8 AI News and Ratings Investors Should Know About

4. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 63

Dell Technologies Inc. (NYSE:DELL) provides IT solutions, including infrastructure, cybersecurity, and client devices, serving businesses worldwide.

On March 20, TipRanks reported that Morgan Stanley analyst Erik Woodring reaffirmed a Buy rating on Dell Technologies with a $128 price target, pointing toward its strong AI infrastructure position. Dell’s AI Factory and customizable system design have driven significant growth, securing deals with Tier 2 cloud providers and over 2,000 enterprises. Its partnership with NVIDIA and in-house component optimization, such as liquid cooling, improve its competitive edge. While competition from server ODMs exists, Dell’s ability to offer tailored AI solutions has helped maintain its market strength.