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Buy Dell as AI server business gains momentum, says Barclays
The bank upgraded the PC and server stock to overweight from equal weight.
14 words~1 min read
The bank upgraded the PC and server stock to overweight from equal weight.
Get this delivered to your inbox, and more info about our products and services.

Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.

Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced…

KeyBanc upgraded both Intel and Advanced Micro Devices to overweight.

Dell shares jumped after record Q1 results and a raised full-year forecast, as a $51.3bn AI server backlog signals Nvidia-kit…

Dell stock hit a new record as analysts raised AI server targets before earnings, extending its 2026 rally.

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value at the current share…