Loading market dashboard
Dell Technologies Inc.
DELLTechnologyNYSEUS
Loading disclosure news
News and disclosures filtered by period, publisher, and event group.
Select a headline to open the full news page in the app.
AI server revenue grew by more than 700% year over year in the first quarter to $16 billion. The shift to lower-margin AI hardware is weighing on Dell's gross margins.
HPE's networking revenue increased 148% in the second quarter of 2026. Dell's AI server revenue grew an eye-popping 757% year over year.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is making its biggest push yet into the personal computer market, taking direct aim at one of Intel's most important businesses.
Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here's Why, he argued that AI companies are dramatically overvalued and predicted a major repricing within the next 24 months. "If it's either going to be labor chaos... Scott Galloway Predicts AI Valuations Will Crater 50-70% Within 24 Months. Here's Why.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading.
On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.
Dell's recent rally has CEO Michael Dell climbing the ranks of the world's richest people—and ahead of some big names.
Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
Dell Technologies NYSE: DELL has evolved from a legacy PC assembler into an indispensable tollbooth for global AI infrastructure, and this realization has triggered an upward re-rating across Wall Street.
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die - and what it signals for AI, chips, and drones.
The Magnificent 7 has a new challenger. Strategist Ben Emons, in a post amplified by Bloomberg's Joe Weisenthal on X, has dubbed a basket of seven semiconductor and AI-hardware names the "Parabolic 7." Weisenthal's shared data suggests that the group has vastly outperformed both the Magnificent 7 and the SOX semiconductor index since mid-2025. The... Move Over, Magnificent 7. Traders Are Flocking to SanDisk, Marvell, Micron, and the Parabolic 7
Investors searching for the biggest stock winners of 2026 may be surprised to learn they already own some of them through small-cap ETFs.
The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.
Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.
Dell Technologies (DELL) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
This AI infrastructure stock took off following its latest quarterly report, and it is still trading at an incredibly attractive valuation.
Dell Technologies (DELL) is transforming into a major AI infrastructure integrator, with Q1 FY27 results validating this strategic shift. AI-Optimized Servers delivered $16.1B in sales (757% YoY growth), driving record backlog and supporting a raised FY27 revenue outlook. Operating leverage and cash flow are accelerating, with non-GAAP EPS guidance at $17.90 and capital returns totaling $2.1B in Q1.
Dell Technologies (NYSE:DELL | DELL Price Prediction) looks stretched at $435.31, and the case strengthens every time momentum traders push the stock back through the $460 line it touched this past week.
FREMONT, Calif.--(BUSINESS WIRE)---- $PENG #AI--Penguin Solutions received the 2026 Dell Technologies AI Partner of the Year Award during the Global Partner Alliance event at Dell Technologies World.
DELL and GCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 3rd, 2026.
The stock market has always rewarded companies that outperform expectations. For decades, the formula was simple: beat earnings estimates, raise guidance, and watch the stock move higher. But the AI boom has changed the rules. Today, the S&P 500 continues to notch fresh all-time highs, yet much of that strength is concentrated in a relatively... A Stock's Most Important Phrase Is No Longer "Beat Estimates" - It's These 3 Words
US equities remain remarkably resilient, even as a standoff between the United States and Iran over the Strait of Hormuz continues. The S&P 500 gained more than 16% across April and May, a feat achieved only four other times since World War II, according to Deutsche Bank Research.
At $465.96, Dell Technologies (NYSE:DELL | DELL Price Prediction) looks fully valued after one of the most violent rallies in large-cap tech this year.
AAON, GRC, APC, DELL and NKSH have been added to the Zacks Rank #1 (Strong Buy) List on June 3rd, 2026.
Luke Lango breaks down 5 AI stocks flashing a late-cycle signal: Marvell, Dell, Fluence, Redcat, and the fund VCX, plus the one stock he says to avoid right now.
Dell Technologies Inc. (DELL) Presents at Bank of America 2026 Global Technology Conference Transcript
Free cash flow (FCF) is a critical measure for identifying high-quality companies, particularly in a market environment marked by ongoing uncertainty. Companies that consistently generate strong cash flow often have the financial flexibility to strengthen their businesses, return capital to shareholders, and create long-term value.
Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.
The AI revolution is driving HPE stock higher.
Even the strongest bull markets can move too far, too fast. Select AI giants are in the crosshairs.
Dell and HPE just posted their strongest AI server quarters yet, sending both stocks soaring — but the surge in demand is colliding with rising component costs and thin server margins. For investors, the key question now is whether AI driven revenue growth can outpace the mounting pressure on profitability.
Dell (DELL) stock advances 1.85% premarket to $475.40 as a massive 29% surge from rival HPE validates unbreakable AI server infrastructure demand. See why Goldman Sachs targets $500.
Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Iran peace talks face fresh risks as oil surged on Monday. ETFs tied to energy, commodities, income, the dollar and AI could help navigate volatility.
Three ALPS ETFs each gained more than 10% in May as investors shifted money into technology and away from traditional energy. Key Takeaways: ACES gained 19.4% last month and is up 72.5% over the past year, while the energy sector fell 5.31% for the week ended May 29.
The PC and server maker is on track to lock in its longest winning run in more than eight years.
Shares of Super Micro Computer Inc. (NASDAQ:SMCI) and Dell Technologies Inc. (NYSE:DELL) are moving higher in Monday's extended session, riding the coattails of a blowout earnings report from Hewlett Packard Enterprise (NYSE:HPE) that sent a clear signal: enterprise AI infrastructure spending is alive and accelerating.
Nvidia opened Taipei's enormous Computex trade show on Sunday with a spark, literally. The chipmaker unveiled a new PC CPU called the RTX Spark, which it dubbed a “superchip,” and named a who's who list of PC makers that will soon deliver AI PCs powered by it.
On June 01, 2026, Dell Technologies Inc (DELL) shares rose 10.7% today, closing at $465.96, with a 52-week trading range of $106.38 to $469.47. This significant
Yet even some bulls are beginning to question how much future growth is already reflected in the share price.
The company recently posted a stellar quarter with its growth rate rising to 88%.
Hewlett Packard Enterprise Co. (NYSE:HPE) reports second-quarter results tonight after the bell, and the timing couldn't be more electric.
Iran deal hopes, AI-fueled tech gains and Dell's upbeat outlook lifted stocks to record highs, while inflation fears and space-stock volatility persisted.
A year ago, Dell Technologies (NYSE:DELL) was not a stock that many investors were excited about. Today, it is one of the hottest stocks in the market.
Dell shares skyrocketed after blockbuster AI-driven earnings and a massive guidance hike. These Dell-heavy ETFs could benefit next.
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Donald Trump's latest financial disclosures and public endorsements have put several stocks in focus, with investors tracking companies tied to his trades, policy priorities, and public remarks.
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and CoreWeave, Inc. Class A Common Stock didn't make the cut. Grab the names FREE today. Diller's Deal 17 minutes ago Live Barry Diller is making a move to take MGM Resorts (NYSE: MGM) private, according to... Live Nasdaq Composite: Markets Open June With Caution as Oil Spikes and Nvidia Powers Tech Higher
Dell Technologies (DELL, Financials) is making a bigger push into affordable consumer laptops with a new XPS 13 priced to compete with Apple's MacBook Neo.The l
Dell Technologies DELL shares extended their rally on Monday after the company unveiled its most affordable XPS laptop yet, adding fresh momentum to a stock already boosted by record earnings and growing demand for artificial intelligence infrastructure. The company introduced the new XPS 13 on Sunday, positioning it directly against Apple's MacBook Neo in the competitive consumer laptop market.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Analysts at DA Davidson Added Nvidia to its Best of Breed List 2 minutes ago Live... Stock Market Live June 1, 2026: S&P 500 (SPY) Could See Higher Highs
Dell Technologies (DELL) introduced a redesigned XPS 13 laptop aimed at consumers seeking premium features at a lower price point, as competition in the mainstr
EL SEGUNDO, Calif.--(BUSINESS WIRE)-- #ai--The Redesign Group (“Redesign”), a global technology and cybersecurity solutions provider and consulting firm, today announced it has been named Dell Technologies' 2026 North American Data Center Partner of the Year. Presented at Dell Technologies World 2026, the award recognizes top-performing partners who demonstrate exceptional growth, technical expertise, innovation, and customer impact across Dell's ecosystem. The recognition marks Redesign's fifth cons.
CNBC's Dominic Chu confirmed this morning that Nvidia's new PC chip lands in Dell and Lenovo laptops and desktops starting fall 2026, runs on Microsoft Windows, and targets thin-and-light form factors capable of running large AI models and higher-end games.
DELL surges 32.8% after Q1 FY2027 results, fueled by AI server demand, a $51.3B backlog, and higher full-year revenue and EPS guidance.
Pre-Market Stock Futures: Futures are trading higher to start a new trading week and a new month after what was an incredible May, and anybody who followed "Sell in May and Go Away" is having total seller's remorse. All the major indices, except the Russell 2000, finished the day higher, helping them reach all-time highs,... Here Are Monday's Top Wall Street Analyst Research Calls: Accenture, Caesars Entertainment, Carnival, Dell Technologies, IBM, Kohl's, Microsoft, Zscaler, and More
On June 01, 2026, we present a DCF analysis for Dell Technologies Inc (DELL), a company that has shown remarkable price performance recently: DCF Ea
Bernstein raised its twelve-month Dell (NASDAQ: DELL) stock price target from $280 to $500 on Monday, June 1, keeping an ‘Outperform' rating thanks to ‘exceptionally strong' quarterly results.
Dell stock was gaining again after it unveiled its XPS 13 laptop, a direct rival to the Apple MacBook Neo.
