Dell Technologies IncDELL
▲ ポジティブ資本関連度
RBC initiated coverage with an Outperform rating and $640 price target, citing Dell's $95bn AI server backlog and $132bn in orders.
銘柄への影響 6
Artificial Intelligence
Dell Technologies Inc
Hewlett Packard Enterprise CoHPE
▲ ポジティブ需要関連度
HPE's routing and switching platforms are being deployed across all of Oracle's data centers as it scales AI infrastructure.
Financials
Information Technology
HP IncHPQ
▲ ポジティブ資本関連度
RBC initiated coverage on HP with a Sector Perform rating and $33 target, citing AI PC adoption and its 60-70% AI PC shipment goal by FY27.
Cloud & Digital Infrastructure
Oracle CorporationORCL
▲ ポジティブ需要関連度
Oracle's strong earnings and $209B rise in performance obligations, including $30B+ in AI cloud contracts, lifted HPE and peers.