Dell Technologies Inc. (DELL) News
Track canonical SquawkNews coverage tagged to DELL, Dell Technologies Inc.. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 203 indexed stories across 52 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Micron begins commercial production at Sanand Gujarat facility
Micron started commercial production at its semiconductor assembly and testing facility in Sanand, Gujarat, expanding capacity to support rising demand for AI-related memory and storage products; the Gujarat site represe
EQUITY | Sep 17, 2026, 12:11 PM UTC
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Dell shares rise on availability of Axelera AI inference option
Dell Technologies added Axelera AI’s Europa 45-watt accelerator as an inference option in selected Dell systems, Reuters reported; Dell shares were up about 4.7% to $568.86.
EQUITY | Sep 16, 2026, 08:31 PM UTC
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Goldman lifts AI server outlook, shares jump
Dell Technologies shares rose 4% Wednesday as investors focused on Goldman Sachs’ higher projections for the AI server market and Dell’s data-center infrastructure position.
EQUITY | Sep 16, 2026, 07:21 PM UTC
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S&P 500 Gains, Crude Falls Ahead Of Fed's Expected First Hike Since 2023: Stock Market Today
A sharp reversal in crude oil handed U.S. equities a reprieve on Wednesday, with stocks grinding higher off six-week lows just hours before the Federal Reserve is expected to raise interest rates for the first time since
LIVE | Sep 16, 2026, 04:52 PM UTC
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Dell shares rise in premarket after Silver Lake Form 144 sale notices
Four Silver Lake-affiliated entities filed Form 144 notices to sell a combined 80,010 Class C shares worth about $42.75 million, and Dell shares rose over 2% in early premarket.
EQUITY | Sep 16, 2026, 09:07 AM UTC
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Dell Technologies completes $5.0B senior notes offering
Dell Technologies completed a public offering of $5.0 billion of senior unsecured notes via subsidiaries Dell International and EMC, including $1.25B 5.100% due 2029, $1.25B 5.400% due 2031, $1.5B 5.600% due 2033, and $1
RATES | Sep 15, 2026, 08:35 PM UTC
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Dell shares jump 5.8% as Axelera AI chip set to enter its servers
Shares of Dell Technologies jumped about 5.8% to $565.15 on Tuesday after European AI chip startup Axelera AI unveiled its Europa inference processor, which is expected to feature in future Dell systems. The development
EQUITY | Sep 15, 2026, 04:32 PM UTC
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Dell Jumps 5.8% as Europe's AI Chip Challenger Enters Its Servers
Dell Technologies NYSE:DELL, the enterprise-computing and AI-server manufacturer, added another option to its AI hardware lineup Tuesday after European startup Axelera AI unveiled its Europa inference processor. Dell sha
EQUITY | Sep 15, 2026, 03:31 PM UTC
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Radiant Logistics, Waystar, Forgent Power Solutions And Other Big Stocks Moving Higher On Tuesday
U.S. stocks were lower, with the Dow Jones index falling around 300 points on Tuesday. Shares of Radiant Logistics Inc (NYSE: RLGT ) rose sharply after the company reported better-than-expected fourth-quarter financial r
LIVE | Sep 15, 2026, 01:53 PM UTC
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European chip startup Axelera wins AI factory supply deals and launches second chip
By Toby SterlingDutch chipmaking startup Axelera AI has signed multiple contracts to supply chips to AI factories, it said on Tuesday as it launched "Europa", its second generation of chips, which can be used in specifie
NEWS | Sep 15, 2026, 12:09 PM UTC
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Mergers and acquisitions
The following bids, mergers, acquisitions and disposals were reported by 0930 GMT on Tuesday:** Swedish private equity firm EQT OMXSTO:EQT and Norges Bank Investment Management, the manager of Norway's sovereign wealth f
NEWS | Sep 15, 2026, 09:41 AM UTC
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Why Did HPQ, DELL, VLO Stocks Surge To 52-Week Highs Last Week?
Shares of HP Inc. (HPQ), Dell Technologies Inc. (DELL), and Valero Energy Corp. (VLO) surged to annual highs last week amid rising Wall Street optimism, industry updates, and macroeconomic factors.HPQ stock jumped more t
EQUITY | Sep 14, 2026, 04:43 AM UTC
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Dell's DFO Management leads planned $7.7 billion take-private deal for Baldwin Insurance, FT reports
Dell NYSE:DELL CEO Michael Dell's DFO Management is leading a planned $7.7 billion take-private deal for insurance brokerage firm The Baldwin Insurance Group NASDAQ:BWIN, the Financial Times reported on Sunday.DFO Manage
NEWS | Sep 14, 2026, 02:15 AM UTC
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Michael Dell's DFO Management nears take-private deal for Baldwin Insurance Group, FT reports
Dell NYSE:DELL CEO Michael Dell's DFO Management is nearing a take-private deal for insurance brokerage firm The Baldwin Insurance Group NASDAQ:BWIN, the Financial Times reported on Sunday.DFO Management is in advanced t
NEWS | Sep 13, 2026, 11:20 PM UTC
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Michael Dell's DFO Management nears take-private deal for The Baldwin Group, FT reports
Dell NYSE:DELL CEO Michael Dell's DFO Management is nearing a take-private deal for an insurance brokerage firm The Baldwin Group NASDAQ:BWIN, the Financial Times reported on Sunday.Reuters could not immediately verify t
NEWS | Sep 13, 2026, 10:27 PM UTC
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Notable analyst calls this week: Lockheed Martin, Meta and Intel among top picks
The S&P 500 (SP500) closed in the green on Friday, after the week saw the latest consumer inflation report coming in largely in line with expectations, as well as earnings reports from companies including Oracle and Adob
EARNINGS | Sep 12, 2026, 02:11 PM UTC
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Why Dell and HPE were the S&P 500's top-performing stocks today
By Britney NguyenOracle's earnings provided an upbeat read for hardware suppliers, but the upcoming Fed decision on interest rates could dictate just how much they continue benefitting, an expert saysDell's stock was up
CENTRAL_BANK | Sep 11, 2026, 08:30 PM UTC
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RBC Drops Jaw Dropping Price Target on Dell Stock
Dell Technologies NYSE:DELL, Hewlett Packard Enterprise (NYSE:HPE) and HP Inc. NYSE:HPQ jumped 8% or more Friday as investors bet that enterprise AI spending, server upgrades and a broad PC refresh are creating a multi-y
EQUITY | Sep 11, 2026, 08:11 PM UTC
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S&P 500 ends higher as strong inflation data cements rate-hike bets
By Noel Randewich and Tharuniyaa LakshmiWall Street ended higher on Friday as oil prices retreated and strong consumer price data reinforced expectations the Federal Reserve will raise interest rates next week to fight i
CENTRAL_BANK | Sep 11, 2026, 08:00 PM UTC
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Rate Hike Odds Jump to 90% as Record Diesel Lifts Inflation: This Week on Wall Street
Traders spent this week repricing the Federal Reserve. The implied probability of an interest rate increase at next Wednesday’s meeting climbed from roughly a coin flip to about 90% after back-to-back inflation reports l
LIVE | Sep 11, 2026, 08:00 PM UTC
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US CPI rises 0.4% in August, report in line
The U.S. Consumer Price Index increased 0.4% month-over-month in August, described as broadly in line with expectations, contributing to higher major averages.
MACRO | Sep 11, 2026, 04:11 PM UTC
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Dell Technologies launches $5 billion note offering
Dell Technologies agreed to sell $5.0 billion of senior notes across four maturities. It plans to use the proceeds to refinance its 2026 first-lien notes and for general corporate purposes.
EQUITY | Sep 10, 2026, 08:43 PM UTC
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Dell Technologies price target set at $640 by RBC Capital
EQUITY | Sep 10, 2026, 08:32 PM UTC
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DELL: AI infrastructure and storage demand surge, driving record margins and multi-year growth outlook
Demand for AI infrastructure and storage is accelerating, with robust growth in enterprise and traditional server segments. Supply constraints persist, but operational agility and a focus on high-margin storage and softw
EARNINGS | Sep 10, 2026, 03:05 PM UTC
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DELL: Early-stage AI adoption and infrastructure modernization fuel durable growth and competitive advantage
AI adoption is in its early stages, driving a shift in enterprise infrastructure and creating strong demand for hybrid, on-premises, and AI-enabled solutions. Deep supply chain relationships, broad portfolio, and operati
EQUITY | Sep 09, 2026, 09:09 PM UTC
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DELL: AI-driven infrastructure demand and Dell's integrated portfolio fuel durable growth and leadership
AI is reshaping enterprise infrastructure, with most companies still early in adoption and significant demand for modernization across compute, storage, and edge. Dell's broad portfolio, supply chain strength, and intern
EQUITY | Sep 09, 2026, 08:25 PM UTC
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Dell CHRO Jennifer Saavedra sells 25,251 shares worth $13,130,520
Jennifer D. Saavedra, a direct shareholder and Dell Chief Human Resources Officer, sold 25,251 shares of Class C common stock at $520.00 per share in transactions dated September 4, 2026. The reported total sale amount w
EQUITY | Sep 09, 2026, 08:11 PM UTC
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Dell Technologies price target raised by Evercore ISI Group
Evercore ISI Group raised its Dell Technologies price target to $650.00 from $575.00, while maintaining an Outperform rating, per TradingView News/Benzinga.
EQUITY | Sep 09, 2026, 04:37 PM UTC
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Dell shares climb to 52-week high as AI demand narrative lifts
Dell Technologies shares rose 4.3% in morning trading to $556.85, reaching a new 52-week high of $562.99. The move came ahead of CEO Michael Dell’s appearance at the Goldman Sachs Communacopia + Technology Conference.
EQUITY | Sep 09, 2026, 04:13 PM UTC
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Dell pursuing $4B investment-grade bond sale to refinance debt
Dell Technologies is pursuing an investment-grade bond sale to raise approximately $4B to refinance debt, according to Bloomberg. The company plans multiple tranches with maturities ranging in an offering.
EARNINGS | Sep 09, 2026, 03:11 PM UTC
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Evercore keeps Dell as top pick, raises price target
Evercore raised its price target for Dell Technologies and maintained the stock as its top pick, according to TradingView News via Seeking Alpha.
EQUITY | Sep 09, 2026, 12:51 PM UTC
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Dell survey finds AI ambition outpaces readiness in Singapore
Dell Technologies research says 79% of Singapore enterprises will not move forward with AI without proven business outcomes and risk management plans, despite accelerating AI deployments.
EQUITY | Sep 09, 2026, 06:00 AM UTC
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Dell hits fresh 52-week high amid AI demand and S&P 100 inclusion
Dell Technologies (DELL) reached a fresh 52-week high Tuesday as investors responded to surging AI infrastructure demand and upcoming S&P 100 inclusion.
EQUITY | Sep 09, 2026, 03:01 AM UTC
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Dell reports 2026 revenue of $46.97 billion, EPS $6.34, 10-Q summary
Dell Technologies reported 2026 revenue of $46.97 billion and diluted EPS of $6.34, citing strong demand for AI-optimized servers plus continued strength in commercial PC refresh and storage.
EARNINGS | Sep 08, 2026, 08:12 PM UTC
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Bloom Energy set to join S&P 500 before Sept. 21
Bloom Energy Corp. is set to join the S&P 500 before the open on September 21, part of the quarterly rebalance, lifting it 5.63% premarket. Illumina and Everpure also join; ILMN up 1.04%, P up 2.70%.
EQUITY | Sep 08, 2026, 12:16 PM UTC
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Dell and Vodafone and Zeta hit 52-week highs amid catalysts
Dell Technologies shares closed up 1.5% on Friday after its inclusion in the S&P 100. Vodafone and Zeta Global also rallied to 52-week highs amid positive company catalysts and Wall Street optimism.
EQUITY | Sep 08, 2026, 03:16 AM UTC
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SNDK jumps as Dell and PANW edge higher after S&P index add
SanDisk shares jumped 3.6% overnight. Dell Technologies and Palo Alto Networks gained less than 1%, extending recent advances after S&P announced the three stocks would be added to its index tracking the 100 largest U.S.
EQUITY | Sep 08, 2026, 02:03 AM UTC
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Visser says rising bond yields are noise for stocks
Jordi Visser of 22V Research said rising Treasury yields may be “noise” for stocks, arguing bond volatility, credit spreads and inflation expectations do not signal a bond crisis.
EARNINGS | Sep 07, 2026, 05:00 PM UTC
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Nike to exit S&P 100 on Sept. 21; Dell, SanDisk and tech names enter
Nike is set to exit the S&P 100 on Sept. 21 after nearly 18 years, following a September index reshuffle that underscores technology stock weight. The article says Dell and SanDisk, plus two tech giants, take its place.
EQUITY | Sep 07, 2026, 12:36 PM UTC
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DELAYED UPDATE — Dell implied ~11.4% earnings move; Mizuho lifts $600 target
Investors are pricing an implied ~11.4% move in Dell around earnings after strong CSG results, robust cash returns and an AI-driven order backlog. Mizuho says this supports multiyear server/storage/network modernization
EARNINGS | Sep 07, 2026, 11:23 AM UTC
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Broadcom, Lululemon, Dell, Snowflake and Alphabet draw retail attention
Retail investors focused on Broadcom, Lululemon, Dell, Snowflake and Alphabet this week, with Broadcom and Dell drawing attention after earnings and Alphabet after a court ruling and AI product launches.
EARNINGS | Sep 05, 2026, 01:25 PM UTC
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Market View — Barrons.com
This commentary was issued recently by money managers, research firms, and market newsletter writers and has been edited by Barron's.Productivity BoomQuick Takes Yardeni Research Sept. 2:Dell Technologies' stock price is
EQUITY | Sep 04, 2026, 10:42 PM UTC
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August jobs blowout revives September hike bets
Nonfarm payrolls rose 162,000 in August, nearly three times the 56,000 consensus, while the unemployment rate held at 4.1%. July’s reported loss of 23,000 was revised to a gain of 21,000, and September hike odds climbed
EARNINGS | Sep 04, 2026, 08:00 PM UTC
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PC makers sell fewer PCs at higher prices, analysis says
An analysis from TradingView News says PC makers are balancing shortages and higher costs by selling fewer PCs at far higher prices, so far with the higher-price approach working.
EQUITY | Sep 04, 2026, 04:13 PM UTC
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U.S. equity funds see second straight weekly outflow amid Iran tensions
U.S. equity funds recorded outflows for a second consecutive week, with investors withdrawing a net $11.12 billion as rising bond yields and oil prices amid renewed Middle East tensions weighed on sentiment.
COMMODITIES | Sep 04, 2026, 01:00 PM UTC
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SNOW, DELL and TEAM hit 52-week highs as AI demand lifts
Snowflake (SNOW), Dell (DELL) and Atlassian (TEAM) each hit 52-week highs on Thursday. Snowflake shares jumped 16%, as stronger AI demand, expanding backlogs and new pricing models drive an enterprise tech re-rating.
EQUITY | Sep 04, 2026, 03:41 AM UTC
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Dell shares hit record highs after strong second-quarter results
Dell Technologies shares traded higher and reached all-time highs after strong second-quarter results, with the company topping analyst estimates and issuing third-quarter guidance above expectations.
EARNINGS | Sep 03, 2026, 07:18 PM UTC
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Dell and Snowflake shares jump after strong Q2 results
Snowflake (SNOW) and Dell Technologies (DELL) shares rose after better-than-expected second-quarter results and stronger forecasts, prompting analysts to raise price targets and citing growing AI-driven demand.
EARNINGS | Sep 03, 2026, 05:51 PM UTC
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Dell shares slip after fiscal Q2 2027 results surge
Dell Technologies shares saw mild downward pressure Thursday, down 1.67% to $484 in premarket trading, after a 15.76% rally Wednesday following its fiscal second-quarter 2027 release.
EARNINGS | Sep 03, 2026, 12:04 PM UTC
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Dow jumps about 300 points as investors await jobs report
U.S. stocks closed higher Wednesday; the Dow rose about 295 points, while ADP private payrolls increased 38,000 in August, below the 47,000 consensus, and August nonfarm payrolls are due Friday.
EARNINGS | Sep 03, 2026, 06:35 AM UTC
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Stock futures rise as investors weigh earnings for AVGO, SNOW, DELL
U.S. stock futures traded higher late Wednesday ahead of marquee earnings, while investors looked past Middle East tensions. Dow futures rose 0.11%; S&P 500 and Nasdaq-100 gained 0.07% and 0.14%.
EARNINGS | Sep 03, 2026, 03:53 AM UTC
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Dell stock has more room to run after latest quarterly report
Dell Technologies’ latest quarterly report reflects outsized hardware demand tied to the AI infrastructure buildout. Two analysts at Citi and Bank of America said the shares still have room to run despite already triplin
EARNINGS | Sep 03, 2026, 01:06 AM UTC
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U.S. stock futures rangebound; oil steadies after S&P 500, Dow rebound
U.S. stock indices ended higher Wednesday as oil’s advance paused. The S&P 500 rose 0.5% and the Dow snapped a three-day losing streak, while investors weighed inflation, growth and a potential September rate hike.
CENTRAL_BANK | Sep 03, 2026, 12:13 AM UTC
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Wall Street rebounds as tech leads after Dell results
The three major U.S. indexes closed higher Wednesday after three straight sessions of declines, with technology the biggest boost following Dell’s reported strong quarterly results and raised outlook.
EARNINGS | Sep 02, 2026, 08:32 PM UTC
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Wall St set to snap three-day losing streak as stocks reclaim some shine
By Stephen Culp and Niket NishantWall Street gained ground on Wednesday in a partial rebound from a three-day losing streak as investors searched for deals among stocks and sectors that might have been oversold amid rece
EQUITY | Sep 02, 2026, 06:36 PM UTC
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JP Morgan keeps Dell at Overweight; price target raised to $635
JP Morgan maintained Dell Technologies at Overweight and raised its price target to $635.00 per share from $565.00, per TradingView News via Benzinga ratings action.
EQUITY | Sep 02, 2026, 06:15 PM UTC
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Dell price target raised to $735 by Melius Research
Melius Research raised its Dell Technologies price target to $735.00 a share from $650.00, according to ratings actions reported by Benzinga (via TradingView News).
EQUITY | Sep 02, 2026, 05:43 PM UTC
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Dell price target raised to $570 from $510 by Goldman Sachs
Goldman Sachs raised its Dell Technologies price target to $570.00 a share from $510.00, according to ratings actions reported by Benzinga via TradingView News.
EQUITY | Sep 02, 2026, 05:38 PM UTC
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Dell Technologies price target raised to $558 by Piper Sandler
Piper Sandler raised its price target on Dell Technologies to $558.00 per share from $497.00, according to a Benzinga ratings action report citing TradingView News.
EQUITY | Sep 02, 2026, 04:47 PM UTC
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Dell shares jump nearly 10% on $95B AI backlog headline
Dell Technologies rose nearly 10% to $466.43 after an AI order book figure of $95 billion drew investors’ attention.
EQUITY | Sep 02, 2026, 03:56 PM UTC