Goldman Sachs’ 35 AI Superstars

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23. Dell Technologies Inc. (NYSE:DELL)

Number of Hedge Fund Holders: 60 

Dell Technologies Inc. (NYSE:DELL) designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services. This company stands out as a strong investment opportunity for a variety of reasons. One of the main factors is the company’s exceptional financial position, illustrated in the report for the fiscal year 2024. For instance, cash and investments were $9 billion, and Dell reached its core leverage target of 1.5x exiting the fiscal year. The company is increasing its annual cash dividend by 20% to $1.78 per common share. This demonstrates the company’s ability to generate strong cash flow and confidence in its continued growth while prioritizing shareholder returns. Moreover, the company is an Elite Sponsor at NVIDIA GTC 2025, a global AI conference. At GTC 2025, Dell aims to empower organizations across industries to harness AI for solving their most complex challenges with Dell AI Factory with NVIDIA, the industry’s first end-to-end enterprise AI solution, designed to simplify and accelerate AI adoption.

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