Dell was named to Ives's AI 30 Winner List, a positive signal about its place in the AI buildout. The story reports no new Dell sales or profit, and the fund change is still pending.
That gives Dell a public vote of confidence in its place in the AI buildout. Ives says spending on AI infrastructure will continue and new opportunities are appearing across technology. Still, this is an analyst's portfolio choice, not a report of new Dell sales or profit. The fund is expected to make the change in the coming days.
SpaceX was named to Ives's AI 30 Winner List, a positive signal about its place in the AI buildout. The story reports no new company results, and the fund change is still pending.
Oracle was removed from Ives's list even as he described continued AI spending across technology. The removal is a negative signal from this analyst, but the story reports no decline in Oracle's business.
Pegasystems was removed from Ives's list even as he described continued AI spending across technology. The removal is a negative signal from this analyst, but the story reports no decline in Pegasystems' business.
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