Dell Technologies was awarded a $9.7 billion contract with the US Department of Defense for enterprise software, months after Michael and Susan Dell's $6.25 billion donation to 'Trump accounts'.
Dell Technologies is reportedly gaining significant traction from the growing enterprise demand for advanced artificial intelligence compute infrastructure, boosting its market position.
Dell Technologies has been given a new street-high price target, with analysts citing the potential of "Agentic AI" as a key factor strengthening the bullish outlook for the company's stock.
Dell Technologies' Board of Directors has unanimously approved a proposal to move the company's state of incorporation from Delaware to Texas, contributing to an accelerating trend of companies leaving Delaware.
The CEO of Dell Technologies Inc. (DELL) has commented on a proposal for a moratorium on AI data centers, discussing the potential implications for the industry.
Several financial analysts have updated price targets for various stocks, including Intel, Freeport-McMoRan, SanDisk, and Dell Technologies. JPMorgan also provided an outlook on gas prices, noting they would only partly offset tax refunds.
Jim Cramer advised investors that buying SMCI is effectively investing in Dell, and he also called Dell Technologies "the customer's most sought-after technology and one of the most undervalued stocks in the market."
Dell Technologies CEO Michael Dell echoed OpenAI CEO Sam Altman's views on the Pentagon's cancellation of Anthropic's deal. Dell stated companies cannot dictate government technology use, a stance aligning with Altman's belief that Anthropic's demands complicated its Pentagon engagement. This comes as Anthropic sues the Pentagon after being labeled a supply-chain risk.
Dell Technologies has announced an ambitious target of $50 billion in AI-related revenue for fiscal year 2027, as the company concludes a record-breaking year.
Snowflake has signed a $6 billion deal with AWS for AI infrastructure, while data center operator IREN has secured a $1.6 billion deal with Dell Technologies for Blackwell systems at its Texas AI campus. These agreements highlight significant investments in AI infrastructure.
An investment analysis identified Dell Technologies and Constellium as potentially undervalued stocks, despite both reaching all-time highs, suggesting them as favorable investment opportunities.
Dell Technologies is relocating its legal home from Delaware to Texas, a move set for approval at its annual stockholders meeting in June 2026, and welcomed by Texas Governor Greg Abbott.
Dell Technologies (DELL) stock has achieved new record highs, leading analysts to speculate on its future trajectory and potential for continued growth.
Dell Technologies is launching new artificial intelligence solutions aimed at businesses, addressing practical questions about implementation, data preparation, infrastructure, and integration of AI solutions.
SK hynix Inc. announced its plan to begin full-fledged supply of advanced storage solutions designed for artificial intelligence tasks to Dell Technologies starting this month.
A CNBC Pro data analysis reveals that top insiders sold a significant number of shares last week, including holdings in major companies such as Nvidia, Dell Technologies, ConocoPhillips, GitLab, and Ross Stores.
Private equity firms like Apollo were oversold in the last full week of February, while Dell Technologies was one of the most overbought stocks, per LSEG data.
Dell Technologies saw its stock jump significantly after providing a positive outlook for its AI server sales, marking its best performance in two years.
Dell Technologies has made available the transcript from its fourth-quarter 2026 earnings call, offering details on the company's financial performance and strategic discussions.
A summary of top Wall Street analyst research calls for Monday includes recommendations and insights on various companies such as Dell Technologies, Disney, and Wendy's.
An investment analysis examines Dell Technologies' position as a key player in the AI sector, questioning whether the current time is optimal for purchasing its stock.
Dell Technologies is advancing its sustainability strategy by promoting responsible IT equipment recycling from manufacturing to distribution, addressing the growing challenge of minimizing environmental impact from increasing device volumes.
Dell Technologies is positioning itself to capitalize on high-margin storage attachment opportunities, aiming to enhance its revenue and market presence in data storage.
Several companies, including Venture Global, Intuit, National Vision, DaVita, ON Holding, Dell Technologies, and AES, have released financial updates, with some reporting strong performance and others facing market challenges.
Morgan Stanley has downgraded Dell Technologies Inc. (DELL), citing a general weakness observed across the IT hardware sector as the primary reason for the adjustment.