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Dell (DELL) gets a boost as Susquehanna says AI inferencing will lift traditional server revenue into FY29.

The firm sees a richer mix of AI central processing unit racks as positive for margins.

Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.

Dell can attach security and services to its $74 billion AI-server forecast, but incremental orders remain undisclosed.

Dell's record AI backlog, raised fiscal 2027 guidance and capital-light model contrast with Oracle's costly AI data center buildout.

Dell's potential AI server pipeline suggests the company is on track to deliver phenomenal growth over the next five years.

Dell stock jumps 5% near its 52-week high as AI server demand and backlog drive volatility.

A $999 AI laptop gives Dell premium consumer optionality without disclosed sales or margin commitments.

Morgan Stanley raised the odds on a scenario that would send Dell far beyond its current price, yet the firm kept its rating neutral and its base case unchanged. That contradiction is exactly what buyers are betting on today.

MBody AI CEO John Fowler says robotics has a Dell-HP problem as enterprises add machines from different manufacturers.

Morgan Stanley Delivers Fresh AI Boost to Dell Stock as Bull Case Gains Ground

Dell Technologies (NYSE:DELL) has outperformed the market over the past 5 years by 48.1% on an annualized basis producing an average annual return of 60.23%. Currently, Dell Technologies has a market capitalization of

Dell Technologies Inc. (NYSE: DELL) stock recovers on Friday following pressure from Oracle data center dispute reports.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Dell Technologies (NYSE:DELL) Chief AI Officer John Roese has been recognized by TIME for reshaping the firm's artificial intelligence strategy. Roese has led a consolidation of Dell's AI projects, bringing fragmented efforts under a unified framework focused on enterprise use cases. The refocused approach includes generative AI search tools and autonomous AI agents aimed at efficiency, cost control, and faster deployment cycles. TIME's recognition of Roese's AI overhaul at Dell is an...

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

Dell Technologies is trading lower Thursday as reports of delays at Oracle’s Project Jupiter data center pressured AI infrastructure stocks.

Gemini creates a new premium-client lane beside Dell's much larger AI-server business.

Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.

President Trump and his money managers made more stock trades since his second term started than all members of Congress combined. The White House says there is no conflict of interest. Today on the show, we look at three companies he’s traded in that raise ethical flags because of their relationship with the federal government. Fact checking by Sierra Juarez.Your Next Listen — Did Trump enable insider trading?Connect with The Indicator — Sign up for The Indicator’s weekly newsletter! — Buy the Planet Money book — Find our socials, YouTube and more! — For sponsor-free episodes, subscribe to NPR+ Support public media with NPR+ and enjoy perks for over 25 podcasts like this one. This show’s perks include sponsor-free listening. Learn more at plus.npr.org.

Detailed price information for Dell Technologies (DELL-N) from The Globe and Mail including charting and trades.

Big Tech leaders like Dell are topping best stock lists, but so are companies like BBB Foods and electronic components maker Avnet.

Gemini gives Dell a premium consumer platform without supplying shipment commitments or margin targets.

Wall Street is revising assumptions about these S&P 500 stocks thanks to booming AI backlogs and transformed fundamentals.

Does Dell Technologies (DELL) have what it takes to be a top stock pick for momentum investors? Let's find out.

Gemini creates a premium consumer lane beside Dell's much larger AI-server business.

Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.

Here's why they made the list

Dell Technologies recently launched the XPS Googlebook, a 13‑inch premium Googlebook laptop powered by the Snapdragon X Elite processor and tightly integrated with Gemini Intelligence, featuring an aluminum chassis, 2.5K InfinityEdge touch display, and up to 16 hours of Netflix streaming on a single charge. This move extends Dell’s high‑end XPS brand into the Googlebook ecosystem for Android users, highlighting the company’s push to pair premium hardware with AI‑centric, cross‑device...

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how hardware & infrastructure stocks fared in Q2, starting with Dell (NYSE:DELL).