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The Latest Breaking News from ISG

Why a $700 Dell Stock Price Isn’t as Crazy as It Sounds

Demand for Dell’s AI servers continues to outpace supply, and Dell is benefiting from a record backlog.

Barchart

Dell’s Bull Rally Will Continue. Don’t Fall Into the Trap of Thinking It’s Just a Low-Margin Hardware Assembler.

Dell’s strong finances, a healthy backlog, and return on capital make its low margins irrelevant.

Barchart

Dell Stock Is Surging. Another Legacy Tech Name Is Becoming an AI Winner.

Dell’s stunning increase after earnings is convincing Wall Street that the former PC giant may now be one of the biggest winners of the global AI infrastructure boom.

Barchart

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Cyient Named Leader Across All Three Quadrants of ISG Provider Lens™ 2026 Digital Engineering Services Report for North America

HYDERABAD, India, May 29, 2026 /PRNewswire/ -- Cyient Limited, a global Intelligent Engineering solutions company, announced that it has been named a Leader in all three quadrants of the ISG Provider Lens™ 2026 Digital Engineering Services report for the United States. This recognition spans:

AAP

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

MarketBeat

A 62% rise in BPM deal value belies fears of AI dominance

Pure-play BPM companies achieved their strongest quarter for annual contract values in early 2026, defying expectations of immediate AI-driven revenue decline. Contract values surged 62% year-on-year, with industry-specific expertise and data analytics proving crucial for deal wins. This growth highlights BPMs' evolving role in delivering integrated business outcomes.

The Economic Times

CFO David Kennedy Just Cut His Dell Stock Stake by Nearly 10%. Is That a Sign You Should Sell Too?

CFO Kennedy offloaded nearly 10% of his stake in Dell.

Barchart

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With Super Micro Facing Challenges, Is Dell Stock a Better Buy?

Super Micro and Dell are witnessing solid demand for AI-optimized server. However, SMCI stock is under pressure and lost substantial value.

Barchart

Dell Stock Drops 29% Despite AI Boom. Is it a Buy, Sell, or Hold Ahead of Feb. 26?

Dell is set to deliver strong double-digit revenue and earnings growth in Q4. Despite favorable fundamentals, the stock’s performance over the past year has been subdued.

Barchart

Lenovo alerts partners to looming price hikes on consumer and server products — soaring memory costs drive the surge

Lenovo warns partners of price hikes on client and server devices, advising them to place orders early to order at current prices.

Tom’s Hardware

'Brutally honest' city builder Microlandia gets brutally honest crime simulation: 'It's a spectrum of consequences that can become a death spiral every single day'

"Cities are not clockwork, they are chaos machines with a mayor attached."

PC Gamer

What Dell’s Q3 Numbers Mean for Your Portfolio: Buy, Sell, or Hold?

Despite the AI-led tailwinds, Dell’s stock performance has been relatively muted this year. However, a swelling backlog, a growing global customer base, and profit expansion point to sustained growth.

Barchart

Dell's AI Server Boom Shocked Goldman—And The Stock Could Rocket From Here

Shares of Dell Technologies Inc. (NASDAQ:DELL) soared in premarket trading on Wednesday, up about 6%, after the company posted third-quarter earnings that beat expectations and raised its full-year forecast on the back of surging demand for AI servers and improved profitability in its infrastructure division.

Benzinga

Should You Buy the Double-Downgrade Dip in Dell Stock?

DELL stock dropped following a downgrade from Morgan Stanley. Is this a dip-buying opportunity?

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The Independent UK

Revealed: The eye-watering cost of letting prisons crumble

SPECIAL REPORT : The ageing prison estate is in a dire condition after years of neglect, but the cost of outsourcing basic repairs is spiralling out of control, with shower upgrades in one prison set to cost taxpayers £7.8m, Amy-Clare Martin reports

TechRadar

This single graph shows why it is so damn hard to make any profits out of AI - even if you get $15 billion annual revenue

Lenovo’s AI infrastructure sales soared, yet high costs, CSP losses, and thin margins leave its data center profits stuck near zero.

Barchart

Dell’s Post-Q2 Drop Explained: Should You Buy Dell Stock Now?

Dell stock dropped despite its better-than-expected quarterly performance. It is seeing significant demand for AI-optimized servers.

Euronews

Barcelona has the highest density of cars in the EU. Cutting traffic by 25% could save 200 lives

From superblocks to port electrification plans, Barcelona’s traffic pollution is slowly improving.

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Barchart

Will Dell Kill Super Micro Computer Stock? These Analysts Worry the Answer May Be ‘Yes.’

Dell and Super Micro Computer are two AI-powered hardware stocks trading at a steep discount to consensus analyst estimates in March 2025.

Barchart

Dell's 18% Dividend Hike Shows the Stock Could Be Undervalued

Dell announced an 18% hike in its annual dividend and a massive $10 billion additional share buyback program. This shows that DELL stock could be deeply undervalued here based on its historical yield and analysts' target prices.

Evening Standard

Grangemouth workers have ‘sought-after skills’ for power grid work, firm says

ScottishPower is looking to recruit 1,000 people in 2025 as part of a ‘massive’ investment in Scotland’s electricity networks.

The National (Scotland)

Grangemouth oil refinery workers offered 'lifeline' by Scottish energy giant

GRANGEMOUTH oil refinery workers have been offered a “lifeline” by a Scottish energy giant, to help them secure new jobs “as quickly as…

The Independent UK

How the collapse of one of Britain’s biggest building firms will hit Labour’s prison and schools plan

ISG, the sixth-biggest builder in the UK, collapsed in September, leaving 2,200 workers immediately redundant and many subcontractors out of pocket

Barchart

3 Tech Stocks at Risk from Potential Trump Tariffs

Trump's return to the White House means that these three tech stocks could be vulnerable to his tariff policies.

The Guardian - UK

More than 2,000 jobs axed as UK prison builder ISG collapses

Administrators EY confirm construction company, involved in 69 live government projects, has ceased trading

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