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Dell Technologies Inc.
DELL
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$361.74B
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6.46M
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DE
DELL
DE
Dell Technologies Inc.
DELL
News
·
Snowflake's Product Revenue Accelerates: Can It Outpace DELL & ORCL?
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$361.18B
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Snowflake's Product Revenue Accelerates: Can It Outpace DELL & ORCL?
Snowflake reported strong fiscal Q2 product revenue growth of 37% to $1.49 billion, with AI products driving roughly half of the acceleration. The company raised fiscal 2027 product revenue guidance to $6.07 billion (36% YoY growth) and added 692 net new customers, bringing total customers to 14,554. Snowflake faces competition from Dell Technologies and Oracle, both expanding their AI capabilities, but maintains a strong position in enterprise data and AI markets.
Zacks Investment Research · Sep 18, 2026
Lenovo, MemryX Partnership to Expand Sovereign Edge AI in Saudi Arabia
Lenovo and MemryX have signed a memorandum of understanding to expand sovereign edge AI deployments across Saudi Arabia. The partnership combines MemryX's Cascade 100P AI accelerator with Lenovo's ThinkEdge SE455 V3 servers to process video and sensor data locally, reducing latency and cloud reliance. The initiative is expected to drive demand for Lenovo's edge servers, strengthen its sovereign AI infrastructure position, and create recurring lifecycle services opportunities, with potential for regional expansion across the Middle East.
Zacks Investment Research · Sep 17, 2026
Stock Market Today, Sept. 16: Stocks Slip as Fed Raises Rates
The Federal Reserve raised interest rates by 25 basis points to 3.50%-3.75%, marking the first hike in three years. Major indices declined with the S&P 500 falling 0.45%, Dow Jones dropping 1.21%, and Nasdaq slipping 0.01%. AI stocks recovered slightly with Dell, Intel, and Nvidia finishing in the green. Traders are pricing in potential further rate hikes, which typically pressure equities in the short term but historically lead to gains within a year.
The Motley Fool · Sep 16, 2026
Dell Technologies Stock Hits a New All-Time High: Is It Too Late to Buy?
Dell Technologies stock has surged over 320% year-to-date, hitting an all-time high, driven by strong demand for AI servers. Despite the impressive gains, the stock's valuation remains reasonable with a trailing P/E of 31x and forward P/E of 21x (in line with S&P 500 average). The company reported 58% revenue growth and more than tripled net income in its most recent quarter. Analysts suggest the stock could continue rising as businesses invest heavily in AI infrastructure.
The Motley Fool · Sep 15, 2026
Stock Market News for Sep 14, 2026
U.S. stock markets closed sharply higher on Friday as declining oil prices and moderate inflation data eased investor concerns about further rate hikes. The Dow Jones, S&P 500, and Nasdaq all gained around 1%, with technology and consumer discretionary stocks leading the rally. Tech stocks HPE and Dell surged over 12% each, while the VIX fell 11.2%, indicating reduced market volatility.
Zacks Investment Research · Sep 14, 2026
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
Dell Technologies received $60.9 billion in AI server orders during Q2 FY2027, exceeding its total quarterly revenue of $47 billion. The company exited with a record $95 billion backlog and raised full-year revenue guidance to $192 billion (69% growth). However, operating cash flow declined to $2.2 billion despite tripled net income, raising concerns about Dell's ability to convert orders into delivered systems and collect cash on schedule.
The Motley Fool · Sep 13, 2026
Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?
Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.
The Motley Fool · Sep 12, 2026
Quantum Up 322% in the Past 6 Months: Time to Buy, Hold or Sell?
Quantum Corporation (QMCO) shares have surged 322.3% in six months, driven by strong enterprise demand for ActiveScale and tape storage solutions. The company reported 25.7% revenue growth to $80.8 million in fiscal Q1, with expanding tape adoption and improving margins. However, supply constraints, particularly for tape drives, limit near-term revenue conversion, with Q2 guidance at approximately $82 million.
Zacks Investment Research · Sep 10, 2026
2 Stocks to Buy Right Now From the Prospering Computer Industry
The Computer-Micro Computers industry is experiencing strong growth driven by enterprise PC replacement cycles, Windows 11 adoption, and emerging AI PC demand. The industry has outperformed the S&P 500 by 46.2% over the past year and trades at a forward P/E of 31.16X. Key players Dell Technologies and HP are benefiting from increased enterprise IT spending and AI workload adoption, though rising memory and storage costs present headwinds.
Zacks Investment Research · Sep 9, 2026
Dell vs. HPE: Which Top AI Server Stock Is the Better Buy?
Dell Technologies and Hewlett Packard Enterprise both delivered record quarterly results driven by explosive AI-server demand. Dell posted 58% revenue growth with AI-optimized server revenue doubling, while HPE achieved 34% revenue growth with strong server and networking gains. Both companies raised full-year guidance significantly. Dell gets a slight edge as the better buy due to its larger AI-server position and stronger growth, though HPE offers better valuation metrics for value-oriented investors.
Zacks Investment Research · Sep 9, 2026
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DELL
Dell Technologies Inc.
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Earnings
Dividends
Ex Oct 20
Amount
$0.63
Pays
Oct 30
Last · Jul 21
Quarterly
Amount
$0.63
Yield
0.44%
Annual
$2.52