The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Mike Olsen and Joe Magyer, discuss the latest business news. Shares of Dell dropped more than 17% today after the company's latest earnings report, taking shares of other tech giants like Microsoft and Hewlett-Packard with it. In this segment, the guys analyze the challenges facing companies in the PC industry and share why they believe companies like Qualcomm and Oracle are better bets for investors.

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Chris Hill owns shares of Microsoft. The Motley Fool owns shares of Microsoft, Oracle, and Qualcomm. Motley Fool newsletter services have recommended buying shares of Dell and Microsoft and creating a bull call spread position in Microsoft. The Motley Fool has a disclosure policy. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.