Dell Technologies Inc

• Dell shares experienced a pullback due to profit-taking following record highs. • Insider share sales and institutional portfolio adjustments increased short-term selling pressure. • AI hardware demand remains strong despite ongoing pressure on overall gross margins.

• Dell shares rose on institutional demand for its AI infrastructure leadership. • The company reported record order backlogs and strong enterprise hardware demand. • Upcoming S&P 100 index inclusion generated increased institutional buying interest.

• Astera Labs unveiled its next-generation Leo Smart Memory Controller lineup at the AI Infrastructure Summit. • The company reported an annual revenue of $852.52 million and net profit of $219.13 million. • Analysts maintained buy ratings with an average price target of $406.55 for the stock.

• Credo introduced new 1.6T optical transceivers and OmniConnect solutions at the AI Infra Summit 2026. • Analysts issued Buy ratings with an average price target of $283.71. • Annual revenue reached $1.34 billion with a net profit of $472.28 million.

• Semtech introduced the SurgeSwitch protection device for industrial robotics and manufacturing systems. • The company shifted focus toward high-margin AI infrastructure and IoT solutions. • Semtech reported annual revenue of $1.05B with a net loss of $40.38M.

• United Microelectronics reported strong August sales driven by artificial intelligence demand. • Capital expenditures for fab expansions could weigh on near-term free cash flow. • The company generated $7.62B in annual revenue with $1.34B in net profit.