Can PC Refresh Cycle Drive Edge Segment Growth for SNDK Stock?

Windows 11 migration propels Sandisk's edge segment. Higher NAND content per PC and BiCS8 efficiency create sustained ...
MarketBeat on MSN

AMD Stock: Can the PC Refresh Cycle Spark a Rally?

CompanyOverview|NASDAQ:AMD] Investors in Advanced Micro Devices (NASDAQ: AMD) have faced a year full of letdowns. As of the ...
Hosted on MSN

PC Chips Are Making a Big Comeback. How to Play It.

A Durable Cycle. Hi everyone. For the last three years, the artificial intelligence trade has taken all the oxygen out of the room, especially as the typical PC upgrade cycle that tech investors ...
Seeking Alpha

Dell Technologies: Acceleration Unlocked; Upgrade To Strong Buy On Enterprise Tailwinds

Initiate on DELL with a Strong Buy and $135 PT, driven by AI infrastructure demand and a non-discretionary Windows 10 EOL commercial PC refresh cycle. Dell's $9B AI server backlog and expanding ...
NBC Los Angeles

The AI-driven PC upgrade cycle ‘seems to be on hold,' Jim Cramer says

CNBC's Jim Cramer on Monday said the artificial intelligence-driven PC upgrade cycle doesn't seem to have hit just yet, even as it's been about four years since the last refresh phase. Stream Los ...