Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; software and peripherals; and consulting, support, and deployment services. The CSG segment provides desktops, workstations, and notebooks; displays, docking stations, keyboards, mice, webcam, and audio devices; and third-party software and peripherals, as well as configuration, support and deployment, and extended warranty services. It is involved in cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and the resale of VMware products and services. The company serves enterprises, public institutions, and small and medium-sized businesses through its direct sales channel, value-added resellers, system integrators, distributors, and retailers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

Dell Technologies Inc.

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Средний индекс, значительно упал. Медведи в растерянности.

Medium index, significantly down. The bears are confused.

Сильный индекс, незначительно упал. Рынок на стороне быков.

Strong index, slightly down. The market is on the bulls' side.

Сильный индекс, незначительно вырос. Рынок не поддерживает медведей.

Strong index, slightly up. The market does not support the bears.

Слабый индекс, незначительно упал

Слабый индекс, незначительно вырос

Key Points
Super Micro stock climbed more than 10% in a single session.
Revenue more than doubled year over year last quarter, and gross margin bounced back from a steep drop.
A heavier debt load and an open export-control investigation keep the stock risky.
Shares of Super Micro Computer (NASDAQ: SMCI) climbed more than 10% on Thursday, closing at about $31 after starting the day near $28. There was no major company news behind the move -- no earnings, no new contract -- just a sharp bounce in a stock that has been swinging hard with the rest of the artificial intelligence (AI) hardware group. Even after the jump, however, the stock is down about 31% over the past year and even further from its 52-week high.
So, what gives?
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Super Micro has never struggled to sell servers. What it has struggled to do is convince investors that the growth is worth the thin margins and the baggage that comes with it. That said, the underlying business has demonstrated notable improvements.
Demand isn't the issue
In its fiscal third quarter of 2026 (the period ended March 31, 2026), Super Micro's revenue more than doubled from a year earlier to $10.2 billion, driven by AI servers built around chips from Nvidia.
And this surging build-out goes beyond Super Micro Computer. Rivals Dell Technologies and Hewlett Packard Enterprise have both reported booming AI server demand in recent weeks.
The clearest sign that demand is outrunning what the company can fund came this month. Super Micro said it had taken in about $39 billion of AI server orders in recent weeks from more than 20 customers, and to buy the components to fill them, it lined up $7 billion in new equity and equity-linked financing.
But here's what's particularly encouraging. After dropping to 6.3% in the prior quarter, its gross margin recovered to 9.9% -- still thin, but a real bounce off the bottom. Management said the rebound came from selling more complete, ready-to-run systems rather than bare servers, along with lower costs and charges related to tariffs, shipping, and inventory.
"We are a fast-growing company. We can grow much faster, but we also care about margins," CEO Charles Liang said on the company's fiscal third-quarterearnings call when asked how its order backlog would feed into growth.
What has to hold from here
The stock trades at about 16 times earnings -- hardly demanding for a company growing revenue at a triple-digit rate.
But there's good reason for the stock's low valuation multiple.
The balance sheet is one of them. To fund its growth, the company has leaned on debt and, more recently, dilution. Total bank debt and convertible notes reached $8.8 billion at the end of the quarter, nearly double where they were six months earlier, and the $7 billion financing adds fresh shares to the count.
Then there's the question hanging over the numbers themselves.
Super Micro's board is still conducting an independent review of certain transactions tied to export-control issues, and the company has cautioned that its latest results were preliminary and unaudited, and could change once that review is complete. It comes after the 2024 accounting crisis that cost the company its auditor and nearly its Nasdaq listing -- a history that helps explain why Super Micro Computer investors remain wary even when the business looks healthy.
So, what would it take for the stock's rebound to stick?
Most of all, that 9.9% gross margin must hold and build rather than slip back toward the single-digit lows of recent quarters. And a clean resolution to the export-control review would help. Finally, investors should look to see if the company's $39 billion in orders can convert into profitable revenue without debt and dilution expanding too much.
The real test will land when Super Micro reports its fiscal fourth quarter -- likely in August.
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Super Micro Jumped More Than 10%. Is the AI Server Maker Finally Turning a Corner?

The Zacks Computer – Micro Computers industry players like Apple AAPL and Dell Technologies DELL are benefiting from steady demand for enterprise devices, including laptops, tablets and smartphones. The improving availability of 5G-enabled smartphones has been a key catalyst for industry participants. The launch of foldable and artificial intelligence (AI) and machine learning-infused smartphones, tablets, wearables, hearables and PCs is a major growth driver for industry participants. However, waning demand for consumer PCs is a headwind. Heightened geopolitical challenges post-U.S. President Donald Trump’s decision to levy tariffs on trade partners are expected to hurt industry participants. Weak demand in China has been a headwind.
Industry Description
The Zacks Computer – Micro Computers industry comprises companies that offer smartphones, desktops, laptops, printers, wearables and 3-D printers. Such devices are based on either iOS, MacOS, iPadOS, WatchOS, Microsoft Windows, or Google Chrome and Android operating systems. The companies predominantly use processors from Apple, Intel, AMD, Qualcomm, NVIDIA and Samsung. Expanding screen size, better display and enhanced storage capabilities have been the key catalysts driving the rapid proliferation of smartphones. This has been well-supported by faster mobile processors. Laptops, both consumer and commercial, benefit from faster processors, sleek designs and expanded storage facilities. The addition of healthcare features has been driving the demand for wearables.
3 Micro Computer Industry Trends to Watch
Enterprise Adoption Remains Healthy: Strong enterprise demand has been benefiting the industry participants. The growing adoption of a hybrid working environment bodes well for the players, as demand for laptops and tablets is expected to increase. Demand for smart devices that offer facial recognition, retina scans or finger impressions to verify the user for biometrics is gaining traction as enterprises enhance security.
Impressive Form Factor Drives Demand: Expanding screen size, better display and enhanced storage capabilities have been the key catalysts driving the rapid proliferation of smartphones and tablets. This has been well-supported by faster mobile processors from Qualcomm, NVIDIA, Apple and Samsung. Improved Internet penetration and speed, along with the evolution of mobile apps, have made smartphones indispensable for consumers. Improved graphics quality is making smartphones suitable for playing sophisticated games. This is driving the demand for high-end smartphones and opening up significant opportunities for device makers.
AI-enabled PCs to Boost Demand: Personal computers (desktops and laptops), be they Windows or Apple’s MacOS-based ones, are expected to benefit from AI infusion. The addition of neural processing units (NPUs), which are dedicated units to manage AI-related tasks, in PCs is a driving demand for AI-enabled devices. AMD, Qualcomm and Intel offer NPU chips with OEMs such as ASUS, Acer, Lenovo, Microsoft, HP and others building these AI-enabled devices. Canalys expects AI-capable PC shipments to make up 50% of PC shipments in 2026. This offers significant growth opportunities for industry participants.
Zacks Industry Rank Indicates Bright Prospect
The Zacks Computer – Micro Computers industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #24, which places it in the top 10% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. Since Dec. 31, 2025, the Zacks Consensus Estimate for this industry’s 2026 earnings has moved north by 9.3%.
Given the bright outlook, there are a number of stocks worth watching in the industry. But before we present those stocks, let’s take a look at the industry’s recent stock-market performance and valuation picture.
Industry Outperforms Sector and S&P 500
The Zacks Computer – Micro Computers industry has outperformed the broader Zacks Computer and Technology sector, as well as the S&P 500, over the past year.
The industry has appreciated 55.6% over this period compared with the S&P 500’s return of 27.7% and the broader sector’s appreciation of 44.4%.
One-Year Price Performance
Industry's Current Valuation
On the basis of forward 12-month P/E, which is a commonly used multiple for valuing computer stocks, we see that the industry is currently trading at 30.51X compared with the S&P 500’s 21.34X and the sector’s 24.68X.
Over the last five years, the industry has traded as high as 33.12X and as low as 25.78X, with the median being 29.2X, as the chart below shows.
Forward 12-Month Price-to-Earnings (P/E) Ratio
2 Computer Stocks to Watch Right Now
Dell Technologies: This Zacks Rank #1 (Strong Buy) company is benefiting from strong demand for AI servers, driven by ongoing digital transformation and heightened interest in generative AI applications. You can see the complete list of today’s Zacks #1 Rank stocks here.
In the first quarter of fiscal 2027, Dell Technologies booked $24.4 billion of AI orders, delivered $16.1 billion of AI server revenues, and ended with a $51.3 billion AI backlog. Management raised fiscal 2027 revenue guidance to $165-$169 billion and lifted expected AI server revenue to about $60 billion.
The Zacks Consensus Estimate for fiscal 2027 earnings has increased 45.2% to $18.66 per share over the past 30 days. The stock has appreciated 233.1% year to date.
Price and Consensus: DELL
Apple: This Zacks Rank #3 (Hold) company expects June quarter (third-quarter fiscal 2026) revenue growth in the mid-teens, with Services rising at a similar pace after adjusting for foreign exchange. New products such as iPhone 17e and MacBook Neo, plus Apple Business, can expand ecosystem engagement over time.
Apple continues to return cash through dividends and buybacks, which can support the stock when operating results hold up. At the same time, supply constraints, higher component costs and an uncertain tariff backdrop can weigh on availability and margins.
The Zacks Consensus Estimate for fiscal 2026 earnings has increased by a penny to $8.75 per share over the past 30 days. The stock has appreciated 8.8% year to date.
Price and Consensus: AAPL
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum 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 views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

2 Stocks to Watch Right Now From the Prospering Computer Industry

Snap SNAP shares have dropped 41.3% in the year-to-date period, underperforming the Zacks Computer and Technology sector’s appreciation of 18.2%.
The company’s expanding portfolio is expected to boost its prospects. On June 16, 2026, Snap introduced SPECS, a new pair of standalone augmented reality glasses designed to bring digital information, entertainment and assistance into the user’s surroundings without pulling attention away from the real world. Unveiled at Augmented World Expo 2026, the glasses are built using Swiss TR90 polymer and come in two sizes, weighing 132 grams and 136 grams. SPECS feature a 51-degree field of view, support 16 million colors and include electrochromic lenses that can shift from clear to tinted. The device also supports prescription inserts and is designed for extended daily use.
SPECS are powered by two Snapdragon processors, enabling computer vision, hand tracking and responsive augmented reality experiences. The glasses offer up to four hours of mixed-use battery life, while the charging case extends usage to as much as 20 hours. Developers have already created hundreds of Lenses for the platform, and Snap has introduced new tools to support further development. SPECS are available for pre-order at $2,195 with a refundable $200 deposit and are expected to begin shipping this fall in the United States, U.K. and France.
Snap did not announce any acquisitions in the first quarter of 2026. The company concentrated on growing its business through new products, stronger advertising performance, subscription expansion and investments in augmented reality. Management cited Snapchat, Memories Storage, Lens, Sponsored Snaps and advertising products as key contributors to growth during the quarter.
Snap Inc. Price and Consensus
This announcement relates to Snap’s Augmented Reality (“AR”) and Hardware segment, which focuses on its SPECS AR glasses. The product is designed to bring digital information, entertainment and assistance into the real world through wearable glasses. It is part of Snap’s wider AR ecosystem, which includes Snap OS, Lens Studio, computer vision technology and tools for developers. The launch also aligns with Snap’s efforts to expand its AR platform and support new applications built on its system. These developments highlight the company’s focus on combining hardware and software to build practical augmented reality experiences for everyday use.
SNAP’s Earnings Estimate Revision Shows Positive Trend
Snap expects a two-percentage-point acceleration in revenue growth at the midpoint of its second quarter guidance compared with the first quarter, primarily driven by improvements in the North American advertising business.
The Zacks Consensus Estimate for second-quarter 2026 net sales is pegged at $1.53 billion, indicating a year-over-year increase of 13.99%. The consensus mark for the second-quarter earnings is pinned at 7 cents per share, unchanged over the past 30 days, indicating a year-over-year jump of 800%.
The Zacks Consensus Estimate for fiscal 2026 net sales is pegged at $6.7 billion, indicating a year-over-year increase of 12.91%. The consensus mark for the fiscal 2026 earnings is pinned at 60 cents per share, up 1 cent over the past 30 days, indicating a year-over-year jump of 81.82%.
Zacks Rank & Stocks to Consider
Snap currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the broader Zacks Computer and Technology sector are Alps Electric APELY, Dell Technologies DELL and Teradyne TER, which currently sport a Zacks Rank #1 (Strong Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
Long-term earnings growth rates for Alps Electric, Dell Technologies and Teradyne are currently pegged at 2.3%, 26.3% and 34.3%, respectively. Shares of Alps Electric, Dell Technologies and Teradyne increased 1.7%, 233.1%, 111.1%, respectively, over the year-to-date period.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum 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 views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Will SPECS Glasses Help Expand Snap's Augmented Reality Reach?

Super Micro Computer SMCI is scaling up its AI infrastructure business to support its long-term strategy of going beyond server manufacturing into a comprehensive datacenter infrastructure provider. The company’s manufacturing footprint comprises its Silicon Valley campus, which is expected to support production capacity exceeding 6,000 racks per month by the end of fiscal 2026, including approximately 3,000 direct liquid cooling racks.
However, this massive expansion requires massive working capital. As of March 31, 2026, cash and cash equivalents stood at $1.3 billion, while total bank debt and convertible notes amounted to approximately $8.8 billion. Inventories increased to $11.1 billion, accounts receivable reached $8.4 billion, and its operating cash flow for the quarter remained under pressure as the company invested heavily in inventory and supply-chain commitments.
Hence, SMCI had to roll out equity and equity-linked financing transactions recently. This was a significant capital-raising initiative aimed at supporting the company’s accelerating AI infrastructure business. The offerings, together with its at-the-market equity program, provide a potential capital raise of up to $7 billion.
According to the company, the proceeds will primarily be used to procure components required to fulfill approximately $39 billion of AI server orders received from more than 20 customers, while also supporting debt repayment, working capital requirements and capital expenditures. The financing initiative underscores the capital-intensive nature of Super Micro Computer’s current growth strategy.
How Competitors Fare Against SMCI
The AI data center market is likely to grow at an unprecedented pace throughout 2026 and 2027. Big players like Hewlett Packard Enterprise HPE and Dell Technologies DELL are competing with SMCI in this space.
Dell Technologies is a major supplier of servers and storage systems, with a broad customer base across enterprises and cloud providers. Its scale, established distribution and service offerings give it an edge in winning large contracts. However, Dell Technologies has not grown as quickly as SMCI in AI-specific systems; its ability to bundle hardware with services makes it a strong rival.
Hewlett Packard Enterprise is also expanding aggressively into AI and high-performance computing. Its GreenLake platform provides customers with flexible, cloud-like consumption models, which can be attractive to enterprises. Hewlett Packard Enterprise’s focus on hybrid cloud and AI workloads positions it as a direct competitor in areas where SMCI is seeking growth through its DCBBS strategy.
Hewlett Packard Enterprise offers a range of servers, including HPE ProLiant, HPE Synergy, HPE BladeSystem and HPE Moonshot servers. Dell Technologies has built the Dell AI Factory in collaboration with NVIDIA. Dell also collaborated with Red Hat Enterprise Linux AI for Dell PowerEdge servers.
SMCI’s Price Performance, Valuation and Estimates
Shares of Super Micro Computer have lost 5.1% year to date against the Zacks Computer – Storage Devices industry’s growth of 327.6%.
SMCI YTD Performance Chart
Image Source: Zacks Investment Research
From a valuation standpoint, SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.33X compared with industry’s P/S multiple of 4.85X.
SMCI Forward 12-Month (P/S) Valuation Chart
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Super Micro Computer’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 24.27% and 22%, respectively. Estimates for fiscal 2026 earnings have been remained unchanged for the past 30 days.
Image Source: Zacks Investment Research
Super Micro Computer currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum 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 views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Can SMCI's $7 Billion Capital Raise Plan Help it Sustain AI Growth?

For Immediate Release
Chicago, IL – June 18, 2026 – Today, Zacks Investment Ideas feature highlights Dell Technologies DELL and Cisco Systems CSCO.
Find Top AI Stocks Using This Zacks Tool
For investors with confidence in a specific market niche, Zacks Thematic Investment Screens has you covered with 37 dynamic investment themes. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes are built to help you sort through the noise quickly and find the stocks that offer exposure to the trends you seek.
Let’s take a closer look at the Artificial Intelligence theme and analyze a few top-ranked stocks that the screen returned, namely Dell Technologies and Cisco Systems.
Artificial Intelligence Screen
The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy, ranging from creators of software and hardware that power AI to those applying and utilizing the technology through automation, diagnostics, cognitive tasks, and more.
DELL Raises AI Outlook
Dell Technologies posted robust results in its latest release, delivering a double beat relative to Zacks Consensus estimates and reporting rock-solid growth. Sales were up by an impressive 88% YoY, whereas adjusted EPS was up more than 200% from the same period last year.
Red-hot demand stemming from the AI frenzy led to record-breaking results, with DELL booking $24.4 billion in AI orders and recognizing $16.1 billion of AI server revenue. It also increased its AI server revenue expectations for FY27 to $60 billion, further underscoring how strong the demand picture has become for the company.
The stock sports the highly coveted Zacks Rank #1 (Strong Buy) thanks to positive EPS revisions fueled by the demand outlook, with EPS revisions showing notably bullish action.
Cisco Breaks Records
Cisco Systems similarly posted record-breaking results in its latest release, with sales of $15.8 billion reflecting a record for the company while also exceeding the high end of its prior guidance.
Cisco noted broad-based, record-high demand for its technology in the earnings release, with overall product orders growing by 35% YoY. Importantly, data center switching orders grew 40% from the year-ago period, helping reflect its important and growing role amid the buildout.
Bullish EPS revisions across the board have landed the stock as a Zacks Rank #2 (Buy), keeping the stock’s near-term outlook bright.
Bottom Line
While stocks in each theme aren't direct recommendations, they offer a solid starting point. Leverage the Zacks Rank and other metrics to identify the best stocks for your strategy. Each featured stock comes with a Zacks report, giving you the tools to analyze performance and potential.
For those interested in viewing the full list of Thematic Investing Screens, please click here >>>Thematic Investing Screens – Zacks Investment Research.
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Media Contact
Zacks Investment Research
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This 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 https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Radical New Technology Could Hand Investors Huge Gains
Quantum Computing is the next technological revolution, and it could be even more advanced than AI.
While some believed the technology was years away, it is already present and moving fast. Large hyperscalers, such as Microsoft, Google, Amazon, Oracle, and even Meta and Tesla, are scrambling to integrate quantum computing into their infrastructure.
Senior Stock Strategist Kevin Cook reveals 7 carefully selected stocks poised to dominate the quantum computing landscape in his report, Beyond AI: The Quantum Leap in Computing Power.
Kevin was among the early experts who recognized NVIDIA's enormous potential back in 2016. Now, he has keyed in on what could be "the next big thing" in quantum computing supremacy. Today, you have a rare chance to position your portfolio at the forefront of this opportunity.
See Top Quantum 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 views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Investment Ideas feature highlights: Dell and Cisco

Mastercard today announced that its Board of Directors has declared a quarterly cash dividend of 87 cents per share. The cash dividend will be paid on August 7, 2026 to holders of record of its Class A common stock and Class B common stock as of July 9, 2026.
Dell Technologies announces that its board of directors has declared a quarterly cash dividend of $0.63 per common share, which will be payable on July 31 to shareholders of record as of July 21.
Starwood Property Trust, today announced that the Company's Board of Directors has declared a dividend of $0.48 per share of common stock for the quarter ending June 30, 2026. The dividend is payable on July 15, 2026 to stockholders of record as of June 30, 2026.
The Board of Directors of U.S. Bancorp has declared a regular quarterly dividend of $0.52 per common share, payable July 15, 2026, to stockholders of record at the close of business on June 30, 2026. At this quarterly dividend rate, the annual dividend is equivalent to $2.08 per common share.
THOR Industries today announced that its Board of Directors approved, at its June 16, 2026, meeting, the payment of a regular quarterly cash dividend of $0.52 per share. The regular cash dividend is payable on July 15, 2026, to shareholders of record at the close of business on July 1, 2026.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Daily Dividend Report: MA,DELL,STWD,USB,THO

For investors with confidence in a specific market niche, Zacks Thematic Investment Screens has you covered with 37 dynamic investment themes. Whether you're interested in cutting-edge technology, renewable energy, or healthcare innovations, our themes are built to help you sort through the noise quickly and find the stocks that offer exposure to the trends you seek.
Let’s take a closer look at the Artificial Intelligence theme and analyze a few top-ranked stocks that the screen returned, namely Dell Technologies DELL and Cisco Systems CSCO.
Artificial Intelligence Screen
The Zacks Artificial Intelligence thematic screen features a diverse set of companies involved in the AI frenzy, ranging from creators of software and hardware that power AI to those applying and utilizing the technology through automation, diagnostics, cognitive tasks, and more.
DELL Raises AI Outlook
Dell Technologies posted robust results in its latest release, delivering a double beat relative to Zacks Consensus estimates and reporting rock-solid growth. Sales were up by an impressive 88% YoY, whereas adjusted EPS was up more than 200% from the same period last year.
Red-hot demand stemming from the AI frenzy led to record-breaking results, with DELL booking $24.4 billion in AI orders and recognizing $16.1 billion of AI server revenue. It also increased its AI server revenue expectations for FY27 to $60 billion, further underscoring how strong the demand picture has become for the company.
The stock sports the highly coveted Zacks Rank #1 (Strong Buy) thanks to positive EPS revisions fueled by the demand outlook, with EPS revisions showing notably bullish action.
Image Source: Zacks Investment Research
Cisco Breaks Records
Cisco Systems similarly posted record-breaking results in its latest release, with sales of $15.8 billion reflecting a record for the company while also exceeding the high end of its prior guidance.
Cisco noted broad-based, record-high demand for its technology in the earnings release, with overall product orders growing by 35% YoY. Importantly, data center switching orders grew 40% from the year-ago period, helping reflect its important and growing role amid the buildout.
Bullish EPS revisions across the board have landed the stock as a Zacks Rank #2 (Buy), keeping the stock’s near-term outlook bright.
Image Source: Zacks Investment Research
Bottom Line
While stocks in each theme aren't direct recommendations, they offer a solid starting point. Leverage the Zacks Rank and other metrics to identify the best stocks for your strategy. Each featured stock comes with a Zacks report, giving you the tools to analyze performance and potential.
For those interested in viewing the full list of Thematic Investing Screens, please click here >>> Thematic Investing Screens – Zacks Investment Research.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. AI’s second wave is moving from infrastructure to implementation and these companies are at the forefront of this transition, positioned to become what Amazon and Google were to the internet era.
See Stocks Now >>
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Cisco Systems, Inc. (CSCO) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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For Immediate Release
Chicago, IL – June 17, 2026 – Stocks in this week’s article are Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM.
3 Dividend Growth Stocks to Buy as Global Oil Prices Tumble
Wall Street rallied comfortably on June 15, 2026, with major indices like the Dow Jones Industrial Average hitting a record high, as global oil prices tumbled to a three-month low amid fresh hopes that a U.S.-Iran peace deal could end the ongoing energy supply crisis.
However, the long-term viability of this investor optimism remains shrouded in uncertainty, considering Israel’s latest announcement to keep its defense force in Lebanon indefinitely.
Against this backdrop, risk-averse investors may find that steady dividend-growth stocks offer a more balanced mix of income and stability than high-beta growth plays at this stage.
These dividend-growth stocks boast a consistent track record of raising payouts, underscoring the balance-sheet strength and cash-flow resilience required to navigate a period in which the traditional growth narrative is being reassessed.
Stocks with a strong history of year-over-year dividend growth can help build a resilient portfolio with greater potential for capital appreciation compared to simple dividend-paying or high-yield stocks.
We have selected three dividend growth stocks — Dell Technologies, Hewlett Packard and Taiwan Semiconductor — that could be solid choices for your portfolio.
Why Is Dividend Growth Better?
Stocks with a strong history of dividend growth are typically associated with mature companies that are less prone to sharp market swings, allowing them to serve as a hedge against economic or political uncertainty, as well as broader market volatility. Their steadily rising payouts provide a measure of downside protection.
These companies are generally backed by solid fundamentals, making them attractive long-term dividend-growth investments. Key strengths include durable business models, consistent profitability, expanding cash flows, healthy liquidity, strong balance sheets and attractive valuations.
A consistent history of dividend growth underscores the potential for continued growth ahead.
Although these stocks do not necessarily have the highest yields, they have outperformed the broader stock market or any other dividend-paying stock for an extended period.
Here are the three stocks that fit the bill:
Texas-based Dell Technologies is a leading provider of servers, storage, and persona computers. The company’s IT solutions support customers in traditional infrastructure and multi-cloud environments. The Zacks Consensus Estimate for DELL’s fiscal 2026 revenues suggests a year-over-year improvement of 47.4%. The stock boasts a long-term (three-to-five years) earnings growth rate of 26.40%. It has an annual dividend yield of 0.64%.
DELL currently sports a Zacks Rank #1 and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
Headquartered in Texas, Hewlett Packard is an enterprise-facing hardware and service business that focuses on servers, supercomputers, storage, networking and cloud services. The Zacks Consensus Estimate for HPE’s fiscal 2026 revenues suggests a year-over-year improvement of 31.3%. The stock boasts a long-term earnings growth rate of 32% and has an annual dividend yield of 1.18%.
HPE currently sports a Zacks Rank #1 and a Growth Score of B.
Taiwan-based Taiwan Semiconductor is the world's first dedicated semiconductor foundry. It manufactures integrated circuits for its customers based on their proprietary IC designs using its advanced production processes. The Zacks Consensus Estimate for TSM’s 2026 revenues suggests a year-over-year improvement of 32.2%. The stock boasts a long-term earnings growth rate of 22.4% and has an annual dividend yield of 0.71%.
TSM currently holds a Zacks Rank #2 and a Growth Score of A.
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Zacks.com featured highlights include Dell, Hewlett Packard and Taiwan Semiconductor

Wall Street rallied comfortably on June 15, 2026, with major indices like the Dow Jones Industrial Average hitting a record high, as global oil prices tumbled to a three-month low amid fresh hopes that a U.S.-Iran peace deal could end the ongoing energy supply crisis.
However, the long-term viability of this investor optimism remains shrouded in uncertainty, considering Israel’s latest announcement to keep its defense force in Lebanon indefinitely.
Against this backdrop, risk-averse investors may find that steady dividend-growth stocks offer a more balanced mix of income and stability than high-beta growth plays at this stage.
These dividend-growth stocks boast a consistent track record of raising payouts, underscoring the balance-sheet strength and cash-flow resilience required to navigate a period in which the traditional growth narrative is being reassessed.
Stocks with a strong history of year-over-year dividend growth can help build a resilient portfolio with greater potential for capital appreciation compared to simple dividend-paying or high-yield stocks.
We have selected three dividend growth stocks — Dell Technologies DELL, Hewlett Packard HPE and Taiwan Semiconductor TSM— that could be solid choices for your portfolio.
Why Is Dividend Growth Better?
Stocks with a strong history of dividend growth are typically associated with mature companies that are less prone to sharp market swings, allowing them to serve as a hedge against economic or political uncertainty, as well as broader market volatility. Their steadily rising payouts provide a measure of downside protection.
These companies are generally backed by solid fundamentals, making them attractive long-term dividend-growth investments. Key strengths include durable business models, consistent profitability, expanding cash flows, healthy liquidity, strong balance sheets and attractive valuations.
A consistent history of dividend growth underscores the potential for continued growth ahead.
Although these stocks do not necessarily have the highest yields, they have outperformed the broader stock market or any other dividend-paying stock for an extended period.
As a result, selecting dividend-growth stocks appears to be a winning strategy when other key parameters are taken into account.
5-Year Historical Dividend Growth Greater Than Zero: This selects stocks with a solid dividend growth history.
5-Year Historical Sales Growth Greater Than Zero: This represents stocks with a strong record of growing revenues.
5-Year Historical EPS Growth Greater Than Zero: This represents stocks with a solid earnings growth history.
Next 3-5 Year EPS Growth Rate Greater Than Zero: This represents the rate at which a company’s earnings are expected to grow. Improving earnings should help companies sustain dividend payments.
Price/Cash Flow Less Than M-Industry: A ratio lower than the industry median indicates that a stock is undervalued within its industry, meaning an investor would pay less for the company’s cash flow.
52-Week Price Change Greater Than S&P 500 (Market Weight): This ensures that a stock has appreciated more than the S&P 500 over the past year.
Top Zacks Rank: Stocks having a Zacks Rank #1 (Strong Buy) and 2 (Buy) generally outperform their peers in all types of market environments.
Growth Score of B or better: Our research shows that stocks with a Growth Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.
These few criteria alone narrowed the universe from more than 7,700 stocks to just three.
Here are the three stocks that fit the bill:
Texas-based Dell Technologies is a leading provider of servers, storage, and persona computers. The company’s IT solutions support customers in traditional infrastructure and multi-cloud environments. The Zacks Consensus Estimate for DELL’s fiscal 2026 revenues suggests a year-over-year improvement of 47.4%. The stock boasts a long-term (three-to-five years) earnings growth rate of 26.40%. It has an annual dividend yield of 0.64%.
DELL currently sports a Zacks Rank #1 and has a Growth Score of A. You can see the complete list of today’s Zacks #1 Rank stocks here.
Headquartered in Texas, Hewlett Packard is an enterprise-facing hardware and service business that focuses on servers, supercomputers, storage, networking and cloud services. The Zacks Consensus Estimate for HPE’s fiscal 2026 revenues suggests a year-over-year improvement of 31.3%. The stock boasts a long-term earnings growth rate of 32% and has an annual dividend yield of 1.18%.
HPE currently sports a Zacks Rank #1 and a Growth Score of B.
Taiwan-based Taiwan Semiconductor is the world's first dedicated semiconductor foundry. It manufactures integrated circuits for its customers based on their proprietary IC designs using its advanced production processes. The Zacks Consensus Estimate for TSM’s 2026 revenues suggests a year-over-year improvement of 32.2%. The stock boasts a long-term earnings growth rate of 22.4% and has an annual dividend yield of 0.71%.
TSM currently holds a Zacks Rank #2 and a Growth Score of A.
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 >>
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 views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

3 Dividend Growth Stocks to Buy as Global Oil Prices Tumble

Key Points
Contract electronics manufacturer Jabil is set to release its quarterly results, which could be stronger than expected due to AI.
The stock has climbed impressively so far in 2026, and the solid prospects of the AI server market suggest that more upside is possible.
Micron Technology is a widely followed artificial intelligence (AI) infrastructure stock, as it supplies a critical component in the form of memory chips that go into a variety of AI accelerator chips.
The company's revenue and earnings have been growing rapidly, driven by an acute shortage of memory chips. Micron is poised to release its fiscal 2026 third-quarter results on June 24, and there is a solid chance it will crush expectations and deliver terrific guidance that could send the stock soaring.
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However, there's another underrated AI infrastructure company that's going to release its fiscal 2026 Q3 earnings report on June 17 -- Jabil (NYSE: JBL). This AI stock has jumped 60% in 2026, and there is a good chance it will get a nice shot in the arm following its upcoming report. Let's look at the reasons why.
AI is accelerating Jabil's growth
When Jabil released its fiscal Q2 results in March, the company reported a 23% year-over-year increase in revenue to $8.3 billion. For comparison, Jabil's revenue was flat in the same quarter last year. What's more, the company's earnings per share jumped by 38% year over year to $2.69 in fiscal Q2.
The company's revenue guidance for fiscal Q3 calls for $8.5 billion in revenue and $3.03 in earnings per share at the midpoint. That points toward a potential year-over-year increase of 9% in revenue and a 19% jump in earnings. However, Jabil could deliver stronger growth, as demand for its AI servers and racks is exceeding supply.
Jabil makes rack-scale servers, liquid-cooling systems, and power management solutions deployed in AI data centers. The company anticipates a 46% increase in its AI revenue this year to $13.1 billion, driven by red-hot demand for AI servers. In fact, Jabil increased its AI revenue outlook by $1 billion when it reported its results in March, and don't be surprised to see it do something similar once again.
I say this because Jabil management noted in its March earnings call that it is on track to add a third hyperscaler customer for its data center offerings. This could pave the way for a stronger-than-expected outlook, giving Jabil stock a nice boost following its quarterly report.
The stock's attractive valuation makes it a no-brainer buy
Jabil stock trades at 52 times earnings following its impressive jump this year. However, the forward earnings multiple of 28 is significantly lower, suggesting that its earnings are poised to increase at a nice clip. We have already seen that Jabil's growth accelerated strongly last quarter, and this trend could continue in the long run, as the AI server market is anticipated to grow at an annual rate of 34% through 2030.
We have already seen Dell Technologies delivering phenomenal results recently due to booming AI server demand, and Jabil could follow suit. That's why investors can consider buying this AI infrastructure play before it steps on the gas.
Should you buy stock in Jabil right now?
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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