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AI Server Growth Change The Bull Case For Dell (DELL)?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672089720","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672089720?lang=en_us&edition=fundamental","pubTime":"2026-10-04 17:19","pubTimestamp":1791105561,"startTime":"0","endTime":"0","summary":"Dell Technologies recently launched the XPS Googlebook, a 13 inch Snapdragon X Elite laptop built for Gemini Intelligence and Android integration, and introduced two AI ready Pro Rugged laptops aimed at workers in harsher field conditions.\nThe combination of Gemini focused client devices and rugged AI capable PCs points to Dell Technologies pushing AI workloads deeper into both premium consumer use and mission critical industrial environments.\nThis article examines how Dell 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vs. Hewlett Packard Enterprise: Which AI Server Stock Is a Better Buy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2672721944","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672721944?lang=en_us&edition=fundamental","pubTime":"2026-10-04 08:00","pubTimestamp":1791072000,"startTime":"0","endTime":"0","summary":"Oracle's (ORCL) latest earnings report once again reminds the market that substantial capital continues to flow into AI infrastructure buildout, with Dell (DELL) and Hewlett Packard Enterprise (HPE) standing as potential beneficiaries.","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262198933-oracle-capex-90-billion-dell-hpe-ai-server-benefit-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4170","LU0267386448.USD","FXL","LU0496365809.HKD","LU0211326839.USD","LU0345770308.USD","LU2065171402.SGD","BK4535","LU1267930227.SGD","LU2065169927.USD","LU0321505439.SGD","WLDR","LU0211326755.USD","LU0348723411.USD","LU1804176565.USD","LU0006061336.USD","DELL","LU2265009873.SGD","LU2065170008.USD","BK4588","LU0306806265.USD","LU0310800965.SGD","LU0985481810.HKD","LU0976567544.SGD","HPE","HPEL","LU1235294995.USD","LU0052756011.USD","LU0225771236.USD","BK4515","LU0306807586.USD","LU0225284248.USD","LU1823568750.SGD","LU2065171311.SGD","DLLL","LU1046421795.USD","BK4585","LU0345770993.USD","LU0128525689.USD","BK4543","LU0321505868.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672265377","title":"Micron’s AI Supercycle: Trillion-Dollar Rally at a Crossroads","url":"https://stock-news.laohu8.com/highlight/detail?id=2672265377","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672265377?lang=en_us&edition=fundamental","pubTime":"2026-10-03 23:01","pubTimestamp":1791039695,"startTime":"0","endTime":"0","summary":"Micron ( ($MU) ) has been popular among investors this week. 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It may present an opportunity for patient investors.Shares of hard-drive makers $Western...","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDCC","LU1046421795.USD","LU1670628061.USD","DISK","LU0240878834.USD","FDTX","LU1035773651.USD","LU1069347547.HKD","FCUS","BK4585","LU0444971666.USD","STXL","LU1670627923.USD","STXX","LU0476273544.USD","IE00B19Z9P08.USD","LU1815336760.USD","CNAV","LU1983260115.SGD","LU0072461881.USD","LU1642822529.SGD","COWG","LU1235294995.USD","BK4588","EGGY","IE00B19Z9Z06.USD","LU0006061336.USD","DRMY","LU0240877869.USD","QQQA","GB00BDT5M118.USD","CGGO","BK4170","WDC","STX","CNEQ","LU0203347892.USD","WLDR","STXU","LU0162691827.USD","LU0081259029.USD","LU0154236417.USD","LU0203345920.USD","RULE","LU0957808578.USD","LU1823568750.SGD","IE00B894F039.SGD","PTF","WDCX","QQQG","LU0444973449.USD","BK4512"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672490337","title":"Jabil Inc. 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Stock Underperforms Friday When Compared To Competitors Despite Daily GainsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Jabil Inc.  rallied 1.54% to $304.41 Friday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index  rising 0.73% to 7,722.72 and the Dow Jones Industrial Average  rising 0.49% to 51,176.96.This was the stock's second consecutive day of gains.Jabil Inc. closed 29.03% below its 52-week high of $428.93, which the company reached on June 17th.The stock underperformed when compared to some of its competitors Friday, as Benchmark Electronics Inc.  rose 3.27% to $87.39, Flex Ltd.  rose 3.40% to $116.61, and Sanmina Corp.  rose 3.19% to $229.04.Trading volume  eclipsed its 50-day average volume of 1.2 M.Data source: Dow Jones Market Data, FactSet. 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Stock Underperforms Friday When Compared to Competitors Despite Daily Gains","url":"https://stock-news.laohu8.com/highlight/detail?id=2672749183","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672749183?lang=en_us&edition=fundamental","pubTime":"2026-10-03 04:34","pubTimestamp":1790973240,"startTime":"0","endTime":"0","summary":"DJ Arista Networks Inc. Stock Underperforms Friday When Compared To Competitors Despite Daily GainsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Arista Networks Inc.  advanced 1.40% to $207.35 Friday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index  rising 0.73% to 7,722.72 and the Dow Jones Industrial Average  rising 0.49% to 51,176.96.This was the stock's third consecutive day of gains.Arista Networks Inc. closed 3.51% below its 52-week high of $214.89, which the company reached on August 5th.The stock demonstrated a mixed performance when compared to some of its competitors Friday, as Lantronix Inc.  rose 1.84% to $7.19, Silicom Ltd.  rose 11.93% to $60.03, and HP Inc.  fell 0.09% to $32.12.Data source: Dow Jones Market Data, FactSet. Data compiled October 2, 2026.","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0072461881.USD","LU2054465674.USD","LU1144417596.USD","LU0353189680.USD","LU1989764664.SGD","LU0823434583.USD","LU0823434740.USD","ANET","WLDR","LTRX","LU0306806265.USD","LU0306807586.USD","LU0006306889.USD","SKYY","LU1917777945.USD","IE00BMPRXR70.SGD","LU0225771236.USD","LU0006061336.USD","SILC","LU1989764748.USD","IE00BMPRXN33.USD","LU0198837287.USD","IE00B19Z8X17.USD","LU0162691827.USD","IYZ","LU2355687059.USD","LU2211815571.USD","LU2108987350.USD","LU0321505868.SGD","BK4020","LU1974910355.USD","XTL","BK4554","LU0109392836.USD","ANEL","LU0889565833.HKD","LU0985481810.HKD","LU2211814178.USD","BK4588","LU0077335932.USD","LU0106261372.USD","LU0321505439.SGD","IE00BN0W2T93.GBP","LU0348723411.USD","LU0225284248.USD","LU2458330169.SGD","IE00B19Z9505.USD","LU0225283273.USD","LU2023250504.SGD","HPQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672677749","title":"Dell Technologies Inc. Cl C Stock Rises Friday, Outperforms Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2672677749","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672677749?lang=en_us&edition=fundamental","pubTime":"2026-10-03 04:33","pubTimestamp":1790973180,"startTime":"0","endTime":"0","summary":"DJ Dell Technologies Inc. Cl C Stock Rises Friday, Outperforms MarketThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Dell Technologies Inc. Cl C  rose 3.84% to $562.52 Friday, on what proved to be an all-around favorable trading session for the stock market, with the S&P 500 Index  rising 0.73% to 7,722.72 and the Dow Jones Industrial Average  rising 0.49% to 51,176.96.This was the stock's second consecutive day of gains.Dell Technologies Inc. Cl C closed 5.54% below its 52-week high of $595.51, which the company reached on September 18th.Trading volume  remained 2.5 million below its 50-day average volume of 7.9 M.Data source: Dow Jones Market Data, FactSet. Data compiled October 2, 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