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Dell Technologies - $DELL

"GPU is scarce, yes, it is": Dell Brazil GM on keeping Locaweb's AI racks supplied
8 takeaways: why Locaweb's CTO says data-center capacity is now a board topic, how virtualization raised Dell's server sales, and AI turning…
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Memory chip shortage likely worsens in 2027, with no new supply until 2029, says Dell CEO
5 takeaways: why Elon Musk is the most demanding customer, how its AI factory customers doubled in three quarters, and what the dot-com bust taught him…
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"It's huge": JERA's chair and CEO on its $15B Tokyo AI power bet
6 takeaways: why China's consumer stocks are down 18% while tech rallies, the December rate-hike bet on Japan's yen, and the math behind JERA's possible…
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Canada should give weight-loss drugs away for free, says Harris Douglas portfolio manager
18 calls: why price-sensitive buyers now set the 10-year Treasury, the one stock he says he totally missed, and new picks in Meta, Microsoft and…
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Salesforce CEO: it will build the system for nothing and take a share of the outcome
10 insights: Why the $26B Slack deal is the greatest acquisition in software history, the search fix that cut SharkNinja's dead ends from 22% to zero…
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Amit Daryanani: token costs are pushing AI workloads back onto company hardware
5 takeaways: Why Dell's storage line accelerated to 26% growth, the arithmetic moving workloads off frontier models, and why Apple now trades as a…
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Ben Reitzes: the AI industry should cut power bills and get the world ready for UBI
6 takeaways: Why he says Nvidia will give its models away to sell the stack under them, the 6 quarters of margin the last call de-risked, and what…
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Josh Brown: trading the September calendar is astrology for middle aged men
11 takeaways: The 16.1 points momentum has given back since June 22, the $36M of Microsoft call spreads someone closed early, and why Terranova bought…
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Jim Cramer: Nvidia should quintuple its buyback and repurchase a 10th of the company
8 takeaways: The oil-to-rates chain that clubbed the market, why the new Fed chief sounds like Volcker, the trust's 15% cash, and lightening up on data…
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David Kennedy: $11B of Dell's $25B guidance raise has nothing to do with GPUs
6 takeaways: Record revenue up 58%, why traditional servers grew 122%, the six quarters storage has beaten the market, and the 6,500 customers now…
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Guy Adami: Nvidia is putting money on every number at the roulette table, and that fails
13 takeaways: a VIX near 14 against a 25% move in Salesforce, the nine of 18 Fed officials Rosenberg says want to hike into 1.5% growth, and where the…
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Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investor
Franklin Templeton's head of asset allocation on why owning a lot of things is not diversification, plus Andrew Horowitz on Operation Twisted, the gold…
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