| WEEKLY UPDATE Dear Leah, Here at Fry’s Investment Report, we’ve had our eyes on the unfolding AI PC megatrend. Recently, two movers of the upgrade cycle announced news that caused the companies to then move in different directions: HP Inc. (HPQ) and Dell Technologies Inc. (DELL). Shares of HP surged 17% last week after the company announced its first increase in PC shipments in two years during its fiscal third-quarter earnings report. Revenues of $12.8 billion beat estimates by 2%. Following the post-earnings pop, our position in HPQ is now up 19% since I added the company to the Fry’s Investment Report portfolio on May 9. On the other hand, Dell, HP’s keenest rival, has done the exact opposite. Over that same period, shares of the company plummeted 22% after it announced first-quarter earnings for fiscal year 2025 on May 30. So… how did two companies in the same industry move almost 40% apart within the span of days? That the question that Thomas Yeung will answer in today’s Fry’s Investment Report weekly update. Click here or the button below to read the update. Weekly Update
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