THE WIRE

THE WIRE 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

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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Likes57

DELL Dell Technologies

Aug 4, 6:00pm ET

New 52-week high $467.27 +0.3% vs prior high · 2026-06-01

Dell's $467.27 close sets a new record, clearing its June 1 peak. The AI server order book is now carrying the growth story.

Elon Musk @elonmusk Reply

Jul 31, 12:23pm ET

Musk is signaling a seismic infrastructure pivot that upends the current data center playbook where chip and hardware makers have built their empires.

@Jason @Dell @nvidia @Apple Over 90% of AI compute will be in server-side for the next few years. Long-term, 99.99…% of compute will be in space.

Replies4
Reposts34
Likes320

Biggest movers · At the close Jul 22, 4:10pm ET

Gainers

SMCISuper Micro Computer$30.83+20.9%
DELLDell Technologies$443.25+9.7%
CIFRCipher Mining$23.91+4.5%
AMCAMC Entertainment$2.28+3.6%
ALABAstera Labs$331.38+3.6%

Losers

VERXVertex$11.06-9.9%
APPSDigital Turbine$8.43-8.2%
IOTSamsara$33.34-7.6%
LMNDLemonade$63.45-7.5%
AAOIApplied Optoelectronics$110.57-7.3%

Super Micro Computer rocketed 20.88% at the close as data center infrastructure stocks dominated, with Dell gaining 9.67% on the same wave of demand for AI servers and networking gear.

DELL Dell Technologies

Jul 21, 6:00pm ET

Dividend raised $0.63 ex-date 2026-07-21 · 0.70% yield · 4 yrs paying · +20% YoY

Dell hiked its quarterly dividend 20% to $0.63 per share, signaling confidence in its AI server and infrastructure business as it returns capital to shareholders.

Jim Cramer @jimcramer

Jul 21, 4:49pm ET

Cramer signals Dell could capitalize on the same AI server tailwinds lifting Super Micro as both jockey for position in the booming data center build-out.

If Supermicro did that well Dell should be incredible

Replies58
Reposts4
Likes76

Biggest movers · At the close Jul 20, 4:10pm ET

Gainers

AMCAMC Entertainment$2.4+23.4%
IRENIren$39.73+18.2%
ACHRArcher Aviation$5.25+18.1%
CIFRCipher Mining$20.7+17.9%
MARAMarathon Digital$11.68+9.2%

Losers

TEMTempus AI$48.6-7.4%
CAVACava$64-7.0%
DELLDell Technologies$383.21-3.3%

AMC Entertainment surged 23% as retail trades bet heavy on cinema and crypto mining stocks, with Marathon Digital and Cipher Mining joining the rally into the close.

Biggest movers · At the close Jul 15, 4:10pm ET

Gainers

LCIDLucid$5.74+24.1%
BILLBill Holdings$44.49+7.5%
HIMSHims & Hers$36.99+5.2%
FUBOfuboTV$10+4.8%
OPENOpendoor Technologies$4.74+4.1%

Losers

AAOIApplied Optoelectronics$108.58-13.4%
DELLDell Technologies$406.6-11.1%
RBRKRubrik$79.48-9.7%

Lucid surged 24% at the close while Dell and Applied Optoelectronics each dropped over 11% as tech weakness collided with electric vehicle optimism.

DELL DELL

Regular session

Jul 15, 11:20am ET

$402.06

-12.50% open $459.48

Dell shares crashed over 12% today after the enterprise PC and server maker faced fresh concerns about corporate spending weakness spreading across the hardware sector.

Biggest movers · At the close Jul 14, 4:10pm ET

Gainers

AAOIApplied Optoelectronics$124.72+11.5%
ZSZscaler$152.31+7.4%
PANWPalo Alto Networks$352.07+6.6%
SSentinelOne$19.75+6.4%
DELLDell Technologies$450.5+5.5%

Losers

LCIDLucid$4.8-13.0%
ARMArm$282.19-5.6%
IDXXIDEXX Laboratories$539.98-4.3%

Cybersecurity and optical networking stocks crushed it at Tuesday's close, with Applied Optoelectronics surging 11% while Lucid cratered 13% on EV concerns.