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.

Среди ключевых метрик Dell Technologies Inc. наблюдается нестабильная финансовая картина, несмотря на высокие показатели выручки и прибыли. Показатель P/E равен 25.39, что значительно ниже медианы отрасли, однако это также указывает на потенциальную недооцененность текущих акций. В то же время, коэффициенты рентабельности, такие как ROE и ROA, находятся на крайне низком уровне, что вызывает серьезные опасения относительно эффективности компании. Долговая нагрузка также вызывает беспокойство, с соотношением долга к капиталу, значительно снижающим финансовую устойчивость. Низкие значения текущего и быстрого коэффициентов подчеркивают недостаток ликвидности, что может затруднить выполнение обязательств в краткосрочной перспективе. Несмотря на положительную динамику EPS и рост выручки, общая картина остается смешанной. Это свидетельствует о том, что компании необходимо улучшить свои операционные показатели и управление долгами для повышения инвестиционной привлекательности.

Dell Technologies Inc.

Apple’s AAPL second-quarter fiscal 2026 results, to be reported on April 30, are expected to benefit from strong iPhone 17 sales. The device accounted for 59.3% of net sales in the first quarter of fiscal 2026, wherein sales jumped 23.3% year over year to $85.27 billion.
Per Counterpoint’s Q1’26 data, Apple led the smartphone market with 21% share and shipments increased 5% year over year, driven by strong iPhone 17 demand, proactive supply chain management and improved performance in China.
In March, Apple launched iPhone 17e, its more affordable device, starting at $599. The Zacks Consensus Estimate for fiscal second-quarter iPhone sales is pegged at $56.706 billion, suggesting roughly 21.1% year-over-year growth.
Click here to learn how Apple’s overall fiscal second-quarter earnings results are likely to be.
Apple Inc. Revenue (TTM)
Apple to Post Modest Y/Y Mac Sales Growth
The PC segment climbed up 4% in the first quarter of calendar 2026, according to Gartner, while per IDC the growth was far more modest at 2.5%. Per IDC, Apple had a market share of 9.5%, up 40 basis points (bps) on a year-over-year basis. Shipment grew 9.1% year over year to 6.2 million. Per Gartner, Apple had a market share of 10.6%, up 80 bps year over year, while shipments grew 12.7% year over year to 6.68 million.
In terms of shipments, Apple outperformed Dell Technologies’ DELL and Lenovo’s LNVGY growth of 9.5% and 7.6%, respectively, per Gartner data. HP’s HPQ shipment declined 4.9%. According to IDC’s list, ASUS shipment growth was 17.1%, trailed by Apple’s 9.1%, Lenovo’s 8.6% and Dell Technologies’ 7.7% growth. HP’s shipment declined 4.9%.
In March, Apple launched the new MacBook Air with M5 support and the new MacBook Pro with M5 Pro and M5 Max. The company also launched MacBook Neo, its most affordable laptop ever, with a starting price of $599.
The Zacks Consensus Estimate for fiscal second-quarter Mac net sales is pegged at $8.18 billion, suggesting 3% year-over-year growth.
Apple’s iPad Sales to Increase Y/Y
iPad accounted for roughly 6% of fiscal first-quarter net sales. iPad revenues are expected to have benefited from improving demand for iPad Pro that Apple launched in the fourth quarter of fiscal 2025. In March, Apple launched the iPad Air, powered by M4.
The Zacks Consensus Estimate for fiscal second-quarter iPad net sales is pegged at $6.634 billion, suggesting a 3.6% year-over-year increase.
Zacks Rank
Apple currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Apple's Q2 Earnings: Strong iPhone 17 Shipment to Aid Top-Line Growth

Apple AAPL is set to report second-quarter fiscal 2026 results on April 30.
Apple expects second-quarter fiscal 2026 net sales to grow between 13% and 16% on a year-over-year basis. Gross margin is expected to be 48-49% in the second quarter of fiscal 2026. Operating expenses are expected to be between $18.4 billion and $18.7 billion.
The Zacks Consensus Estimate for fiscal second-quarter net sales is pegged at $109.48 billion, indicating year-over-year growth of 14.8%.
The consensus mark for earnings is pegged at $1.92 per share, up by three cents over the past 30 days. The estimate indicates a 16.4% increase from the year-ago quarter’s reported figure.
Consensus Estimate Trend
Image Source: Zacks Investment Research
AAPL’s earnings beat the Zacks Consensus Estimate in all the trailing four quarters, the earnings surprise being 6.79%, on average.
Apple Inc. Price and EPS Surprise
Let us see how things have shaped up prior to this announcement.
Apple’s iPhone Sales Likely to Rise Y/Y in Q2
Apple’s fortunes are heavily reliant on the iPhone, which is by far its biggest revenue contributor. The device accounted for 59.3% of net sales in the first quarter of fiscal 2026, wherein sales increased 23.3% year over year to $85.27 billion.
iPhone sales have been benefiting from strong iPhone 17 sales. Apple led the smartphone market with 21% share in the first quarter of calendar 2026, and shipments increased 5% year over year, per the latest data from the Counterpoint research. The company has been adding features to the iPhone line-up, including Apple Intelligence tools as well as Apple Creator Studio, which is driving iPhone sales. The company has introduced dozens of features, including writing tools and cleanup and made it available in 15 languages. Visual intelligence is helping users learn and do more with their content on iPhone. It is helping users search faster, take action and answer questions across their apps.
The Zacks Consensus Estimate for fiscal second-quarter iPhone net sales is pegged at $56.706 billion, suggesting 21.1% year-over-year growth.
AAPL’s Services to Drive Q2 Results
Services, which comprises Apple’s advertising business, AppleCare, Cloud Services, Digital content (Arcade, Music, Fitness+, TV, News+) and Payment services (Apple Card & Apple Pay), is riding on an expanding base of installed devices. Apple’s Services segment benefits from an expanding games portfolio and the growing popularity of Apple TV+. Apple’s strategy of adding new games on a continuous basis is driving its user base.
New features helped Apple Pay make a significant impact by eliminating well over $1 billion in fraud, while generating more than $100 billion in incremental merchant sales globally. Apple Pay is now available in 89 markets, while Apple Fitness+ has expanded to 28 additional countries and regions. Apple Arcade expanded its catalog of highly rated games with more than 50 new titles.
The consensus mark for the fiscal second-quarter Services revenues is pegged at $30.39 billion, suggesting 14.1% growth on a year-over-year basis.
Apple’s Mac Sales to Rise Modestly
Apple is expanding its MacBook portfolio with the launch of MacBook Air and MacBook Pro. The devices come at an opportune time as the iPhone maker faces stiff competition from the likes of Lenovo, HP HPQ and Dell Technologies DELL. The introduction of M5 Pro and M5 Max chips, built using a new Apple-designed Fusion Architecture, which connects two dies into a single SoC, boosts performance. The new MacBook Air is powered by the latest M5, which features a faster CPU and next-generation GPU with a Neural Accelerator in each core. The 14-inch and 16-inch MacBook Pro, powered by M5 Pro and M5 Max, adds superior performance and AI capabilities.
Per Gartner, worldwide PC shipments totaled 62.8 million units in the first quarter of calendar 2026, up 4% year over year. Lenovo led with 26.5% market share, trailed by HP and Dell Technologies with 19.3% and 16.5%, respectively. Apple had a 10.6% market share. The consensus mark for Mac revenues is pegged at $8.18 billion, suggesting 3% growth on a year-over-year basis.
AAPL Shares Underperform Sector; Valuation Stretched
Apple shares have dropped 0.3% year to date (YTD), underperforming the Zacks Computer & Technology sector’s return of 8.5%. While Apple shares have outperformed HP over the time frame, the shares have lagged Dell Technologies. YTD, HP shares dropped 11.2%, while Dell Technologies returned 71.7%.
Apple Stock’s Price Performance
Image Source: Zacks Investment Research
The AAPL stock is not so cheap, as suggested by the Value Score of F. In terms of the forward 12-month price/earnings, AAPL is trading at 30.21X, higher than the Zacks Computer & Technology sector’s 25.47X.
AAPL Stock is Overvalued
Image Source: Zacks Investment Research
AI Focus to Aid AAPL’s Prospects
Apple is fast catching up in the AI space thanks to its multi-year collaborative deal with Alphabet GOOGL. Under the agreement, the next generation of Apple’s foundation models will be based on Alphabet’s Gemini models and cloud technology. Apple Intelligence features, including a more personalized Siri, will now be powered by Alphabet’s models. However, Apple Intelligence will continue to run on Apple devices and Private Cloud Compute.
Apple Intelligence is expected to play a significant role in driving the company’s Services business. Apple has witnessed strong shipments of its devices in markets where Apple Intelligence has been available. The company believes growing adoption of Apple Intelligence among developers will drive strong demand for their apps. The addition of Google models, including Gemini, is expected to further boost the adoption of Apple models among app developers.
Conclusion
Apple’s prospects are expected to benefit from its strong iPhone and Services business. Apple’s expanding AI footprint, thanks to the GOOGL collaboration, bodes well for long-term prospects. However, stiff competition in the smartphone, PC and AI domains, along with a stretched valuation, is expected to remain an overhang on the stock.
Currently, AAPL carries a Zacks Rank #3 (Hold), which implies that investors should wait for a favorable point to accumulate the stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Should You Buy, Sell, or Hold AAPL Stock Before Q2 Earnings?

Cisco Systems CSCO is witnessing a sharp acceleration in AI-related demand, especially from hyperscalers. AI orders in second-quarter fiscal 2026 increased to $2.1 billion from $1.3 billion in first-quarter fiscal 2026, which is equivalent to the entire fiscal 2025 AI orders. The AI order for fiscal 2026 has been pegged at more than $5 billion, which is a sign of step-function acceleration instead of incremental growth.
Hyperscaler demand is the core engine of AI momentum, driven by large cloud players placing massive orders. Service provider and cloud orders grew 65% year over year, while hyperscaler demand recorded triple-digit growth. During the same quarter, new AI use cases included two wins in systems and one in optics.
A small number of customers are placing large, lumpy orders, but both the frequency and size of these orders are increasing. As a result, Cisco is becoming a preferred secondary, and in some cases primary vendor, benefiting from the need for supplier diversification and rising demand for high-performance networking.
Cisco is actively expanding its total addressable market (TAM) by deepening strategic partnerships across the AI ecosystem. CSCO’s collaboration with NVIDIA has seen engagements rise 70% sequentially, indicating accelerating joint activity in AI deployments. At the same time, its joint efforts with AMD further reinforce its position within high-performance computing environments. These partnerships are complemented by large-scale AI infrastructure initiatives, such as projects in Saudi Arabia, where Cisco is contributing to foundational AI buildouts.
Cisco’s diversified portfolio, strong hyperscaler relationships and expanding presence with emerging cloud clients provide a solid foundation for sustained growth. The company projects third-quarter fiscal 2026 revenues of $15.4-$15.6 billion and 2026 revenues of $61.2-$61.7 billion, reflecting confidence in the continuation of its AI-driven momentum and setting the stage for next-generation infrastructure leadership.
Cisco Faces Stiff Competition in the AI Space
Arista Networks ANET is rapidly outpacing Cisco in AI infrastructure with 800 Gbps Etherlink platforms, ultra-low latency and advanced features built for hyperscaler clusters. The company leverages its Linux-based EOS and CloudVision software to deliver superior programmability and real-time workload visibility, strengthening its leadership in AI networking. With AI revenues projected at $3.25 billion in 2026, gross margins between 62% and 64%, $10.7 billion in cash as on end of the fourth quarter of 2025, and a $1.6 billion buyback program for 2025, Arista Networks' prospects are bright.
Dell Technologies DELL is intensifying competition with Cisco through its “AI Factory” initiative, delivering pre-integrated systems that simplify deployment and speed AI adoption. The company shipped $9.5 billion in AI servers in the fourth quarter of fiscal 2026 and commands a $43 billion backlog, highlighting stronger enterprise traction. Leveraging its $100 billion hardware scale and supply-chain dominance, Dell demonstrates procurement strength that positions it as a formidable rival to Cisco in the AI-infrastructure race.
CSCO’s Price Performance, Valuation & Estimates
Shares of Cisco have rallied 15.7% year to date, outpacing the Zacks Computer and Technology sector’s return of 7.6% but underperforming the Zacks Computer – Networking industry’s return of 16.3%.
CSCO’s YTD Price Performance
Image Source: Zacks Investment Research
CSCO appears overvalued, as shares are trading at a forward 12-month price-to-sales ratio of 5.58, which is higher than the industry’s 5.33X. Cisco carries a Value Score of F.
CSCO’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CSCO’s fiscal 2026 earnings is pegged at $4.16 per share, up by a penny over the past 30 days and implying year-over-year growth of 9.19%.
Cisco Systems, Inc. Price and Consensus
CSCO stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?

Key Points
Bluefin Research reports Oracle is canceling a big order for Super Micro servers.
xAI may also be dragging its feet on an order for servers with older Nvidia chips.
Super Micro Computer (NASDAQ: SMCI) stock sank 7.6% through 10:30 a.m. after news broke this morning of a falling-out the company may be having with key customer Oracle (NYSE: ORCL).
According to technology-focused equity research house Bluefin Research, Oracle has just canceled an order for 300 to 400 Super Micro GB300 NVL72 server racks loaded with Nvidia (NASDAQ: NVDA) chips.
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Super Micro's dilemma(s)
Pundits suggest Oracle canceled the contract to distance itself from accusations that Super Micro co-founder Yih-Shyan "Wally" Liaw made illicit sales of Nvidia chips to China. If true, then the fact that Super Micro is losing one contract should come as no surprise -- and other contract losses may ensue.
In fact, in what may be an unrelated story, Bluefin notes Super Micro is also losing sales to xAI ahead of the SpaceX IPO. (And SpaceX now owns xAI.)
Is the China scandal the culprit here as well? Perhaps, but the more likely reason, says Bluefin, is that SpaceX is refusing older B200 GPU chips that Super Micro has been trying to unload, preferring to buy faster GB200 NVL72 servers from Dell (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE).
This, too, could prove troublesome for Super Micro, if it ends up stuck with old and obsolete AI chip inventory that it can only sell at a loss -- or not sell at all.
Is the risk priced in?
But here's the good news for Super Micro investors: After falling 18.5% in price over the past year, Super Micro no longer looks terribly expensive, costing only 21 times trailing earnings. And despite its issues, analysts still expect Super Micro to grow its earnings 26% per year over the next five years.
An AI stock with a PEG ratio of less than 1.0? Sounds intriguing.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Why Super Micro Stock Just Dropped

Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Dundee Precious Metals Inc. DPMLF: This gold mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.7% over the last 60 days.
Dundee Precious Metals Inc. Price and Consensus
Pampa Energía S.A. PAM: This integrated power company has seen the Zacks Consensus Estimate for its current year earnings increasing 43% over the last 60 days.
Pampa Energia S.A. Price and Consensus
MAC Copper Limited MTAL: This metals and mining company has seen the Zacks Consensus Estimate for its current year earnings increasing 24.3% over the last 60 days.
MAC Copper Limited Price and Consensus
Heron Therapeutics, Inc. HRTX: This commercial-stage biotechnology company has seen the Zacks Consensus Estimate for its current year earnings increasing 40% over the last 60 days.
Heron Therapeutics, Inc. Price and Consensus
Bally's Corporation BALY: This casino-entertainment company has seen the Zacks Consensus Estimate for its current year earnings increasing 38.5% over the last 60 days.
Bally's Corporation Price and Consensus
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

New Strong Buy Stocks for April 22nd

For Immediate Release
Chicago, IL – April 22, 2026 – Zacks Equity Research shares Broadcom AVGO as the Bull of the Day and RH (RH) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Apple AAPL, Dell Technologies DELL and HP HPQ.
Here is a synopsis of all three stocks:
Broadcom, one of the world’s preeminent semiconductor companies, stands out as one of the most compelling opportunities in thestock market today Despite its nearly $2 trillion valuation, the company still trades at a discount to its growth outlook, with upward-trending earnings revisions supporting a Zacks Rank #1 (Strong Buy) rating. At the same time, shares continue to exhibit strong price momentum, sitting just below record highs.
While Nvidia has established itself as the leader in general-purpose AI GPUs, Broadcom has emerged as the go-to developer of custom AI accelerators (XPUs) for hyperscalers building their own silicon. The company now counts six major customers, including Alphabet, Meta Platforms, and OpenAI.
This positioning is driving a sharp acceleration in growth. Broadcom’s AI-related revenue has expanded from roughly 15% of total sales just two years ago to approximately 44% today, with the segment growing 106% year-over-year in the most recent quarter. The company has also disclosed a $73 billion AI-specific order backlog, while management has outlined a path toward $100 billion in AI revenue by 2027.
Broadcom’s execution has been equally impressive over the long term. The stock has compounded at an annual rate of 39% over the past decade and gained more than 140% over the last 12 months alone. Below, we break down why this exceptional growth trajectory is likely to continue, and why shares can still be owned at a reasonable valuation, with additional upside catalysts ahead.
Broadcom Shares Gain on Earnings Upgrades
As noted, Broadcom continues to deliver exceptional growth, particularly given its scale. Sales are projected to increase more than 60% this year and nearly 50% next year, while earnings are expected to climb 68% this year and 55% next year.
Despite this rapid expansion, the valuation remains reasonable. Shares trade at roughly 35x forward earnings, while long-term EPS growth is projected at 48.6% annually, resulting in a PEG ratio of just 0.72, suggesting the stock is still trading at a discount relative to its growth profile.
The company’s top Zacks Rank is supported by strong upward momentum in analyst sentiment. Earnings estimates have been revised higher across all timeframes, with current year projections rising nearly 14% over the past 60 days and next year estimates up nearly 25%. Notably, revisions have continued as recently as the past week, signaling that analysts remain increasingly bullish on the stock.
AVGO Stock on the Verge of a Breakout
With thematic, growth, and valuation catalysts firmly in place, the final box to check is technicals.
Broadcom stock has been consolidating for nearly nine months. During that period, sentiment toward mega-cap tech shifted, as investors questioned the sustainability of AI capex and stretched valuations. As a result, much of the group traded sideways to lower.
However, that consolidation has served a purpose. Valuations have reset, while underlying fundamentals have continued to strengthen. AI spending has not slowed and has even accelerated, undermining the bearish narrative.
More recently, with geopolitical concerns in the Middle East fading into the background, leadership stocks like Broadcom have regained momentum. Many are now breaking out from extended bases and moving back toward record highs.
Technically, AVGO has already broken out from a nested base and is now approaching its highs. Following a strong upward move, the stock has formed a tight bull flag continuation pattern over the past several sessions.
From here, the setup is constructive. A breakout would likely lead to a test of all-time highs, while any short-term pullback could present a secondary entry opportunity within an otherwise strong uptrend.
Should Investors Buy Shares in AVGO?
Broadcom checks nearly every box investors look for: powerful secular tailwinds, elite growth at scale, upward earnings revisions, and a constructive technical setup.
Despite its size and strong recent performance, the stock still trades at a reasonable valuation relative to its growth, with AI demand continuing to accelerate and visibility supported by a massive backlog.
With shares breaking out and momentum returning to the group, AVGO appears well-positioned to make another move higher. For investors looking to gain exposure to the AI buildout beyond traditional GPU leaders, Broadcom remains a compelling buy.
RH has been under pressure for several years, as a challenging housing backdrop has weighed heavily on demand for high-end home furnishings. With mortgage rates elevated and housing turnover subdued, the company’s core customer base has pulled back, leading to stalled revenue growth and limited visibility into a near-term rebound.
That fundamental weakness has been reflected in earnings expectations. Estimates have been revised sharply lower, with profitability coming under pressure as the company continues to invest in its brand, galleries, and long-term positioning despite softer demand. As a result, the stock has significantly underperformed not only the broader market, but also an already weak housing and home-related sector.
Looking ahead, the path forward remains uncertain. RH is still highly tied to a recovery in housing activity and discretionary spending, both of which remain constrained in the current environment. At the same time, ongoing estimate revisions suggest analysts are not yet seeing a clear inflection point.
With limited near-term catalysts, continued earnings pressure, and a weak technical backdrop, RH remains a stock investors should approach with caution or avoid altogether.
RH Shares Fall on Earnings Downgrades
Earnings revisions for RH have turned decisively negative, reinforcing the weak fundamental backdrop. Estimates have been lowered across the board, with current quarter projections flipping to a loss within the past week. Full year expectations have been cut by roughly 36%, while next year’s estimates are down more than 20%.
This broad deterioration has pushed the stock to a Zacks Rank #5 (Strong Sell), reflecting both declining earnings visibility and worsening analyst sentiment.
At the same time, valuation offers little support. Shares trade at approximately 21.8x forward earnings, while long-term EPS growth is projected at just 10.2% annually. That mismatch, premium multiple against slowing growth and negative revisions, remains difficult to justify, particularly given the uncertain demand environment.
Until estimates stabilize and a clearer recovery in housing-driven demand emerges, the risk/reward profile remains unfavorable.
Should Investors Avoid RH Stock?
RH faces a difficult combination of weakening fundamentals, negative earnings revisions, and an uncertain macro backdrop tied closely to housing and discretionary spending. With estimates still moving lower and no clear catalyst for a near-term turnaround, visibility remains limited.
At the same time, the stock’s valuation does not fully reflect these risks, leaving shares vulnerable to further downside if conditions fail to improve.
Until there is clear evidence of stabilization in both the housing market and RH’s earnings outlook, investors are likely better served remaining on the sidelines.
Additional content:
Apple CEO Transition Signals Stability, AI Remains Key Challenge
Apple announced on Monday that Tim Cook will transition to Executive Chairman while long-time hardware leader John Ternus will take over as CEO from September 2026. This move, part of a well-planned succession strategy, reduces uncertainty — often a key overhang for mega-cap stocks — and reinforces continuity given Ternus’ 25-year tenure at Apple.
The transition appears low-risk. Cook will remain actively involved at the board level, while Ternus brings deep product expertise, having overseen major innovations across iPhone, Mac and wearables. Equally important is the appointment of Johny Srouji as Chief Hardware Officer, consolidating Apple’s silicon and hardware strategy. Apple’s in-house chip ecosystem has been a major competitive moat, driving performance gains and margin expansion.
Nevertheless, Ternus is expected to face the heat related to Apple’s AI strategy that has been lagging compared with peers Microsoft and Google. Apart from stiff competition in the smartphone and personal computer (PC) domains, AAPL shares have suffered from issues with its AI initiatives, with the postponement of several features, which has been a concern for investors.
Apple’s AI ambitions comprise Siri with personal context, onscreen awareness, and app actions, in addition to including broader Apple Intelligence features across devices. Ternus’ first job apparently looks at improving execution, which Apple has lagged in its AI endeavors.
Apple Faces Stiff Competition
AAPL is facing stiff competition from the likes of Lenovo, Dell Technologies and HP in the PC domain. Per Gartner, worldwide PC shipments totaled 62.8 million units in the first quarter of 2026, up 4% year over year. Lenovo led with 26.5% market share, trailed by HP and Dell Technologies with 19.3% and 16.5%, respectively. Apple had a 10.6% market share.
However, HP’s forecast of a decline in fiscal 2026 PC shipments, with only slight revenue growth coming from higher specifications, not from more buyers, raises concerns about its near-term growth prospects. Dell Technologies expects the Client Solutions Group segment that offers branded PCs, including notebooks, desktops and workstations, to climb 1% year over year in fiscal 2027.
The smartphone segment is chock-a-block with competition from Chinese vendors, as well as Samsung and Google Pixel. Per Counterpoint’s latest data, global smartphone shipments declined 6% year over year in the first quarter of 2026, with Apple leading with 21% market share and shipments growing 5% year over year, driven by strong iPhone 17 demand and improved performance in China. Samsung’s shipments declined 6% year over year with 20% market share.
AAPL’s Share Price Performance, Valuation & Estimates
Apple shares have inched up 0.4% year to date, outperforming the broader Zacks Computer and Technology sector’s return of 6%.
The AAPL stock is trading at a premium, with a forward 12-month price/earnings of 30.52X compared with the broader sector’s 24.96X. AAPL has a Value Score of F.
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $8.49 per share, up by a nickel over the past 30 days, suggesting 13.8% year-over-year growth.
Apple currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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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. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
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Broadcom and RH Brands have been highlighted as Zacks Bull and Bear of the Day

Looking at options trading activity among components of the S&P 500 index, there is noteworthy activity today in Tractor Supply Co. (Symbol: TSCO), where a total volume of 27,596 contracts has been traded thus far today, a contract volume which is representative of approximately 2.8 million underlying shares (given that every 1 contract represents 100 underlying shares). That number works out to 43.4% of TSCO's average daily trading volume over the past month, of 6.4 million shares. Especially high volume was seen for the $45 strike call option expiring July 17, 2026, with 5,254 contracts trading so far today, representing approximately 525,400 underlying shares of TSCO. Below is a chart showing TSCO's trailing twelve month trading history, with the $45 strike highlighted in orange:
Western Digital Corp (Symbol: WDC) saw options trading volume of 31,672 contracts, representing approximately 3.2 million underlying shares or approximately 41.9% of WDC's average daily trading volume over the past month, of 7.6 million shares. Especially high volume was seen for the $340 strike put option expiring April 24, 2026, with 6,395 contracts trading so far today, representing approximately 639,500 underlying shares of WDC. Below is a chart showing WDC's trailing twelve month trading history, with the $340 strike highlighted in orange:
And Dell Technologies Inc (Symbol: DELL) options are showing a volume of 34,624 contracts thus far today. That number of contracts represents approximately 3.5 million underlying shares, working out to a sizeable 41.1% of DELL's average daily trading volume over the past month, of 8.4 million shares. Particularly high volume was seen for the $210 strike call option expiring April 24, 2026, with 1,918 contracts trading so far today, representing approximately 191,800 underlying shares of DELL. Below is a chart showing DELL's trailing twelve month trading history, with the $210 strike highlighted in orange:
For the various different available expirations for TSCO options, WDC options, or DELL options, visit StockOptionsChannel.com.
Also see:
Top Stocks Held By Howard Marks
Institutional Holders of HTFA
Airlines Dividend Stocks
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Tuesday Option Activity: TSCO, WDC, DELL

Apple AAPL announced on Monday that Tim Cook will transition to Executive Chairman while long-time hardware leader John Ternus will take over as CEO from September 2026. This move, part of a well-planned succession strategy, reduces uncertainty — often a key overhang for mega-cap stocks — and reinforces continuity given Ternus’ 25-year tenure at Apple.
The transition appears low-risk. Cook will remain actively involved at the board level, while Ternus brings deep product expertise, having overseen major innovations across iPhone, Mac and wearables. Equally important is the appointment of Johny Srouji as Chief Hardware Officer, consolidating Apple’s silicon and hardware strategy. Apple’s in-house chip ecosystem has been a major competitive moat, driving performance gains and margin expansion.
Nevertheless, Ternus is expected to face the heat related to Apple’s AI strategy that has been lagging compared with peers Microsoft and Google. Apart from stiff competition in the smartphone and personal computer (PC) domains, AAPL shares have suffered from issues with its AI initiatives, with the postponement of several features, which has been a concern for investors. Apple’s AI ambitions comprise Siri with personal context, onscreen awareness, and app actions, in addition to including broader Apple Intelligence features across devices. Ternus’ first job apparently looks at improving execution, which Apple has lagged in its AI endeavors.
Apple Faces Stiff Competition
AAPL is facing stiff competition from the likes of Lenovo, Dell Technologies DELL and HP HPQ in the PC domain. Per Gartner, worldwide PC shipments totaled 62.8 million units in the first quarter of 2026, up 4% year over year. Lenovo led with 26.5% market share, trailed by HP and Dell Technologies with 19.3% and 16.5%, respectively. Apple had a 10.6% market share.
However, HP’s forecast of a decline in fiscal 2026 PC shipments, with only slight revenue growth coming from higher specifications, not from more buyers, raises concerns about its near-term growth prospects. Dell Technologies expects the Client Solutions Group segment that offers branded PCs, including notebooks, desktops and workstations, to climb 1% year over year in fiscal 2027.
The smartphone segment is chock-a-block with competition from Chinese vendors, as well as Samsung and Google Pixel. Per Counterpoint’s latest data, global smartphone shipments declined 6% year over year in the first quarter of 2026, with Apple leading with 21% market share and shipments growing 5% year over year, driven by strong iPhone 17 demand and improved performance in China. Samsung’s shipments declined 6% year over year with 20% market share.
AAPL’s Share Price Performance, Valuation & Estimates
Apple shares have inched up 0.4% year to date, outperforming the broader Zacks Computer and Technology sector’s return of 6%.
Apple Stock’s Price Performance
Image Source: Zacks Investment Research
The AAPL stock is trading at a premium, with a forward 12-month price/earnings of 30.52X compared with the broader sector’s 24.96X. AAPL has a Value Score of F.
AAPL Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $8.49 per share, up by a nickel over the past 30 days, suggesting 13.8% year-over-year growth.
Apple Inc. Price and Consensus
Apple currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See Stocks Now >>
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Apple CEO Transition Signals Stability, AI Remains Key Challenge

Intel Corporation INTC has teamed up with Nokia Corporation NOK and Dell Technologies Inc. DELL to advance next-generation 5G edge infrastructure. The partnership introduced a new edge-based User Plane Function (UPF) appliance designed for telecom operators building faster, low-latency networks.
In this joint effort, Intel’s Xeon 6 Granite Rapids-D System-on-Chip (SoC) plays a key role by delivering enhanced performance and integrated AI capabilities for far-edge deployments. The hardware is optimized for telecom workloads, including 5G core processing and UPF, enabling efficient routing of user data and supporting faster, more reliable network services.
The collaboration introduced a compact edge appliance designed for rugged, limited space environments, offering scalable performance, reduced latency and strong energy efficiency. The solution delivers up to a 30% improvement in 5G core UPF performance along with significant CPU power savings, making it a cost-effective and efficient option for modern telecom infrastructure.
Intel is strengthening its role in the telecom sector by supporting the shift toward edge networks. Its Xeon 6 platform helps operators expand capacity and improve service delivery more efficiently.
How Are Competitors Performing in the Telecom Sector?
Intel faces competition from Qualcomm Incorporated QCOM and Advanced Micro Devices AMD. Qualcomm is developing new 5G Advanced and future 6G technologies. It has introduced the X105 5G modem, including artificial intelligence (AI) features and satellite connectivity to improve network performance and coverage. Qualcomm is also focusing on AI across devices, edge and cloud to make networks faster and more efficient.
AMD is helping telecom companies use AI in networks by moving from testing to real-world deployment. It is working with industry partners to build energy-efficient 5G networks and support edge applications. Telecom companies like Deutsche Telekom use AMD processors to build more efficient and AI-ready 5G networks.
INTC’s Price Performance, Valuation & Estimates
Shares of Intel have skyrocketed 231.9% over the past year compared with the industry’s growth of 88.2%.
Image Source: Zacks Investment Research
Going by the price/book ratio, the company's shares currently trade at 2.52 book value, lower than 29.76 of the industry average.
Image Source: Zacks Investment Research
INTC’s earnings estimates for 2026 have increased 2.1% to 48 cents per share, while those for 2027 have increased 1.1% to 96 cents over the past 60 days.
Image Source: Zacks Investment Research
Intel stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Intel Joins Nokia & Dell in 5G Edge Innovation: Will it Boost Profits?

Key Points
Nvidia's GPUs enable better AI models, enabling high margins.
Dell expects to benefit from the economy's transition to AI-driven computing.
Whether you have $3,000 or less to put to work in stocks right now, this could be a great time to look for opportunities. The recent sell-off in the tech sector has brought valuations down to more attractive levels for some of the top suppliers of artificial intelligence (AI) hardware. And some stocks can be great buys, even if they skipped this market dip.
Demand for AI compute capacity continues to trend above available resources across the leading cloud services. This trend is good news for Nvidia (NASDAQ: NVDA) and Dell Technologies (NYSE: DELL). Both companies are scheduled to announce their earnings results in May. Another strong report with a positive outlook might be all it takes to send these stocks to new highs.
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Here's why these companies are competitively positioned to benefit from the AI build-out for years to come.
Nvidia
Nvidia shares have been flat for six months, but demand for its AI chips remains strong. That could make the next quarterly earnings report on May 20 a catalyst for a post-earnings bounce.
The numbers point to a company with a durable competitive advantage. Last quarter, the data center business hauled in $62 billion of revenue, representing a year-over-year increase of 75% and a quarter-over-quarter increase of 22%. Nvidia's high 75% gross margin is translating into robust earnings growth.
That high gross margin reflects pricing power. Customers pay up for Nvidia's GPUs because they enable better AI models, helping to attract more users and generate more revenue. Each new chip Nvidia introduces enables AI companies to build smarter models and deliver higher-quality outputs to users.
The company's next-generation Rubin chips already have customers lining up. Nvidia says it expects more than $1 trillion in cumulative orders for its current-generation Blackwell and upcoming Rubin chips through 2027.
This projection doesn't include other products Nvidia is making, including its networking business, which saw revenue surge 263% year over year last quarter. It also doesn't factor in new products Nvidia may launch in the future following its $20 billion deal to license Groq's inference technology.
With the stock trading at just 17 times next year's expected earnings, Nvidia shares are trading at a discount to their underlying growth rate. Revenues rose by 66% in fiscal year 2026, after all. This imbalance suggests the market is undervaluing its prospects. Assuming Nvidia reports another strong earnings report and guides for even better results next quarter, the stock could have room to run in 2026 and beyond.
Dell Technologies
Dell is a leading supplier of servers for data centers. With top AI companies planning to increase capital spending by roughly 50% or more in 2026, based on The Motley Fool's research, Dell is poised to see growing revenue. The shares have surged despite the tech sector's recent dip, but they still trade at a modest earnings multiple heading into the next quarterly report on May 28.
Last year, Dell shipped $25 billion worth of AI servers and closed the year with $43 billion of AI-related orders yet to be fulfilled. The company guided for AI revenue to reach $50 billion this year as it works through that backlog.
Dell has scaled its AI server business from basically nothing just a few years ago. It now serves more than 4,000 customers. CEO Michael Dell believes the company will benefit as the economy shifts from "calculating and computing" to "thinking and intelligence."
The AI build-out is constrained by shortages in key components, such as memory, but Dell's scale and supplier relationships help it secure parts and deliver systems faster. That execution is driving repeat orders.
About half of Dell's business still depends on a sluggish PC and peripherals market, which helps explain the stock's low valuation. But faster growth in AI servers could trigger a valuation rerating. A $43 billion backlog of unfilled AI server orders should help.
Dell's revenue grew 19% last year to $113 billion, with adjusted earnings up 27%. Even with that growth, the stock is trading at a forward price-to-earnings multiple of just 14 at the time of writing. This low valuation could set up more gains in 2026 and beyond.
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John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. 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.