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CoreWeave lifted the low end of its 2026 capex range to $37 billion, a read-through for Dell's record $95 billion AI backlog.
Dell Technologies (NYSE:DELL) and KIOXIA introduced an industry first 157 PB single rack object storage solution for data heavy workloads. Dell OEM Solutions also launched the AMD Instinct Coder 355 platform, powered by Dell PowerEdge servers, for turnkey AI coding infrastructure. Both products target enterprise clients seeking higher density storage and scalable AI compute inside existing data center footprints. The 157 PB rack and AMD Instinct Coder 355 launch matter, but investors need a...
AI server makers are clawing back ground after a hard month, and Dell Technologies (NYSE:DELL) is leading the rebound. Dell stock is at $370.25, up 11% in early trading. The bounce follows a selloff in AI hardware names after the November 3 midterm elections. Rival server builders are rallying alongside Dell. Super Micro Computer (NASDAQ:SMCI) […]
Dell Technologies (DELL) closed at $334.91 in the latest trading session, marking a -3.29% move from the prior day.
Dell Technologies has surged over the past few years, and after a sharp pullback in recent weeks, the question on the table is whether the current share price still lines up with the cash the business is expected to generate. With a Discounted Cash Flow (DCF) view available, the issue for investors is how that cash flow picture stacks up against the stock's recent swings and the headlines around artificial intelligence infrastructure. Over the past 5 years, Dell Technologies has delivered a...
A board probe into NVIDIA's CEO is rattling the companies that build its AI servers. One of them looks cheapest on earnings yet trails the others for the year, so which server maker is most exposed if the fallout widens?
Dell's 130% stock rally reflects booming AI server demand, a $95B backlog and raised FY27 guidance.
Key TakeawaysCelestica shares fell 22% last week, as did Dell’s, as AI hardware stocks sold off after the Democrats swept the Nov. 3 midterms.
Key TakeawaysAstera Labs fell 12% as a weak phone-chip outlook and a chip designer’s royalty miss hit chip stocks, including Dell Technologies and Applied Materials. Both problems came from phones and memory costs, not data centers.
Key TakeawaysDell fell another 11% today with no news of its own, as the tech sell-off that followed Democrats’ midterm wins deepened. Analysts expect Dell’s earnings to more than double this fiscal year, yet its forward P/E is back near its 5-year average.
A day after the midterms hammered AI stocks, the selling deepened and dragged the whole market down with it. Here's what's driving it and whether it's a chance to buy.
CrowdStrike recently announced an integrated Falcon security offering for the Dell AI Factory with NVIDIA. At the same time, Dell expanded its own AI-focused cybersecurity, data protection and AI infrastructure services, including quantum-safe encryption, identity resilience tools and managed detection and response across AI workloads. These moves deepen Dell Technologies' role in securing enterprise AI stacks end to end, from data center infrastructure and AI servers to identity systems and...
In the latest trading session, Dell Technologies (DELL) closed at $372.36, marking a -8.82% move from the previous day.
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Dell Technologies (DELL) is pushing deeper into AI-focused cybersecurity, rolling out quantum safe encryption, identity resilience tools and expanded managed threat detection that tie directly into its AI Factory infrastructure and sizeable AI server order backlog. Recent months have been choppy for Dell Technologies, with the share price down 18.6% over the past week and 27.4% over 30 days, even after a 4.0% gain in the last session to US$408.40. That near term pullback comes against a much...