Dell: The Infrastructure Powerhouse That Will Profit From The AI Boom
Dell is strongly positioned to capitalize on the AI boom through its dominance in server hardware and cloud infrastructure. DELL's AI server orders have reached a record $12.3 billion, driving robust revenue growth and prompting a bullish long-term outlook. Despite lower gross margins and a high debt load, DELL's strong cash generation and effective cost control underpin its investment case.
Dell-IP Storage Fuels Growth And Protects Margins -- What Investors Should Know
Dell Technologies remains a "Buy" due to strong ISG growth, robust AI infrastructure demand, and undervalued valuation metrics. DELL faces margin pressure from rising DRAM/NAND memory prices, but disciplined expense management and the Dell-IP storage ecosystem support profitability. The Dell-IP storage portfolio, with high-margin software and recurring revenue, is a key driver for future margin expansion and operational efficiency.
Dells Donate Billions To Trump Accounts For Children—Here's Who Qualifies For The $250 Benefit
Michael and Susan Dell are funding $6.25 billion in Trump Accounts for select children under the age of 10, providing seed money for 25 million accounts.
Michael Dell Expects Others to Donate to Trump Accounts for Kids
Michael Dell explains why he and Susan Dell are giving 25 million American children $250 each to jumpstart an investment account for their futures. The $6.25 billion gift builds on the Invest America initiative, better known as “Trump accounts," created earlier this year as part of President Donald Trump's One Big Beautiful Bill Act.
Dell Technologies Inc. (DELL) Presents at UBS Global Technology and AI Conference 2025 Transcript
Dell Technologies Inc. ( DELL ) UBS Global Technology and AI Conference 2025 December 2, 2025 1:35 PM EST Company Participants Jeffrey Clarke - COO & Vice Chairman Conference Call Participants David Vogt - UBS Investment Bank, Research Division Presentation David Vogt UBS Investment Bank, Research Division All right. I think we're live.
Dell Just Hit a Record in AI Orders—But the Real Test Starts Now
For many investors, Dell Technologies NYSE: DELL has become somewhat of a divisive artificial intelligence (AI) stock. The company is certainly seeing a huge uptick in demand due to AI.
Michael Dell Donates $6.25 Billion to ‘Trump Accounts' for Children
Michael and Susan Dell are donating $6.25 billion to a newly created government program that will provide savings accounts for roughly 25 million American children.
Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?
Recently, Zacks.com users have been paying close attention to Dell Technologies (DELL). This makes it worthwhile to examine what the stock has in store.
What's Next After The 22% Drop In Dell Stock?
Dell Technologies (NYSE:DELL) has lost approximately 22% of its market value over the last month, marking a significant downturn for a stock that was previously benefiting from the AI-infrastructure surge. The decline has primarily been fueled by worries regarding profitability.
DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?
Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.
This PC Maker's Stock Is Soaring on a Stronger Outlook, Thanks to AI
Dell Technologies (DELL) shares jumped Wednesday after the PC maker hiked its outlook, pointing to a boost from AI-driven demand.
Dell: Don't Sit Out On The Next Rally
Dell Technologies Inc. is reiterated as a Buy with a $171 price target, driven by robust AI server demand and strong FY26 guidance. DELL's AI server business saw a 120% order increase, fueled by neoclouds, sovereign nations, and enterprises seeking localized AI infrastructure. Risks include margin pressure from AI servers and competition from vertically integrated rack-scale solutions by Nvidia and AMD.
