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As we move further into 2026, 3G Capital is making fresh Q2 bets on three stocks positioned to benefit from the accelerating AI infrastructure boom.
Dell Technologies (NYSE: DELL) will conduct a conference call Tuesday, Sept. 1, 2026, at 3:30 p.m. CDT to discuss its fiscal 2027 second quarter financial results. The conference will be available to the...
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Dell is set to report Q2 2027 earnings early next month.
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Super Micro is set to report its fiscal Q4 earnings today after market close. Here’s how the data suggests you should play SMCI shares heading into the quarterly print.
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Demand for AI memory remains robust, and analysts still see substantial upside for SNDK stock.
AI data center demand is splitting the market: CoreWeave, Nebius and IREN show strong capital access, while Applied Digital and HIVE Digital face debt and dilution risks in the crypto-to-AI pivot.
While Dell is trading near an all-time high, the stock still has room to run. Rising enterprise IT spending provides a solid base for growth.
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Despite benefiting from the same AI server boom, Dell and Super Micro have seen dramatically different reactions from investors.
GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.