Latest news with #PCs
Globe and Mail
4 hours ago
- Business
- Globe and Mail
DELL's CSG Revenues Rise: Is an Improving PC Market the Catalyst?
Dell Technologies DELL AI prospects remain strong, with AI expanding from major cloud service providers to large-scale enterprise deployments and edge computing with PCs. Dell Technologies is a prominent PC maker and is expected to benefit from the recovering demand driven by the PC-refresh cycle. The company is benefiting from the Windows 11 PC refresh cycle as many enterprise customers upgrade to new AI-capable Windows 11 devices, driving strong demand in the commercial segment. In the first quarter of fiscal 2026, CSG revenues were $12.50 billion, up 5% year over year. DELL is also benefiting from an expanding partner base that includes NVIDIA, Microsoft, Meta Platforms and Imbue. In March, Dell Technologies and NVIDIA expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. Dell Technologies recently partnered with Lowe's to enhance customer and associate experiences by deploying advanced AI and PC technologies. Using Dell AI Factory with NVIDIA and high-performance Dell devices, Lowe's is optimizing inventory, improving asset protection, and streamlining store operations across its network. In March 2025, Dell Technologies and NVIDIA also expanded their AI Factory collaboration, introducing new AI PCs, infrastructure, software, and services to accelerate enterprise AI adoption across various scales. DELL Faces Stiff Competition in the PC Market Dell Technologies suffers from stiff competition in the PC market from the likes of HP HPQ and Apple AAPL. HPQ is benefiting from a sustained focus on launching new and innovative products. The growing interest in generative artificial intelligence-enabled PCs, along with Windows 11 upgrades and a probable PC refreshment cycle, is likely to drive fresh demand for PCs in 2025. The growing interest in generative AI-enabled PCs might give a fresh boost to HP's PC demand in the years ahead. The company forecasted that 40-60% of all PCs will be AI PCs in the next three years. To make the most of the growing opportunities in this category, HP has launched several AI PCs this year and plans to continue to expand its AI PC portfolio. Apple's Mac business is benefiting from strong demand for M4, M4 Pro, and M4 Max chips. In March 2025, Apple expanded its Mac portfolio with the new MacBook Air powered by the M4 chip with up to 18 hours of battery life and a new 12MP Center Stage camera. DELL's Share Price Performance, Valuation and Estimates DELL's shares have risen 1.1% year to date, underperforming the broader Zacks Computer & Technology sector's return of 1.6%. DELL Stock Performance Image Source: Zacks Investment Research DELL stock is trading at a premium, with a forward 12-month Price/Sales of 0.77X compared with the Computer & Technology sector's 6.36X. DELL has a Value Score of A. DELL Valuation The Zacks Consensus Estimate for second-quarter fiscal 2026 earnings is pegged at $2.26 per share, which has increased 11.5% in the past 30 days. This indicates a year-over-year increase of 19.58%. The consensus mark for fiscal 2026 earnings is pegged at $9.43 per share, which increased 6.91% in the past 30 days. This suggests 15.85% year-over-year growth. DELL currently flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. Zacks Names #1 Semiconductor Stock It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom. With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028. See This Stock Now for Free >> Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL): Free Stock Analysis Report HP Inc. (HPQ): Free Stock Analysis Report Dell Technologies Inc. (DELL): Free Stock Analysis Report
Winnipeg Free Press
4 days ago
- Politics
- Winnipeg Free Press
Tories must decide who they are
Opinion The Progressive Conservative Party of Manitoba has a problem — and it's one they can't ignore much longer. The Tories are not only sinking in the polls, they're losing their grip on who they are, and who they represent. Months after a bruising leadership race that saw MLA and former Blue Bomber Obby Khan emerge as the new face of the party, the PCs remain mired in low poll numbers, particularly in Winnipeg — a city they must win if they hope to return to government. MIKAELA MACKENZIE / WINNIPEG FREE PRESS Progressive Conservative Leader Obby Khan Meanwhile, their once-solid rural base is showing signs of discontent and drift, as evidenced by the surprising support for Wally Daudrich, the controversial hotelier and social conservative who captured a sizable chunk of votes during the leadership contest. The growing divide — between a socially conservative base in rural Manitoba and the more centrist, urban voters in Winnipeg — is pulling the party in opposite directions. And under Khan's leadership, the PCs have yet to articulate a clear vision that bridges that divide, or restores public confidence in their brand. It's not just a question of time. The wounds from the 2023 election defeat under former premier Heather Stefanson haven't healed. The loss was historic, not just because it handed the NDP a decisive majority under Premier Wab Kinew, but because the PCs were trounced in many of the urban ridings they had previously held or contested closely. And although Khan brought a new face to the party, the political winds have not shifted in their favour. The latest Free Press-Probe Research polling shows the PCs languishing in Winnipeg, where the NDP continues to dominate. In many urban ridings, the PCs are at historically low levels. In the suburbs — once a stronghold for the party — NDP support remains stubbornly strong. Compounding the issue is the ideological tension at the heart of the party. To win rural Manitoba, the Tories need to appeal to more socially conservative voters, many of whom are skeptical of urban-focused policies and are drawn to voices like Daudrich's — who rails against what he calls 'woke politics.' But that same message is political poison in most parts of Winnipeg, where voters tend to be more progressive on social issues, and more demanding when it comes to public services like health care, education and affordable housing. Khan, to his credit, has tried to strike a balance. He's spoken about economic growth, entrepreneurship and community development — issues that transcend the urban-rural divide. But his message has yet to cut through, in part because he hasn't clearly defined how his vision for the party differs from that of his predecessors, or how it would translate into actual governance. The PCs can't simply wait for the NDP to falter. They need to do the hard work of rebuilding trust with Manitobans — not just by changing leaders, but by clarifying what they stand for and who they serve. Weekday Evenings Today's must-read stories and a roundup of the day's headlines, delivered every evening. Are they a party of rural populism? Of fiscal restraint? Of urban renewal? Right now, no one — perhaps not even their own caucus — seems entirely sure. If they want to regain relevance, they must find a way to unify their base while appealing to the broad political centre. That will take more than flashy news conferences or slogans. It requires hard policy work, meaningful community engagement, and a willingness to evolve. Manitobans want a real choice at the ballot box. And we all know democracy is stronger when both government and opposition are vibrant, credible and competitive. Right now, the Tories are not offering that. Until they figure out who they are, they'll remain on the outside looking in.
CNBC
4 days ago
- Business
- CNBC
SK Hynix shares extend gains to over 2-decade highs as parent group reportedly plans AI data center
Shares in South Korea's SK Hynix extended gains to hit a more than 2-decade high on Tuesday, following reports over the weekend that SK Group plans to build the country's largest AI data center. SK Hynix shares, which have surged almost 50% so far this year on the back of an AI boom, were up nearly 3%, following gains on Monday. The company's parent, SK Group, plans to build the AI data center in partnership with Amazon Web Services in Ulsan, according to domestic media. SK Telecom and SK Broadband are reportedly leading the initiative, with support from other affiliates, including SK Hynix. SK Hynix is a leading supplier of dynamic random access memory or DRAM — a type of semiconductor memory found in PCs, workstations and servers that is used to store data and program code. The company's DRAM rival, Samsung, was also trading up 4% on Tuesday. However, the two companies' shares have diverged of late. On Friday, Samsung Electronics' market cap reportedly slid to a 9-year low of 345.1 trillion won ($252 billion) as the chipmaker struggles to capitalize on AI-led demand. SK Hynix, on the other hand, has become a leader in high bandwidth memory — a type of DRAM used in artificial intelligence servers — supplying to clients such as AI behemoth Nvidia. A report from Counterpoint Research in April said that SK Hynix had captured 70% of the HBM market by revenue share in the first quarter. This HBM strength helped it overtake Samsung in the overall DRAM market for the first time ever, with a 36% global market share as compared to Samsung's 34%.
The Hindu
12-06-2025
- Sport
- The Hindu
Goal disallowed, India lose 1-2 to Argentina for fourth straight defeat in FIH Pro League
India's late goal from penalty was disallowed in dramatic circumstances and Jugraj Singh failed to score after it was retaken as they lost 1-2 to Argentina for their fourth successive defeat in the European leg of FIH Pro League hockey here on Thursday. Drag-flicker Jugraj struck in the fourth minute off the first penalty corner of the match to give India the lead but Tomas Domene (9th and 49th) scored a brace, both from PCs, to hand Argentina the win. Down 1-2 in the fourth and final quarter, India earned a penalty stroke two minutes from the final hooter and Jugraj was successful in sounding the board. Argentina asked for a video referral on the ground that Jugraj's left foot was well ahead of the ball while he took the stroke. The video umpire ruled in Argentina's favour but India captain Hardik Singh asked the referee to check whether the Argentina goalkeeper Tomas Santiago was already ahead of the goal-line before Jugraj took the stroke. This time, India got a favourable decision from the video umpire. Jugraj was allowed to retake the stroke but his shot was saved this time by Santiago. India's regular captain Harmanpreet Singh missed the game due to a finger tissue injury sustained in the previous match. In his absence, vice-captain Hardik led the team. Argentina got as many as eight PCs while India earned just three. Before the start of the match, the two teams observed a minute's silence to pay respect to the victims of the tragic crash of the London-bound Air India plane carrying 242 passengers and crew in Ahmedabad earlier in the day. Argentina started the game with high pressing and greater ball possession, but India responded with sharp passing and swift circle entries. This early momentum earned India a penalty corner, which Jugraj converted with a powerful drag flick to hand them the lead in the fourth minute. Argentina quickly earned a penalty corner of their own, but Indian goalkeeper Krishan Bahadur Pathak stood tall, making a crucial save. Moments later, Pathak was called into action again, diving to deny another Argentine penalty corner. However, the Argentines got third time lucky as Domene fired home to level the score in the ninth minute. The first quarter ended evenly poised at 1-1. The second quarter saw Argentina pushing forward with early circle entries, but India's defence held firm to thwart their advances. India responded by intercepting passes and launching speedy counter-attacks, putting pressure on Argentina's goalkeeper Santiago, who stood his ground with key saves. Argentina, too, found themselves in promising positions but failed to convert their chances. Despite the end-to-end action, neither side could break the deadlock in the second quarter, and the teams went into half time with the score still level at 1-1. The third quarter saw both teams adopting a cautious approach, focusing on maintaining possession and controlling the tempo of the game. Much of the action unfolded in the midfield, with both India and Argentina finding it difficult to penetrate each other's defensive lines. As a result, clear-cut chances were few and far between, and neither side managed to create any substantial threats in the attacking circle. The evenly contested third quarter ended without any change to the scoreline. Argentina came out strong in the fourth and final quarter, applying relentless pressure on India's defence with aggressive pressing. Their efforts soon bore fruit as Domene struck his second goal of the match in the 49th minute, once again converting a penalty corner to give Argentina a 2-1 lead. Trailing for the first time in the game, India shifted to a long-passing strategy in search of an equaliser. However, Argentina remained compact at the back, successfully absorbing the pressure and denying India any clear breakthroughs. India's best opportunity came in the dying moments when they were awarded a penalty stroke with less than two minutes left on the clock. Jugraj first scored from the stroke, but it was disallowed and he failed to score on the retake. As a result of the loss, India now sit fifth in the points table with 15 points from 12 matches. They will next play against Australia on June 14. India had lost to the same opponents 3-4 on Wednesday. Before that, India had lost 1-2 and 2-3 to Olympic champions Netherlands here during this European tour of the Pro League. This was India's fourth and last match here, and they will now travel to Antwerp in Belgium to face formidable Australia on Saturday.
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Business Standard
12-06-2025
- Sport
- Business Standard
IND vs AFG Highlights: Goal disallowed, IND lose to ARG in FIH Pro League
India's late goal from penalty was disallowed in dramatic circumstances and Jugraj Singh failed to score after it was retaken as they lost 1-2 to Argentina for their fourth successive defeat in the European leg of FIH Pro League hockey here on Thursday. Drag-flicker Jugraj struck in the fourth minute off the first penalty corner of the match to give India the lead but Tomas Domene (9th and 49th) scored a brace, both from PCs, to hand Argentina the win. Down 1-2 in the fourth and final quarter, India earned a penalty stroke two minutes from the final hooter and Jugraj was successful in sounding the board. Argentina asked for a video referral on the ground that Jugraj's left foot was well ahead of the ball while he took the stroke. The video umpire ruled in Argentina's favour but India captain Hardik Singh asked the referee to check whether the Argentina goalkeeper Tomas Santiago was already ahead of the goal-line before Jugraj took the stroke. This time, India got a favourable decision from the video umpire. Jugraj was allowed to retake the stroke but his shot was saved this time by Santiago. Hardik led India as regular captain Harmanpreet Singh is down with a finger injury. Argentina got as many as eight PCs while India earned just three. India had lost to the same opponents 3-4 on Wednesday. Before that, India had lost 1-2 and 2-3 to Olympic champions Netherlands here during this European tour of the Pro League. This was India's fourth and last match here, and they will now travel to Antwerp in Belgium to face formidable Australia on Saturday.
