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The Latest Breaking News from Wamsi Mohan

Dell Q3 Preview: Stock Fell After 5 Of Last 6 Earnings Reports — Will Trend Continue?

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close.

Benzinga · Nov 24, 2025

Apple To Rally Around 20%? Here Are 10 Top Analyst Forecasts For Friday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga · Oct 31, 2025

Apple's Long-Term Outlook Brightens As AI, iPhone Demand Drive Growth

Apple Inc. (NASDAQ:AAPL) shares were steady on Wednesday as investors weighed long-term growth prospects and upcoming iPhone and services momentum.

Benzinga · Oct 29, 2025

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Why Top Analyst Still Says Buy IBM, Even As Its Cloud Business Slows

IBM (NYSE:IBM) beat third-quarter expectations as strong performance in its Infrastructure and Automation divisions successfully offset a surprising slowdown in key software segments like Red Hat.

Benzinga · Oct 23, 2025

Apple iPhone 17 Pro, Pro Max Ship Times Stay Stable Globally: Analyst

Apple's (NASDAQ:AAPL) iPhone 17 Pro and Pro Max maintain stable global lead times, while the iPhone Air remains widely available with nearly all configurations in stock.

Benzinga · Oct 15, 2025

Apple App Store Revenue Jumps 10%, Analyst Sees AI, App Diversification Driving Long-Term Growth

Apple's (NASDAQ:AAPL) App Store delivered strong results in the September quarter, with revenue climbing 10% year-over-year to $8.7 billion and downloads rising 2.5% to 9 billion.

Benzinga · Oct 3, 2025

Dell Technologies Shares Are On The Rise: What Investors Need To Know

Dell Technologies Inc (NYSE:DELL) shares are trading higher Wednesday, likely driven by positive analyst commentary and investor anticipation ahead of the company’s analyst meeting on Oct. 7.

Benzinga · Oct 1, 2025

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Carrier Incentives Could Spike Apple iPhone 17 Sales, Says Analyst

Richer U.S. carrier trade-in deals and extended 24- to 36-month financing plans are giving Apple Inc. (NASDAQ: AAPL) a boost in this year’s iPhone upgrade cycle.

Benzinga · Sep 26, 2025

SanDisk Set To Gain From AI Demand And Tight Supply, Says Analyst

Sandisk Corporation (NASDAQ:SNDK) shares jumped Tuesday as investor sentiment rallied around the company’s prospects in a strengthening NAND flash memory market.

Benzinga · Sep 23, 2025

Apple Stock Has More Upside: Analyst Says 'The Street is Clearly Underestimating This iPhone Cycle'

Apple Inc (NASDAQ:AAPL) is showing strong early demand for the iPhone 17, leading to analysts highlighting more upside in shares.

Benzinga · Sep 22, 2025

Apple Dominates With iPhone 17 Pre-Orders In China, Delays iPhone Air Launch Over eSIM Approval

Apple Inc. (NASDAQ:AAPL) saw its entry-level iPhone 17 model dominate pre-orders on China’s JD.com platform, with the 256GB configuration receiving the most orders among all new iPhone models after pre-orders launched on Friday.

Benzinga · Sep 14, 2025

Apple's iPhone 17 Impresses On Design, But Analysts Say AI Still Lags

Wall Street analysts praised Apple's (NASDAQ:AAPL) iPhone 17 event for delivering thinner designs, upgraded cameras, and tighter AI-health integration, but cautioned that innovation remains incremental.

Benzinga · Sep 10, 2025

Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks

Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge.

Benzinga · Sep 3, 2025

Apple iPhone 17 Launch Could Trigger 'Sell The News' Reaction, Analyst Warns

Apple Inc. (NASDAQ:AAPL) is gearing up for its next iPhone cycle with a September launch expected to spotlight a new ultra-thin iPhone 17 Air, but muted consumer buzz and restrained carrier promotions suggest the release may lack the blockbuster momentum of past product cycles.

Benzinga · Aug 25, 2025

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Benzinga · Aug 21, 2025

What's Going On With Dell Technologies Stock?

Shares of Dell Technologies Inc (NYSE:DELL) are trading flat Thursday afternoon after being swept up in broader market weakness on Wednesday that impacted technology and AI-related stocks. This volatility comes just a week before the company’s fiscal second-quarter earnings report, scheduled for release on Thursday, August 28.

Benzinga · Aug 20, 2025

Dell Shares Dip Amid Market Jitters Despite Bullish AI Outlook

Dell Technologies Inc (NYSE:DELL) shares are trading lower Wednesday afternoon, caught in a broader market downdraft that has particularly impacted technology and AI-related stocks. The move comes just over a week before the company is scheduled to report its fiscal second-quarter earnings on Thursday, August 28.

Benzinga · Aug 15, 2025

Dell Poised To Ride AI Server Boom Toward Higher Sales, Long-Term Profit Growth: Analyst

BofA Securities analyst Wamsi Mohan maintained a Buy on Dell Technologies (NYSE:DELL) with a price target of $165 on Friday.

Benzinga · Aug 12, 2025

Dell Unveils AI Platform Upgrades To Tackle Enterprise Data Complexity

Dell Technologies (NYSE:DELL) on Monday announced new updates to its Dell AI Data Platform to help enterprises manage the full AI workload lifecycle, from ingestion and transformation to agentic inferencing and AI-powered knowledge retrieval.

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Benzinga · Aug 7, 2025

Apple's Smart Move May Save iPhone Sales–And The Stock Could Soar

Apple Inc.‘s (NASDAQ:AAPL) smart decision to add another $100 billion to its U.S. manufacturing commitment is being hailed on Wall Street as a tactical move to dodge steep tariffs under President Donald Trump‘s trade regime—and possibly reignite its stock, which is still down 12% year-to-date.

Benzinga · Aug 1, 2025

Apple Stock Reports 'Surprisingly Strong' Quarter: Analysts Say iPhone, Services Offset Tariff Concerns

Could Apple Inc.‘s (NASDAQ:AAPL) surprise quarter be a turning point in the tech race, or is the giant simply playing catch-up with its AI-savvy rivals? Apple analysts highlight a better than expected quarter from the tech giant with third quarter results beating estimates and showing strength for products and services.

Benzinga · Jul 28, 2025

Can Apple's Slim iPhone And Cheaper Macs Reverse The 2025 Stock Slump?

Apple (NASDAQ:AAPL) is gearing up for a significant rebound in the second half of fiscal 2025, driven by the highly anticipated launch of new product cycles, including a ‘slim’ iPhone, and sustained momentum in its lucrative Services division, even as it contends with rising tariff costs and ongoing regulatory challenges.

Benzinga · Jul 18, 2025

Dell Undergoes AI-Powered Changes, Goldman Analyst Ups Price Target

Dell Technologies Inc's (NYSE:DELL) expanding AI capabilities attract price target updates by these analysts.

Benzinga · Jul 4, 2025

Apple's App Store Just Had A Blowout Quarter—And That Might Be The Signal Bulls Needed

Apple Inc. (NASDAQ:AAPL) has been a rare laggard among the tech giants in 2025, down 15% year-to-date and underperforming peers like Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NYSE:MSFT).

Benzinga · Jun 30, 2025

HPE Just Dodged A DOJ Roadblock, Now It's All-In On Juniper And AI

Hewlett Packard Enterprise Co (NYSE:HPE) has reached a settlement with the Department of Justice around the acquisition of Juniper Networks Inc (NYSE:JNPR) and is likely to focus on getting "the deal done as quickly as possible," according to BofA Securities.

Barchart · Apr 26, 2025

Amid the Tariff Turmoil, Here Are 3 Stocks Recently Defended by Analysts With More Than 10% Upside Potential

Here are three large-cap stocks that are well-positioned to deliver outsized gains to investors amid the tariff turmoil in 2025

1 2 3

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