Dell Technologies Aktie News

Dell Technologies remains a clear AI beneficiary, with robust AI server demand driving strong order and backlog growth. Despite ISG margin pressures and some commoditization risk, Q4 guidance implies a major acceleration in both revenue and AI server shipments. PC business faces a mixed outlook due to rising memory costs, but new product launches may offset sales headwinds.

Soaring memory prices are good news for SanDisk, Seagate Technology and Western Digital but not so cheerful for hardware companies such as Apple and Dell.

LAS VEGAS--(BUSINESS WIRE)--Dell announces XPS 14 and XPS 16, teases XPS 13. Alienware adds anti-glare OLED displays and new processors. Dell UltraSharp unveils two monitors.

Dell has brought back its popular XPS laptop lineup a year after retiring the premium brand, as it looks to drum up demand in a sagging personal computer market.

Chief Operating Officer Jeff Clarke says Dell got off course by focusing too much on premium tiers and ignoring other segments of the market.

Elon Musk's xAI has purchased a third building to expand its massive data center complex near Memphis.

Dell Technologies Inc (NYSE:DELL) stock is down 1.4% to trade at $127.37, set to snap a five-day win streak as tech sector headwinds weigh.

Nebius' valuation has reached a level that could make further near-term gains difficult. Nebius will also need to take on more debt and sell more shares to fund further data center construction.