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Dell's earnings reveal AI server demand surge, but margin pressures worry investors. Rotating into undervalued stocks like energy companies could offer better returns.
The S&P 500 is set to rebalance on June 21, and Palantir will be eligible for the third time.
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2024 investor letter. A copy of the letter can be downloaded here.
Once a few more investors connect a few more dots, these stocks may soar.
The booming demand for AI servers is boosting the storied tech giant as the PC industry recovers.