Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...
Oracle (ORCL) closed the latest trading day at $190.37, indicating a +1.27% change from the previous session's end. The stock outperformed the S&P 500, which registered a daily gain of 0.57%.
NVIDIA's Q3 earnings were extraordinary, driven by AI and accelerated computing demand. Learn more about the market in general and my strategy for next year.