Technology Hardware, Storage and Peripherals(IN00350.US)

Western Digital shares are trading higher after Well Fargo maintained an Overweight rating and raised its price target from $180 to $260.

How Apple Stock Could Add $100 Per Share in 2026 and Beyond

How Apple Stock Could Add $100 Per Share in 2026 and Beyond

Apple lost the AI race — now the real challenge starts

Apple's AI efforts faced challenges, particularly with the rollout of Apple Intelligence, which was criticized. Despite this, the company continued to excel in iPhone sales. Recently, Apple announced it will utilize Gemini models to enhance Siri, indicating a shift in its AI strategy. Although Apple has faced setbacks in the AI race, it still has significant challenges ahead but remains a contender in the market.

Dell Technologies Stock Rises as Top Barclays Analyst Upgrades to 'Buy'

Dell Technologies (DELL) stock rose approximately 2% after Barclays analyst Tim Long upgraded it to 'Buy' from 'Hold', setting a price target of $148. The upgrade is attributed to strong AI server orders and stability in operating margins. Long anticipates significant growth in AI server shipments, projecting $9.4 billion in Q4 and $25 billion for the year. Wall Street currently rates DELL as a Strong Buy, with an average price target of $164.86, suggesting a 36% upside potential.

Chip stocks pop after TSMC's earnings beat boosts confidence in industrywide demand

Chip stocks surged following TSMC's better-than-expected earnings report, boosting confidence in industry demand. Nvidia's shares rose nearly 3%, while AMD saw a 6% increase. TSMC reported a 35% profit increase and plans to raise capital spending in 2026, indicating strong demand for AI technologies. The VanEck Semiconductor ETF also rose 3.5%, reflecting the positive sentiment in the semiconductor sector ahead of upcoming tech earnings from major companies like Intel, Apple, and Microsoft.