Higher memory prices are expected to make their impact on the PC and server markets in the second half of this year and the first quarter of 2027, says investment bank UBS. The bank discussed computer hardware firm Dell in an investment note where it bumped the share price target to $440 from $243 and lifted the firm’s earnings estimates for the fiscal years 2027 and 2028. UBS’ coverage came after Dell’s fiscal first quarter earnings report saw it post an 88% annual revenue growth on the back of a 757% AI server revenue bump. Memory Pressure On Dell’s Server […]
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