Dell: Three Reasons Why the Trending Value Price-to-Sales Stock Will Take Off Again!

My impression is that the upturn in AI infrastructure stocks has not yet reached its peak. They completely outperformed the broader market from April to June. After that, a consolidation followed. But what supports the case for a stock like Dell to take off again? 1. The hyperscalers are likely to substantiate their high capex with quarterly figures for Q2. If they confirm that demand exceeds supply, it is positive for AI infrastructure stocks. Meta is now investing as much as $50 billion in the Hyperion Data Center – increasing from 2 GW to...