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DXC Technology Company (DXC): Larry Robbins Admires This Stock

We just covered 10 Stocks That Tanked: Why Larry Robbins’ Top Picks Are Struggling in 2026 and DXC Technology Company (NYSE:DXC) ranks 7th on this list.

DXC Technology Company (NYSE:DXC) has been a constant feature in the 13F portfolio of Glenview Capital since the second quarter of 2017. Back then, this position comprised just under 10 million shares. The fund has regularly made changes to this stake in the coming years but has not sold off the position completely at any time. Filings for the fourth quarter of 2025 show that the fund owned 8.3 million shares in the company, down slightly compared to filings for the previous quarter. DXC provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally.

Photo by Arturo Añez on Unsplash

DXC Technology Company (NYSE:DXC) has been unable to find a floor for sales. The company reported Q4 2026 revenue of $3.13 billion, a 6.6% year-over-year decline. This marks the fourth consecutive quarter of revenue contraction. Analysts fear that the Global Infrastructure Services segment of the firm, the traditional plumbing of IT, is being permanently cannibalized by the shift to public cloud providers like AWS and Azure. Even with new AI initiatives, the new business is not yet large enough to offset the decay. DXC has pinned its future on DXC OASIS, an AI-driven managed services platform launched in April. However, there are question marks over ability to compete with AI-native firms or giants like Accenture and IBM, who have far deeper pockets.

While we acknowledge the risk and potential of DXC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DXC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 14 Best Defensive Stocks to Invest In Now and 14 Best Low Risk High Growth Stocks to Buy Right Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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