THE WIRE

As seen on the 24/7 Wall St. homepage on August 13, 2026.

THE WIRE Aug 13, 6:00pm ET

A $10,000 stake in Dell at the end of 2018 is now worth more than $250,000, a 25x return in under eight years. Most of that came after the AI server orders started landing, and the position has doubled since spring alone.

Mentioned: DELL

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Related Market Updates

Jim Cramer @jimcramer

12:22pm ET

Cramer counts 95 points of gain across two sessions on his Dell call and says he is still holding for the last five.

If you watched me on Squawk on the Street you know i said Dell could go up 100. Up 67 yesterday and 28 today. 95. Holding on here.

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Jim Cramer @jimcramer

Sep 2, 3:45pm ET

Cramer is calling his own intraday Dell target hit with minutes left in the session, a victory lap that tends to draw retail buyers into the close.

DELL closing in on my morning target..... @SquawkStreet

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Jim Cramer @jimcramer

Sep 2, 9:39am ET

Cramer is treating Dell's close as the market's read on whether AI server orders are still translating into real profits, so the day's finish matters well beyond one hardware name.

Dell is the most important stock today and if it doesn't finish up big...i dont know....

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Biggest movers · At the close Sep 1, 4:10pm ET

Gainers

GPROGoPro$1.21+38.1%
DUOLDuolingo$159.32+7.4%
CLOVClover Health$4.3+3.5%
AAPLApple$325.49+2.7%
XOMExxon Mobil$164.53+2.2%

Losers

AXONAxon Enterprise$519.24-8.3%
APPSDigital Turbine$9.96-7.4%
DELLDell Technologies$422.72-7.3%
CAVACava$61.37-6.7%
SSentinelOne$20.65-6.6%

Closed up 38.1%, a move no other priority name came close to matching. Axon, Digital Turbine, Dell, Cava and SentinelOne all shed more than 6.5% in a single session.

DELL Dell Technologies

Q2 2027

Sep 1, 4:10pm ET

EPS

$7.04

est $4.90 +43.7%

Revenue

$46.97B

est $44.44B +5.7%

A record $95 billion AI server backlog means the next several quarters are already largely spoken for. Management raised full-year revenue guidance to $192 billion.

DELL Dell Technologies

Regular session

Sep 1, 2:55pm ET

$429.75

-5.76% open $456.01

Dell has slid 5.76% hours before it reports earnings, so the bar is being reset in real time. A slide that steep going into the numbers means the results land against an already jittery holder base.

DELL Dell Technologies

Reports Tue Sep 1 After close 4:05 PM ET Confirmed

Sep 1, 5:00am ET

Dell's earnings report lands at 4:05 PM ET, and it is the clearest read yet on whether AI server orders are still outrunning the memory cost squeeze that PC makers have been pre-buying against all year. A $148 billion market cap hangs on which side of that trade wins.

Biggest movers · At the close Aug 26, 4:10pm ET

Gainers

ANETArista Networks$202.78+6.2%
RBRKRubrik$96.68+4.3%
ARMArm$251.53+4.1%
DELLDell Technologies$467.63+3.6%
HPEHewlett Packard Enterprise$55.28+3.4%

Losers

SNAPSnap$5.45-8.0%
HIMSHims & Hers$29.63-6.7%
LCIDLucid$4.92-6.6%
FUBOfuboTV$10.26-6.3%
IRENIren$39.74-5.8%

Arista Networks closed up 6.2%, the best move in a 111-stock priority list where hardware names took the top four gainer slots. Snap fell 8% to $5.45, the day's steepest decline.

Biggest movers · At the close Aug 19, 4:10pm ET

Gainers

TEMTempus AI$60.68+22.9%
HIMSHims & Hers$30.74+12.2%
GPROGoPro$0.64+7.5%
SMRNuScale Power$9.24+6.9%
UPSTUpstart$30.97+6.4%

Losers

IQiQIYI$1.12-9.2%
DOCNDigitalOcean$116.16-7.3%
DELLDell Technologies$436.24-6.9%
APPSDigital Turbine$11.32-6.6%
AAOIApplied Optoelectronics$122.85-6.5%

Tempus AI ended the day up 22.93% at $60.68, the standout in a 110-name priority list where nothing else gained more than 13%. Hardware and infrastructure names took the other side, with Dell shedding 6.92% to $436.24.

52-week highs Aug 14, 6:00pm ET

14 stocks hit new 52-week highs this week

ABNBAirbnb$184.06+20.9%
SSentinelOne$23.11+13.5%
NETCloudflare$315.78+9.8%
PANWPalo Alto Networks$384.27+8.1%
RBRKRubrik$102.23+6.7%
ANETArista Networks$198.82+6.7%
HPEHewlett Packard Enterprise$58.71+6.5%
SNOWSnowflake$328.92+6.1%
DELLDell Technologies$490.81+5.8%
EXPEExpedia$332.69+4.1%

Fourteen names set fresh 52-week highs this week, and Airbnb cleared its old peak by 21% at $184.06. Cloudflare, Palo Alto Networks and Snowflake all broke out too, with Dell and Arista rounding out a leaderboard tilted toward enterprise tech.

Jim Cramer @jimcramer

Aug 11, 5:14pm ET

Cramer is sorting the AI server trade into winners and one name to avoid, sending retail attention toward Dell and HPE while Supermicro still works through its accounting and export-control overhang.

SuperMicro helps the cause, too, but i am not a fan. Dell's better, so is HPE!

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