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Dell Technologies

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Trump’s nudge lifts Dell stock to fresh highs
business16 days ago

Trump’s nudge lifts Dell stock to fresh highs

Dell Technologies’ shares surged to a record after President Trump publicly urged Americans to “buy a Dell,” vaulting about 12–15% in a move tied to strong AI infrastructure demand and a hefty enterprise backlog. Analysts had already raised targets on the stock, and the rally occurs alongside the Dell family’s $6.25 billion pledge to “Trump Accounts,” with Dell set to report Q1 earnings May 28. The piece notes the endorsement accelerated a rally driven by fundamentals rather than being the sole catalyst.

via moneywise.com|
#ai-infrastructure#analyst-targets#business
Dell Cuts Workforce 27% to 97,000 as Cost-Cutting Gathers Pace
business2 months ago

Dell Cuts Workforce 27% to 97,000 as Cost-Cutting Gathers Pace

Dell Technologies reduced its global workforce by 27% from 133,000 in FY2023 to 97,000 in FY2026, cutting about 11,000 jobs in FY2026 and reporting roughly $569 million in severance. The reductions are part of disciplined cost management and a broader business modernization effort as Dell pivots toward AI-driven efficiency, aided by market shifts such as VMware’s sale and EMC integration.

via crn.com|
#business#dell-technologies#fy2026
Meta’s Massive AI Spend Could Put AMD and Dell in the AI Data-Center Spotlight
technology2 months ago

Meta’s Massive AI Spend Could Put AMD and Dell in the AI Data-Center Spotlight

Meta plans to spend up to $135 billion in 2026 to advance its AI initiatives, signaling continued demand for data-center chips and servers; AMD could benefit from new Meta deals on Instinct GPUs and Venice CPUs, while Dell Technologies—driving strong infrastructure solutions revenue with a record AI-server backlog—also stands to gain from Meta’s AI-driven infrastructure expansion and the broader data-center buildout.

via The Motley Fool|
#ai#amd#data-centers
Top Dividend Stocks to Buy for High Yields and Holiday Gains
finance1 year ago

Top Dividend Stocks to Buy for High Yields and Holiday Gains

With the S&P 500 reaching new highs, now may be an opportune time to invest in dividend stocks for 2025. Dell Technologies is highlighted as a promising option due to its significant role in supplying infrastructure for the rapidly expanding hyperscale data centers driven by AI demand. Dell's Infrastructure Solutions Group saw a 34% revenue increase, primarily from servers and networking, despite a slight decline in its other business segment. Investing in such stocks could be a wise use of extra holiday cash or matured investments.

via Yahoo Finance|
#artificial-intelligence#data-centers#dell-technologies
Bitcoin's Resurgence Amid Market Predictions and Investment Insights
finance1 year ago

Bitcoin's Resurgence Amid Market Predictions and Investment Insights

Jim Cramer, host of Mad Money, discussed the role of Bitcoin in a diversified investment portfolio, emphasizing that it should complement rather than replace traditional stocks. He praised Bitcoin's growth and noted its potential as a store of value similar to gold, suggesting up to 10% of a portfolio could be in Bitcoin. Cramer also highlighted former President Trump's pro-Bitcoin stance and the strategic importance of cryptocurrency. He recommended balancing Bitcoin with stocks, such as Dell Technologies, to maximize investment potential.

via Yahoo Finance|
#bitcoin#cryptocurrency#dell-technologies
Dell Stock: Analysts Optimistic Despite AI Transition Challenges
finance1 year ago

Dell Stock: Analysts Optimistic Despite AI Transition Challenges

Despite Dell Technologies' stock dropping over 10% following mixed Q3 results and lowered guidance, analysts remain optimistic, reiterating Buy ratings and raising price targets. Analysts highlight Dell's growth potential in AI servers, with sales rising 34% to $11.40 billion in Q3. The stock has a consensus Strong Buy rating, with an average price target suggesting a 19.36% upside.

via TipRanks|
#ai-servers#analyst-ratings#dell-technologies
Dell Shares Dip Amid AI Growth and GPU Delays in Q3
business1 year ago

Dell Shares Dip Amid AI Growth and GPU Delays in Q3

Dell Technologies Inc held its Q3 2025 earnings call, led by Paul Frantz, VP of Investor Relations, with key executives including COO Jeffrey Clarke and CFO Yvonne McGill. The call covered financial results, guidance, and non-GAAP financial measures, with a focus on year-over-year growth. Forward-looking statements were made, with a disclaimer on potential risks and uncertainties affecting actual outcomes.

via Yahoo Finance|
#business#dell-technologies#earnings-call
Super Micro's Financial Turmoil Sparks Investor Anxiety
business1 year ago

Super Micro's Financial Turmoil Sparks Investor Anxiety

Super Micro is facing significant challenges following allegations of accounting manipulation and export control violations by Hindenburg Research, leading to a sharp decline in its stock value. The company's auditor, Ernst & Young, resigned, citing concerns over financial statements, further exacerbating the situation. As Super Micro struggles, Dell Technologies and HP Enterprise are poised to benefit from reduced competition in the AI server market, particularly with Nvidia's GPUs. Dell has already seen a substantial increase in AI server sales and is expected to capitalize on Super Micro's difficulties.

via TheStreet|
#ai-servers#business#dell-technologies
"Dow Rises Amid Cooling Inflation Data; Dell Drops 19%"
stock-market2 years ago

"Dow Rises Amid Cooling Inflation Data; Dell Drops 19%"

The Dow Jones Industrial Average saw modest gains after the release of the Federal Reserve's preferred inflation measure, the Personal Consumption Expenditures price index, which met expectations. Dell Technologies' stock plunged 19% following a disappointing forecast, while other notable stock movements included Gap's 20% rise and MongoDB's 23% drop. The 10-year Treasury yield slipped to 4.51%, and oil prices climbed.

via Investor's Business Daily|
#dell-technologies#dow-jones#inflation-data
Dell's Earnings Beat Estimates but AI Costs Weigh on Shares
business2 years ago

Dell's Earnings Beat Estimates but AI Costs Weigh on Shares

Dell Technologies reported better-than-expected fiscal first-quarter revenue and earnings, raising its full-year outlook and providing strong Q2 guidance. The company highlighted its Nvidia-based AI server backlog and opportunities in AI, despite challenges in margins. Dell's AI-optimized server orders surged, and the company emphasized its strategic partnerships with major tech firms. Despite the positive outlook, Dell shares fell 18.2% in extended trading.

via Investopedia|
#ai-servers#business#dell-technologies