$DELL I added this one on the open.. I liked that confirmed reversal and the data center orders with Blackwell... https://t.co/T4C1LQNDQ0
BOFA, informe 18/02 👇 Positive sentiment on Argentina. Survey shows bullish sentiment in Argentina: 69% expect further improvements in asset prices. In our view, Argentina gathers most catalysts in the region: election, disinflation, regulatory de-risking. @tebb29
$DELL | 𝐃𝐞𝐥𝐥 (DELL): BofA Securities 𝐥𝐨𝐰𝐞𝐫𝐬 𝐏𝐓 𝐭𝐨 $𝟏𝟓𝟎 (from $155), maintains 𝐁𝐮𝐲. AI server backlog & Blackwell delays pose near-term challenges, but long-term demand remains strong. https://t.co/VRwtczImRJ

Dell Technologies is reportedly close to finalizing a deal worth $5 billion to supply AI-optimized servers to xAI, a startup founded by Elon Musk. The deal is expected to support the development of the Grok chatbot, enhancing xAI's capabilities in artificial intelligence. Reports indicate that the agreement is nearing completion, with various sources confirming the financial details. This move aligns with the increasing demand for AI infrastructure as companies invest heavily in generative AI technologies.





