News
Market and company headlines
DELLAll
Loading
03:00-07:00Today2 Stories
Dell: $95 Billion AI Backlog, But Wait For A Further Pullback
Dell Technologies stock: AI server growth, rising FY27 guidance, and EPS upside support a Hold rating. Click for more on DELL stock.
Dell Stock Sinks 21% in a Week After Barclays Downgrade: Is the AI Rally Losing Steam?
Key TakeawaysDell stock fell 21% over the five trading sessions ending October 19, significantly underperforming the Nasdaq 100. Barclays downgraded Dell, questioning whether higher memory prices rather than stronger enterprise AI demand are driving revenue growth.
10:00-12:00Yesterday3 Stories
Microsoft Stock Before Q1 Earnings: Buy Now or Wait for Results?
MSFT's cloud growth and Azure acceleration face mounting capacity constraints, while PC market weakness and capex above $50 billion weigh on the outlook.
Global Converged Infrastructure Market Report 2026 | Capitalize on 13.9% CAGR Through 2030 as Dell, Cisco, Huawei, HPE and Nutanix Accelerate Hybrid Cloud and AI Infrastructure
Boost ROI through hybrid cloud, edge integration, AI workload optimization, automated orchestration, and unified infrastructure management that reduces complexity and improves efficiency.Dublin, Oct. 26, 2026 (GLOBE NEWSWIRE) -- "Converged Infrastructure Market Report 2026" has been added to ResearchAndMarkets.com's offering. Converged Infrastructure Market to Reach $16.44 Billion by 2030 as Hybrid Cloud and AI Workloads Accelerate The global converged infrastructure market is experiencing rapid
09:00Yesterday2 Stories
Honeywell Deploys Industrial AI Platform at Dangote Refinery in Nigeria
Honeywell Technologies (NASDAQ:HON) has launched Forge Plant Cognition, an artificial intelligence platform designed for industrial operations, with its first deployment at Dangote’s petroleum refinery in Lekki, Nigeria. The platform combines Honeywell’s industrial technology with AI and accelerated computing capabilities from NVIDIA (NASDAQ:NVDA) and infrastructure supplied by Dell Technologies (NYSE:DELL).
Dell Technologies (DELL) Lands Real World AI Wins In Refineries And Education
Dell Technologies (NYSE:DELL) is supplying AI infrastructure for Honeywell's Forge Plant Cognition platform at the Dangote refinery in Nigeria. The firm is also providing AI systems for sports performance and education analytics projects, including work with the University of Texas. Dell is positioned as a potential hardware partner as Japan advances large scale national AI data center investment plans. The extension of Dell's AI infrastructure into Honeywell's Dangote refinery project is...
08:00Yesterday4 Stories
Is Dell Technologies (DELL) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Dell Technologies (DELL) and CDW (CDW) have performed compared to their sector so far this year.
Dell Sinks 18.5% in a Month on Barclays Downgrade: No “Meaningful AI Inflection” Yet
Key TakeawaysDell stock is down about 18. 5% in the past month after Barclays downgraded it on Oct.
06:00Yesterday2 Stories
04:00Yesterday1 Story
13:00-19:00Oct 252 Stories
Elon Musk Says 200+ AI Cloud Firms Face Wipeout: Will CoreWeave Survive?
Musk says lenders have shut out AI cloud firms. CoreWeave's debt costs hit a record as SpaceX borrows $40 billion.
3 Superior Growth Stocks to Buy Now and Hold for 10 Years
These leaders in cybersecurity, data analytics, and servers are benefiting from growth in AI spending.
05:00-11:00Oct 252 Stories
Dell, Lenovo, Cisco, HPE, Supermicro: Why AMD’s New AI Blueprint Has Everyone Signing On
AMD’s Helios blueprint expands its rack-scale AI strategy beyond GPUs to CPUs, creating a broader inference opportunity, though adoption and revenue timing remain uncertain.
3 AI Stocks That Can Beat the Nasdaq Composite in 2027
Many AI stocks beat the Nasdaq Composite this year, and these three picks look like they can repeat the feat in 2027.
04:00-12:00Oct 242 Stories
PC Sales Just Crashed 21% as AI Eats the World’s Memory Chips
AI servers are quietly driving up the cost of every laptop on the shelf, and the companies caught in the middle face a choice between shrinking margins and shrinking sales. How each major PC maker is navigating that trap reveals a lot about which stocks are actually positioned to survive it.
Our Top 10 High Growth Dividend Stocks - October 2026
Discover a proven method to pick high-growth dividend stocks using dividend growth, sustainability, and momentumâsee the top 10 names to buy now.
00:00-03:00Oct 242 Stories
Japan Joins the Data Center Rush. These Stocks Can Benefit.
Japan has prioritized artificial intelligence infrastructure in a 15-year strategic investment plan.
3 AI Infrastructure Stocks To Own In October 2026
OpenAI’s decision to cut its own valuation by US$150b has punctured some of the hype around pure software AI stories. Attention is shifting to the quieter picks and shovels of this boom: the routers, switches and servers that keep AI models running every second of the day. This article highlights three stocks from the AI networking and server hardware universe that investors may want on their watchlist. The three stocks below are just a starting sample from the AI networking and servers...
16:00-19:00Oct 232 Stories
Dividend Champion, Contender, And Challenger Highlights: Week October 25
Get a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including dividend changes and key ex-dividend dates.
Should You Buy Hewlett Packard Enterprise Stock For Its Cash?
For questions about this article or underlying research, email help@trefis.com.
09:00-14:00Oct 233 Stories
Hewlett Packard Enterprise Climbs 4% While AI Server Peers Lag; Dell Rises 2%, Super Micro Unchanged
Hewlett Packard Enterprise is pulling away from its AI server rivals on a day when the broader market stumbled, and the reasons behind that gap stretch from industrial factory floors all the way to the surface of the Moon.
DELL vs. APLD: Which AI-Infrastructure Stock Looks More Attractive?
Dell's record $95B AI server backlog and lower valuation set it apart from Applied Digital, whose $36B contracted pipeline comes with mounting financial risks.
07:00-09:00Oct 232 Stories
How Everpure Is Winning Over Hyperscalers In The AI Data Center Race
Everpure CTO Rob Lee explain AI data center power demands are accelerating the shift from hard drives to flash storage.
Stock Market Today: Meta’s Spending Plans Reignite AI Bubble Fears as the Nasdaq Sinks 2.6% and Money Runs to Defensives
The Nasdaq fell 2.6% as Meta’s higher capex floor revived doubts about AI spending, dragging chip stocks and hyperscalers lower. Lockheed Martin, Spotify and Procter & Gamble rallied, the 10-year yield dropped below 5%, and Brent oil climbed above $113.
15:00-17:00Oct 222 Stories
Here's Why Dell Technologies (DELL) Fell More Than Broader Market
In the latest trading session, Dell Technologies (DELL) closed at $452.81, marking a -6.81% move from the previous day.
Dell Unveiled New AI Servers a Week After Barclays’ Downgrade. Here’s Where the Stock Could Go by 2031
Key Stats for Dell StockCurrent Price: $485. 88Target Price (Mid): ~$750Street Target: ~$593Potential Total Return: ~54%Annualized IRR: ~11% / year__Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)__ >>> What Happened?Dell Technologies (DELL:NYSE) unveiled new AI Factory hardware with NVIDIA (NVDA) at GTC Berlin on October 21, one week after Barclays downgraded the stock over doubts about enterprise AI demand.
10:00-12:00Oct 222 Stories
AI-Trade Warnings Are Ringing From Australia to Texas. How Midterm Elections Could Add to the Concerns.
The data-center buildout trouble continues this week as Texas suspends its automated electronic filing system.
Apple Stock Could Have Another Major Growth Chapter Ahead
Apple just posted its strongest quarter in years, but analysts still slap Sell ratings on the stock while our model points toward a very different conclusion. Here is what the bears are missing and why the next growth chapter may be bigger than the last.
08:00Oct 223 Stories
Here’s How Much You Would Have Made Owning Dell Technologies Stock In The Last 5 Years
Dell Technologies (NYSE:DELL) has outperformed the market over the past 5 years by 41.25% on an annualized basis producing an average annual return of 52.16%. Currently, Dell Technologies has a market capitalization of
Are You Sure You Understand Dell Stock's Risk?
For questions about this article or underlying research, email help@trefis.com.
07:00Oct 222 Stories
Supermicro Could Be at the Center of the Next AI Spending Wave
Supermicro just booked a record order backlog while its stock sits near 52-week lows, trading at a fraction of what rivals Dell and Arista command. Whether that gap represents a rare opportunity or a value trap depends on one critical question the next earnings report will answer.
Should You Pick Arista Networks Stock Over Its Competitors?
For questions about this article or underlying research, email help@trefis.com.
04:00Oct 221 Story
17:00-00:00Oct 212 Stories
How Much Downside Is Left In HPE Stock?
For questions about this article or underlying research, email help@trefis.com.
Stock Market Today, Oct. 21: Super Micro Computer Raises Full-Year Revenue Guidance on Strong AI Demand
The server maker raised its outlook to between $18.5 billion and $19.5 billion and signaled margin expansion.
16:00Oct 212 Stories
How Big Could Western Digital Stock's Next Fall Be?
For questions about this article or underlying research, email help@trefis.com.
Trump Says Musk Is Giving SpaceX Stock To Millions Of Kids Through Trump Accounts, But Fewer Than 1% Of The 60 Million Auto-Enrolled Accounts Were Claimed In Week One
Elon Musk promised a share of SpaceX to every kid in America, Trump called it proof his accounts are working, but the enrollment numbers tell a far more complicated story.
13:00-16:00Oct 212 Stories
Why Dell (DELL) stock is trading up today
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) jumped 6.3% in the pre-market session after AI server peer Super Micro Computer raised its quarterly financial outlook, signaling robust enterprise demand for artificial intelligence platforms.
2 Reasons Why Dell Stock Is Having a Super Day
Dell stock is on pace for its best daily percentage gain since Sept. 11.
12:00Oct 212 Stories
Stock Market Midday, Oct. 21: Tech Gains Lift Nasdaq as SpaceX Soars
On Oct. 21, 2026, strong demand for AI hardware powered a broad rally across cloud infrastructure and semiconductor stocks this morning.
S&P 500 Top Movers on Oct. 21, 2026: Supermicro Leads Gainers, Dexcom Leads Losers
S&P 500 top movers for Oct. 21, 2026: Supermicro rose 9.18% among gainers, while Dexcom fell 6.22% among losers.
10:00-12:00Oct 215 Stories
AT&T Falls on Earnings Miss; Netflix Reports Slowing Growth | Stock Movers
On this episode of Stock Movers: - Super Micro Computer (SMCI) jumped after reporting preliminary quarterly results that topped analysts' estimates. The server maker said sales will be $18.5 billion to $19.5 billion in the quarter that ended Sept. 30. Analysts, on average, estimated $15 billion, according to data compiled by Bloomberg. Gross margins will be in the range of 12% to 12.5%, Super Micro said Tuesday in a statement. - AT&T (T) shares fall after it reported third-quarter wireless postpaid phone net additions that missed the average analyst estimate. - Netflix (NFLX) reported its slowest sales jump in three years and forecast a fourth consecutive quarter of slowing growth, a projection that amplifies concerns about the performance of the world's leading online TV network.
Here's where one strategist is putting new money in the AI trade
Futurum CEO Daniel Newman joins SlateStone Wealth partner and chief market strategist Kenny Polcari to discuss where to put new money in the AI trade, with a focus on infrastructure, semiconductor companies, and chip equipment.
Dell Stock Got Hit by a Downgrade. CoreWeave’s Debt Problem Could Matter More Than You Think.
09:00Oct 215 Stories
Why Super Micro's boosted guidance is lifting the tech sector
Super Micro Computer's (SMCI) preliminary earnings numbers topped analysts' estimates. The company also raised its first quarter revenue guidance, providing a boost to the tech sector on Wednesday. The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest.
Tech stocks lead market higher as SpaceX shares surge: AlphaCheck
Stocks opened higher on Wednesday as traders digested SpaceX earnings ahead of Meta and Tesla quarterly results.
Super Micro Surges 12% as Preliminary Revenue Tops Guidance Range; Dell Jumps 7%, Hewlett Packard Enterprise Climbs 5%
Super Micro Computer's preliminary quarter landed far outside what management had promised, and the ripple through AI server stocks raises a bigger question about whether demand is accelerating faster than anyone guided.
06:00-08:00Oct 212 Stories
Dell Technologies Advances Enterprise Agentic AI from the Deskside to Data Center with NVIDIA
BERLIN, October 21, 2026--NVIDIA GTC – Dell Technologies (NYSE: DELL) announces a broad set of advancements across the Dell AI Factory with NVIDIA, spanning AI solutions and ecosystem innovations, new deskside agentic solutions and purpose-built AI infrastructure, helping enterprises move agentic AI from experimentation to production on infrastructure they own and control. With more than 6,500 customers, up from 5,000 last quarter,1 Dell continues to prove that an end-to-end approach delivers me
Why Is Dell Technologies Stock Rising in Pre-Market Trading?
Dell Technologies (NYSE:DELL) shares climbed 5. 2% in pre-market trading on Wednesday after fellow artificial intelligence server manufacturer Super Micro Computer (NASDAQ:SMCI) raised its quarterly revenue guidance substantially above its previous forecast.
