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Dell stock plunges 11%, leading data center sell-off on concerns about ‘enterprise AI timing’
Barclays downgraded Dell, HPE and NetApp, saying only 25% of enterprise AI spend goes to hardware and that memory prices could fall.
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4 Articles
Barclays Downgrades HPE, Dell, NetApp On Enterprise AI Spending Trends
Barclays on Tuesday lowered its ratings on enterprise system suppliers Hewlett Packard Enterprise (HPE), Dell Technologies (DELL) and NetApp (NTAP) to equal-weight, or neutral, on views memory prices will curb profit margins and that customers are relying on cloud computing providers for…
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Total News Sources4
Leaning Left1Leaning Right1Center0Last UpdatedBias Distribution50% Left, 50% Right
Bias Distribution
- 50% of the sources lean Left, 50% of the sources lean Right
50% Right
L 50%
R 50%
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