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Track Dell Technologies in real time with a live news feed covering Dell Technologies stock news, official press releases, company announcements, and an archive of historical Dell Technologies news. ...more
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5:11 PM | Saturday | Jun 6, 2026
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AI server revenue grew by more than 700% year over year in the first quarter to $16 billion. The shift to lower-margin AI hardware is weighing on Dell's gross margins.
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AI server revenue grew by more than 700% year over year in the first quarter to $16 billion. The shift to lower-margin AI hardware is weighing on Dell's gross margins.
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HPE's networking revenue increased 148% in the second quarter of 2026. Dell's AI server revenue grew an eye-popping 757% year over year.
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HPE's networking revenue increased 148% in the second quarter of 2026. Dell's AI server revenue grew an eye-popping 757% year over year.
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Scott Galloway has made his most aggressive call yet on the AI trade. On the Prof G Markets segment titled AI May Not Be Worth The Cost: Here's Why, he argued that AI companies are dramatically overvalued and predicted a major repricing within the next 24 months. "If it's either going to be labor chaos...
Scott Galloway Predicts AI Valuations Will Crater 50-70% Within 24 Months. Here's Why.
Shares of three of the most explosive semiconductor names of 2026 are sliding hard in Friday morning trading.
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On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.
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Dell's recent rally has CEO Michael Dell climbing the ranks of the world's richest people—and ahead of some big names.
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Broker upgrades flag upside in Tandem, Dell and CNO Financial as earnings forecasts jump and analysts lift ratings over the past four weeks.
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MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
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Dell Technologies NYSE: DELL has evolved from a legacy PC assembler into an indispensable tollbooth for global AI infrastructure, and this realization has triggered an upward re-rating across Wall Street.
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This AI infrastructure stock took off following its latest quarterly report, and it is still trading at an incredibly attractive valuation.
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Dell Technologies (DELL) is transforming into a major AI infrastructure integrator, with Q1 FY27 results validating this strategic shift. AI-Optimized Servers delivered $16.1B in sales (757% YoY growth), driving record backlog and supporting a raised FY27 revenue outlook. Operating leverage and cash flow are accelerating, with non-GAAP EPS guidance at $17.90 and capital returns totaling $2.
1B in Q1.
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