13 AI News and Ratings Gaining Investor Attention

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5. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 63

Dell Technologies Inc. (NYSE:DELL) provides integrated IT solutions, including servers, storage, networking, cybersecurity, and computing devices for businesses.

On March 4, Loop Capital lowered Dell’s price target to $130 from $185 but maintained a Buy rating after its Q4 results. Revenue grew 7%, mainly driven by a 22% increase in the Infrastructure Solutions Group. AI remains one of the most important factors, with $2.1 billion in AI server shipments, $1.7 billion in AI orders, and a $9 billion AI backlog. However, while growth drivers are in place, revenue projections are affected by delays in the expected PC refresh cycle.

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