Headquartered in Round Rock, TX·Fiscal year ends January·NYSE: DELL·dell.com
About Dell Technologies
Dell Technologies (NYSE: DELL) is a global technology company that designs, develops, manufactures, markets, sells, and supports a comprehensive range of IT infrastructure and client computing solutions for the AI era. The company operates through two primary segments: Infrastructure Solutions Group (ISG), which encompasses AI-optimized servers, traditional servers and networking equipment, and storage solutions; and Client Solutions Group (CSG), which includes commercial and consumer PCs, notebooks, and related peripherals. Dell serves enterprise customers, governments, small and medium businesses, and consumers worldwide. The company has become a major player in AI infrastructure, with a rapidly growing AI server business supplying GPU-accelerated compute platforms to hyperscalers, enterprises, and sovereign AI initiatives. Dell also provides financial services including leasing and financing arrangements, and maintains a significant services business spanning deployment, support, and managed services across its hardware portfolio. Updated
The pain at Thursday's close clustered in AI hardware, with AMD down 8.45% and Fabrinet, IREN and Dell all off more than 7%. Consumer and app names went the other way, led by Dutch Bros at +6.67%.
PodcastBloomberg BusinessweekCarol Massar · 43 min
AI Economy Roiled by Nvidia CEO Huang’s Departure
Emily Chang's four-day European shoot turned out to be Huang's final major interview as CEO
Ed Ludlow: Huang keeps no future association with Nvidia; DOJ espionage probe and a second employee relationship reported
Founders100 ETF CIO says the fund must sell its Nvidia stake, its third-largest at over 6%, within 90 days
CFO Colette Kress steps in as interim; outside search underway, with Tim Cook floated per Trump administration signals
Founder-led index rules are now a mechanical seller of Nvidia: one ETF has 90 days to exit a position that was over 6% of the fund. The succession picture is unsettled, with a career CFO holding the seat on an interim basis and the shortlist reaching as far as Apple's chief executive.
What Nvidia's Megaspeed Scandal Is Really All About
Bloomberg's Mackenzie Hawkins on Megaspeed, the Singapore neocloud tied to Alibaba and Nvidia's largest Southeast Asia buyer
Roughly 50,000 chips, mostly Blackwells, unaccounted for across Megaspeed's data center footprint
Smuggling runs through the OEM-to-distributor chain on false destination declarations, as in the Supermicro co-founder case
DOJ has taken the investigation over from BIS; Congress weighs cloud compute restrictions for Chinese firms
The real exposure is the export-control regime: Washington is now debating whether Chinese firms can rent Nvidia compute in Southeast Asia at all, and the Biden-era AI Diffusion rule sitting unenforced is in play as legislation. That reaches every OEM and distributor in the chip chain, not just Nvidia.
AI infrastructure names took the whole session: CoreWeave's 24% close led five double-digit gainers, while the deepest loser, GoPro, fell 18% to 69 cents. Nothing else on the downside lost more than 4.4%.
Super Micro Computer opened up 13.4%, the biggest move across a 387-name priority list, with Dell, Vertiv and Bloom Energy also clearing 5%. Netflix and AT&T anchor the other end, each off roughly 4.8%.
Dell lifted its quarterly payout 20% to $0.63 a share, a fourth straight year of raises since it started paying in 2022. The 0.64% yield stays thin with the stock at $461, so the appeal is dividend growth. Buyers need shares before today's ex-date.
The downside is doing the damage at Wednesday's open: Applied Optoelectronics is off 10.13%, with Dell and SanDisk each shedding roughly 9%. The best gainer, Intuit at 5.07%, does not come close to matching it.
Every one of today's five worst performers in a 383-name universe lost double digits, led by CoreWeave's 15.42% drop. The best gain on the other side was capped at 4.62%, so the downside is moving far faster than the upside.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Leveraged funds tied to AI hardware are taking the hardest hit as server stocks fall. The GraniteShares 2x Long DELL Daily ETF (NASDAQ:DLLL) recently traded at $11.40, down 16%. That fund aims…
The company named in the headline is falling the least, while Dell and NVIDIA take the bigger hits. A reported federal inquiry into China shipments is rattling AI hardware, and one question…
A federal probe and an AI hardware rout gutted Super Micro in a month, yet one Wall Street analyst is standing firm while most peers shrug. Does his bullish call ignore the…
An upbeat AI spending forecast from Gartner (NYSE:IT | IT Price Prediction) is losing a tug-of-war with a leadership shock at the top of the AI chip trade. Super Micro Computer (NASDAQ:SMCI)…
Dell shares have plunged roughly 40% in a month, yet the company just posted record AI orders and a massive backlog. Why does one shift in who buys AI hardware make this…
AI server makers are clawing back ground after a hard month, and Dell Technologies (NYSE:DELL | DELL Price Prediction) is leading the rebound. Dell stock is at $370.25, up 11% in early…
AI server makers are falling again as turmoil at their most important chip supplier spills across the hardware group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $27.39, down…
AMD's AI business is booming, yet free cash flow is collapsing and inventory keeps piling up. One fourth-quarter test of the new revenue mix could decide whether the rebound holds or the…
Dell and HPE both erased roughly 40% of their AI-fueled gains in a month, and two earnings reports land within days of each other. One company's cash flow and the other's networking…
One Number: A $1.04 Trillion Annual Pace for Hardware Imports America is now importing computers, computer accessories, and semiconductors at a pace of roughly $1.04 trillion a year. That run rate comes…
A customer just agreed to fund nearly all of IREN's chips upfront, yet cash is draining and debt is climbing fast. Why would anyone pay that much early, and what does it…
AI server stocks are clawing back part of Thursday’s post-midterm sell-off, and the bounce is uneven across the group. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is at $28.73, up…
A sharp pullback has cooled valuations on three AI hardware names that just posted blowout quarters. Each one sits a round-number gain away from a new high, but supply bottlenecks and customer…
The post-midterm unwind in AI hardware extended into a second straight day of losses, and the biggest server names are taking the hardest hits. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock…
Supermicro shares have sold off hard even as its order backlog hit record levels and a preliminary quarter beat guidance. A single-digit forward multiple on a company growing faster than Dell raises…
Dell Technologies (NYSE: DELL) is a global technology company that designs, develops, manufactures, markets, sells, and supports a comprehensive range of IT infrastructure and client computing solutions for the AI era.
What is the DELL stock price target?
24/7 Wall St.'s 12-month price target for DELL is $474.70, rated Buy. The Wall Street consensus target is $590.00. DELL price prediction →