Dell and Workday could eclipse Intel's fading market cap in the near future. That could also make it an attractive alternative to Super Micro Computer, Dell's smaller rival in the server space, which carved out its own niche with its liquid-cooled AI servers. Dell has a market cap of $79.7 billion. However, from fiscal 2025 to fiscal 2028, analysts expect its revenue and earnings per share (EPS) to grow at a CAGR of 6% and 15%, respectively. Those are impressive growth rates for a stock that trades at 15 ti ...

The world's biggest PC and server CPU maker is still facing an existential crisis.Intel (INTC -6.75%) recently posted its first-quarter earnings report. The chipmaker's revenue came in flat year over year at $12.7 billion, which still beat analysts' estimates by $390 million. Its adjusted earnings per share (EPS) fell 28% to $0.13 but still cleared the consensus forecast by $0.13. Those headline numbers seemed stable, but its guidance was grim.For the second quarter, it expects its revenue to decline from 3 ...