Dell Q1 Preview: Upcoming Earnings Could Extend AI Momentum

Dell Technologies is undergoing a structural transformation, becoming a specialized AI foundry and justifying a higher valuation premium. AI-optimized server revenue surged 342% YoY in Q4, now representing 26% of total revenue and fueling strong top-line momentum. With a record $43 billion AI server backlog and robust demand, I expect DELL to double-beat Q1 earnings and raise FY2027 guidance.

Seeking Alpha • May 8, 2026

Why Dell Technologies (DELL) Dipped More Than Broader Market Today

The latest trading day saw Dell Technologies (DELL) settling at $230.27, representing a -3.57% change from its previous close.

Zacks Investment Research • May 7, 2026

Is ‘Chipflation' The Next Hormuz Crisis?

Samsung has become the second $1 trillion stock in Asia, and that carries two messages: first, the AI fever is back, and second, “chipflation” could become the next Hormuz-style sticker shock.

Forbes • May 6, 2026

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

CNBC's Jim Cramer said the data center and artificial intelligence boom is spreading to every corner of the market. Cramer referenced Nvidia CEO Jensen Huang's framework that describes the AI economy as a "five-layer cake".

CNBC • May 5, 2026

Is Trending Stock Dell Technologies Inc. (DELL) a Buy Now?

Dell Technologies (DELL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Zacks Investment Research • May 4, 2026

Here's Why Dell Technologies (DELL) is a Strong Value Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research • May 4, 2026

Dell Technologies Board Unanimously Recommends Redomestication to Texas

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) today announced that its Board of Directors has unanimously approved changing the jurisdiction of Dell Technologies' state of incorporation from Delaware to its home state of Texas. The Board of Directors has recommended that Dell Technologies' stockholders approve this redomestication at the 2026 Annual Meeting of Stockholders to be held on June 25, 2026. The proposed redomestication would align Dell Technologies' state of inco.

Business Wire • May 4, 2026

Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest.

24/7 Wall Street • May 1, 2026

Trust3 AI and Dell Technologies Partner to Deliver Secure, Governed AI-Ready Data Lakehouse Infrastructure

SAN FRANCISCO, April 30, 2026 /PRNewswire/ -- Trust3 AI, the industry leader in unified agentic governance (formerly Privacera), today announced an expanded strategic collaboration with Dell Technologies to provide enterprises with a secure, governed, and artificial intelligence-ready data lakehouse infrastructure. This joint solution integrates the Trust3 AI unified governance platform directly into the Dell Data Lakehouse architecture, enabling organizations to scale analytics and autonomous AI workloads across hybrid and on-premises environments with absolute confidence.

PRNewsWire • Apr 30, 2026

Why Dell Technologies (DELL) Outpaced the Stock Market Today

Dell Technologies (DELL) concluded the recent trading session at $208.95, signifying a +1.6% move from its prior day's close.

Zacks Investment Research • Apr 30, 2026