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The Latest Breaking News from Dell Technologies

Dell stock skyrockets on AI demand: Can Dell become the next AI infrastructure giant as Wall Street rushes into Dell shares?

Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI server boom pushed revenue outlook to about $167 billion, far above expectations. Investors reacted to strong AI infrastructure growth, record AI orders, and rising data center demand. Dell earnings…

The Economic Times

S&P Futures Gain on Hopes for U.S.-Iran Deal; Dell Pops on Blowout Earnings

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.

Barchart

Global Markets: Japan's Nikkei scales record peak on Mideast, AI optimism

Japan's Nikkei share average surged to a record high, driven by optimism for a Middle East peace deal and strong AI stock performance following Dell Technologies' positive earnings. The broader Topix also reached an all-time closing high. This market rally was fueled by renewed hopes for de-escalation in the Middle…

The Economic Times

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Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

MarketBeat

Pentagon awards $9.7 billion in contracts to Dell, Microsoft to provide software, stop license sprawl, and cut costs across military and intelligence networks

Dell has been awarded a contract to supply Microsoft 365 software and other services for the Department of Defense, the intelligence community, and the US Coast Guard.

TechRadar

Dell lands $9.7bn Pentagon contract just weeks after Trump said 'go out and buy'

Dell Technologies has secured a $9.7 billion (€8.3bn) defence contract to supply Microsoft software across the entire US military, just weeks after US President Donald Trump publicly endorsed the company at the White House.

Euronews

Stocks Slip Before the Open as U.S.-Iran Flare-Up Lifts Oil and Bond Yields, PCE Inflation Data in Focus

June S&P 500 E-Mini futures (ESM26) are down -0.26%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.54% this morning, pointing to a lower open on Wall Street as oil prices and bond yields rose after fresh attacks in the Middle East cast doubt on whether an end to…

Barchart

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Cloud-flation: Dell's On-Premise AI Bet Pays Off

Dell Technologies drives an enterprise hardware transformation by providing powerful, localized artificial intelligence infrastructure worldwide.

MarketBeat

Stocks Set to Open Higher as U.S.-Iran Peace Hopes Hold, PCE Inflation Data and Fed Speak Awaited

June S&P 500 E-Mini futures (ESM26) are up +0.67%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.03% this morning as investors remained hopeful that the latest U.S. strikes on Iran would not derail talks to end the Middle East conflict.

Barchart

Option Volatility And Earnings Report For May 25-29

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

Barchart

Quote of the day by Michael Dell: 'Every breakthrough business idea begins with solving a common problem. The bigger the problem, the bigger the...' - insipring lessons on entrepreneurship and how to building successful businesses by Dell Technologies CEO and founder

Quote of the day by Michael Dell: Michael Dell, founder of Dell Technologies, believes great business ideas stem from solving everyday problems. Dell's own success began by identifying a significant gap in the personal computer market. He realized components were cheap, but retail prices were high. This insight led to…

The Economic Times

DELL Stock Just Hit a New 52-Week High as Analysts Up Price Targets

Dell stock hits a new 52-week high as analysts issue bullish notes ahead of Q1 earnings. Here’s why Wall Street recommends sticking with DELL shares at current levels.

Barchart

Why is Dell stock rallying today after Wall Street raises stock price targets up to $290 ahead of Dell Technologies earnings

Dell stock today: Dell Technologies stock soared to a new 52-week high. Analysts from Wells Fargo, JPMorgan, and Citigroup significantly raised their price targets. This surge reflects strong investor belief in Dell's AI infrastructure business. The company reported substantial AI orders and a large backlog. Future AI revenue expectations are…

The Economic Times

If You Want to Invest in the Future of AI, Evercore ISI Recommends DELL Stock

Evercore ISI analysts think Dell Technologies is well-positioned for the next phase of AI adoption.

Barchart

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TechRadar

Dell launches record-shattering server with 9.8PB of flash storage in just 2U — paving the way for massive $75 million 200PB+ AI data center racks

Dell and KIOXIA unveiled a 9.8PB flash server targeting hyperscale AI workloads with extreme density and lower power consumption.

Barchart

Dell Teams Up with Nvidia to Scale AI Agents. DELL Stock May Already Be Overvalued.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Barchart

The AI Boom Is Likely to Keep Pushing DELL Stock Higher

DELL stock is a buy for value investors.

Barchart

Dear Dell Stock Fans, Mark Your Calendars for May 28

Dell Technologies is set to report fiscal Q1 2027 earnings toward month's end, coming off record revenue of $33.4 billion. Investors will be watching.

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Barchart

Dell Stock Just Had Its Best Week Since 2024. The Odds of Another Surge Are High.

Shares of Dell just logged their strongest weekly gain in over two years. With AI server demand surging, investors are now asking whether the rally still has room to run.

Barchart

Dell Stock Has Nearly Doubled in 2026. UBS Analysts Say It Likely Won’t Go Any Further.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Barchart

Dell Technologies Stock: Analyst Estimates & Ratings

While Dell Technologies has outpaced the broader market over the past year, Wall Street analysts maintain a cautiously optimistic outlook on the stock’s prospects.

Barchart

What to Expect From Dell Technologies’ Q1 2027 Earnings Report

As Dell Technologies gears up to unveil its first-quarter results, expectations are surging, with analysts forecasting explosive triple-digit earnings growth, underscoring powerful momentum in its AI-driven infrastructure business.

Fortune

Billionaire Michael Dell started his company in his University of Texas dorm room. Now, he’s betting on AI with a $750 million gift

This gift pushes the Dells’ UT Austin donations to over $1 billion.

Barchart

Where Does Dell Stock Head Next After New Record Highs?

Dell Technologies (DELL) exhibits strong technical momentum with shares trading at new all-time highs. The stock is up nearly 160% over the past year. DELL maintains a 100% “Buy” technical opinion from Barchart. Wall Street sentiment is bullish with price targets up to $239. Today’s Featured Stock Valued at $132...

Barchart

CFO David Kennedy Just Cut His Dell Stock Stake by Nearly 10%. Is That a Sign You Should Sell Too?

CFO Kennedy offloaded nearly 10% of his stake in Dell.

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