#dell-technologies

#dell-technologies

While I continue to be a big fan of the mega-cap tech innovators, I also think some lesser-covered AI firms - at least relative to the likes of Nvidia (NASDAQ:NVDA) and the rest of the titans worth more than $1 trillion - are worth watching and even betting on, even if their narratives require more patience from investors. It's not just about the hyperscalers!

Alphabet's Google has billions of people worldwide who use its services like Search, Gmail, and YouTube every day. It generates loads of cash from advertising revenue that is fueling investments in artificial intelligence (AI). You would think a business in Google's competitive position would trade at more than 23 times next year's expected earnings. This is a lower price-to-earnings multiple than the S&P 500, which makes Alphabet an incredible value right now.

After years of ramping up its RTO push, Dell called all its employees living near an office back to their desks full time starting March 3, saying it expected employees to do "a regular working day in the office" with "flexibility as needed."

"We still see a huge part of the market still buying non AI-PCs, and it's almost mind boggling that when they're refreshing to Windows 11..."

During the opening keynote, CEO Michael Dell will reveal Dell Technologies' strategic vision for the upcoming year, focusing on innovation and partnership with customers.

If you're not the chief AI officer and you're not empowered and supported by your board and your leadership, your ability to prioritise the right AI work in a company is limited.

Dell's appointment of Lisa Ergun as the new Client Solutions Group channel lead aims to enhance partner success in AI PCs, sustainable IT, and security compliance.