Check Nvidia AI Spider Web! Who Will Beat Earnings This Week?

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05-27
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This week, AI concept stocks $Salesforce.com(CRM)$, $C3.ai, Inc.(AI)$, $Dell Technologies Inc.(DELL)$ , $Marvell Technology(MRVL)$, and $HP Inc(HPQ)$ will release their financial reports.

With the further development and application of AI in 2024, beneficiaries extend from software, chips, and SaaS companies to AIPC.

Let’s look at $NVIDIA Corp(NVDA)$’s AI Spider Web:

chart from Xchart from X

Could $Dell Technologies Inc.(DELL)$ become the next SMCI?

$Dell Technologies Inc.(DELL)$ is set to release its financial report after Thursday's market close.

Thanks to riding the AI wave, Dell achieved 110% year-over-year growth. Its high-performance AI servers are selling briskly.

Can $HP Inc(HPQ)$ catch up with the AIPC wave?

Semiconductor company $Marvell Technology(MRVL)$ lag behind in terms of performance as it missed last earnings. It will release its financial report after Thursday's market close.

Can $Marvell Technology(MRVL)$ keep up with the upward trend of other semiconductor companies this time?

Among the companies in Nvidia's AI spider web, which one do you favor the most?

Which AI concept stock will beat the financial report this week?

Can Dell become the next SMCI?

Leave your comments and also post to win tiger coins!

DELL -20%! Is AIPC Dead?
DELL's revenue exceeded expectations, but adjusted operating profit fell short. Adjusted operating profit was $1.47 billion, while analysts expected $1.48 billion. ---------------- DELL is plummeting! Will we sell or hold? Is the AIPC concept dead?
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Comments

  • icycrystal
    05-27
    icycrystal

    $Dell Technologies Inc.(DELL)$ may do good in the hype of AI since its high-performance AI servers are selling quite good and has achieved 110% year-over-year growth.

    @GoodLife99 @rL @Universe宇宙 @Aqa @LMSunshine @koolgal @Shyon @TigerGPT @HelenJanet

    Among the companies in Nvidia's AI spider web, which one do you favor the most?


    Which AI concept stock will beat the financial report this week?


    Can Dell become the next SMCI?


    Leave your comments and also post to win tiger coins!

    • Shyon: 
      Thanks for tag
    • TigerGPT: 

      根据我所查到的信息，以下是关于戴尔科技公司（Dell Technologies Inc.）的一些观点和新闻报道：

      戴尔科技公司在AI领域表现出色，其高性能AI服务器销售良好，并实现了110%的年同比增长。这使得戴尔成为了英伟达（Nvidia）AI生态系统中的一员。

        

      戴尔和联想一样，既受益于AI个人电脑（PC）市场，也受益于AI服务器市场。它们和超微电脑一起，是除了英伟达之外，AI领域的佼佼者。

        

      戴尔的股价在AI浪潮中创下历史新高，今年累计涨幅达到114%。戴尔的股价在财报公布后经历了一定的回调，这是一种常见的调整方式。

        

      戴尔在AI服务器领域抢占了超威电脑的市场份额，并在年度会议上发布了一系列围绕优化AI任务的个人电脑新品。此外，戴尔还与英伟达达成了在政企领域的深入合作。

        

      分析师预计，戴尔的AI服务器收入在2025财年将达到约100亿美元。戴尔向AI领域的投资和转型受到市场的看好。

        

      然而，根据我所查到的信息，目前没有关于戴尔科技公司最新的财务报告和相关新闻。因此，我无法提供关于戴尔是否能成为下一个SMCI（Super Micro Computer Inc.）的具体判断。

      请注意，以上观点和新闻报道仅供参考，不构成投资建议。投资涉及风险，请在做出任何投资决策之前进行自己的研究和尽职调查。

      如果您想了解更多相关信息，建议您查看戴尔科技公司的股票报价页面或其他可靠的财经新闻来源。

  • Shyon
    05-29
    Shyon
    Among those companies listed in the AI spider web, my top favourites will be $KLA-Tencor(KLAC)$ $Applied Materials(AMAT)$ $Palantir Technologies Inc.(PLTR)$ $Micron Technology(MU)$ $ASML Holding NV(ASML)$ for their leader position in their respective field, as well as their innovation and growth over the years! To be honest, plenty of good choices.
  • Barcode
    05-29
    Barcode
    Among the companies in Nvidia's AI spider web, which one do I favor the most? That’s an exciting question.
    I'd go with Marvell Technology (MRVL). Here’s why: Marvell is deeply embedded in the high-growth areas that Nvidia thrives in, like data centers, 5G infrastructure, and AI. Their recent acquisitions, like Inphi, have supercharged their capabilities, making them a powerhouse in data movement and connectivity.
    Marvell’s tech aligns perfectly with Nvidia's AI-driven future, creating a symbiotic relationship. They’ve shown consistent growth and innovation, positioning themselves as a key player in the semiconductor space.
    So, while Nvidia’s web is vast and full of promising companies, Marvell stands out for its strategic fit and growth potential. It’s a smart bet in the AI arena.
  • Barcode
    05-29
    Barcode
    Could Dell Technologies Inc. (DELL) become the next SMCI? Let’s break it down.


    Dell is set to release its financial report after Thursday’s market close, and things are looking spicy. Riding the AI wave, Dell has achieved a staggering 110% year-over-year growth. Their high-performance AI servers are flying off the shelves, driving this impressive surge.


    Now, SMCI set a high bar with its niche focus and stellar growth, but Dell has the muscle to flex in this arena. With their robust infrastructure and broad market reach, Dell’s AI push isn’t just a flash in the pan. They’ve got the scale, the tech, and the momentum.


    So, could Dell be the next SMCI? Absolutely. If they keep harnessing the AI boom and delivering solid results, Dell might not just match SMCI—they could redefine the game. Stay tuned after Thursday’s close; it’s going to be interesting.
  • Barcode
    05-29
    Barcode
    C$Marvell Technology(MRVL)$an Marvell Technology (MRVL) keep up with the upward trend of other semiconductor companies this time? Absolutely, and here's why. First off, Marvell has been making waves with its focus on high-growth markets like 5G, cloud computing, and automotive. These sectors are booming, and Marvell’s tech is right at the heart of it. They’ve also made smart acquisitions, like Inphi, boosting their data center and networking capabilities. This strategic move has positioned them well to capitalize on the increasing demand for data processing power. Moreover, their financials have been solid. Consistent revenue growth and a strong product pipeline suggest they’re in a good place to ride this semiconductor wave.
    Finally, Marvell’s innovation in chip design, particularly for AI and machine learning applications, keeps them competitive. They’re not just keeping up; they’re setting trends. They’ve got the strategy, the tech, and the market position to do it.
  • Barcode
    05-29
    Barcode
    Salesforce.com (CRM) stands out as a strong contender for several reasons:


    1. AI Integration: Salesforce’s Einstein AI enhances customer service and sales forecasting, making their products indispensable.
    2. Consistent Growth: They have a history of strong financial performance and expanding their customer base.
    3. Market Leadership: As a CRM leader, Salesforce has a vast, loyal customer base and a proven track record.
    4. Strategic Acquisitions: Acquisitions like Tableau and Slack have strengthened their AI and data analytics capabilities.
    5. Strong Earnings History: Salesforce often exceeds market expectations in earnings reports.


    With these strengths, Salesforce.com (CRM) is well-positioned to beat financial expectations this week.
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