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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.
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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 reported second-quarter results on Thursday that surpassed analyst estimates on the top and bottom line.

Bank of America sees shares of DigitalOcean surging more than 30% from current levels.

The bank upgraded the cybersecurity software stock to overweight from equal weight.