated Press
15 hours ago
- Business
- Associated Press
Dell™ PowerEdge™ Servers and Intel® Xeon® 6 Processors Deliver Increased Performance and Efficiency for Modern Data Centers
Bellevue, WA July 01, 2025 --( )-- A new study conducted by Prowess Consulting highlights how Dell™ PowerEdge™ servers powered by Intel® Xeon® 6 processors with Performance-cores (P-cores) offer performance and efficiency for the diverse workloads demanded by modern data centers, including AI and analytics. Prowess Consulting's technical research study compares next-generation PowerEdge servers to previous-generation platforms and competing solutions for performance and efficiency. In this study, commissioned by Intel and Dell Technologies, Prowess Consulting found that PowerEdge R470 servers powered by Intel Xeon 6747P processors can provide up to 102% more compute performance than prior-generation PowerEdge R450 servers with Intel Xeon Silver 4314 processors and that PowerEdge R770 servers powered by Intel Xeon 6787P processors can provide up to 45% more compute performance than previous-generation PowerEdge R760 servers with Intel Xeon Platinum 8592+ processors. In efficiency, Prowess Consulting found that PowerEdge R770 servers powered by Intel Xeon 6787P processors consumed up to 40% less power at idle compared to an HPE® ProLiant® Compute DL380 Gen12 server powered by the same Intel Xeon 6787P processors. 'The recent release of Intel Xeon 6 processors with P-cores offers organizations more power and versatility without the need for a dedicated GPU,' says Jonathan Chappelle from Prowess Consulting. 'Dell PowerEdge servers running on Intel Xeon 6700-series processors with P-cores continue to outpace competitors in market share while also addressing the demands for increased performance and efficiency in modern data centers.' For AI workloads and complex analytics, performance demands have only increased. MLPerf® is a benchmark suite developed by MLCommons to provide unbiased evaluations of training and inference performance for hardware, software, and services in machine learning (ML). With enhanced Intel® Advanced Matrix Extensions (Intel® AMX) with support for new FP16 instructions, PowerEdge R670 servers with Intel Xeon 6787P processors deliver up to 1.5x greater performance than PowerEdge R760 servers with previous-generation Intel Xeon Platinum 8592+ processors, as measured using the MLPerf 5.0 benchmark. High-performance LINPACK (HPL) is a benchmark used to evaluate the floating-point performance of supercomputers and distributed-memory systems. Among the study's findings, Prowess Consulting found that PowerEdge R770 servers with 86-core Intel Xeon 6787P processors offer up to 62% more HPL performance than previous-generation PowerEdge R760 servers with 64-core Intel Xeon Platinum 8592+ processors. The study also found that PowerEdge R770 servers with 86-core Intel Xeon 6787P processors can provide up to 96% more HPL performance than PowerEdge R760 servers with 56-core Intel Xeon Platinum 8480+ processors. Prowess Consulting also identified several benchmark wins against previous generations. For example, PowerEdge R670 servers with 86-core Intel Xeon 6 processors with P-cores offer up to 35% more online transaction processing (OLTP) performance and up to 42% more online analytical processing (OLAP) performance than previous-generation PowerEdge R760 servers with 64-core Intel Xeon Platinum 8592+ processors. To explore how Dell PowerEdge servers with Intel Xeon 6 processors with P-cores can improve compute and workload performance, visit Learn more about the capabilities of PowerEdge servers with Intel processors at the Dell Info Hub: * The analysis and reporting were done by Prowess Consulting and commissioned by Intel and Dell Technologies. About Prowess Consulting Prowess Consulting has partnered with technology innovators for more than 20 years, delivering trusted, high-quality solutions and strategic expertise to support their growth and operations. Prowess Consulting is located in Bellevue, Washington, USA. For more information, visit Contact Information: Prowess Consulting Ben Fuller 206-443-1117 Contact via Email Read the full story here: Dell™ PowerEdge™ Servers and Intel® Xeon® 6 Processors Deliver Increased Performance and Efficiency for Modern Data Centers Press Release Distributed by
Globe and Mail
a day ago
- Business
- Globe and Mail
Dell Technologies and Starbucks have been highlighted as Zacks Bull and Bear of the Day
For Immediate Release Chicago, IL – July 1, 2025 – Zacks Equity Research shares Dell Technologies DELL as the Bull of the Day and Starbucks SBUX as the Bear of the Day. In addition, Zacks Equity Research provides analysis on JPMorgan JPM, Bank of America BAC and Goldman Sachs GS. Here is a synopsis of all five stocks: Bull of the Day: Dell Technologies develops and sells comprehensive and integrated information technology solutions and products globally. The top-ranked company is benefiting from strong demand for AI servers amid an ongoing digital transformation and heightened interest in generative AI applications. This stock is displaying relative strength off the April lows and has been making a series of higher highs. The broader technology sector is providing a durable backing for this industry leader. Increasing volume has attracted investor attention as buying pressure accumulates in this highly-ranked stock. A Zacks Rank #1 (Strong Buy), Dell is part of the Zacks Computer – Micro Computers industry group, which currently ranks in the top 18% out of approximately 250 industries. Because this group is ranked in the top half of all Zacks Ranked Industries, we expect it to outperform the market over the next 3 to 6 months. Take note of the favorable characteristics for this group below. Stocks in this industry are relatively undervalued based on traditional valuation metrics. They are also projected to experience above-average earnings growth, which signifies a powerful combination that should lead to higher prices in the future. Historical research studies suggest that approximately half of a stock's price appreciation is due to its industry grouping. In fact, the top 50% of Zacks Ranked Industries outperforms the bottom 50% by a factor of more than 2 to 1. It's no secret that investing in stocks that are part of leading industry groups can give us a leg up relative to the market. By focusing on leading stocks within the top industries, we can dramatically improve our stock-picking success. Company Description Dell operates through two segments. The first is their Client Solutions Group, which is what most people think of when they hear the name Dell. This segment offers desktops, workstations, notebooks, displays, and projectors. And while Dell remains a prominent PC maker and is expected to benefit from increased adoption of remote working along with recovering demand amid the PC refresh cycle, it's their other segment – called Infrastructure Solutions Group - that is really at the heart of the artificial intelligence boom. This segment provides modern and traditional storage solutions, AI-optimized servers, and networking products. In the first quarter of 2025, Dell secured $12.1 billion in AI server orders, surpassing shipments and building a strong backlog. A growing partner base that includes the likes of Nvidia, Microsoft, and Facebook-parent Meta Platforms has been a major growth driver. In addition to its IT products, Dell also offers cybersecurity solutions to prevent security breaches, detect malicious activity, and identify emerging threats. The company serves enterprises, public institutions, and small and medium-sized businesses. It was founded in 1984 and is headquartered in Round Rock, Texas. Earnings Trends and Future Estimates Dell has built an enviable track record in terms of surpassing earnings estimates. The AI server and storage provider missed the EPS mark just twice over the past five years. While one of those misses came in the recent quarter, Dell's bottom line still leapt 37.6% year-over-year. Quarterly revenues jumped 5.1% versus the year-ago period. The technology giant has delivered a trailing four-quarter average earnings surprise of 2.26%. Consistently beating earnings estimates is a recipe for success. Dell continues to witness rising earnings estimates as the company benefits from AI momentum. Analysts covering DELL increased their second-quarter EPS estimates by 14% in the past 60 days. The Q2 Zacks Consensus Estimate now stands at $2.28/share, translating to a healthy 20.6% growth rate versus last year. Revenues are anticipated to climb 16.5% year-over-year. Let's Get Technical This market leader has seen its stock advance more than 70% off the April lows. Only stocks that are in extremely powerful uptrends are able to experience this type of outperformance. This is the kind of stock we want to include in our portfolio – one that is trending well and receiving positive earnings estimate revisions. The stock has been making a series of higher highs over the past few months. With both strong fundamental and technical indicators, DELL stock is poised to continue its outperformance. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. As we know, Dell has recently witnessed positive revisions. As long as this trend remains intact (and Dell continues to deliver earnings beats), the stock will likely continue its bullish run. Bottom Line Dell's measures to reward shareholders are encouraging. In the first quarter of 2025, the company returned $2.4 billion to shareholders through share repurchases and dividends. Dell announced an 18% increase to its annual dividend, and its board approved a $10 billion increase in share repurchase authorization. Backed by a leading industry group and history of earnings beats, it's not difficult to see why DELL stock is a compelling investment. Robust fundamentals combined with an appealing technical trend certainly justify adding shares to the mix. Recent positive earnings estimate revisions should also serve to create a 'floor' in terms of any sudden or unexpected downside moves. If you haven't already done so, be sure to put DELL on your shortlist. Bear of the Day: Starbucks operates as a roaster, marketer, and retailer of specialty coffee worldwide. The company offers roasted whole beans, coffee and tea beverages, single-serve products, and various food items such as pastries and breakfast sandwiches. The coffee retailer provides its services under the Starbucks, Seattle's Best Coffee, Evolution Fresh, Ethos, and Teavana brands. Founded in 1971 and based in Seattle, Washington, Starbucks maintains a presence in nearly 90 markets worldwide. Starbucks faces several notable headwinds. The stock is underperforming amid decreased global comparable store sales along with higher operational expenses. Domestic market softness remains evident, triggered by a 4% decrease in comparable transactions during the company's fiscal second quarter. New competition also represents a significant and ongoing threat to its core business. The Zacks Rundown A Zacks Rank #5 (Strong Sell) stock, Starbucks is part of the Zacks Retail – Restaurants industry, which currently ranks in the bottom 42% out of approximately 250 industries. Because this industry is ranked in the bottom half of all Zacks Ranked Industries, we expect it to underperform the market over the next 3 to 6 months, just as it has over the past few months. Stocks in the bottom tiers of industries can often be intriguing short candidates. While individual stocks have the ability to outperform even when they're part of a lagging industry, the inclusion in a weaker group serves as a headwind for any potential rallies and the journey forward is that much more difficult. SBUX stock has been severely underperforming the market off the April lows. The stock has failed to show any real momentum and represents a compelling short opportunity as we head further into 2025. Recent Earnings Misses and Deteriorating Outlook Starbucks has fallen short of earnings estimates in three of the past six quarters. Back in April, the company reported quarterly earnings of 41 cents per share, missing the Zacks Consensus Estimate by a whopping -16.3%. Starbucks posted a trailing four-quarter average earnings miss of -2.95%. Consistently falling short of earnings estimates is a recipe for underperformance, and SBUX is no exception. The coffee retailer has been on the receiving end of negative earnings estimate revisions as of late. Looking at the full year, analysts have slashed estimates by -15.36% in the past 60 days. The fiscal 2025 Zacks Consensus EPS Estimate is now $2.48 per share, reflecting negative growth of -25.1% relative to last year. Falling earnings estimates are a huge red flag and need to be respected. Negative growth year-over-year is the type of trend that bears like to see. Let's Get Technical SBUX stock has also experienced what is known as a "death cross," whereby the stock's 50-day moving average (blue line) crosses below its 200-day moving average. Shares would have to make an outsized move to the upside and show increasing earnings estimate revisions to warrant taking any long positions. The stock has fallen about 20% since February, all while the general market returned to new heights. Final Thoughts Ongoing investments in the "Back to Starbucks" strategy, various restructuring actions and additional labor are pressurizing the margins of the company. Moving forward, the ongoing macro uncertainties and elevated expenses are expected to hurt Starbucks' growth trends. Our Zacks Style Scores illustrate a deteriorating investment picture for Starbucks, as the company is rated a worst-possible 'F' in our overall VGM score. Recent earnings misses and declining future estimates signal more trouble on the horizon. The fact that Starbucks is included in a weak industry group simply adds to the growing list of concerns. Investors will want to steer clear of an overvalued SBUX until the situation shows major signs of improvement. Additional content: Major Banks Pass 2025 Stress Test: Bigger Payouts in the Cards? The results of the much-awaited annual stress test are out. As expected, the 22 banks that were tested have easily passed this year's annual health checkup, given that the 2025 scenario used to test the banks was less severe than last year. The Federal Reserve's vice chair for supervision, Michelle Bowman, said, "Large banks remain well capitalized and resilient to a range of severe outcomes." Thus, the largest U.S. lenders, which include JPMorgan, Bank of America and Goldman Sachs, will be able to withstand a severe recession with sufficient capital on hand to absorb hundreds of billions of dollars in losses. What is a Stress Test? Each year, the Federal Reserve's stress test assesses the capacity of the biggest U.S. banks to withstand a significant economic downturn. The test is used to determine the most recent minimum capital requirements, which are intended to cushion potential losses. It further dictates the size of share repurchases and dividends. The 2008 financial crisis gave rise to this annual assessment, which covered institutions with at least $100 billion in assets. The Fed evaluates the financial resilience of banks by estimating losses, revenues, expenses and resulting capital levels under hypothetical economic conditions. A baseline scenario and a severely adverse scenario are used for assessment. The severely adverse scenario is characterized by a hypothetical severe global recession accompanied by a period of heightened stress in commercial and residential real estate markets, and corporate debt markets. Details of This Year's Test This year, the severely adverse scenario featured a slightly smaller increase in the unemployment rate from the 2024 scenario. It also featured a smaller decline in house prices and a fall in commercial real estate prices that is 10% less than that in 2024. All the 22 lenders that have passed the test show that their capital levels will stay above the key threshold in a scenario where GDP contracts by 8%, commercial real estate prices decline by 30%, there is a 33% decline in house prices and the unemployment rate rises to 10%. The minimum common equity tier 1 capital ratio that is required to pass the test is 4.5%. This year, all the banks as a group had a common equity tier 1 ratio of 11.6% during the stress scenario, after absorbing total projected hypothetical losses of more than $550 billion. The projected loss includes nearly $158 billion in credit card losses, $124 billion in losses from commercial and industrial loans, and $52 billion in losses from commercial real estate. Now, as the banks have passed the stress test displaying sufficient capital on hand, they will be able to issue dividends to shareholders and buy back shares to return proceeds to investors. Moreover, with all the banks passing the test, the Trump administration will now be in a position to make its case that rules for financial institutions should be lessened. The Trump administration implements a deregulatory agenda because it is of the view that it will boost lending and drive economic growth. Easing Regulation in the Cards? A couple of days ago, the Fed unveiled a proposal to ease the enhanced Supplementary Leverage Ratio (SLR) to reduce capital requirements significantly for major U.S. banks, including JPM, BAC and GS. Banks have been complaining that the SLR penalizes them for holding lower-risk assets such as Treasury bonds. Thus, such a proposal could make it easier for these banks to handle these low-risk assets and free billions in capital currently tied up due to the post-2008 leverage requirements. Details of the Proposed Plan The Fed's proposal would lower capital requirements for Global Systemically Important (GSIBs) banks like JPM, BAC and GS by 1.4%, or $13 billion. More substantially, it would reduce capital requirements for depository institution subsidiaries of banks by 27% or $213 billion. Under the proposed rule, the Fed would replace the current 2% enhanced SLR buffer with a buffer equal to half of each bank's GSIB surcharge. Similarly, the 3% ESLR buffer for global bank subsidiaries would be replaced with half of each bank's GSIB surcharge. The easing of these requirements could directly benefit major banks by reducing the amount of capital they must hold in reserve. This will likely give them more flexibility to expand operations, particularly in lending and Treasury trading. Additionally, lower capital buffers could enhance bank profitability by freeing funds for investment or business expansion. Why Haven't You Looked at Zacks' Top Stocks? Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year. Today you can access their live picks without cost or obligation. See Stocks Free >> Media Contact Zacks Investment Research 800-767-3771 ext. 9339 provides investment resources and informs you of these resources, which you may choose to use in making your own investment decisions. Zacks is providing information on this resource to you subject to the Zacks "Terms and Conditions of Service" disclaimer. Past performance is no guarantee of future results. Inherent in any investment is the potential for material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit for information about the performance numbers displayed in this press release. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report The Goldman Sachs Group, Inc. (GS): Free Stock Analysis Report Bank of America Corporation (BAC): Free Stock Analysis Report JPMorgan Chase & Co. (JPM): Free Stock Analysis Report Starbucks Corporation (SBUX): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report
Tahawul Tech
2 days ago
- Business
- Tahawul Tech
Dell Technologies' AI PCs now available in the UAE
Earlier this year at CES, Dell Technologies unveiled an impressive range of AI-powered PCs designed to transform both personal and professional computing. Now available in the UAE, this cutting-edge portfolio includes sleek laptops, high-performance workstations, and adaptable desktops, all designed to drive collaboration and enhance productivity. Dell has introduced three simple product categories to simplify customer choice based on core business needs: Dell : Designed for play, school and work. : Designed for play, school and work. Dell Pro : Designed for professional grade productivity. : Designed for professional grade productivity. Dell Pro Max: Designed for maximum performance. Dell has also made it easy to distinguish products within each of the new product categories, with a consistent approach to tiering that lets customers pinpoint the exact device for their specific needs. Above and beyond the starting point (Base), there's a Plus tier that offers the most scalable performance and a Premium tier that delivers the ultimate in mobility and design. In addition, as the AI PC market evolves and businesses prepare for the end of support for Windows 10 in October 2025, the importance of AI in modern organisations has been highlighted by its rapid adoption rate, with over 70%1 of businesses already incorporating GenAI into their workflows. 'Technology is advancing at an unprecedented pace, and staying ahead is essential for businesses looking to sharpen their competitive edge. With Generative and Agentic AI becoming board-level priorities, and data inferencing shifting closer to the edge, the PC is once again at the centre of productivity and innovation. The upcoming end of support for Windows 10 and the shift to Windows 11 mark a pivotal opportunity for organisations to modernise their workplace with future-ready solutions. Dell's cutting-edge portfolio of AI-powered PCs is purpose-built to boost performance, enhance security, and help businesses confidently seize the opportunities of tomorrow,' said Haidi Nossair, Senior Director, Client Solutions Group, META at Dell Technologies. Dell: PCs Ideal for Multitaskers Dell launched four new Copilot+ devices from the Plus tier, which introduces the most scalable Dell PCs with a balance between versatility and productivity. With a brand-new design, the devices are powered by Intel® Core™ Ultra (Series 2, V SKUs) processors and offer up to 39% longer battery life, up to 14% thinner modern profile and provide on-device AI to boost efficiency. The Dell portfolio is now expanded to include not only Snapdragon® X Series processor but also AMD options. Dell will also introduce new devices in the base tier, which offers everyday devices that provide effortless use and practical design, and the Premium tier, which continues the XPS legacy loved by consumers and prosumers alike. Dell Pro: Timeless Design and Quiet Productivity The new Dell Pro laptop portfolio brings a fresh, clean and timeless look for the business professional. These PCs are some of the smallest and lightest laptops in their class, featuring durable and reliable materials designed to handle the demands of a busy workday. In fact, they withstand three times as many hinge cycles, drops and bumps from regular use as competitor devices helping ensure they stand up to the rigors of daily use. The Dell Pro lineup includes Intel® Core™ Ultra (Series 2, V and U SKUs) and AMD Ryzen™ processor options, featuring an NPU, CPU and GPU. They offer exceptional battery life, powerful on-device AI, Copilot+ PC experiences and dependable productivity in the office, at home or anywhere in between. The Dell Pro 14 Premium will also be the first commercial notebook with a Tandem OLED display. It's 24% more power efficient and 49% lighter than traditional OLED displays while offering bright and vibrant colour for editing presentations or taking conference calls. Dell Pro Premium features 90% recycled magnesium in the chassis for an elegant, light and long-lasting experience. Dell Pro Max: Performance in Versatility Designed for demanding applications, the new Dell Pro Max portfolio offers a range of high-performance PCs. The Dell Pro Max with GB10 and Dell Pro Max with GB300, at the top end of the high-performance PC range, packs exceptional performance in a compact and power-efficient form factor. In a category where performance is key, the new portfolio features greater performance generation-over-generation through Dell's new, patented thermal design. The devices include Intel® Core™ Ultra (Series 2, U SKUs) and AMD Ryzen and AMD Threadripper processor options and professional graphics. Users can power intensive workloads, from animation to video rendering, run AI inferencing and fine-tune large language models (LLMs), while maintaining security and managing costs. Rooted in Sustainable Design Building on Dell's circular innovation leadership, the new portfolio focuses on innovative modular design and the increased use of recycled, low emissions and renewable materials in products and packaging. Dell Pro and select Dell Pro Max are the world's first commercial notebooks built with a modular USB-C port. New technology innovations in battery chemistry also allow the new Dell Pro and Dell Pro Plus batteries to use up to 80% less cobalt and reduce dependence on critical minerals. A Seamless Ecosystem Built for Performance and Well-being From desktops and laptops to displays, the Dell product ecosystem is engineered to seamlessly connect tools, boost productivity, and enrich everyday experiences for users everywhere. Reflecting Dell's commitment to innovation, user well-being, and environmental responsibility, the product displays are designed to enhance customers' experience. With advanced low blue light technology, they help reduce eye strain—ideal for long workdays, creative projects, or immersive gaming sessions. To further streamline the user experience and simplify device management, the Dell ecosystem is unified through a powerful and intuitive interface. With Dell Display Peripheral Manager (DDPM) and Dell Client Device Management (DCDM), users can control all connected devices from one convenient platform. This seamless integration enables effortless adjustment of settings, performance monitoring, and workflow optimisation. Image Credit: Dell Technologies
Globe and Mail
2 days ago
- Business
- Globe and Mail
Top Stock Picks for Week of June 30, 2025
Dell Technologies ( DELL ) is a leading provider of servers, storage and PCs. Dell's first-quarter performance benefited from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. It secured $12.1 billion in AI server orders, surpassing shipments and building a strong backlog. Strong enterprise demand for AI-optimized servers aids DELL. A robust partner base that includes the likes of NVIDIA, Google and Microsoft has been a major growth driver. Shares of this computer and technology services provider have returned +10.9% over the past month versus the Zacks S&P 500 composite's +6% change. The Zacks Computer - Micro Computers industry, to which Dell Technologies belongs, has gained 3.1% over this period. Dell Technologies is expected to post earnings for the current quarter, representing a year-over-year change of +19.6%. Over the last four quarters, Dell Technologies surpassed consensus EPS estimates three times. The company topped consensus revenue estimates two times over this period. Dell's shareholder-friendly approach through share buybacks and dividend payout makes it an attractive investment. Taiwan Semiconductor Manufacturer Co. ( TSM ) is the world's largest dedicated integrated circuit foundry. Taiwan Semiconductor Manufacturing Company Limited has had a solid 2025. Its robust performance has been closely tied to the booming demand for artificial intelligence (AI) and the broader recovery in semiconductor stocks. TSM reported first-quarter 2025 earnings beating the Zacks Consensus Estimate. The company also reported revenues beating the Zacks Consensus Estimate. Year to date, TSM has grown 15.8% compared with a 13.4% advance for its Zacks Peer Group. In short, TSM in 2025 is a powerhouse riding the global AI wave. Its growth isn't just cyclical, it's strategic. Even as investors monitor geopolitical and currency risks, most see the company as the backbone of the AI infrastructure, with a long runway ahead. Its role in supplying chips for everything from generative AI to AI-powered smartphones cements its central position in the coming decade. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL): Free Stock Analysis Report
