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.

For Immediate Releases
Chicago, IL – March 12, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Vertiv Holdings Co. VRT, HubSpot Inc. HUBS, Dell Technologies Inc. DELL, Keysight Technologies Inc. KEYS and Cognex Corp. CGNX.
Here are highlights from Thursday’s Analyst Blog:
Buy 5 AI-Powered Stocks That Surged in the Past Month & Still Have a Upside
The astonishing bull run of Wall Street in the past three years was primarily due to the massive growth of artificial intelligence (AI) across the world. The technology stocks, especially AI plays have soared 300-400% during this period.
However, the technology sector suffered in 2026 owing to concerns related to the continuity of AI trade and geopolitical conflicts in the Middle East, resulting in a crude oil price surge that could push up the inflation rate and lead to serious doubts over whether the Fed will continue its interest rate cuts and accommodative monetary policies.
Despite these headwinds, a handful of AI infrastructure stocks have surged in the past month. Here, we recommend five such stocks that currently carry a favorable Zacks Rank, indicating more upside in the near term.
These stocks are: Vertiv Holdings Co., HubSpot Inc., Dell Technologies Inc., Keysight Technologies Inc. and Cognex Corp. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Vertiv Holdings Co.
Zacks Rank #2 Vertiv Holdings benefits from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions. Buoyed by unprecedented data center growth, VRT is strategically expanding capacity to accelerate its AI-enabled pipeline.
VRT also benefited from the accelerating digital transformation driven by AI and data center demand. Acquisitions have also played a vital role, with Great Lakes enhancing IT systems and white space solutions, and Weeleay boosting service capabilities through real-time machine data analysis and predictive actions.
Vertiv’s partnership with NVIDIA Corp. is a key catalyst. VRT co-develops an 800-volt DC power architecture with NVIDIA, timed to align with the 2027 rollout of NVIDIA's Rubin Ultra platforms. This keeps VRT one GPU generation ahead of evolving silicon architectures, ensuring that its infrastructure solutions remain relevant as rack power requirements scale toward and beyond the megawatt threshold.
Vertiv Holdings has an expected revenue and earnings growth rate of 33.8% and 46.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 15% over the last 30 days.
HubSpot Inc.
Zacks Rank #1 HubSpot is witnessing steady multi-hub adoption from enterprise customers in the premium market. Pricing optimization in HUBS’ starter edition is leading to solid client additions in the lower end of the market.
HUBS has a significant scope in cross-selling its products to the existing customer base. HUBS’ App Marketplace offers a customer-centric solution by making it simple for companies to find and seamlessly connect the integrations to grow their businesses.
HUBS’ AI, which includes cutting-edge features such as AI assistance, AI agents, AI insights, and ChatSpot, is driving more value to its customers. HUBS has integrated HubSpot AI across its entire product suites and customer platform, enabling users to leverage AI features at no additional cost. Pricing optimization and the transition to a seat pricing model are expected to drive customer growth.
HubSpot has an expected revenue and earnings growth rate of 17.9% and 26.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.3% over the last seven days.
Dell Technologies Inc.
Zacks Rank #2 Dell Technologies benefits from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. DELL secured $34.1 billion in AI server orders, surpassing shipments and building a strong backlog. Strong enterprise demand for AI-optimized servers aids DELL.
A robust partner base that includes the likes of NVIDIA, Google, and Microsoft has been a major growth driver. AI server demand remained robust, contributing $9 billion in fourth-quarter 2025 revenues. Dell’s enterprise AI customer base surpassed 4,000, with broad adoption across industries.
DELL’s PowerEdge XE9680 AI-optimized server is very much in demand. The launch of advanced AI-optimized servers, including the PowerEdge XE9780 and 9780L platforms supporting up to 256 NVIDIA HGX B300 GPUs per rack, the XE9712 with NVIDIA GB300 NVL72, and the XE7745 supporting NVIDIA RTX Pro 6000 Blackwell GPUs has been noteworthy.
In the last reported quarter, DELL launched the PowerEdge XE9712 supporting NVIDIA's NVL72 GB200. It launched the Dell Infrastructure Rack Sobel system, IR7000 and 5000 in both 21-inch and 19-inch versions, providing up to 96 GPUs in a rack and 786 GPUs in a scalable unit. The strong demand trend bodes well for DELL’s long-term prospects.
Dell Technologies has an expected revenue and earnings growth rate of 24.2% and 23.4%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 12.5% over the last 30 days.
Keysight Technologies Inc.
Zacks Rank #1 Keysight Technologies is gaining traction from strong industry-wide growth backed by the solid adoption of its electronic design and test solutions. KEYS’ growing investment in AI-driven advanced nodes, high-bandwidth memory and silicon photonics is induced by high AI-performance requirements driving growth in the semiconductor vertical.
Strong demand for AI data-center network solutions and applications is a tailwind for KEYS. Management’s focus on expanding its business through collaborations with established sector players is positive.
Apart from strength in the 5G domain, KEYS’ efforts in other emerging growth markets like Internet of Things (IoT) and high-speed data centers, bode well for the top line. Particularly, management’s focus on Automotive and Energy, and Aerospace and Defense domains augur well for the long haul. In fact, growth in revenues from Aerospace, Defense and Government end-market deserves a special mention.
Keysight Technologies has an expected revenue and earnings growth rate of 22.8% and 16.9%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 4.2% over the last 30 days.
Cognex Corp.
Zacks Rank #1 Cognex’s commitment to lead in AI for industrial machine vision is expected to shape its growth trajectory. CGNX is benefiting from structural margin expansion driven by portfolio optimization, pricing firming and identified cost actions. This supports durable operating leverage and healthy cash conversion.
CGNX’s growth is increasingly balanced across logistics, packaging, consumer electronics, semiconductor and a stabilizing auto cycle. A revamped go-to-market model is widening the customer funnel and lifting sales productivity, while an AI-enabled roadmap broadens use cases and mix quality. CGNX’s debt-free balance sheet and consistent buybacks and dividends add support.
Cognex has an expected revenue and earnings growth rate of 7.9% and 23.5%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 11.5% over the last 30 days.
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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.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
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The Zacks Analyst Blog Vertiv, HubSpot, Dell, Keysight and Cognex

Key Points
AI fueled a more than 20% spike in shares for both Dell and Block over the past week.
Block announced that it is cutting its workforce by 40% and is using "intelligence tools" to do the work.
Dell got a massive revenue boost from surging demand for its AI servers.
Investors have been questioning the returns that companies are getting from pumping billions of dollars into artificial intelligence (AI). Doubt and uncertainty are a big part of why many technology and AI-driven stocks have struggled in recent months.
Last week, two technology stocks got a huge boost from AI, but in very different ways. Hereʻs how.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
1. Block
Block (NYSE: XYZ) had been one of those beaten-down tech stocks, off nearly 23% year to date, although it rallied last week. The fintech stock surged some 24% over the past week, mainly on the strength of its fourth-quarter earnings report, released on Feb. 26. The rally stemmed from a restructuring and cost reduction plan that management expects will improve efficiency and boost earnings.
That plan calls for 4,000 layoffs and reducing the staff by about 40%. The jobs will basically be done by AI. In turn, Blockʻs guidance called for an 18% increase in gross profit, a 26% boost in operating margin, and a 54% gain in earnings in the current fiscal year.
Here is the money quote from CEO Jack Dorsey in the shareholder letter:
The core thesis is simple. Intelligence tools have changed what it means to build and run a company. We're already seeing it internally. A significantly smaller team, using the tool we're building, can do more and do it better. And intelligence tool capabilities are compounding faster every week. I don't think we're early to this realization. I think most companies are late.
Welcome to the future.
Analysts at Bernstein estimate that the restructuring plan will save $750 million in 2026 and $1 billion on an annualized basis.
Block got a slew of analysts' upgrades after earnings and has a median price target of $86.50 per share, suggesting 30% upside. It is also a decent value, trading at 17 times forward earnings, so it looks like a solid buy.
2. Dell Technologies
Dell Technologies (NYSE: DELL) stock jumped about 21% since last week, also fueled by its most recent earnings report. The personal computer and server manufacturer had record revenue in Q4, up 39% year over year. Earnings rose 57%, including 45% on an adjusted basis.
The division that sells servers and AI infrastructure for data centers saw revenue explode 40%, compared to its PC division, where revenue increased 5%. Specifically, Dellʻs AI-optimized servers proved to be a massive growth engine, as sales rose 342% year over year.
Dell has $43 billion in backlog in AI-optimized server sales, so growth is expected to accelerate. The companyʻs guidance for the fiscal year calls for 23% revenue growth and 33% earnings growth, at the midpoints. AI server sales are anticipated to rise 103% this fiscal year.
The great thing is, Dell stock is still pretty cheap, trading at 11 times forward earnings.
Dell stock is also a consensus buy among analysts, with a median price target of $168 per share, suggesting 15% upside. Dell stock also looks like a solid buy right now, even after this surge.
Should you buy stock in Block right now?
Before you buy stock in Block, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Block wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
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Dave Kovaleski has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Block. 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.

2 Tech Stocks That Just Got a Massive Boost from AI

The astonishing bull run of Wall Street in the past three years was primarily due to the massive growth of artificial intelligence (AI) across the world. The technology stocks, especially AI plays have soared 300-400% during this period.
However, the technology sector suffered in 2026 owing to concerns related to the continuity of AI trade and geopolitical conflicts in the Middle East, resulting in a crude oil price surge that could push up the inflation rate and leads to serious doubts over whether the Fed will continue its interest rate cuts and accommodative monetary policies.
Despite these headwinds, a handful of AI infrastructure stocks have surged in the past month. Here, we recommend five such stocks that currently carry a favorable Zacks Rank, indicating more upside in the near term.
These stocks are: Vertiv Holdings Co. VRT, HubSpot Inc. HUBS, Dell Technologies Inc. DELL, Keysight Technologies Inc. KEYS and Cognex Corp. CGNX. Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The chart below shows the price performance of our five picks in the past month.
Image Source: Zacks Investment Research
Vertiv Holdings Co.
Zacks Rank #2 Vertiv Holdings benefits from an extensive product portfolio, which spans thermal systems, liquid cooling, UPS, switchgear, busbar, and modular solutions. Buoyed by unprecedented data center growth, VRT is strategically expanding capacity to accelerate its AI-enabled pipeline.
VRT also benefited from the accelerating digital transformation driven by AI and data center demand. Acquisitions have also played a vital role, with Great Lakes enhancing IT systems and white space solutions, and Weeleay boosting service capabilities through real-time machine data analysis and predictive actions.
Vertiv’s partnership with NVIDIA Corp. is a key catalyst. VRT co-develops an 800-volt DC power architecture with NVIDIA, timed to align with the 2027 rollout of NVIDIA's Rubin Ultra platforms. This keeps VRT one GPU generation ahead of evolving silicon architectures, ensuring that its infrastructure solutions remain relevant as rack power requirements scale toward and beyond the megawatt threshold.
Vertiv Holdings has an expected revenue and earnings growth rate of 33.8% and 46.4%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 15% over the last 30 days.
HubSpot Inc.
Zacks Rank #1 HubSpot is witnessing steady multi-hub adoption from enterprise customers in the premium market. Pricing optimization in HUBS’ starter edition is leading to solid client additions in the lower end of the market.
HUBS has a significant scope in cross-selling its products to the existing customer base. HUBS’ App Marketplace offers a customer-centric solution by making it simple for companies to find and seamlessly connect the integrations to grow their businesses.
HUBS’ AI, which includes cutting-edge features such as AI assistance, AI agents, AI insights, and ChatSpot, is driving more value to its customers. HUBS has integrated HubSpot AI across its entire product suites and customer platform, enabling users to leverage AI features at no additional cost. Pricing optimization and the transition to a seat pricing model are expected to drive customer growth.
HubSpot has an expected revenue and earnings growth rate of 17.9% and 26.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.3% over the last seven days.
Dell Technologies Inc.
Zacks Rank #2 Dell Technologies benefits from strong demand for AI servers driven by ongoing digital transformation and heightened interest in generative AI applications. DELL secured $34.1 billion in AI server orders, surpassing shipments and building a strong backlog. Strong enterprise demand for AI-optimized servers aids DELL.
A robust partner base that includes the likes of NVIDIA, Google, and Microsoft has been a major growth driver. AI server demand remained robust, contributing $9 billion in fourth-quarter 2025 revenues. Dell’s enterprise AI customer base surpassed 4,000, with broad adoption across industries.
DELL’s PowerEdge XE9680 AI-optimized server is very much in demand. The launch of advanced AI-optimized servers, including the PowerEdge XE9780 and 9780L platforms supporting up to 256 NVIDIA HGX B300 GPUs per rack, the XE9712 with NVIDIA GB300 NVL72, and the XE7745 supporting NVIDIA RTX Pro 6000 Blackwell GPUs has been noteworthy.
In the last reported quarter, DELL launched the PowerEdge XE9712 supporting NVIDIA's NVL72 GB200. It launched the Dell Infrastructure Rack Sobel system, IR7000 and 5000 in both 21-inch and 19-inch versions, providing up to 96 GPUs in a rack and 786 GPUs in a scalable unit. The strong demand trend bodes well for DELL’s long-term prospects.
Dell Technologies has an expected revenue and earnings growth rate of 24.2% and 23.4%, respectively, for the current year (ending January 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 12.5% over the last 30 days.
Keysight Technologies Inc.
Zacks Rank #1 Keysight Technologies is gaining traction from strong industry-wide growth backed by the solid adoption of its electronic design and test solutions. KEYS’ growing investment in AI-driven advanced nodes, high-bandwidth memory and silicon photonics is induced by high AI-performance requirements driving growth in the semiconductor vertical.
Strong demand for AI data-center network solutions and applications is a tailwind for KEYS. Management’s focus on expanding its business through collaborations with established sector players is positive.
Apart from strength in the 5G domain, KEYS’ efforts in other emerging growth markets like Internet of Things (IoT) and high-speed data centers, bode well for the top line. Particularly, management’s focus on Automotive and Energy, and Aerospace and Defense domains augur well for the long haul. In fact, growth in revenues from Aerospace, Defense and Government end-market deserves a special mention.
Keysight Technologies has an expected revenue and earnings growth rate of 22.8% and 16.9%, respectively, for the current year (ending October 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 4.2% over the last 30 days.
Cognex Corp.
Zacks Rank #1 Cognex’s commitment to lead in AI for industrial machine vision is expected to shape its growth trajectory. CGNX is benefiting from structural margin expansion driven by portfolio optimization, pricing firming and identified cost actions. This supports durable operating leverage and healthy cash conversion.
CGNX’s growth is increasingly balanced across logistics, packaging, consumer electronics, semiconductor and a stabilizing auto cycle. A revamped go-to-market model is widening the customer funnel and lifting sales productivity, while an AI-enabled roadmap broadens use cases and mix quality. CGNX’s debt-free balance sheet and consistent buybacks and dividends add support.
Cognex has an expected revenue and earnings growth rate of 7.9% and 23.5%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 11.5% over the last 30 days.
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.
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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.

Buy 5 AI-Powered Stocks That Surged Past Month and Still Have Upside

For Immediate Release
Chicago, IL – March 10, 2026 – Today, Zacks Investment Ideas feature highlights Expedia EXPE, Nvidia NVDA, Fair Isaac FICO, Broadcom AVGO, Apollo Global Management APO and Dell Technologies DELL.
Amid Conflict, Numerous Opportunities Arise in Stocks
A combination of geopolitical tension, technological disruption fears, and financial market stress has created one of the most opportunity-rich environments I have seen in some time. The conflict involving Iran, growing concerns about AI potentially disrupting large segments of the software industry, and several high-profile blowups in the private credit space have rattled sentiment across markets. Yet periods like this, when uncertainty dominates headlines, often create some of the most attractive entry points for disciplined investors.
Importantly, the broader macro backdrop remains constructive. Global economic growth continues at a solid pace, productivity gains are beginning to materialize from technological adoption, and enormous capital expenditures tied to the AI infrastructure buildout are flowing through the global economy. These forces collectively provide a powerful foundation for continued economic expansion.
The primary risk to that outlook at the moment is the escalating situation in Iran. Rising tensions in the region have pushed oil prices sharply higher and introduced the possibility of inflationary pressure if the conflict were to persist or intensify. A prolonged disruption to global energy markets could weigh on economic activity and complicate the outlook for policymakers. That said, as I will outline below, I currently assign relatively low odds to a drawn-out conflict and view some form of resolution in the near term as the more likely outcome.
Despite the geopolitical noise, the equity market itself remains remarkably resilient. Major indexes are still trading only a few percentage points below their record highs. At the same time, many of the market’s largest leaders remain well off their peaks. This dynamic reflects a broadening of market participation, an encouraging development that stands in sharp contrast to the persistent warnings over the past year about excessive index concentration. Rather than signaling weakness, the expansion of leadership across sectors is often characteristic of durable bull markets.
In recent pieces I highlighted opportunities in the Magnificent Seven and the software sector, while earlier coverage focused on energy and gold, both of which have performed exceptionally well. I continue to believe those themes remain intact, though after such strong momentum they may begin to consolidate, particularly if capital rotates back into sectors that now appear discounted.
Today I want to focus on several additional opportunities emerging across technology and financials, including Expedia, Nvidia, Fair Isaac, Broadcom, Apollo Global Management and Dell Technologies.
Interestingly, today’s market action may already be reflecting that view. Overnight, Nasdaq 100 e-mini futures were down more than 2%, yet by the open the market had staged a powerful reversal, pointing to the type of sharp, potentially capitulatory price action that often accompanies intermediate-term bottoms.
Why the Iran Conflict May Be Shorter Than Markets Fear
Despite the alarming headlines, several structural factors suggest the Iran conflict may be less likely to evolve into a prolonged regional war than many investors fear. According to my research, Iran has already suffered significant degradation of its military capabilities. Much of its missile-launch infrastructure has reportedly been destroyed, and the country has already used a large portion of its ballistic missile inventory while facing a relatively high failure rate. Just as importantly, the infrastructure needed to produce new missiles was damaged in prior strikes, meaning Iran cannot easily replenish its arsenal. These constraints limit Iran’s ability to sustain a long-duration conflict.
Iran also appears to have miscalculated strategically and diplomatically. By launching missiles at several Gulf states, Tehran inadvertently pushed governments that had previously tried to remain neutral closer to the US and Israel. Rather than destabilizing the region politically, the attacks created a rally-around-the-flag effect among Gulf monarchies and provided them political justification to support defensive and potentially offensive actions. Combined with the weakening of Iran’s proxy networks across the region, this further reduces the likelihood that Iran can maintain a prolonged confrontation.
Perhaps most importantly, the expected endgame appears to point toward a negotiated off-ramp rather than regime change. It seems to me that the US and Israel may spend several weeks degrading Iran’s military infrastructure before reopening diplomatic channels. Notably, President Trump’s public position has remained somewhat vague, particularly around what constitutes “unconditional surrender,” leaving room for a resolution that stops short of toppling the regime. In practice, this could mean Iran accepts new military constraints while the existing government remains in place. While a worst-case scenario cannot be ruled out, assessments suggest the probability of a prolonged regional war remains relatively low.
Something also worth noting is the price action in crude oil futures. Similar to what we are seeing in the Nasdaq and broader equity indexes, oil has experienced a sharp reversal that may signal a form of capitulation. Overnight, WTI crude futures briefly surged to $119.48, but prices have since reversed sharply, falling nearly $25 from those highs. While it is impossible to know whether that spike ultimately marks the peak in oil prices, this type of rapid surge followed by an equally aggressive pullback often occurs near turning points and increases the probability that the market may have already seen the worst of the panic-driven move.
Financial Sector Opportunities: Fair Isaac and Apollo Global Stocks
I have not focused much on the recent drama in the private credit market in my commentary, but it has become a major topic of discussion across the credit and debt industry. Private credit has expanded at an extraordinary pace, growing from roughly $500 billion in assets under management in 2020 to around $2 trillion today, and was virtually nonexistent as an institutional asset class just a decade ago.
Apollo Global Management has emerged as one of the clear leaders in this rapidly expanding market. The boom has been extremely lucrative for firms operating in the space, though the speed of growth has also raised concerns that some lenders may have become overly aggressive with underwriting standards. Blue Owl Capital has been the primary company in the headlines amid these concerns, fueling broader fears of stress within the private credit ecosystem.
Much of the commentary surrounding the issue has drawn comparisons to the 2008 financial crisis, though that characterization appears exaggerated. Leverage levels across the system are considerably lower, and the risks appear far more contained. Nevertheless, the concerns have pressured stocks across the alternative asset management space, including Apollo.
That pullback has created a potentially attractive entry point. Apollo Global Management currently trades at just 11.8x forward earnings, near one of its most compelling valuations in years. At the same time, earnings are projected to grow 14.3% annually over the next three to five years, while revenue is expected to climb in the high teens this year and next. Importantly, Apollo’s business is also highly diversified across asset management, insurance, and private markets, meaning its earnings power extends well beyond private credit alone.
Fair Isaac, meanwhile, has been caught up in a completely different selloff. Rather than credit market concerns, the stock has been pressured by the broader correction in software stocks, as well as lingering controversy surrounding price increases implemented more than a year ago. Despite that noise, the company’s underlying business continues to perform exceptionally well.
Shares currently trade at 35.2x forward earnings, which is not inexpensive on an absolute basis but looks more reasonable relative to the company’s historical valuation. Over the past decade, Fair Isaac has traded at a median multiple of roughly 50x earnings, reflecting the company’s powerful competitive moat and dominant position in credit scoring. That competitive advantage remains firmly intact, and analysts expect earnings to grow nearly 28.6% annually over the long term, suggesting the company’s premium valuation may continue to be justified.
Tech Stock Opportunities Multiply: NVDA, AVGO, EXPE and DELL
Concerns about overvalued technology stocks have dominated market conversations for much of the past year. Yet in many cases, the data no longer supports that narrative. After a period of sharp corrections and consolidations, several major technology companies are now trading at far more reasonable valuations while their underlying businesses continue to grow at impressive rates.
A number of tech leaders now stand out as particularly compelling opportunities, including Nvidia, Broadcom, Dell Technologies, and Expedia.
Nvidia, which carries a Zacks Rank #2 (Buy), remains the clear leader in AI infrastructure. Despite its dominant position, the stock now trades at roughly 22.7x forward earnings, a modest multiple for a company expected to deliver long-term EPS growth of about 39% annually. Revenue is projected to surge 59% this year and another 27% next year, reflecting continued explosive demand for AI compute. Nvidia has also expanded its reach by investing in numerous AI startups, giving the company exposure across AI ecosystem.
Broadcom offers many of the same structural growth catalysts tied to AI infrastructure and data center expansion. Shares currently trade at around 31.9x forward earnings, while analysts expect earnings to grow roughly 48.6% annually over the next three to five years. Revenue growth is projected to remain exceptionally strong as well, with sales expected to rise 53% this year and 45% next year, remarkable growth for a company of Broadcom’s scale.
Dell Technologies represents a different type of opportunity within the AI trade. The company was an early beneficiary of the surge in demand for AI servers and data center hardware, and the stock has spent the past couple of years consolidating those gains. Today, Dell trades at a very reasonable 11.5x forward earnings, while analysts expect earnings to grow about 18% annually over the next three to five years. With its valuation compressed and demand for AI infrastructure continuing to expand, the stock appears well positioned for a potential breakout to new highs.
Finally, Expedia stands out as a true bargain within the broader technology sector. Shares currently trade at roughly 13x forward earnings, while analysts expect EPS to grow nearly 20% annually over the long term. In addition to its strong portfolio of consumer travel brands, Expedia has been building a rapidly expanding B2B travel platform, which allows partners to access its inventory and booking technology. That segment has become an increasingly important driver of growth having grown 24% in the past year.
Finding Opportunity in Uncertain Markets
Periods of uncertainty often create the most compelling investment opportunities. While geopolitical tensions and sector-specific fears have unsettled markets in the short term, the broader economic backdrop remains constructive and many high-quality companies are now trading at far more attractive valuations than they were just a year ago.
For disciplined investors willing to look through the current noise, opportunities are emerging across several sectors. If the macro environment remains stable and current fears begin to fade, these names could be well positioned to participate in the next leg of the bull market.
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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.
See
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Expedia Group, Inc. (EXPE) : Free Stock Analysis 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 Expedia, Nvidia, Fair Isaac, Broadcom, Apollo and Dell

A combination of geopolitical tension, technological disruption fears, and financial market stress has created one of the most opportunity-rich environments I have seen in some time. The conflict involving Iran, growing concerns about AI potentially disrupting large segments of the software industry, and several high-profile blowups in the private credit space have rattled sentiment across markets. Yet periods like this, when uncertainty dominates headlines, often create some of the most attractive entry points for disciplined investors.
Importantly, the broader macro backdrop remains constructive. Global economic growth continues at a solid pace, productivity gains are beginning to materialize from technological adoption, and enormous capital expenditures tied to the AI infrastructure buildout are flowing through the global economy. These forces collectively provide a powerful foundation for continued economic expansion.
The primary risk to that outlook at the moment is the escalating situation in Iran. Rising tensions in the region have pushed oil prices sharply higher and introduced the possibility of inflationary pressure if the conflict were to persist or intensify. A prolonged disruption to global energy markets could weigh on economic activity and complicate the outlook for policymakers. That said, as I will outline below, I currently assign relatively low odds to a drawn-out conflict and view some form of resolution in the near term as the more likely outcome.
Despite the geopolitical noise, the equity market itself remains remarkably resilient. Major indexes are still trading only a few percentage points below their record highs. At the same time, many of the market’s largest leaders remain well off their peaks. This dynamic reflects a broadening of market participation, an encouraging development that stands in sharp contrast to the persistent warnings over the past year about excessive index concentration. Rather than signaling weakness, the expansion of leadership across sectors is often characteristic of durable bull markets.
In recent pieces I highlighted opportunities in the Magnificent Seven and the software sector, while earlier coverage focused on energy and gold, both of which have performed exceptionally well. I continue to believe those themes remain intact, though after such strong momentum they may begin to consolidate, particularly if capital rotates back into sectors that now appear discounted.
Today I want to focus on several additional opportunities emerging across technology and financials, including Expedia (EXPE), Nvidia (NVDA), Fair Isaac (FICO), Broadcom (AVGO), Apollo Global Management (APO) and Dell Technologies (DELL).
Interestingly, today’s market action may already be reflecting that view. Overnight, Nasdaq 100 e-mini futures were down more than 2%, yet by the open the market had staged a powerful reversal, pointing to the type of sharp, potentially capitulatory price action that often accompanies intermediate-term bottoms.
Image Source: TradingView
Why the Iran Conflict May Be Shorter Than Markets Fear
Despite the alarming headlines, several structural factors suggest the Iran conflict may be less likely to evolve into a prolonged regional war than many investors fear. According to my research, Iran has already suffered significant degradation of its military capabilities. Much of its missile-launch infrastructure has reportedly been destroyed, and the country has already used a large portion of its ballistic missile inventory while facing a relatively high failure rate. Just as importantly, the infrastructure needed to produce new missiles was damaged in prior strikes, meaning Iran cannot easily replenish its arsenal. These constraints limit Iran’s ability to sustain a long-duration conflict.
Iran also appears to have miscalculated strategically and diplomatically. By launching missiles at several Gulf states, Tehran inadvertently pushed governments that had previously tried to remain neutral closer to the US and Israel. Rather than destabilizing the region politically, the attacks created a rally-around-the-flag effect among Gulf monarchies and provided them political justification to support defensive and potentially offensive actions. Combined with the weakening of Iran’s proxy networks across the region, this further reduces the likelihood that Iran can maintain a prolonged confrontation.
Perhaps most importantly, the expected endgame appears to point toward a negotiated off-ramp rather than regime change. It seems to me that the US and Israel may spend several weeks degrading Iran’s military infrastructure before reopening diplomatic channels. Notably, President Trump’s public position has remained somewhat vague, particularly around what constitutes “unconditional surrender,” leaving room for a resolution that stops short of toppling the regime. In practice, this could mean Iran accepts new military constraints while the existing government remains in place. While a worst-case scenario cannot be ruled out, assessments suggest the probability of a prolonged regional war remains relatively low.
Something also worth noting is the price action in crude oil futures. Similar to what we are seeing in the Nasdaq and broader equity indexes, oil has experienced a sharp reversal that may signal a form of capitulation. Overnight, WTI crude futures briefly surged to $119.48, but prices have since reversed sharply, falling nearly $25 from those highs. While it is impossible to know whether that spike ultimately marks the peak in oil prices, this type of rapid surge followed by an equally aggressive pullback often occurs near turning points and increases the probability that the market may have already seen the worst of the panic-driven move.
Image Source: TradingView
Financial Sector Opportunities: Fair Isaac and Apollo Global Stocks
I have not focused much on the recent drama in the private credit market in my commentary, but it has become a major topic of discussion across the credit and debt industry. Private credit has expanded at an extraordinary pace, growing from roughly $500 billion in assets under management in 2020 to around $2 trillion today, and was virtually nonexistent as an institutional asset class just a decade ago.
Apollo Global Management has emerged as one of the clear leaders in this rapidly expanding market. The boom has been extremely lucrative for firms operating in the space, though the speed of growth has also raised concerns that some lenders may have become overly aggressive with underwriting standards. Blue Owl Capital has been the primary company in the headlines amid these concerns, fueling broader fears of stress within the private credit ecosystem.
Much of the commentary surrounding the issue has drawn comparisons to the 2008 financial crisis, though that characterization appears exaggerated. Leverage levels across the system are considerably lower, and the risks appear far more contained. Nevertheless, the concerns have pressured stocks across the alternative asset management space, including Apollo.
That pullback has created a potentially attractive entry point. Apollo Global Management currently trades at just 11.8x forward earnings, near one of its most compelling valuations in years. At the same time, earnings are projected to grow 14.3% annually over the next three to five years, while revenue is expected to climb in the high teens this year and next. Importantly, Apollo’s business is also highly diversified across asset management, insurance, and private markets, meaning its earnings power extends well beyond private credit alone.
Fair Isaac, meanwhile, has been caught up in a completely different selloff. Rather than credit market concerns, the stock has been pressured by the broader correction in software stocks, as well as lingering controversy surrounding price increases implemented more than a year ago. Despite that noise, the company’s underlying business continues to perform exceptionally well.
Shares currently trade at 35.2x forward earnings, which is not inexpensive on an absolute basis but looks more reasonable relative to the company’s historical valuation. Over the past decade, Fair Isaac has traded at a median multiple of roughly 50x earnings, reflecting the company’s powerful competitive moat and dominant position in credit scoring. That competitive advantage remains firmly intact, and analysts expect earnings to grow nearly 28.6% annually over the long term, suggesting the company’s premium valuation may continue to be justified.
Tech Stock Opportunities Multiply: NVDA, AVGO, EXPE and DELL
Concerns about overvalued technology stocks have dominated market conversations for much of the past year. Yet in many cases, the data no longer supports that narrative. After a period of sharp corrections and consolidations, several major technology companies are now trading at far more reasonable valuations while their underlying businesses continue to grow at impressive rates.
A number of tech leaders now stand out as particularly compelling opportunities, including Nvidia, Broadcom, Dell Technologies, and Expedia.
Nvidia, which carries a Zacks Rank #2 (Buy), remains the clear leader in AI infrastructure. Despite its dominant position, the stock now trades at roughly 22.7x forward earnings, a modest multiple for a company expected to deliver long-term EPS growth of about 39% annually. Revenue is projected to surge 59% this year and another 27% next year, reflecting continued explosive demand for AI compute. Nvidia has also expanded its reach by investing in numerous AI startups, giving the company exposure across AI ecosystem.
Broadcom offers many of the same structural growth catalysts tied to AI infrastructure and data center expansion. Shares currently trade at around 31.9x forward earnings, while analysts expect earnings to grow roughly 48.6% annually over the next three to five years. Revenue growth is projected to remain exceptionally strong as well, with sales expected to rise 53% this year and 45% next year, remarkable growth for a company of Broadcom’s scale.
Dell Technologies represents a different type of opportunity within the AI trade. The company was an early beneficiary of the surge in demand for AI servers and data center hardware, and the stock has spent the past couple of years consolidating those gains. Today, Dell trades at a very reasonable 11.5x forward earnings, while analysts expect earnings to grow about 18% annually over the next three to five years. With its valuation compressed and demand for AI infrastructure continuing to expand, the stock appears well positioned for a potential breakout to new highs.
Finally, Expedia stands out as a true bargain within the broader technology sector. Shares currently trade at roughly 13x forward earnings, while analysts expect EPS to grow nearly 20% annually over the long term. In addition to its strong portfolio of consumer travel brands, Expedia has been building a rapidly expanding B2B travel platform, which allows partners to access its inventory and booking technology. That segment has become an increasingly important driver of growth having grown 24% in the past year.
Finding Opportunity in Uncertain Markets
Periods of uncertainty often create the most compelling investment opportunities. While geopolitical tensions and sector-specific fears have unsettled markets in the short term, the broader economic backdrop remains constructive and many high-quality companies are now trading at far more attractive valuations than they were just a year ago.
For disciplined investors willing to look through the current noise, opportunities are emerging across several sectors. If the macro environment remains stable and current fears begin to fade, these names could be well positioned to participate in the next leg of the bull market.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
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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.

Amid Conflict Numerous Opportunities Arise in Stocks

Dell Technologies’ DELL stock has gained 16.4% year to date (YTD), outperforming the Zacks Computer – Micro Computers industry, the broader Zacks Computer and Technology sector and the S&P 500, which fell 4.9%, 4.1% and 1.8%, respectively.
DELL performed significantly better than its industry competitors in both personal computing and enterprise infrastructure, including Super Micro Computer SMCI, Apple Inc. AAPL and Hewlett Packard Enterprise HPE. Year to date, Super Micro Computer shares have gained 7%, while Apple and Hewlett Packard Enterprise stocks have declined 5.3% and 12%, respectively. Super Micro Computer mainly competes in AI-focused server hardware, Hewlett Packard Enterprise is a key rival in enterprise IT infrastructure, such as servers and storage, while Apple competes with Dell Technologies in the premium PC and laptop segment.
DELL Stock Shows Strong YTD Performance
Image Source: Zacks Investment Research
The recent rally in DELL’s stock might tempt investors to buy, but it is important to assess whether the company’s fundamentals can sustain long-term growth or if the rally is just temporary. Let’s explore.
From a technical perspective, the stock is also trading above both its 50-day and 200-day moving averages, indicating solid upward momentum and price stability. This reflects a positive market sentiment and confidence in the company's financial health and long-term prospects.
DELL Shares Trade Above 50-Day and 200-Day SMAs
Image Source: Zacks Investment Research
Dell Benefits From Expanding AI Infrastructure Demand
Dell Technologies is benefiting significantly from the rapid expansion of AI infrastructure demand, which has become a key growth driver. In fiscal 2026, the company recorded over $64 billion in AI-optimized server orders and shipped more than $25 billion worth of AI infrastructure, ending the year with a record backlog of $43 billion. DELL also saw strong momentum during the fiscal fourth quarter alone, securing $34.1 billion in AI orders and shipping $9.5 billion in AI servers as customers expanded AI deployments.
Demand for Dell Technologies’ AI infrastructure is broadening across customer segments, including enterprises, sovereign entities and next-generation cloud providers, with the company serving more than 4,000 AI customers globally. DELL’s ability to optimize AI systems for performance, deliver rapid deployment at scale and provide lifecycle services has strengthened its competitive position. Its integrated rack-scale systems and data center solutions allow customers to deploy AI clusters efficiently while managing total cost of ownership. These capabilities are helping the company capture opportunities as organizations scale AI workloads across industries.
Looking ahead, the AI opportunity is expected to remain a major growth engine for Dell Technologies. Management expects AI server revenues to reach about $50 billion in fiscal 2027, representing more than 100% year-over-year growth. The strong backlog, expanding pipeline and rising enterprise adoption of AI workloads provide strong visibility into continued demand for the company’s AI infrastructure offerings.
DELL’s Strong Cash Position Fuels Growth
Dell Technologies is supported by robust financial performance and strong cash flow generation, which strengthen its long-term growth strategy and shareholder value. In fiscal 2026, the company produced more than $11 billion in operating cash flow, reflecting its ability to efficiently convert revenue into cash. This healthy cash position allows Dell Technologies to continue investing in strategic areas like AI infrastructure and data center modernization.
The company’s strong liquidity position enhances its financial flexibility. DELL ended fiscal 2026 with $13.3 billion in cash and investments, supported by an operating cash flow of $4.7 billion in the fiscal fourth quarter. This solid financial base allows the company to pursue innovation and infrastructure expansion while maintaining disciplined expense management.
Apart from supporting business expansion, Dell Technologies’ strong cash generation enables consistent shareholder returns. In fiscal 2026, the company returned $7.5 billion to shareholders through dividends and share repurchases, including $2.2 billion in the fiscal fourth quarter. DELL also raised its dividend by 20% and increased its share repurchase authorization by $10 billion, reflecting confidence in its long-term growth prospects.
DELL Stock Trades Cheaper Than Industry
Dell Technologies shares are undervalued and appealing to investors, supported by a Value Score of A. The company is trading at a forward 12-month P/E of 11.39X, much lower than the industry average of 28.09X. This lower valuation suggests the stock appears discounted relative to its growth prospects and financial strength.
DELL’s P/E Ratio (F12M)
Image Source: Zacks Investment Research
DELL: A Buy Stock Backed by Growth
Dell Technologies is shaping up as a promising investment opportunity, supported by strong AI infrastructure demand, a record backlog and robust cash generation. Its expanding AI server pipeline and broad enterprise adoption provide strong long-term revenue visibility. Additionally, the stock trades at a meaningful discount to the industry despite solid growth prospects. With strong financial flexibility, rising shareholder returns and sustained AI-driven momentum, Dell Technologies remains well-positioned for continued growth, making the stock a preferred buy right now.
DELL has a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
5 Stocks Set to Double
Each was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
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.

Dell Technologies Climbs 16% YTD: Should You Buy the Stock?

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Fidelity Dividend ETF for Rising Rates (Symbol: FDRR) where we have detected an approximate $121.9 million dollar outflow -- that's a 15.5% decrease week over week (from 12,900,000 to 10,900,000). Among the largest underlying components of FDRR, in trading today Dell Technologies Inc (Symbol: DELL) is up about 0.2%, HP Inc (Symbol: HPQ) is off about 1.1%, and Nike (Symbol: NKE) is lower by about 1.2%. For a complete list of holdings, visit the FDRR Holdings page » The chart below shows the one year price performance of FDRR, versus its 200 day moving average:
Looking at the chart above, FDRR's low point in its 52 week range is $43.06 per share, with $63.34 as the 52 week high point — that compares with a last trade of $60.46. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Preferred Stock Screener
NVIV Historical Stock Prices
High Volume ETFs
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

FDRR, DELL, HPQ, NKE: ETF Outflow Alert

Apple AAPL is expanding its Mac 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. In the first quarter of fiscal 2026, Mac sales of $8.39 billion decreased 6.7% year over year and accounted for 5.8% of net sales. The figure missed the Zacks Consensus Estimate by 7.54%.
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. These chips combine two third-generation 3-nanometer (nm) dies with high bandwidth and low latency using advanced packaging. The two dies include a powerful new CPU, a scalable GPU, Media Engine, unified memory controller, Neural Engine and Thunderbolt 5 capabilities.
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. MacBook Air offers starting storage at 512GB with faster SSD technology, and is configurable up to 4TB. Apple’s N1 wireless chip delivers Wi-Fi 7 and Bluetooth 6 for seamless connectivity on the go, and the device features a 12MP Center Stage camera, up to 18 hours of battery life, and an immersive sound system with Spatial Audio.
The 14-inch and 16-inch MacBook Pro, powered by M5 Pro and M5 Max, adds superior performance and AI capabilities. MacBook Pro features a new CPU with the world’s fastest CPU core, a next-generation GPU with a Neural Accelerator in each core, and higher unified memory bandwidth, altogether delivering up to four times AI performance compared with the previous generation, and up to eight times AI performance compared to M1 models. MacBook Pro now comes with up to two times faster SSD performance and starts at 1TB of storage for M5 Pro and 2TB for M5 Max. The new MacBook Pro includes N1, an Apple-designed wireless networking chip that enables Wi-Fi 7 and Bluetooth 6.
Apple Faces Stiff Competition
AAPL is facing stiff competition from the likes of Lenovo, Dell Technologies and HP in the personal computer (PC) domain. Per Gartner, worldwide PC shipments totaled 71.5 million units in the fourth quarter of 2025, up 9% year over year. For 2025, worldwide PC shipments totaled more than 270 million units, up 9.1% from 2024. Lenovo led with 27.2% market share, trailed by HP and Dell Technologies with 21.5% and 16.5%, respectively. Apple had a 9.4% market share.
HP now expects PC unit volumes to fall in fiscal 2026, with only slight revenue growth coming from higher specifications, not from more buyers. The PC demand boost from the Windows 11 upgrade cycle is anticipated to fade in the second half of fiscal 2026. Dell expects the Client Solutions Group (CSG) revenues to climb 2% in the first quarter of fiscal 2027. In the commercial segment, DELL expects to benefit from a strong refresh cycle, which remains a meaningful opportunity, given the large installed base of devices that are more than 4 and 5 years old.
AAPL’s Share Price Performance, Valuation & Estimates
Apple shares have jumped 10% in the trailing six-month period, outperforming the broader Zacks Computer and Technology sector’s return of 6.5%.
Apple Stock’s Performance
Image Source: Zacks Investment Research
The AAPL stock is trading at a premium, with a forward 12-month price/earnings of 30.03X compared with the broader sector’s 24.91X. AAPL has a Value Score of D.
AAPL Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $8.41 per share, up 0.5% over the past 30 days, suggesting 12.7% 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.
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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 Expands Mac Portfolio With New Devices: Can They Revive Growth?

Key Points
AMD and Dell are poised to profit from Meta’s increased spending on AI infrastructure.
Meta will utilize AMD’s Instinct GPUs and EPYC CPUs in its AI data centers.
Dell’s infrastructure business should benefit from new data centers and advanced chip setups.
Spending on artificial intelligence (AI) is not slowing, but remains hot at the start of 2026. Leading cloud providers are planning significant increases to their capital spending budgets in 2026, and the social media giant Meta Platforms is following suit.
During its fourth-quarterearnings call Meta said it will spend up to $135 billion this year to support AI initiatives across its Superintelligence Labs and core business. This spells growing demand for top chip and server suppliers for the company's AI data centers.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
For investors interested in pick-and-shovel plays, here's why Advanced Micro Devices (NASDAQ: AMD) and Dell Technologies (NYSE: DELL) are poised to benefit from the AI spending boom.
Advanced Micro Devices
Meta's stepped-up spending for 2026 is nearly double its total capital expenditures in 2025, and some portion of this increase could benefit AMD. Meta and AMD just announced a new deal to deploy AMD Instinct graphics processing units (GPUs) and AMD's new Venice EPYC central processing units (CPUs) starting in the second half of 2026.
This follows a similar deal AMD announced in the fourth quarter of last year with OpenAI. In a hotly contested market for the world's most powerful chips, these deals ultimately validate AMD's innovation with its data center chips. As CEO Lisa Su said, this new deal with Meta "places AMD at the center of the global AI buildout."
AMD is coming off a strong year. Full-year revenue grew 34% in 2025 to reach $34 billion. Notably, its data center revenue surged 39% year over year in the fourth quarter, driven by growing demand for Instinct GPUs and EPYC CPUs.
AMD's outlook calls for data center revenue to grow by more than 60% annually over the next three years. Despite this outlook, investors can still buy the stock at a reasonable price. Analysts are modeling 48% annualized earnings growth, and those estimates have also been increasing. This makes the stock's forward price-to-earnings multiple of 30 look attractive relative to growth.
Dell Technologies
Meta's capital spending underscores the need for more computing hardware as companies expand their data center capacity. This will not only benefit chip companies but also those that supply the servers that house the chips for data centers.
Dell is the world's leading server provider. It has a history of working with Meta on AI solutions, specifically on developing infrastructure for Meta's Llama AI models. This raises the likelihood that Dell could be a direct beneficiary of Meta's infrastructure buildout, alongside AI infrastructure spending across the tech sector.
Dell's server business has been booming in the past few years. Revenue from its infrastructure solutions group grew 24% year over year in the most recent quarter. Within that, servers and networking were up 37%. The AI server order backlog hit a record $12.3 billion in Dell's fiscal third quarter.
There is competition in the server market, but Dell's advantage lies in timely delivery and the customized setup of high-performance servers for large orders. A single mid-size data center can support thousands of servers, so each new data center that gets built adds up for Dell.
New data centers are also being built to handle more advanced chips, which require greater expertise in setup. This all requires high-value service that supports Dell's growth potential.
Dell is still nursing a slow-growing PC business, which accounts for close to half of its revenue. But the growth in infrastructure is enough to push the stock higher over time. Analysts expect earnings to grow at an annualized rate of about 14%, with Dell stock trading at a modest 12 times 2026 earnings estimates.
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John Ballard has positions in Advanced Micro Devices and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices and Meta Platforms. 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.

Meta Plans to Spend Up to $135 Billion on AI This Year. Here Are 2 Stocks Poised to Profit.

Crown Holdings announced today that its Board of Directors declared a cash dividend of $0.35 per share, payable March 31, 2026, to shareholders of record as of March 17, 2026. This quarterly dividend represents an increase of 35% over the previous dividend of $0.26 per share.
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 May 1 to shareholders of record as of Apr. 21.
Myers Industries today announced that its Board of Directors has approved a quarterly cash dividend of $0.135 per share, payable on April 3, 2026, to shareholders of record as of March 13, 2026.
FMC announced today that its board of directors declared a regular quarterly dividend of 8 cents per share, payable on April 16, 2026, to shareholders of record as of the close of business on March 31, 2026.
The Board of Directors of Quaker Houghton today declared a quarterly cash dividend of $0.508 per share, payable on April 30, 2026, to shareholders of record at the close of business on April 16, 2026.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Dell Technologies Inc.

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