Deep-pocketed investors have adopted a bearish approach towards Dell Technologies (NYSE:DELL), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in DELL usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 10 extraordinary options activities for D ...

Core Viewpoint - The current period is an exciting time for tech analysts, particularly in the context of the ongoing AI revolution, which presents numerous opportunities for investment in tech stocks [1]. Group 1: Analyst Perspective - The analysis focuses on tech stocks that are personally interesting for portfolio addition, indicating a hands-on approach to investment [1]. - The writing is tailored for both beginners and advanced readers, aiming to provide a clear and well-reasoned perspective on the tech sector [1]. Group 2: Disclosure Information - The analyst holds a beneficial long position in shares of IBM, QCOM, DELL, and MSFT, either through stock ownership, options, or other derivatives [2]. - The article reflects the analyst's personal opinions and is not influenced by compensation from any company mentioned [2].

亚马逊发布最新财报显示，第四季度销售净额2133.9亿美元，预估2114.9亿美元，每股收益1.95美元， 预估1.96美元。公司预计2026年将投资约2000亿美元用于资本支出，预计第一季度营收为1735亿至1785 亿美元。这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。 2026年春节休市安排：2月15日（星期日）至2月23日（星期一）休市，2月24日（星期二）起照常开 市。另外，2月14日（星期六）、2月28日（星期六）为周末休市。此外，2月15日（星期日）至2月23日 （星期一）不提供港股通服务，2月24日（星期二）起照常开通港股通服务。 美股方面，三大指数集体收跌，道指跌1.2%，纳指跌1.59%，标普500指数跌1.23%。 大型科技股普跌，微软跌近5%，亚马逊跌超4%，AMD跌超3%，特斯拉跌超2%，英伟达跌超1%。谷 歌、苹果小幅下跌，Meta微涨。 纳斯达克中国金龙指数收涨0.9%，热门中概股涨跌不一，蔚来涨近6%，理想汽车涨超2%，小鹏汽车、 百度微涨；京东、网易、阿里巴巴、拼多多小幅下跌。 | | | 隔夜美股概览 | | | | --- | --- | --- | ...

惠普、戴尔和华硕均未对相关消息发表评论。宏碁则表示："我们不公开供应商信息，但与多家全球制 造商和供应商保持密切联系，动态调整运营以应对零部件价格变化。我们与多家制造商和供应商合作， 增强供应链韧性。" ► 文 观察者网 陈思佳 近期，在人工智能（AI）热潮的带动下，全球存储芯片出现供不应求的局面，内存价格飙升。据《日 经亚洲》2月5日报道，随着内存供应紧张推高整个科技行业的成本，惠普等个人电脑制造商将目光投向 新兴的中国存储芯片产业，开始考虑采购中国的存储芯片。 三名知情人士透露，惠普已开始对中国制造商长鑫存储的产品进行认证，以建立更多供应替代方案。惠 普计划持续监测存储芯片的供应形势至2026年年中，如果动态随机存取存储器（DRAM）供应持续紧 张、价格继续上涨，惠普很可能首次为非美国市场采购长鑫存储的产品。 知情人士称，出于对存储芯片价格在2026年继续上涨的担忧，另一家个人电脑巨头戴尔同样开始对长鑫 存储的DRAM产品进行认证。 尽管推进认证流程并不意味着相关厂商一定会采用长鑫存储的芯片，但知情人士告诉《日经亚洲》，多 家个人电脑制造商已将长鑫存储视为潜在的"救命稻草"。主要原因在于，美光、三星和SK ...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks that should double by 2030. On January 20, Morgan Stanley analyst Erik Woodring lowered the firm’s price target on Dell Technologies to $111 from $113 while maintaining an Underweight rating. This adjustment followed a chief investment officer survey revealing the slowest hardware budget growth in 15 years. This slow growth prompted the firm to adopt a more defensive stance despite AI tailwinds. Citing a perfect storm of cautionary factors and antici ...

长鑫存储 北京时间2月5日，据《日经亚洲》报道，在全球内存芯片供应紧张威胁到产品发布，并推高整个科技行业成本的情况下，四大主要PC制造 商惠普、戴尔、宏碁和华硕正首次考虑从中国芯片制造商采购内存芯片。 据三位知情人士透露，惠普已开始对长鑫存储的产品进行认证，以准备更多供应替代方案。惠普计划持续监控内存芯片供应情况直至大约 2026年年中，若DRAM内存芯片供应持续紧张且价格不断上涨，该公司很可能首次为非美国市场采购长鑫存储的产品。 知情人士称，戴尔也正在对长鑫存储的DRAM产品进行认证，原因是担心内存芯片价格在整个2026年仍将持续飙升。 宏碁对此回应称："我们不会公开供应商信息，但会与多家全球制造商和供应商保持密切联系，以动态调整运营，应对零部件价格变动。 我们与多家制造商和供应商合作，以提升供应链的韧性。" 知情人士表示，虽然推进认证流程并不必然意味着这些企业最终会采用长鑫存储的芯片，但多家PC制造商已将这家中国企业视为消费电子 行业的潜在"救星"，因为内存芯片巨头美光、三星和海力士一直优先将产能提供给英伟达、谷歌和亚马逊等AI巨头。这一局面导致许多利 润率较低、对价格敏感的消费电子市场陷入困境。 截至发 ...

席卷全球消费电子领域的"存储荒" 智通财经APP获悉，有媒体在周四援引知情人士透露的消息报道称，在全球存储芯片供应极度紧张威胁 新产品发布并推高整个科技行业经营成本之际，全球大型PC制造商们，比如惠普(HPQ.US)、戴尔 (DELL.US)、宏碁(Acer)以及华硕(Asus)这类全球最大规模PC厂商们正在集体考虑首次从中国制造商大 规模采购存储芯片或者存储类组件产品。由于AI数据中心建设进程如火如荼争抢存储芯片产能，导致 核心存储组件采购成本飙升，投资者们近期愈发担忧所谓的"存储全面吞噬消费电子利润"，这也是全球 股市消费电子板块近期承压的核心逻辑。 全球消费电子巨头任天堂以及高通公司公布的最新业绩报告凸显出，存储芯片极度短缺且自2025年下半 年以来的大幅涨价不仅危及利润率，还有可能导致消费电子产品线整体产能大幅缩减进而殃及总营收和 实际盈利，而来自中国的高性能存储产品，可能在三星电子、SK海力士以及美光这三大DRAM/NAND 存储芯片原厂产能持续紧张且合约报价与市场现货价格狂飙式上涨之际，成为它们维系产能扩张与利润 稳定的"救命稻草"。 在媒体爆料惠普等PC厂商们积极寻求中国存储产品之际，正值全球消 ...

Core Viewpoint - PC makers HP, Dell, Acer, and Asus are exploring the option of sourcing memory chips from Chinese manufacturers for the first time due to a global supply crunch impacting product launches and increasing costs [1] Group 1: Industry Context - The global supply crunch is significantly affecting the availability of memory chips, which is critical for the production of PCs [1] - The move to consider Chinese chipmakers indicates a shift in sourcing strategies among major PC manufacturers in response to supply chain challenges [1] Group 2: Company Actions - HP, Dell, Acer, and Asus are actively evaluating new suppliers to mitigate the risks associated with the current memory chip shortage [1] - This potential sourcing from Chinese manufacturers marks a notable change in the procurement strategies of these companies, reflecting their need to adapt to market conditions [1]

Zach Dell is the co-founder and CEO of Base Power, a home-battery company that has raised more than $1.3 billion from investors. ...

Core Viewpoint - Five former Dell employees are suing the company for allegedly mismanaging its 401(k) retirement plan, resulting in significant financial losses for employees [1][2]. Group 1: Allegations of Mismanagement - The lawsuit claims that Dell and its retirement plan managers failed to monitor and replace underperforming investment options, leading to "massive underperformance" and a loss of over $318 million for the plan and its participants [2][4]. - The plaintiffs argue that the selection and monitoring process of the investment funds was incompetent, contributing to the fund's underperformance [4]. Group 2: Impact on Employees - Dell's 401(k) plan serves approximately 63,000 current and former employees, holding about $14.6 billion in assets as of 2024 [4]. - The lawsuit seeks to recover losses for plan participants and calls for changes in the management of Dell's retirement plan, including the removal of individuals who breached their fiduciary duties [5]. Group 3: Context of Similar Lawsuits - Lawsuits regarding 401(k) mismanagement are not uncommon, with past cases resulting in settlements, such as UnitedHealth's $69 million settlement in 2015 for similar allegations [6].