Another legacy computer and enterprise technology company has officially cemented itself as a big player in the artificial intelligence supply chain and joined the party. Dell (DELL +30.83%)reported rock-star earnings results for its first quarter of fiscal year 2027. The company reported adjusted diluted earnings per share (EPS) of $4.86, up 214% year over year and blowing past consensus estimate...
Another legacy computer and enterprise technology company has officially cemented itself as a big player in the artificial intelligence supply chain and joined the party. Dell (DELL +30.83%)reported rock-star earnings results for its first quarter of fiscal year 2027. The company reported adjusted diluted earnings per share (EPS) of $4.86, up 214% year over year and blowing past consensus estimates of $2.96. Revenue of close to $44 billion also far exceeded the $35.7 billion estimate. The company also raised its full-year revenue guidance to $167 billion at the midpoint, representing 47% growth from fiscal 2026. The massive beat-and-raise can be attributed to soaring demand for AI servers, and the company expects full-year AI server revenue to reach $60 billion. Dell’s Chief Operating Officer, Jeff Clarke, said, “The AI opportunity shows no signs of slowing.” Morgan Stanley analyst Erik Woodring said the incredible beat caught his team off guard. “We got this one wrong, and our model/PT are under review,” Woodring wrote in a research note today, according to CNBC. “This was — across the board — one of the most impressive quarters we’ve seen in our time covering Hardware, especially in the context of what is happening across the component universe.” As of 2:07 p.m. ET today, Dell traded nearly 29.5% higher and is now up 221% this year. Should investors still buy the stock? Image source: The Motley Fool. Dell’s role in the AI stack Many components are needed to run AI solutions. While Nvidia’s graphics processing units (GPUs) used to train large language models (LLMs) have received most of the attention, companies making other components have seen their stocks melt up. For instance, Micron has crushed it due to the intense memory demand required to feed GPUs with data. Expand NYSE : DELL Dell Technologies Today's Change ( 30.83 %) $ 97.75 Current Price $ 414.80 Key Data Points Market Cap $207B Day's Range $ 402.38 - $ 429.12 52wk Range $ 106.38 - $ 429.12 Volume 1.7M ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Microsoft stock: recent move puts performance in focus Microsoft (MSFT) shares have been active recently, with the stock edging up about 3.5% over the past day and around 1.9% over the past week, bringing its current price to US$426.99. See our latest analysis for Microsoft. That...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Microsoft stock: recent move puts performance in focus Microsoft (MSFT) shares have been active recently, with the stock edging up about 3.5% over the past day and around 1.9% over the past week, bringing its current price to US$426.99. See our latest analysis for Microsoft. That latest move comes after a mixed stretch, with the share price return up 8.72% over 90 days but down 9.72% year to date, while the 5 year total shareholder return of 81.08% points to momentum that has built over a longer horizon. If Microsoft’s recent swing has you thinking about where else growth in AI infrastructure could show up in your portfolio, this is a good moment to scan 46 AI infrastructure stocks With Microsoft’s shares roughly flat over the past month and down year to date despite multi year gains, the key question is whether current valuations leave upside on the table or if the stock already reflects future growth. Most Popular Narrative: 1.7% Overvalued At a last close of $426.99 against a narrative fair value of $420, the most followed view on Microsoft suggests the stock sits slightly above that reference point, and the reasoning behind that call is pointed. Microsoft is currently digging away the foundation that makes it different. It is trapped in a perfect storm, losing the AI tech war to Google, burning cash on infrastructure without guaranteed ROI, cannibalizing its own seat-based revenue, and antagonizing users with a buggy, bloatware-filled operating system. The ship is massive, and momentum will carry it forward for years, but if Microsoft continues to sell an inferior, job-destroying AI while forcing users to endure a degrading Windows experience, it will eventually find that its enterprise fortress is built on sand. Read the complete narrative. The narrative leans on a tight link between AI spending, Office subscription economics, and user sentime...
Investors are pouring money back into municipal bonds as higher yields and the approaching summer reinvestment season draw cash into the tax-exempt market. Municipal-bond funds attracted about $2.3 billion in the week ended May 27, nearly double the prior week’s tally and the second-largest weekly inflow since 1992, according to a JPMorgan report published Thursday by strategists led by Peter DeGr...
Investors are pouring money back into municipal bonds as higher yields and the approaching summer reinvestment season draw cash into the tax-exempt market. Municipal-bond funds attracted about $2.3 billion in the week ended May 27, nearly double the prior week’s tally and the second-largest weekly inflow since 1992, according to a JPMorgan report published Thursday by strategists led by Peter DeGroot . Year-to-date inflows have climbed to $39.8 billion, the second-highest level on record for same the period, according to JPMorgan. Investors and analysts say a combination of market conditions and seasonal factors has encouraged buyers to return to the market. “The combination of higher yields, strong credit quality and signs of potentially positive movements globally, investors have felt more comfortable putting more money into the market this week,” said Dan Solender , director of tax-free fixed income at Lord Abbett & Co. Read More: Muni Bond Funds Draw $22 Billion in Fastest Pace Since 2021 Investors are also moving cash into the market ahead of the summer reinvestment season, according to Lyle Fitterer , senior portfolio manager at Baird Advisors. “There’s lots of reinvestment dollars to put to work in June and July and I think investors may be trying to get out ahead of that,” he said. The demand has helped absorb a heavy new-issue calendar, with strong interest for both investment-grade and high-yield municipal bonds, Fitterer said. Municipal-bond exchange-traded funds accounted for much of the latest inflows, drawing about $1.7 billion of the week’s $2.3 billion total, according to JPMorgan. The products have steadily gained market share since their introduction in 2007 and now account for about 4% of the municipal market, up from roughly 1% in 2019, according to Bloomberg Intelligence analyst Matthew Gastall . “ETF flows can be more driven by investors following the momentum in the market, so as the muni market keeps moving in a positive direction they get mo...
Was Amazon's Tokenmaxxing Fiasco Behind Claude's $500M Mystery Bill? Axios reported this week that an unnamed Anthropic enterprise client managed to run up roughly $500 million in Claude charges in a single month after failing to put usage limits on employee licenses. The company was not named, but we suspect Blue Origin might not be the only thing that blew up for Jeff Bezos this month. Just as t...
Was Amazon's Tokenmaxxing Fiasco Behind Claude's $500M Mystery Bill? Axios reported this week that an unnamed Anthropic enterprise client managed to run up roughly $500 million in Claude charges in a single month after failing to put usage limits on employee licenses. The company was not named, but we suspect Blue Origin might not be the only thing that blew up for Jeff Bezos this month. Just as the Axios report landed with the $500M tidbit , Amazon was shutting down an internal AI-usage leaderboard after employees reportedly began “tokenmaxxing” - routing unnecessary work through AI tools to inflate their usage scores. The result was a perfect case study in what happens when corporate America turns AI adoption into a metric, then acts surprised when employees optimize for the metric instead of the work. Whether or not Amazon was the mystery Claude whale, its internal AI experiment shows exactly how a runaway enterprise AI bill can happen. The $500M Claude Mystery The Axios item was brief, but extraordinary:; An AI consultant tells Axios one of their clients recently spent half a billion dollars in a single month after failing to put usage limits on Claude licenses for employees. So, oops to every CFO who recently approved "AI adoption" as a corporate priority. In the old software world, when true nerds roamed the land, a bad rollout usually meant paying for licenses employees barely touched . The waste was real, but at least it was mostly static. In the new agentic AI world, a bad rollout - or simply adopting AI for everything - can quickly become devastating : thousands of employees - or autonomous agents operating on their behalf - prompting, testing, summarizing, refactoring, retrying, and spinning up new tasks on usage-based pricing. That is the heart of the current enterprise AI hangover. Companies spent the past year foisting AI on employees, often without a clean way to separate productivity from dashboard-friendly activity. And now the hangover is here . Mi...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) may get a fresh lift from Jensen Huang's Computex keynote next week, after the stock has lagged other chip names since its latest earnings report, Lynx Equity Strategies said. Lynx said investors have been uneasy about the pace of Nvidia's Rubin GPU rollout and about competition from custom chips at major cloud providers. The firm said...
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) may get a fresh lift from Jensen Huang's Computex keynote next week, after the stock has lagged other chip names since its latest earnings report, Lynx Equity Strategies said. Lynx said investors have been uneasy about the pace of Nvidia's Rubin GPU rollout and about competition from custom chips at major cloud providers. The firm said Huang did not make a strong enough case on the earnings call, leaving room for him to reset expectations in Taipei. The broker said the market will look for more detail on Nvidia's Vera CPU program, including its $20 billion revenue estimate and $200 billion total addressable market, as well as an update on the networking business. Reuters reported Huang is due to headline Computex and has been highlighting Taiwan's role in Nvidia's supply chain. Lynx also said Nvidia could rally toward $250 in the near term if momentum from other AI names carries over. The firm still kept a cautious long-term view, but said Computex gives Huang a chance to revive confidence in Nvidia's next phase of growth.
FREDERICA ABAN/iStock via Getty Images Dear Baron Technology ETF® Shareholder, During the first quarter, Baron Technology ETF® (the Fund)( BCTK ) declined 6.90% (NAV), roughly in line with the MSCI ACWI Information Technology Index (the Benchmark), which fell 6.73%. The Fund’s performance trailed the Invesco QQQ Trust (the QQQ) and the S&P 500 Index, which dropped 1.77% and 4.33%, respectively. On...
FREDERICA ABAN/iStock via Getty Images Dear Baron Technology ETF® Shareholder, During the first quarter, Baron Technology ETF® (the Fund)( BCTK ) declined 6.90% (NAV), roughly in line with the MSCI ACWI Information Technology Index (the Benchmark), which fell 6.73%. The Fund’s performance trailed the Invesco QQQ Trust (the QQQ) and the S&P 500 Index, which dropped 1.77% and 4.33%, respectively. On a trailing three-year basis, the Fund generated an annualized return of 29.15%, outpacing both the Benchmark and QQQ, which yielded 24.83% and 22.33%, respectively. Annualized performance (%) for periods ended March 31, 2026 ETF Market Price 1,2 ETF Nav 1,2 MSCI ACWI Information Technology Index 1 S&P 500Index 1 MSCI ACWIIndex 1 QTD 3 (7.13) (6.90) (6.73) (4.33) (3.20) 1 Year 27.30 28.20 33.41 17.80 20.01 3 Years 28.85 29.15 24.83 18.32 16.58 Since Inception(12/31/2021) 9.29 9.47 11.93 9.28 8.02 Click to enlarge Performance listed in the above table is net of annual operating expenses. The total annual fund operating expense ratio as of December 5, 2025 was 0.75%. The performance data quoted represents past performance. Past performance is no guarantee of future results. The investment return and principal value of an investment will fluctuate; an investor’s shares, when redeemed, may be worth more or less than their original cost. Total returns assume the reinvestment of all distributions and the deduction of all fund expenses. Current performance may be lower or higher than the performance data quoted. For performance information current to the most recent month-end, visit BaronCapitalGroup.com or call 1-800-99-BARON. NAV and Market Price returns include returns of the Institutional Shares of the predecessor mutual fund prior to the ETF’s commencement of operations. Prior to the ETFs listing on 12/15/2025 the NAV returns of the Institutional Shares of the predecessor mutual fund are used as proxy market price returns. If the predecessor mutual fund had been structured as...
Marketing's most followed voice bets on HighLevel as the AI platform built for the businesses left out of the Fortune 500 AI boom DALLAS, May 29, 2026 /PRNewswire/ -- HighLevel, one of the fastest growing AI platforms serving small and medium sized businesses, today announced a multi year strategic partnership with Neil Patel, founder of NP Digital and one of the most widely followed voices in mar...
Marketing's most followed voice bets on HighLevel as the AI platform built for the businesses left out of the Fortune 500 AI boom DALLAS, May 29, 2026 /PRNewswire/ -- HighLevel, one of the fastest growing AI platforms serving small and medium sized businesses, today announced a multi year strategic partnership with Neil Patel, founder of NP Digital and one of the most widely followed voices in marketing and SMB growth. HighLevel is the AI-powered business operating system built for agencies, entrepreneurs, and operators who want intelligence embedded directly into how their business runs. The partnership lands at an inflection point in the AI economy. Fortune 500 companies are spending billions deploying AI to cut costs and consolidate power, while the 36 million U.S. small businesses that employ nearly half of America's workforce are increasingly priced out, overwhelmed, and unable to compete. HighLevel is building the alternative. One platform with the tools businesses need to grow and scale, with AI embedded across websites, automations, CRM, Google Business Profiles, and more. "For years, HighLevel has been called a fast growing SaaS company," said Neil Patel. "In 2026, it's time we start calling them what they are. One of the most important AI transformation platforms serving and scaling small and medium businesses today. The AI race shouldn't be a privilege of the Fortune 500. It should be the great equalizer." Under the agreement, Patel and NP Digital will collaborate with HighLevel across product and AI roadmap, including co developed AI and SEO features; content and thought leadership, anchored by a new SMB focused podcast with HighLevel as founding sponsor; international expansion, drawing on NP Digital's UK and Australia footprint; and featured appearances at HighLevel's LevelUp event and the company's Summer of AI initiative in August 2026. What makes this partnership powerful is that we share the same belief that AI should empower entrepreneurs, not con...
A federal immigration officer wanted for shooting a Venezuelan man during the Trump administration’s crackdown in Minnesota was arrested on Friday in Texas, authorities said. Christian Castro, of the Immigration and Customs Enforcement (ICE) agency, was taken into custody 11 days after Minneapolis prosecutors charged him with assault and falsely reporting a crime in the 14 January non-fatal shooti...
A federal immigration officer wanted for shooting a Venezuelan man during the Trump administration’s crackdown in Minnesota was arrested on Friday in Texas, authorities said. Christian Castro, of the Immigration and Customs Enforcement (ICE) agency, was taken into custody 11 days after Minneapolis prosecutors charged him with assault and falsely reporting a crime in the 14 January non-fatal shooting of Julio Cesar Sosa-Celis. Hennepin county prosecutors in Minnesota said the state’s bureau of criminal apprehension located Castro, 52, in Texas and worked with agents from the inspector general’s office of the Department of Homeland Security (DHS) and the Texas Rangers to arrest him. “Today’s arrest is a critical step forward in our prosecution of Mr Castro,” the Hennepin county attorney, Mary Moriarty, said. Online court records do not list an attorney for Castro and it wasn’t immediately clear if he has one. Messages seeking comment were left with ICE, the inspector general’s office of the DHS and the Texas Rangers. Castro is the second federal agent to be charged over their conduct during the Minnesota crackdown, which was known as Operation Metro Surge. He is one of two agents that ICE’s director, Todd Lyons, said lied about the circumstances of the incident. According to prosecutors, Castro fired through a home’s front door and shot Sosa-Celis in the thigh after Castro and another officer chased a different man, Alfredo Alejandro Aljorna, to the Minneapolis apartment duplex where he and Sosa-Celis lived. Sosa-Celis and Aljorna were legally residing in the US, Moriarty said. Federal authorities initially accused Sosa-Celis and Aljorna of beating an officer with a broom handle and a snow shovel. A federal judge later dismissed the charges, and ICE and the justice department opened an investigation into whether officers lied about what happened. In a statement after the charges were announced, ICE said the US attorney’s office was investigating statements made by off...
元朗女子深夜遇劫失100元 雙手被鎅傷 暫無人被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】元朗一名女子深夜回家途中遭持鎅刀匪徒打劫，雙手多處受傷。 現場遺下大量血漬，警方封鎖一段行人路蒐證。昨晚11時許，...
元朗女子深夜遇劫失100元 雙手被鎅傷 暫無人被捕 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】元朗一名女子深夜回家途中遭持鎅刀匪徒打劫，雙手多處受傷。 現場遺下大量血漬，警方封鎖一段行人路蒐證。昨晚11時許，54歲女事主返回水邊圍邨住所途經邨口遊樂場外遭一名持鎅刀匪徒打劫，雙手手腕位置被鎅傷流血，匪徒搶走事主銀包內100元之後向元朗廣場方向逃去。 警方接報派人在區內兜截，暫時未有發現。事主其後由救護車送屯門醫院治理。
Alibaba Group ( BABA ) stock fell nearly ~4% over the past week to around ~$124.46, extending its post-earnings weakness. The stock is now down ~15.1% in 2026, sharply underperforming the S&P 500 ( SP500 ), which has gained ~10.49% this year. Investor sentiment turned cautious after China tightened overseas travel restrictions for AI professionals working at firms including Alibaba Group and DeepS...
Alibaba Group ( BABA ) stock fell nearly ~4% over the past week to around ~$124.46, extending its post-earnings weakness. The stock is now down ~15.1% in 2026, sharply underperforming the S&P 500 ( SP500 ), which has gained ~10.49% this year. Investor sentiment turned cautious after China tightened overseas travel restrictions for AI professionals working at firms including Alibaba Group and DeepSeek ( DEEPSEEK ). The move reflects Beijing’s increasing focus on protecting strategic AI technologies amid rising U.S.-China tensions. At the same time, the company is aggressively expanding its AI ecosystem. Its semiconductor unit, T-Head, recently launched the “Zhenwu M890” AI chip , which the company said delivers 3x better performance than the previous generation. Alibaba also revealed that over 560K Zhenwu chips have already been shipped across 20 industries, while its next-generation AI model, “Qwen3.7-Max,” is expected soon. However, the market remains focused on profitability concerns. Since its May 13 earnings report , investors have reacted negatively to the company's sharp jump in AI and cloud spending. Free cash flow swung from a positive RMB 73.87B to a negative RMB 46.61B, while quarterly operating results slipped into an RMB 848M loss. Technically, the stock still looks weak. Alibaba stock continues to trade below recent support levels while forming lower highs on the 30-minute TradingView chart. Alibaba Group (BABA) price chart (TradingView) The RSI near 38 signals bearish momentum, though it's still not oversold, while MACD remains negative despite slight improvement in selling pressure. Low recovery volume also suggests buyers are still waiting on the sidelines. Despite the recent weakness, analyst sentiment remains relatively positive. Quant Ratings currently assigns the stock a 3.16 score with a “Hold” view. Meanwhile, SA analysts maintain a 4.0 “Buy” rating, while Wall Street analysts remain more bullish with a 4.63 “Strong Buy” rating. More on Alibaba...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) drew attention Friday after Susquehanna lifted its price target on the memory-chip maker, citing firm demand trends across DRAM and NAND markets, according to a Friday research note. Susquehanna raised its target on Micron Technology to $1,750 from $600. The brokerage said Micron Technology continues to benefit from stronger p...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) drew attention Friday after Susquehanna lifted its price target on the memory-chip maker, citing firm demand trends across DRAM and NAND markets, according to a Friday research note. Susquehanna raised its target on Micron Technology to $1,750 from $600. The brokerage said Micron Technology continues to benefit from stronger pricing in DRAM, partly as more supply is directed toward high-bandwidth memory products and server-related applications tied to artificial intelligence workloads. The firm also said Micron Technology may see additional support from growing demand for NAND storage used in AI inference systems. Susquehanna noted enterprise solid-state drive demand appears likely to strengthen in the second half of 2026, particularly from cloud service providers increasing large-scale purchases. At the same time, Susquehanna said Micron Technology is operating in a tighter supply environment that could pressure hardware production across the broader server market. The brokerage said limited memory availability may reduce shipments for some original equipment manufacturers later this year, potentially shifting some server and storage deliveries into the first half of 2027. Micron Technology shares climbed about 4% in Friday trading.