Dell Technologies Inc. (DELL)
Dell's Q1: A Rare Gift To Investors (Rating Downgrade)
Dell Technologies delivered a historic Q1, with 88% revenue growth and a 22% revenue beat, driven by surging AI server demand. The company's AI server backlog soared 256% to $51.3B, but gross margins contracted to 17.7% due to AI product mix and supply-side pressures. Meanwhile, valuation multiples have expanded sharply after a 36-37% overnight share price jump, diminishing the near-term risk/reward profile.
Iran peace deal, Dell shares surge, Trump Accounts and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
Data layer emerges as the defining battleground of the AI revolution
The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush Securities. The bank argues that as frontier models converge in capability, the trusted layer between enterprise data and external AI systems becomes the primary monetisation opportunity, with software companies able to leverage deep, embedded data environments set to be key beneficiaries.
Dell Stock Soars 35% as Earnings Blow Past Wall Street Expectations
Dell's stock keeps serving up new highs.
Super Micro and These Stocks Pop as Dell Drives AI Server Excitement
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
DELL's Q1 Earnings Call Centers on AI Supply and Demand
DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.
Dell jumps as blockbuster AI demand boosts outlook, analysts see long growth runway
Dell Technologies shares surged in premarket trading on Friday after the company delivered stronger-than-expected quarterly results and sharply raised its financial outlook, reinforcing Wall Street's growing belief that the artificial intelligence infrastructure spending boom still has significant room to run. The server and enterprise infrastructure company, which has become a major supplier of Nvidia-powered AI systems, climbed nearly 40% before the opening bell.
Machine learning algorithm sets Dell stock price on June 30, 2026
Dell (NASDAQ: DELL) posted its first-quarter earnings on May 28, sending the stock up more than 40% in after-hours trading as the market welcomed exceptional growth in the artificial intelligence (AI) segment and details of a new $9.7 billion deal with the U.S. government.
$1,000 invested when President Trump said ‘go out and buy a Dell' you'd have this much
As it turned out by the morning of May 29, President Donald Trump's thankful remark to the Dell family for their contributions – which came in the form of a recommendation to ‘go out and buy a Dell' – simultaneously served as highly lucrative investment advice.
Dell rallies about 40% on strong Nvidia‑powered AI server demand
Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered AI servers prompted the company to raise its annual revenue and profit forecasts.
Michael Dell courted Trump early. His company has reaped rewards
Michael Dell bought into President Donald Trump's second term early. This week, the company was awarded a $9.7 billion Pentagon contract to provide a suite of software to the U.S. military.
Dell Stock Soars on Data-Center Revenue and Pentagon Deal
Shares in the computer hardware maker are up 150% since President Trump's accounts purchased more than $1 million worth.
