Dell Technologies Inc. (DELL) News
Follow Dell Technologies Inc. (DELL) news in one place: company catalysts, earnings, analyst actions and wider market developments. Review 265 public stories across 74 publication days to understand how the story developed. Public news appears after a 15-minute delay; LiveCast subscribers can follow new headlines and hear important updates without this additional delay.
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Dell Shares Fall 10% After Intel CEO Warns of PC Slowdown
Dell shares slid about 10% in premarket trading after Intel CEO Lip-Bu Tan warned PC shipments would fall 12% this year and another 10% in 2027. He cited supply shortages and rising memory prices.
EQUITY | Oct 30, 2026, 02:27 PM UTC
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HPQ and Dell Shares Fall After Intel Flags Prolonged PC Weakness
HPQ fell 7.4% in the overnight session after Intel forecast a prolonged slowdown in PC sales; HPQ had already dropped nearly 2% in the regular session.
EQUITY | Oct 30, 2026, 01:41 AM UTC
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Dell Shares Fall 1.92% as Company Expands AI Recovery Services
Dell Technologies is expanding its AI-security and recovery offerings. Its shares fell 1.92% to $492.32 at 11:00 a.m. ET.
EQUITY | Oct 28, 2026, 06:26 PM UTC
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Nvidia: RTX Spark laptops now available from Asus, Dell, HP, Lenovo, Microsoft, MSI - Website. $NVDA £MSFT $HPQ $DELL
Nvidia: RTX Spark laptops now available from Asus, Dell, HP, Lenovo, Microsoft, MSI - Website. $NVDA £MSFT $HPQ $DELL
NEWS | Oct 28, 2026, 03:10 PM UTC
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Nasdaq and S&P 500 Notch Back-to-Back Gains After Earnings Reports
The headline reports a second consecutive session of gains for the Nasdaq and S&P 500 following fresh earnings reports.
EQUITY | Oct 27, 2026, 08:57 PM UTC
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HP and Asus shift some PC manufacturing back to China due to AI-driven cost hikes; Dell is also evaluating shifting some PC making back to China, according to sources - Nikkei $HPE $DELL
HP and Asus shift some PC manufacturing back to China due to AI-driven cost hikes; Dell is also evaluating shifting some PC making back to China, according to sources - Nikkei $HPE $DELL
GEOPOLITICS | Oct 27, 2026, 07:09 PM UTC
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US Equity Indexes Rise as Mega-Cap Tech Advances and Crude Oil Drops
EQUITY | Oct 27, 2026, 05:29 PM UTC
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Dell Shares Rise 4.82% to $483.82
Dell Technologies expanded its Nvidia-based lineup with Vera CPU servers, Groq-powered inference systems and modular data-center designs. Shares were up approximately 4.82% at 10:34 a.m. ET Wednesday.
EQUITY | Oct 21, 2026, 08:36 PM UTC
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Nasdaq Leads Wall Street Higher as AI Sentiment Improves
The tech-heavy Nasdaq led Wall Street higher at Wednesday’s close after quarterly results from SpaceX and Super Micro Computer improved investor appetite for AI-related stocks. Weakness in communications services shares
EQUITY | Oct 21, 2026, 08:00 PM UTC
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Nasdaq Climbs More Than 1% as AI Sentiment Improves
The tech-heavy Nasdaq led Wall Street gains on Wednesday after quarterly results from SpaceX and Super Micro Computer improved investor appetite for AI-related stocks. Netflix shares slipped after its forecast disappoint
EQUITY | Oct 21, 2026, 06:53 PM UTC
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Dell Shares Rise 6% to $489.17 on Wednesday
Dell shares rose 6% to $489.17, putting them on pace for their largest daily percentage gain since Sept. 11. The report credits positive comments about Dell following developments at SpaceX and Super Micro Computer.
EQUITY | Oct 21, 2026, 06:13 PM UTC
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Nasdaq Gains More Than 1% as AI Sentiment Improves
The tech-heavy Nasdaq led gains after quarterly results from SpaceX and Super Micro Computer lifted appetite for AI-linked stocks. Netflix slipped after its forecast failed to impress investors.
EQUITY | Oct 21, 2026, 04:17 PM UTC
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Dell Shares Rise 6.3% Premarket After Super Micro Outlook
Dell shares rose 6.3% in premarket trading after Super Micro Computer raised its quarterly financial outlook, signaling robust enterprise demand for AI platforms.
EQUITY | Oct 21, 2026, 02:11 PM UTC
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Dell Shares Jump 5.95% After Hours Alongside Super Micro Guidance
Dell shares rose 5.95% to $489.01 in after-hours trading as Super Micro raised its first-quarter revenue outlook to $18.5 billion–$19.5 billion from $14.5 billion–$15.5 billion. HPE also gained 5.49% after hours.
EQUITY | Oct 21, 2026, 03:34 AM UTC
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Musk Says He Will Give SpaceX Shares to U.S. Children Next Year
Elon Musk said he plans to give one of his SpaceX shares to every child in the U.S. next year through Trump accounts. He did not specify which share class he would provide.
EQUITY | Oct 19, 2026, 09:40 AM UTC
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Dell Shares Fall 24.15% From September Peak to $451
Dell ended the week at $451, its lowest level since September 2, after falling 24.15% from its September peak. Goldman Sachs reiterated its buy rating, while Mizuho and TD Cowen raised their price targets.
EQUITY | Oct 17, 2026, 08:15 PM UTC
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Dell Shares Fall 23% for Worst Week Since 2018 Relaunch
Dell shares fell 4.6% Friday to $451.71, extending their weekly decline to 23%, the largest since the company returned to public markets in 2018.
EQUITY | Oct 16, 2026, 09:45 PM UTC
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AI Rally Wobbles as Investors Turn to Upcoming Earnings
Stumbles in the market-leading AI trade are set to test investor confidence in the coming week as Wall Street focuses on quarterly results from key players, including Meta Platforms.
EQUITY | Oct 16, 2026, 10:00 AM UTC
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Dell Shares Fall 8.4% to $465.14, Worst S&P 500 Performer
Dell shares fell 8.4% to $465.14 on Thursday, the steepest decline among S&P 500 components that session. The selloff has put the drivers of its hardware revenue growth under scrutiny.
EQUITY | Oct 15, 2026, 07:30 PM UTC
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Dell Shares Slide About 7% After Barclays Downgrade
Dell Technologies shares fell about 7% Thursday morning after Barclays analyst Tim Long cut the stock to Equal Weight from Overweight and lowered his price target to $574 from $603.
EQUITY | Oct 15, 2026, 07:16 PM UTC
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Nike, Moderna and Walmart Rise as Investors Rotate From AI Stocks
Nike, Moderna and Walmart shares climbed Thursday as investors shifted out of technology and AI stocks for a second session. AI infrastructure shares fell, with Dell down more than 9% and Broadcom down 2.5% early Thursda
EQUITY | Oct 15, 2026, 06:15 PM UTC
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Dow Rises 0.9% to 52,080 as Nasdaq 100 Falls 0.6%
U.S. stocks diverged by midday Thursday: the Dow gained about 459 points to 52,080, while the Nasdaq 100 fell 0.6% to about 29,783. The report cited hot inflation and rate-hike fears alongside a sell-off in chip and AI-h
EQUITY | Oct 15, 2026, 05:17 PM UTC
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Ciena, Dell and CoreWeave Fall 10% or More
The stocks fell at least 10% amid worsening sentiment after U.S. CPI rose 0.6% month over month and 3.7% over 12 months. Gasoline prices increased 9.1% month over month.
EQUITY | Oct 15, 2026, 01:16 PM UTC
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Stocks in Focus: Rocket Lab Delay, Berkshire Investment Drive Sharp Moves
Rocket Lab said the first Neutron launch has been pushed into 2027. Bending Spoons rose 41.20% after Berkshire Hathaway committed another $330 million, while Greenland Energy gained 76.47% after revising drilling deadlin
EQUITY | Oct 15, 2026, 01:17 AM UTC
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Hot US CPI Report Triggers Selloff in AI Stocks
Major AI stocks slumped Wednesday after the latest US inflation report, as investors weighed the risk of rising borrowing costs for the capital-intensive sector.
EQUITY | Oct 14, 2026, 06:37 PM UTC
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Dell Leads Tech Selloff After Barclays Downgrades Three Enterprise-Tech Names
Dell, Hewlett Packard Enterprise and NetApp sold off Wednesday after Barclays downgraded all three, citing hardware-price-driven revenue strength rather than a genuine AI-led growth breakout. Dell fell nearly 10%.
EQUITY | Oct 14, 2026, 06:11 PM UTC
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Wall Street Stocks Tumble as Hot CPI Fuels Rate-Hike Bets
The S&P 500 and Nasdaq fell as banks slid after quarterly results and hot inflation data boosted expectations for interest-rate hikes, pressuring AI-buildout beneficiaries.
EQUITY | Oct 14, 2026, 04:48 PM UTC
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Honeywell Shares Rise 2% After Introducing Forge Cognition AI System
Honeywell introduced Forge Cognition, an AI system built with technology from Nvidia and Dell for building operators and industrial sites to anticipate equipment faults and manage energy use.
EQUITY | Oct 14, 2026, 04:36 PM UTC
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SK Group Chairman Agrees to Sell 1.34% Stake for $406 Million
Chey Tae-won agreed to sell a 1.34% stake in the South Korean conglomerate’s holding company to an investment fund affiliated with Michael Dell, Reuters reported, citing a regulatory filing.
MNA | Oct 14, 2026, 08:42 AM UTC
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SK Group Chairman Chey Agrees to Sell 1.34% SK Inc Stake for $406 Million
Chey Tae-won agreed to sell the holding company stake to an investment fund linked to Dell Technologies founder Michael Dell for 544 billion won ($406 million), a regulatory filing showed.
MNA | Oct 14, 2026, 01:49 AM UTC
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Dell CEO Says AI Chip Supply Could Stay Tight Through 2030
Michael Dell dismissed concerns about an AI bubble, citing computing-capacity constraints and rising rental prices for Nvidia H100 chips.
EQUITY | Oct 13, 2026, 05:19 PM UTC
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What Is Going on With Super Micro Stock on Thursday?
Super Micro Computer Inc. (NASDAQ: SMCI ) is pulling back after a strong run as investors weigh profit-taking against continued AI infrastructure demand and mixed sentiment around the company’s outlook. The stock slid ab
LIVE | Oct 08, 2026, 05:19 PM UTC
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US Economy Kept Growing For 78 Months: These 10 Stocks Top The Leaderboard
The U.S. economy has not had a recession since April 2020. That makes the current run one of the longest in American history. The Kobeissi Letter flagged the milestone in a recent post on X: 78 straight months of growth,
LIVE | Oct 06, 2026, 04:18 PM UTC
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IRS Chief Frank Bisignano Says Trump Accounts Could Reach 70 Million Auto-Enrolled Children by October: Here’s How the Program Is Growing
Trump Accounts are on track to reach roughly 70 million auto-enrolled accounts by the middle of October, said Social Security Administration Commissioner and Internal Revenue Service CEO Frank Bisignano. Enrollment Miles
LIVE | Oct 03, 2026, 08:23 AM UTC
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Dell AI Server Guide Raised to $74B; Shares Jump
Dell Technologies has increased its fiscal 2027 AI-server revenue forecast from $60 billion to $74 billion. The company's shares rose approximately 4.4% to $565.50.
EARNINGS | Oct 02, 2026, 07:48 PM UTC
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Why Is Dell Stock Surging on Thursday?
Dell Technologies (NYSE: DELL ) is surging Friday amid strong broader market AI momentum. Investors are refocusing on the company's exposure to the booming AI data-center buildout. The Nasdaq is up 0.94% while the S&P 50
LIVE | Oct 02, 2026, 06:38 PM UTC
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Dell Stocks Slip as Japan Plans $15 Billion AI Campus
Dell Technologies shares traded near $535.12, down over 0.5% on Thursday, as the company joined JERA and RHAELM in a plan to expand Japan's AI infrastructure with an expected investment of $15 billion.
EQUITY | Oct 01, 2026, 05:51 PM UTC
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Dell Joins $15 Billion Japan AI Data Center Project as AI Infrastructure Spending Keeps Surging
Dell Technologies Inc. (NYSE: DELL ) is joining a more than $15 billion AI data center plan in Japan designed to sidestep one of the biggest constraints on the AI buildout: getting enough electricity to computing infrast
LIVE | Oct 01, 2026, 02:19 PM UTC
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Dell Technologies Price Target Raised to $550.00/Share From $500.00 by TD Cowen
Ratings actions from Benzinga
NEWS | Sep 29, 2026, 02:20 PM UTC
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TD Cowen maintains Hold rating on Dell Technologies, $550 price target
TD Cowen maintained their Hold rating on Dell Technologies's stock with a price target of $550.00.The price target implies an upside of 1.2% from the Sep 28 close of $543.43.Key takeaways from the analyst noteChallenges
EQUITY | Sep 29, 2026, 02:10 PM UTC
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Dell’s $95B AI Server Backlog Puts 2027 Upside In Focus — TD Cowen Flags Memory Constraints Risk
Dell Technologies Inc.’s (DELL) second-half artificial intelligence (AI) server orders could provide an important signal for how much upside remains in 2027 AI forecasts, said TD Cowen after meeting with the company’s he
NEWS | Sep 29, 2026, 01:38 PM UTC
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Micron Is in the ‘Best Cycle Anyone’ Has Ever Seen — MU Stock Is ‘in a Bubble,’ But Bulls Can Still Profit, Says Analyst
Micron Technology Inc. (NASDAQ: MU ) is benefiting from the “best cycle anyone” has ever seen, according to Brad Freeman, co-host of Futurum Equities’ The Deep End podcast. Cyclical Dynamics and Margin Expansion Speaking
LIVE | Sep 29, 2026, 10:39 AM UTC
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Dell shares fall about 2.8% after OpenShell ecosystem update
Dell Technologies shares dropped about 2.8% to $546.86 around 10:23 a.m. ET as it joined Nvidia’s agent-safety ecosystem and supports OpenShell.
EQUITY | Sep 28, 2026, 05:01 PM UTC
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Weekly Recap: Record AI-server orders/revenue and XPS Googlebook launch
Dell Technologies, Inc. Class C (NYSE:DELL) touts record AI-server orders ($60.9B) and $16.4B AI-server revenue and launched the XPS Googlebook, even as valuation froth, Oracle’s Project Jupiter force majeure and mixed i
NEWS | Sep 28, 2026, 11:07 AM UTC
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Dell Technologies Director Sold Shares Worth Over $1M
Durban Egon, a Director, reported a direct sale of 1,850 shares of Class C Common Stock on 2026-09-23 at $548.40 per share. The total sale amount reported was $1,014,540. Following the transaction, Durban Egon directly o
EQUITY | Sep 25, 2026, 08:41 PM UTC
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Wall Street ends higher as investors buy AI stocks; Microsoft rallies
By Noel Randewich and Johann M CherianWall Street ended higher on Friday, lifted by Microsoft and other AI-related technology stocks, while high oil prices and a recent surge in US Treasury yields kept investors on edge.
COMMODITIES | Sep 25, 2026, 08:01 PM UTC
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Wall Street climbs as investors buy AI stocks; Microsoft rallies
By Noel Randewich and Johann M CherianWall Street climbed on Friday, lifted by Microsoft and other AI-related technology stocks, while high oil prices and a recent surge in US Treasury yields kept investors on edge.Gains
COMMODITIES | Sep 25, 2026, 06:27 PM UTC
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Dell Stock Jumps 3.5% as Gemini Enters the XPS Franchise
Dell Technologies NYSE:DELL, the maker of PCs and AI infrastructure, introduced a $999 XPS Googlebook built around Gemini Intelligence and Android phone integration. Shares rose about 3.5% to $555.32 at 10.42am ET time o
EQUITY | Sep 25, 2026, 05:58 PM UTC
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Dell Stock Jumps as Morgan Stanley Raises Odds of $756 Bull Case
Dell Technologies (DELL) shares climbed 4% Friday after Morgan Stanley raised the probability attached to its $756 bull-case scenario following a meeting with Chief Operating Officer Jeff Clarke, while leaving its Neutra
EQUITY | Sep 25, 2026, 04:58 PM UTC
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Akamai Jumps On OpenAI Deal, 30-Year Yields Top 5.5%: Stock Market Today
U.S. stocks traded mixed but mostly higher at midday Friday as crude oil retreated on hopes for an Iran-brokered reopening of the Strait of Hormuz, even as Treasury yields pushed toward their highest level since 2007 aft
LIVE | Sep 25, 2026, 04:09 PM UTC
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Wall St edges up on AI enthusiasm, Mideast negotiation hopes
By Johann M Cherian and Avinash PWall Street's main indexes inched higher in choppy trading on Friday as AI optimism buoyed sentiment and oil prices eased, while investors monitored efforts to secure a deal to end the Mi
COMMODITIES | Sep 25, 2026, 04:08 PM UTC
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Trump-Xi state dinner guest list includes SpaceX’s Musk, Nvidia’s Huang and LVMH’s Arnault
US President Donald Trump hosted a State Dinner on Thursday at the White House honoring Chinese President Xi Jinping.Here is the list of invited guests, according to the White House press office.US officialsChinese offic
GEOPOLITICS | Sep 25, 2026, 01:49 AM UTC
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Dell Top Executives Sell $32 Million in Stock as AI Rally Accelerates — Barrons.com
By Mackenzie TatananniDell Technologies has faced a wave of insider selling as top executives, including its chief financial officer and general counsel, execute multimillion-dollar trades on the open market.Recent filin
EQUITY | Sep 24, 2026, 08:59 PM UTC
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Dell Stock Edges Lower Thursday: What's Driving the Action?
Dell Technologies Inc. (NYSE: DELL ) shares are trading lower Thursday afternoon as reports of a contractual dispute and potential timeline slippage at Oracle Corporation’s (NYSE: ORCL ) flagship $165 billion data center
LIVE | Sep 24, 2026, 06:58 PM UTC
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Dell Slips 2.34% as $999 Googlebook Tests Premium AI PCs
Dell Technologies NYSE:DELL, the enterprise-infrastructure and personal-computing company, launched its first XPS Googlebook, pushing the premium brand into Google's Gemini-powered laptop ecosystem. Shares fell about 2.3
EQUITY | Sep 24, 2026, 06:11 PM UTC
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Dell Gains 1.4% as $999 Googlebook Tests Consumer AI Margins
Dell Technologies NYSE:DELL, the PC and enterprise-infrastructure company, launched its $999 XPS Googlebook with Gemini at the center of the experience. Shares rose about 1.4% to $556.55 Wednesday, based on Tuesday's $54
EQUITY | Sep 23, 2026, 06:31 PM UTC
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Dell shares drop ~2.5% after unveiling XPS Googlebook
Dell Technologies shares fell about 2.5% to $561.01 as it introduced the XPS Googlebook, positioned as a premium AI laptop with a 13-inch design and Qualcomm’s Snapdragon X Elite.
EQUITY | Sep 22, 2026, 07:31 PM UTC
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Google opens pre-orders for $899 Googlebook laptops powered by Gemini AI
Alphabet’s Google opened pre-orders for Googlebook, a new premium laptop category for Android users built around its Gemini AI tools, with models starting at $899 from Acer, Asus, Dell, HP, and Lenovo.
EQUITY | Sep 21, 2026, 02:54 PM UTC
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DELL - Dell Technologies Introduces XPS Googlebook: The First XPS Laptop Built for Gemini Intelligence
DELL - Dell Technologies Introduces XPS Googlebook: The First XPS Laptop Built for Gemini Intelligence
NEWS | Sep 21, 2026, 01:32 PM UTC
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Wall St set for higher open as AI stocks rise
US stock indexes were on track to rise at the open Monday, boosted by AI-led gains as Treasury yields retreated and crude prices slid more than 2% to an 11-day low amid indications of progress in Middle East negotiations
MACRO | Sep 21, 2026, 12:57 PM UTC