As Dell’s stock slides, here’s why bulls are keeping the faith
Analysts say Dell’s revenue will improve once Nvidia Blackwell supply picks up and note the company isn’t pricing AI servers ...
Dell Earnings Up 10 Percent, No Thanks to PC Sales
Dell reported that it earned a net income of $1.1 billion on revenues of $24.3 billion in the quarter ending November 1, 2024 ...
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Fat Server Spending Props Up Slowing AI Servers At Dell
Just because you are the number one supplier of servers, storage, and PCs in the world does not mean the job of building ...
Dell and HP Inc. Fall After Reporting Disappointing PC Sales
Shares of Dell Technologies Inc. and HP Inc. fell on Wednesday after both companies reported weak results, disappointing ...
Dell stock sinks after company warns AI spending 'will not be linear'
Dell Technologies stock sank Wednesday as the company took a cautionary approach to its fourth quarter guidance, warning that ...
Dell stock falls after fourth-quarter revenue, earnings outlook to be lower than expected
Dell Technologies shares fell 10% in after-trading after the company estimated Q4 revenue and earnings to fall below initial ...
HP, Dell's weak forecasts spark share selloff, doubts over PC market recovery
(Reuters) -Shares of Dell and HP fell on Wednesday after the personal computer makers issued forecasts that cast doubt on a ...
Dell, HP Stocks Tumble After PC Makers Give Downbeat Guidance
Shares of Dell and HP slid in morning trading after both personal-computer makers issued downbeat outlooks. Executives said consumers were proving slow to upgrade PCs, but cited artificial-inte ...
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Dell Technologies COO Clarke: ‘The Opportunity In AI Is Enormous’
Growth in AI infrastructure demands plays into Dell’s hands as the company ramps up its AI server, storage, and commercial PC ...
Dell's results and guidance were 'lumpy,' but Wall Street is keeping the faith
Though Dell Technologies' (DELL) third-quarter results were mostly in-line with expectations and its guidance was a tad ...
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Dell's AI business is booming, but shares plunged after it cut its revenue outlook
Results from Dell's client solutions group division also dampened the tech company's results. CSG revenue, which includes computer and PC sales to consumers and enterprises, declined by 1% year over ...
AI Server Sales to Drive Growth for Dell in 2025 and 2026
Our overall thesis on Dell includes consistent sales growth within the AI-optimized server market, a return to better growth with the storage market, and product cycle driven growth in PCs in fiscal ...