Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?

Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.

09/12/2026, 5:15 AM • The Motley Fool

Dell Stock Jumped 15% Last Week. Here's Why This Top AI Stock Is Still a Buy

Dell Technologies surged 15% following strong earnings driven by booming AI infrastructure demand. The company reported 58% revenue growth to $47 billion, with AI-optimized server sales doubling to $16.4 billion. Operating and net income soared 160% and 189% respectively. Dell raised full-year guidance, expecting 69% revenue growth and 148% earnings growth, with shares trading at 20x projected profits.

09/07/2026, 10:11 PM • The Motley Fool

Not Nvidia. Not Micron. This Is My Top AI Infrastructure Stock to Buy Right Now (Hint: It Can Double Within 3 Years)

Dell Technologies has emerged as a top AI infrastructure stock, surging 316% in 2026 by capitalizing on booming demand for AI servers. The company reported record quarterly revenue of $47 billion and received $60.9 billion in AI server orders with a $95 billion backlog. Dell expects AI server revenue to triple to $74 billion in fiscal 2027, positioning it to control 28% of the AI server market. Trading at 28x forward earnings, analysts project the stock could double to $1,037 by fiscal 2029.

09/07/2026, 12:03 PM • The Motley Fool

Why Intel Stock Climbed This Week

Intel stock rose over 7% this week following an analyst report highlighting the chipmaker's AI growth potential. As AI workloads shift from GPU-based model training to CPU-intensive agentic AI tasks, analyst Trip Chowdhry projects Intel's EPS could grow more than tenfold to $20 by 2031. Dell's recent earnings showing 122% revenue growth in its server segment, which relies on Intel CPUs, provides evidence this trend is already underway.

09/05/2026, 6:20 PM • The Motley Fool

Why Sandisk Stock Rallied Today

Sandisk stock surged 8.35% following Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI platform with 18 million users. The rally reflects investor confidence that Nvidia's expanded AI capabilities will drive demand for Sandisk's NAND flash memory chips, which are critical components in AI data centers. Dell's recent comments about memory constraints further supporting the outlook for memory chip demand.

09/04/2026, 11:16 AM • The Motley Fool

Data Center Solutions Market Surges to $1,336.55 billion at a CAGR 20.1% by 2031 | Report by MarketsandMarkets™

The global Data Center Solutions Market is projected to grow from USD 535.45 billion in 2026 to USD 1,336.55 billion by 2031, with a CAGR of 20.1%. Growth is driven by increasing demand for AI infrastructure, high-density computing, intelligent power systems, advanced cooling, and software-defined infrastructure. The software segment is the fastest-growing component at 24.7% CAGR, while Asia Pacific is the fastest-growing region.

09/03/2026, 10:00 AM • GlobeNewswire

Stock Market Midday, Sept. 1: Stocks Slide on Global Bond Sell-Off

U.S. stock markets declined midday on September 1, 2026, as a global bond sell-off pressured equities amid geopolitical tensions, rising oil prices, and inflation concerns. The S&P 500 fell 0.42%, the Nasdaq Composite dropped 0.69%, and the Dow Jones declined 0.42%. Rising Treasury yields and the prospect of a Federal Reserve rate hike weighed on investor sentiment, particularly impacting technology stocks. Communication and consumer defensive stocks led gains, while Apple rose on CEO succession news.

09/01/2026, 12:24 PM • The Motley Fool

Dell's Next Earnings Report on September 1 Could Send the Stock Soaring. Here's Why.

Dell Technologies is set to report fiscal 2027 Q2 earnings on September 1, with potential for significant stock movement. The company benefits from strong AI demand, evidenced by Nvidia's exceptional guidance and Super Micro Computer's raised revenue outlook. Bank of America analysts expect Dell to raise full-year AI server revenue guidance to $65 billion. However, the stock trades at elevated valuations and remains vulnerable to any signs of slowing AI demand.

08/31/2026, 10:32 AM • The Motley Fool

Prediction: Dell Technologies Stock Could Go Parabolic After Sept. 1. Here's Why.

Dell Technologies is positioned for strong earnings growth driven by surging AI infrastructure demand. The company achieved record Q1 revenue of $43.8 billion (88% YoY growth) and holds a record $51.3 billion AI server backlog. With hyperscalers like Meta and Microsoft spending heavily on data centers, Dell's Q2 earnings announcement on Sept. 1 could exceed guidance, potentially driving the stock higher.

08/27/2026, 11:15 AM • The Motley Fool

Why Super Micro Computer Rallied Today

Super Micro Computer's stock rallied 9.4% after Cisco announced a partnership to include Super Micro's liquid-cooled AI servers in its Secure AI Factory portfolio. This validation helps offset recent governance concerns and server-smuggling indictments involving Super Micro employees. The company trades at a significant discount to peers despite strong earnings and guidance.

08/25/2026, 4:11 PM • The Motley Fool

Dell Technologies vs. UiPath: Which Technology Stock Is a Better Buy in 2026?

The article compares Dell Technologies and UiPath as investment options in 2026. Dell dominates hardware infrastructure with $113.5B in FY2026 revenue and benefits from surging AI server demand, but carries $31.5B in debt. UiPath, a smaller AI automation software company with $1.6B revenue, recently achieved profitability with a 17.5% net margin and zero debt. The author concludes Dell is the better choice due to its massive scale, profitability, and explosive AI server growth projections of $60B+ in FY2027.

08/25/2026, 11:30 AM • The Motley Fool

Should You Buy Dell Stock Before the Huge Investor Update?

Dell Technologies stock is rising as the company sees increasing revenue from customers building data centers. The article suggests this trend is positive for investors ahead of a major investor update.

08/23/2026, 12:24 AM • The Motley Fool

AI Inference Infrastructure Market Size to Surpass $229.95 Billion by 2035 | SNS Insider

The global AI Inference Infrastructure Market is projected to grow from $22.80 billion in 2025 to $229.95 billion by 2035, with a CAGR of 26.02%. The U.S. market alone is expected to reach $157.83 billion by 2035, while Europe is projected to hit $51.93 billion. Growth is driven by hyperscale data center expansion, GPU adoption, AI accelerators, and enterprise demand for high-performance inference infrastructure. Hardware components dominate with 67.80% market share, while cloud deployment leads with 63.40% share.

08/04/2026, 4:58 AM • GlobeNewswire

Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?

Dell Technologies and NVIDIA represent different plays on the AI boom. Dell has surged over 200% in 2026 with strong server sales driven by AI adoption, while NVIDIA remains the dominant chip leader with superior financials and a 55.6% net margin. Though Dell appears cheaper on valuation metrics, NVIDIA is recommended as the better long-term investment due to its market leadership, CUDA software dominance, and stronger balance sheet.

07/17/2026, 5:04 PM • The Motley Fool

CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?

The article compares CrowdStrike and Dell Technologies as investment options for 2026. CrowdStrike offers cloud-native cybersecurity growth with 22% revenue growth but trades at a steep 167x forward P/E and faces reputational damage from the July 2024 IT outage. Dell Technologies, trading at a cheaper 21x forward P/E, benefits from massive AI server demand with expected 51% revenue growth and $60 billion in AI server sales projected for FY 2027. The author recommends Dell due to its stronger AI-driven growth trajectory and more attractive valuation despite CrowdStrike's competitive positioning.

07/17/2026, 4:31 PM • The Motley Fool