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In today's markets, where macroeconomic concerns, fears centered on AI spending and disruption, inflation, and interest rates weigh on performance, cash flow is king. Companies that produce revenue and, more importantly, free cash flow and profits, are being rewarded while those that aren't get punished.
Periods of persistent inflation, higher interest rates, and geopolitical tension can create a challenging environment for investors. Companies that can provide a defensive and diversified mix in this macro backdrop, including hard assets, resilient consumer demand, income-generating real estate, and tech infrastructure. By combining reliable dividends backed by outstanding profitability, five companies illustrate how investors can build portfolios that can withstand volatility while maintaining exposure to potential upside in 2026.
DELL's ISG posts record $19.6B revenues in Q4 FY26 as AI server demand surges, with a $43B backlog and a projected $50B in AI revenues for FY27.
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Dell Technologies Inc. (DELL) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Dell Technologies Inc. delivered a blowout Q4'26, with 39% Y/Y revenue growth and a 10X Y/Y surge in adjusted free cash flow, driven by AI-optimized server demand. Dell's Infrastructure Solutions Group posted 73% Y/Y growth, with AI server revenues soaring 342% Y/y to $8.95B and orders up 177% sequentially. Guidance for FY 2027 targets $140B in revenue (+23% Y/Y growth) and doubling of AI server revenues to $50B, underscoring robust secular tailwinds.
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As one of the most well-known tech giants reported its much-anticipated earnings the last week of February, the market watched closely. And as expected, investors scrambled to buy shares after a blowout report that wowed even the most skeptical prognosticators.
AMD and Dell are poised to profit from Meta's increased spending on AI infrastructure. Meta will utilize AMD's Instinct GPUs and EPYC CPUs in its AI data centers.
Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Elo Mutual Pension Insurance Co boosted its stake in Dell Technologies Inc. (NYSE: DELL) by 37.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 56,179 shares of the technology company's stock after purchasing an additional 15,311 shares
ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) announces that its board of directors has declared a quarterly cash dividend of $0.63 per common share, which will be payable on May 1 to shareholders of record as of Apr. 21. About Dell Technologies Dell Technologies (NYSE:DELL) helps organizations and individuals build their digital future and transform how they work, live and play. The company provides customers with the industry's broadest and most innovative technology and.
Thomson Reuters on Monday named former Dell executive Gary E. Bischoping Jr. as its chief financial officer beginning May 8, succeeding Mike Eastwood, who will retire as part of a planned transition.
Bahl and Gaynor Inc. lessened its holdings in shares of Dell Technologies Inc. (NYSE: DELL) by 57.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 319,336 shares of the technology company's stock after selling 424,837 shares during the period.
Federal investment is driving explosive stock moves as Washington reshapes supply chains tied to AI, energy, and national security.
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Dell Technologies Inc. (NYSE: DELL - Get Free Report)'s stock price gapped up prior to trading on Friday following a better than expected earnings announcement. The stock had previously closed at $121.45, but opened at $137.37. Dell Technologies shares last traded at $145.2880, with a volume of 14,303,664 shares trading hands. The technology company reported $3.89
Dell's sales and profits are growing quickly. Investors have larger dividends headed their way.
The S&P 500 (^GSPC 0.43%) fell 0.43% to 6,878.88 today, on course to finish February down 1.43% -- its worst performance in 11 months. The Nasdaq Composite (^IXIC 0.92%) slid 0.92% to 22,668.21 and the Dow Jones Industrial Average (^DJI 1.05%) dropped 1.05% to 48,977.92 as inflation data and AI jitters punished tech and growth stocks.
Dell Technologies Inc. delivered robust Q4 results, with 39% revenue growth and a significant beat on top-line expectations. AI server demand and a surging ISG backlog ($43B, up ~950% YoY) underpin strong business momentum, despite margin pressure. Gross margin weakness and memory shortages present risks, but disciplined expense control and good EPS growth support the outlook.