Dell vs SMCI - Battle of the AI Server Companies, Plus Apple's AI Catalyst Moment

Dell can't make money on AI servers but SMCI can? We break down the recent market performance of Dell and Dell's rapid decline in light of  poor margins and an underwhelming backlog. After discussing Dell as an AI stock, we touch on market sentiment, inflation, and the upcoming Apple event as a catalyst to bolster broad AI adoption.AI Stocks Discussed: Dell ($Dell), Apple ($AAPL), Nvidia (NVDA), Super Micro Computer ($SMCI)For all our AI investments and a full AI stock investing portfolio, visit https://investingintel.aiWatch the video version of our AI stock investing podcast at https://www.youtube.com/@InvestingInAI