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... 1:1:52
LET'S TALK STOCKS! BIG AI NEWS & EARNINGS

Jose Najarro Stocks

1 month ago 1K views

Intel's new CEO, Lee Bhutan, previously associated with Cadence Systems, has sparked enthusiasm among shareholders as Intel's stock surges by 15-16% post-announcement. Discussions covered the semiconductor industry, with a focus on AI news and market trends. Strategies were highlighted for navigating current volatility in the market, encouraging long-term investment approaches instead of short-term reactions to red days. Participants shared insights on other companies like AMD, Nvidia, and Adobe, along with economic indicators and future guidance for the semiconductor segment.
05:58 - 06:19

Nvidia's Queen discussion indicates strong competition in AI and robotics.

Big Data Analytics Finance
... 20:57
I Have Some Things to Address, Am I AI?

Del’s Diary

1+ months ago 4K views

Dell addresses the misconception that they might be an AI and emphasizes their humanity while sharing insights about their content creation process. They clarify challenges faced regarding communication speed, explain how being an introvert does not hinder their ability to create videos, and discuss various questions from viewers about their YouTube journey, equipment, and personal preferences. Dell also expresses their connection with music, particularly with the band Sleep Token, and shares future aspirations, including potential Twitch streaming and a book they are working on.
Chatbots Digital Media
... 4:30
MWC 2025 Day 1: World’s THINNEST Phone, Lenovo’s AI ThinkPad…TOP 5 Tech At Mobile World Congress

Mint

1+ months ago 3K views

Lenovo unveiled its innovative ThinkBook Flip AI concept, featuring an AI-enhanced OLED display that supports multiple productivity modes. Intel showcased the Geon 6 chip, which revolutionizes network infrastructure with integrated AI acceleration, improving performance and efficiency. Xiaomi introduced the 15 Ultra smartphone, boasting a 200 MP camera and AI-driven optimizations, while Tecno's Spark Slim emphasizes sleek design with robust battery life and AI features. Samsung presented new foldable concepts aimed at improving user experience in gaming and daily functionality, showcasing the potential future of foldable technology and AI integration.
Lenovo AI hardware Tech & Hardware
... 4:48
Wells Fargo's Scott Wren on why he likes Industrials as an AI trade

CNBC Television

1+ months ago 4K views

The current state of the stock market shows significant corrections in technology companies, with Nvidia and Dell experiencing notable declines. There is a shift towards AI-focused investments, particularly in sectors like industrials and energy. The discussion emphasizes the expectation of broadening earnings beyond a few major tech firms and highlights changing cash allocation trends, suggesting that cash on the sidelines may not significantly drive stocks higher. The outlook includes potential increases in interest rates and subsequent opportunities in equities, emphasizing the need for strategic investment approaches during this transitional period.
Wells Fargo Predictive Analytics Finance
... 10:32
"This AI Crash Is A Gift" - Howard Marks - Smart Money Is Buying These 3 AI Stocks - Don’t Miss Out

Millionaires Investment Secrets

1+ months ago 3K views

Nvidia's market dominance in AI sparked a sell-off following DeepSeek's unexpected launch. While Wall Street reacts negatively to fluctuating market conditions and tariffs imposed by President Trump, smart investors recognize the ongoing demand for AI technologies. With billions in capital expenditures still flowing, there's an opportunity in the AI sector, particularly for stocks like Nvidia, Dell, and Broadcom. Each company is strategically positioned to capitalize on the growing AI market, which is projected to expand significantly over the coming years, despite the short-term volatility in stock prices.
05:02 - 06:25

Dell is focusing on AI infrastructure, targeting enterprise customers with innovative tech.

Machine Learning Finance
... 8:30
Best AI Stocks: Super Micro Stock vs. Dell Stock | SMCI Stock Analysis | DELL Stock Analysis

Parkev Tatevosian, CFA

1+ months ago 5K views

Artificial intelligence spending, particularly on optimized data centers, is rapidly increasing. Super Micro Computer is showing significant revenue growth due to this trend, while Dell Technologies is also benefiting but relies on a broader business model. However, concerns arise around Super Micro’s financial reporting, affecting its valuation. Despite higher growth potential for Super Micro, Dell is preferred due to its stability and trustworthy financials, making it the better AI stock to buy today.
05:00 - 05:11

Concerns over Super Micro's financial reporting create investment red flags.

Super Micro AI hardware Finance
... 8:16
Is Dell an Undervalued Artificial Intelligence Stock to Buy? | DELL Stock Analysis

Parkev Tatevosian, CFA

1+ months ago 2K views

Dell's technology business, particularly its enterprise-focused data center solutions, is experiencing significant growth driven by rising artificial intelligence investments. In this analysis, a discounted cash flow evaluation is conducted to determine a fair price for Dell's stock. Forecasting free cash flows estimates substantial growth through 2029, reaching about $5.92 billion in 2024 and expected to rise to $7.9 billion by 2029. The intrinsic value per share of Dell is estimated at $183, contrasting sharply with the current market price of $11, indicating the stock may be undervalued despite market fluctuations.
01:10 - 01:50

Terminal value calculation indicates future cash flows could total $251 billion post-2035.

Dell Technologies AI hardware Finance
... 8:16
Is Dell an Undervalued Artificial Intelligence Stock to Buy? | DELL Stock Analysis

Parkev Tatevosian, CFA

1+ months ago 2K views

Dell's technology business, particularly its enterprise-focused data center solutions, is experiencing significant growth driven by rising artificial intelligence investments. In this analysis, a discounted cash flow evaluation is conducted to determine a fair price for Dell's stock. Forecasting free cash flows estimates substantial growth through 2029, reaching about $5.92 billion in 2024 and expected to rise to $7.9 billion by 2029. The intrinsic value per share of Dell is estimated at $183, contrasting sharply with the current market price of $11, indicating the stock may be undervalued despite market fluctuations.
01:10 - 01:50

Terminal value calculation indicates future cash flows could total $251 billion post-2035.

Dell Technologies AI hardware Finance