14 AI News Investors Are Paying Attention To

12. Dell Technologies Inc. (NYSE:DELL)

Market Capitalization: $95 Billion 

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. On November 11, Morgan Stanley raised the price target on the stock to $154 from $136 and kept an Overweight rating on the shares. In an investor note, the advisory claimed that AI server momentum remained strong for the hardware firm and that the recent checks pointed to about $20 billion of AI server revenue in FY26, which was 56% higher than the prior forecast. The advisory now forecasts $110 billion of revenue and $10.50 of EPS in FY26 for Dell, or 5% and 12% above the Street views, respectively.