Dell Technologies Inc. (NYSE:DELL) is one of the AI Stocks Analysts Are Watching Closely. On January 15, Barclays upgraded the stock to “Overweight” from Equal Weight with an unchanged price target of ...
“We think DELL’s supply chain leadership can help better navigate the current commodity environment,” he continued. Long maintained a neutral view on the broader hardware sector, flagging AI servers ...
Memory can account for 10% to 20% of material costs in consumer-facing hardware like smartphones, according to Jeronimo. Last week, Hedgeye Risk Management said it had “less conviction” in Apple as ...
Investing.com -- Barclays has upgraded Dell Technologies (NYSE:DELL) to Overweight (OW) from Equal Weight amid growing confidence in the company’s position across AI servers as well as improving ...
In a recent interview, Intel said the laptop market is likely to emerge mostly unscathed from the memory chip shortage driven ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
Ripple effect: DRAM prices have surged in recent months, and that spike is set to ripple far beyond memory modules themselves. As the shortage deepens and stretches into 2026, supply chain insiders ...
Memory maker Winbond Electronics has recently continued to expand capital expenditures by increasing capacity for 16nm and DDR4 DRAM. As inventories of legacy DDR3 products decrease, DDR4 will ...
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