
Dell Technologies receives new Street-high price target of $260 from Mizuho
Shares of the technology giant have surged 94.32% this year as enterprise demand for infrastructure accelerates.
Banking, investing, currencies, dealmaking, and the institutions moving global capital.

Shares of the technology giant have surged 94.32% this year as enterprise demand for infrastructure accelerates.
With inflation persisting at 3.3% and petrol prices exceeding $4 per gallon, sentiment has turned negative, prompting analysts to raise recession probability forecasts to between 30% and 48.6%.
The memory giant cites a new five-year contract and a projected two-decade growth vector in humanoid robotics as key catalysts for future performance
Greg Abel presides alone at May 2026 annual meeting, reaffirming commitment to Buffett's playbook while holding large stakes in American Express and Coca-Cola.

The Issaquah, Washington-based retailer reported net sales of $23.92 billion for the month ended May 3, with e-commerce figures rising by 18.8 per cent

IonQ reports a 755 per cent revenue jump in the first quarter, while D-Wave and Alphabet advance their respective niches in optimisation and cryptography.

The gym chain's stock fell nearly one-third after lowering revenue growth forecasts and failing to raise Black Card fees amid a 36% drop in new sign-ups.

Investors riding a surge in momentum face a reality check after President Donald Trump dismissed Iran's latest proposal to transfer enriched uranium to a third country.

Pricing is scheduled for May 13 on the Nasdaq Global Select Market, with Morgan Stanley, Citigroup, Barclays, and UBS Group AG acting as lead underwriters.

Analysts caution that a speculative price target of $120 requires a tenfold increase in valuation and massive revenue growth.

The rejection halts negotiations mediated by Pakistan, though the February ceasefire remains largely intact despite rising regional volatility

The Motley Fool highlights Oklo's potential as a critical power provider for the expanding AI sector, citing a $10 trillion global opportunity and backing from former OpenAI chairman Sam Altman.

New equity coverage from Tigress Financial Partners underscores institutional interest in advanced fission power, though the firm notes competing AI equities may currently offer lower risk.

Walker ensured 15 per cent of the deal value was reserved for staff retention after the business survived near-collapse in the early 2000s.

Rising operational costs and a 46% jump in sector insolvencies threaten 44 UK locations unless a court-sanctioned deal is ratified by mid-June

CEO Matthew Prince says the move accelerates productivity gains rather than cuts costs, though the firm warns benefits may not materialise within the projected timeframe.

Analysis of forward market cap-to-free cash flow multiples reveals Palantir Technologies is priced significantly lower than Alphabet, driven by Google's aggressive infrastructure spending.

Dell Technologies stock surged 14% to an all-time high following a Mother's Day event where the President publicly advised Americans to purchase Dell products, a move occurring five months after the founder family pledged $6.25 billion to a federal wealth-building programme.

Waterfall Asset Management has increased its holding in Millrose Properties by 219,984 shares, a move interpreted as a bullish signal that homebuilders will continue to utilise land banking solutions rather than holding inventory on their own balance sheets.

Chief Executive Tim Noel says the move allows doctors to focus on care, though a full list of affected services is yet to be published.

With the artificial intelligence narrative moving beyond model training into practical deployment, capital expenditure plans from tech giants suggest a surge in demand for chips, servers, and data centres that could drive significant revenue growth for infrastructure specialists.

Management confirms initial operations remain on track for 2026 as the company scales manufacturing in California and Ohio while retaining $2.5 billion in cash.

Cipher Digital has signed a lease for a third campus with an investment-grade hyperscale tenant and established liquidity through a new revolving credit facility while construction advances at its Black Pearl project.

The iShares Silver Trust manages significantly larger assets than the VanEck Gold Miners ETF, though the two vehicles offer fundamentally different risk profiles and income structures.

The Motley Fool analysis highlights Google's parent company as a long-term opportunity despite its absence from current top stock recommendations.

Analysts note a potential technical basing pattern, but structural challenges from Chinese oversupply and financing costs remain significant barriers to sector growth.

During a recent interview, DeSantis characterised the plan as a "Marxist agenda" and highlighted Florida's lack of personal income tax as a superior alternative for those seeking to reduce their tax burden.

CEO Satya Nadella highlights unprecedented growth in agentic coding as the developer flywheel continues to funnel users toward Microsoft's cloud services.

Two major investment firms have advised the US central bank against reducing interest rates, citing fears that a potential conflict involving Iran could trigger significant volatility in global financial markets.

While Fink insists the sector is the opposite of a bubble, critics highlight a widening gap between hyperscalers' capital expenditure plans and current revenue streams.

An SEC filing reveals Francis Financial, Inc. purchased nearly 200,000 shares of the TCW Flexible Income ETF, valuing the transaction at $7.8 million.

Limbach Holdings (NASDAQ:LMB) reported first-quarter 2026 results on 5 May, with revenue rising to $138.9 million against consensus expectations. Bookings reached $209.1 million, yielding a 1.5x book-to-bill ratio, while the data centre sector contributed roughly 27 per cent of the volume.

The transaction includes real property and machinery, with approximately 140 employees expected to transition to the new owner following the conclusion of a lease arrangement.

By drawing down savings to wait for full delayed retirement credits, high-net-worth individuals secure a 24% boost in monthly benefits and reduce future required minimum distributions.

Analysts warn the structure risks significant value destruction as the retailer attempts to create an Amazon competitor using physical stores as fulfilment centres.

Wall Street consensus remains cautiously optimistic with a mean price target of $75.69.

The reluctance to appoint outsiders to leadership positions is creating a bottleneck that prevents these companies from scaling and competing for human capital.

Consolidated revenue dips 4 per cent to $382 million, while adjusted EBITDA beats forecasts. Strategic pivot towards an experiences marketplace continues, with TheFork showing strong growth and prompting a review of potential sale or spin-off.

The award under the Eastern Border Security Barrier programme validates 4M Defense's AI-enabled robotics platform for legacy minefield clearance.

Elon Musk has reportedly leased access to the Colossus 1 supercomputer in Memphis to rival firm Anthropic, marking a significant shift from his previous public criticism of the company's Claude AI model.

First-quarter revenue and earnings per share both exceeded Wall Street estimates, prompting analysts to maintain a bullish outlook with a mean price target of $72.58

CenterPoint Energy shares rose 10.5% over the past 52 weeks, significantly trailing the S&P 500, yet analysts project an 11.2% upside with a mean price target of $46.38.

The green hydrogen giant secures a major Canadian contract and launches an internal turnaround plan ahead of its first-quarter 2026 results

A fresh analysis released on 8 May highlights the contrasting investment cases for the two banking titans as both stocks remain down year to date.

Analysis suggests these companies combine consistent payout growth with attractive valuations, despite broader concerns over tariffs and consumer caution.

CFTC data reveals a shift in positioning between managed money and commercials, while USDA export commitments jump 28% year-on-year.

Billionaire investor highlights Microsoft's Azure and Amazon's custom chips as key drivers in a sector recovering from recent valuation concerns

Operating expenses rose sharply to $52.8 million, driven by increased hiring, higher professional fees, and a significant community contribution, while cash reserves grew to $905.6 million through strategic funding.