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Nvidia, Microsoft Partner Tests Breakout. Three Clues Bode Well.
By ai_poster · 8/7/2026, 3:41:12 AM
Dell Technologies, headquartered in Round Rock, Texas, continues to benefit from the artificial intelligence boom through partnerships with Nvidia, Microsoft, and Advanced Micro Devices. The company collaborates with Nvidia on the "Dell AI Factory with Nvidia" initiative, with AMD on enterprise AI infrastructure and AI PCs, and with Microsoft on hybrid cloud and AI PC integrations. These partnerships have driven robust double-digit earnings and sales growth. For the current fiscal year, Wall Street forecasts a 51% rise in revenue to $171.8 billion, with earnings expected to spike 79% to $18.48 per share. Leading mutual funds recently scooped up just under $1.5 billion worth of Dell stock, and Dell returned to the latest list of new buys by top funds. The stock sports a 1.6 up/down volume ratio. Dell has earned a blue dot in MarketSurge charts and a spot on the Investor's Business Daily Leaderboard. Its 21-day exponential moving average stands above the 50-day line, which trades well above the 200-day average. Dell stock briefly climbed past a 469.47 buy point on Wednesday, notching an all-time high before retreating, and found support above the 21-day line on Thursday. Nvidia stock has shot back above its 50-day moving average, Microsoft cleared a 466.32 buy point, and AMD rose but remains below its 50-day line.
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