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What's Driving Markets This Morning? Dell is surging, Gap is falling

Bloomberg Markets and Finance

12:34 PM | Friday | May 29, 2026

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On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.

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12:34 PM | Friday | May 29, 2026

What's Driving Markets This Morning? Dell is surging, Gap is falling

Bloomberg Markets and Finance

On this episode of Stock Movers with Alexis Christoforous: - Dell (DELL) shares are soaring after the company gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work. - Gap (GAP) shares plunged after the company lowered its sales outlook due to struggles with its product mix.

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12:31 PM | Friday | May 29, 2026

Dell: A Detailed Look At Its Q1 Results

Seeking Alpha

Dell Technologies Inc. raised full-year AI server revenue guidance to $60B with a $51.3B backlog, as pipeline remains multiples of backlog after converting $24.4B into orders. Memory price stabilization should relieve gross margin pressure from the recent 17-18% trough, with recovery toward 20% expected within a couple of quarters.
Dell maintained 16.5% PC shipment market share in Q1 2026 while growing Client Solutions Group revenue, benefiting from ongoing enterprise refresh cycles.

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12:14 PM | Friday | May 29, 2026

ServiceNow Soars 14% on Enterprise AI Rotation as Dell's Blowout Earnings Lift Software Sector

24/7 Wall Street

Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73.

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11:37 AM | Friday | May 29, 2026

Dell surge lifts AI and chip stocks

CNBC Television

CNBC's Kristina Partsinevelos reports on Dell as the laptop maker surged after raising its full-year guidance.

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11:14 AM | Friday | May 29, 2026

Dell (DELL) Reports Record Q1 Results Driven by AI Demand Surge

GuruFocus

Dell (DELL) is experiencing a significant surge, with its stock rising 28% following an impressive Q1 earnings report that showcased the company's largest EPS

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11:07 AM | Friday | May 29, 2026

Palantir Soars 9% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

24/7 Wall Street

Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) are up 9% in Friday morning trading, changing hands near $156.

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11:00 AM | Friday | May 29, 2026

Dell Is Up 80% Since Trump Told You To Buy It — Here's The Trade

Benzinga

It is a familiar pattern by now: President Donald Trump names a stock, and investors who pay attention get paid. This time it was Dell Technologies Inc. (NYSE:DELL).

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10:40 AM | Friday | May 29, 2026

Michael Dell Earns $35 Billion From Dell's Best Day Ever—Passing Zuckerberg As 6th Richest

Forbes

This is a developing story.

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10:39 AM | Friday | May 29, 2026

Wall Street is Bullish on Dell Stock And Here's Why We Agree

24/7 Wall Street

Dell Technologies (NYSE:DELL | DELL Price Prediction) just delivered one of the most explosive quarters in its history, and the stock has responded in kind.

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10:30 AM | Friday | May 29, 2026

Dell Technologies (DELL) Is Considered a Good Investment by Brokers: Is That True?

Zacks Investment Research

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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