Dell and Taiwan Semiconductor show strong performance and potential in the AI market

From Zacks Investment Research: 2025-06-30 17:34:00

In the first quarter of 2025, Dell Technologies (DELL) saw strong demand for AI servers, leading to $12.1 billion in orders. The company’s partnership with NVIDIA, Google, and Microsoft has been a major growth driver, with shares up +10.9% over the past month. Dell is expected to post earnings with a year-over-year change of +19.6%, making it an attractive investment with a shareholder-friendly approach through buybacks and dividends.

Taiwan Semiconductor Manufacturing Co. (TSM) had a strong 2025, benefiting from the booming demand for AI and recovery in semiconductor stocks. TSM reported earnings and revenues beating estimates, with a year-to-date growth of 15.8%. As a key player in the AI infrastructure, TSM is strategically positioned for long-term success in the AI wave.



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