DELL vs. SMCI: Which AI-Server Stock Offers Better Growth Opportunity?

Super Micro Computer's AI-driven revenue surge, rack-scale expansion and lower valuation stack up against Dell's margin pressures in the AI server race.
Nasdaq

SMCI vs. DELL: Which Server Stock is the Better Buy Now?

Super Micro Computer SMCI and Dell Technologies DELL are key players in the server space, offering organizations server-based technologies and supporting them with high computing power. Per a report ...
Seeking Alpha

Here's Why We're Long Dell And Short Super Micro Computer

Dell's increasing penetration of AI server opportunities have overshadowed the tepid recovery outlook in its core PC sales, and underpinned the stock's continued upsurge this year. DELL's expanding ...
CNBC

Dell surges 11% on optimism it has secured big AI server orders

Dell shares rose 11% on Wednesday to an all-time high after Morgan Stanley predicted the company would rake in sales from the insatiable demand for AI servers. Most of these AI servers are built ...
CRN

Dell’s New PowerEdge XE8545 Server: 5 Key Features

Dell EMC took the wraps off its new PowerEdge XE8545 server today, that uniquely combines AMD and Nvidia technology with the company’s high-end server line. “The Dell EMC PowerEdge XE8545 is a ...
The Motley Fool

3 Reasons Dell's Good News Is Even Better News for Super Micro Computer

The artificial-intelligence revolution is in full swing, not only lighting a fire under the stocks of leading chipmakers like Nvidia, but also less well-regarded "commoditized" server-makers such as ...
Seeking Alpha

Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'

I reiterate a 'Strong Buy' rating on Dell with a one-year target price of $210 per share, driven by robust AI server growth. DELL reported 9.5% revenue growth and 14% adjusted EPS growth, primarily ...
CRN

Dell’s Server Sales Slump Continues

‘We’re going to compete where we need to compete and we clearly want to grow the customer base, but we want that customer base to be long-term and the right type of customer for us in terms of ...
AOL

Dell's computer prices are about to rise for corporate clients. Here's what to expect, and what it's telling sales staff.

Dell is increasing its prices on December 17, Business Insider has learned. The price hikes are linked to surging demand for memory units amid the AI race. In some cases, computer prices are set to ...
Computer Weekly

Dell server, storage, PC sales grow despite component supply chain woes

It’s all going astonishingly well for Dell. When IDC said PC sales were beginning to drop in April, Dell reported its sales had actually grown by 22%. Despite component shortages that have led to ...
Houston Chronicle

How to Turn Off Intrusion Detection on a Dell Server

Dell servers have a built-in security system that provides the server administrator with pop-up alerts when someone opens the cover of the computer. This is helpful if the admin is the only one who ...