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The Latest Breaking News from Wamsi Mohan

Dell Shares Dip Amid Market Jitters Despite Bullish AI Outlook

Dell Technologies Inc (NYSE:DELL) shares are trading lower Wednesday afternoon, caught in a broader market downdraft that has particularly impacted technology and AI-related stocks. The move comes just over a week before the company is scheduled to report its fiscal second-quarter earnings on Thursday, August 28.

Benzinga

Dell Poised To Ride AI Server Boom Toward Higher Sales, Long-Term Profit Growth: Analyst

BofA Securities analyst Wamsi Mohan maintained a Buy on Dell Technologies (NYSE:DELL) with a price target of $165 on Friday.

Benzinga

Dell Unveils AI Platform Upgrades To Tackle Enterprise Data Complexity

Dell Technologies (NYSE:DELL) on Monday announced new updates to its Dell AI Data Platform to help enterprises manage the full AI workload lifecycle, from ingestion and transformation to agentic inferencing and AI-powered knowledge retrieval.

Benzinga

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Apple's Smart Move May Save iPhone Sales–And The Stock Could Soar

Apple Inc.‘s (NASDAQ:AAPL) smart decision to add another $100 billion to its U.S. manufacturing commitment is being hailed on Wall Street as a tactical move to dodge steep tariffs under President Donald Trump‘s trade regime—and possibly reignite its stock, which is still down 12% year-to-date.

Benzinga

Apple Stock Reports 'Surprisingly Strong' Quarter: Analysts Say iPhone, Services Offset Tariff Concerns

Could Apple Inc.‘s (NASDAQ:AAPL) surprise quarter be a turning point in the tech race, or is the giant simply playing catch-up with its AI-savvy rivals? Apple analysts highlight a better than expected quarter from the tech giant with third quarter results beating estimates and showing strength for products and services.

Benzinga

Can Apple's Slim iPhone And Cheaper Macs Reverse The 2025 Stock Slump?

Apple (NASDAQ:AAPL) is gearing up for a significant rebound in the second half of fiscal 2025, driven by the highly anticipated launch of new product cycles, including a ‘slim’ iPhone, and sustained momentum in its lucrative Services division, even as it contends with rising tariff costs and ongoing regulatory challenges.

Benzinga

Dell Undergoes AI-Powered Changes, Goldman Analyst Ups Price Target

Dell Technologies Inc's (NYSE:DELL) expanding AI capabilities attract price target updates by these analysts.

Benzinga

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Apple's App Store Just Had A Blowout Quarter—And That Might Be The Signal Bulls Needed

Apple Inc. (NASDAQ:AAPL) has been a rare laggard among the tech giants in 2025, down 15% year-to-date and underperforming peers like Nvidia Corp. (NASDAQ:NVDA) and Microsoft Corp. (NYSE:MSFT).

Benzinga

HPE Just Dodged A DOJ Roadblock, Now It's All-In On Juniper And AI

Hewlett Packard Enterprise Co (NYSE:HPE) has reached a settlement with the Department of Justice around the acquisition of Juniper Networks Inc (NYSE:JNPR) and is likely to focus on getting "the deal done as quickly as possible," according to BofA Securities.

Benzinga

Amid the Tariff Turmoil, Here Are 3 Stocks Recently Defended by Analysts With More Than 10% Upside Potential

Here are three large-cap stocks that are well-positioned to deliver outsized gains to investors amid the tariff turmoil in 2025

Barchart

Apple plans to hire 20,000 workers over the next four years but faces competition for AI talent

Companies across every sector are pursuing top tech talent.

Fortune

Analysts: Buy These 6 Stocks Now to Profit From the DeepSeek Selloff

Amidst the market chaos, these six stocks could present much-needed opportunity.

Barchart

Apple stock might soar thanks to old iPhones

“An aging installed base and GenAI features…should provide a boost to customers' intentions to upgrade,” BofA’s Wamsi Mohan wrote Thursday.

Fortune

2 Mega-Cap Tech Stocks to Grab This June

As the tech sector continues to drive growth, these two mega-cap stocks are catching analysts' attention as potential bullish picks this June.

Barchart

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International Business Times UK

Apple's AI-Powered 'IntelliPhones' Will Spark a Buying Frenzy, Analysts Say

BofA analysts predict AI-powered "IntelliPhones" will revolutionise smartphones and trigger a major upgrade cycle for Apple.

Fortune

Apple is getting a once-in-a-decade secret weapon in AI-enabled ‘intelliphones’—Bank of America sees its stock surging 20%

AI could breathe life into the stagnant tech giant by kicking off an iPhone upgrade cycle.

Barchart

This 'Mag 7' Stock Could Rise Another 21%, Says Bank of America

A Bank of America analyst believes Apple’s growth and fiscal strategies will continue to work in its favor, boosting the stock price.

Kiplinger

Stock Market Today: Nasdaq Outperforms as Chip Stocks Pop

Well-received earnings from Taiwan Semiconductor generated a halo effect on other semiconductor stocks.

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Laptop

iPhone 15 Pro Max rumored delay will keep you waiting for weeks — why Sony is to blame

A new rumor reveals that the high-end model of the iPhone 15 line will ship at a later date.

Fortune

Over $200 billion of Apple's market cap has been vaporized since Thursday. Here's what's going on

“The gravity of a challenging smartphone market particularly in developed regions that should continue…is a headwind for the stock,” UBS analyst David Vogt said.

Laptop

iPhone 15 launch delayed — here are the problems Apple is facing (report)

The iPhone 15 was just a few weeks away. However, you could be waiting longer than that now.

TechRadar

The iPhone 15 could be delayed until October and hit by major shortages

Apple is trying to decrease the bezels on high-end iPhone 15 models, but the process is apparently proving to be difficult.

Tom’s Guide

iPhone 15 release date could be delayed until October — here’s what we know

Apple may have to delay the iPhone 15 by a few weeks says a Bank of America analyst, the first to make such a claim.

iMore

iPhone 15 release could be delayed until October

One analyst claims the iPhone 15 launch may be delayed by "a few weeks" from its expected September date.

Fortune

Apple will lose 6 million iPhones after China factory shuts down

China’s COVID-zero policy creates headaches for Apple, as a factory closure threatens supply of its flagship product.

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