Dell shares tumble 17% in two days after Barclays downgrade
Dell shares fell about 17% over two days after Barclays downgraded the stock, arguing that rising memory prices rather than AI demand are boosting revenue.
16/10/2026 00:1314 min read
Dell
AI demand split: hyperscalers gain, enterprise lags
TSMC's profit surge contrasts with Barclays' Dell downgrade, showing AI spending is concentrated among top cloud firms.
16/10/2026 00:1215 min read
Barclays Downgrades Dell, Points to Memory Prices as Growth Driver
Barclays downgraded Dell, attributing its rally to memory costs, while CEO Michael Dell sees enterprise AI adoption just beginning.
15/10/2026 07:269 min read
Dell calls for absolute restrictions on autonomous AI software
Michael Dell says companies must define what AI agents cannot do, as Nvidia launches a safety platform with over 100 partners.
28/09/2026 19:4210 min read
Michael Dell's $6.25B Wager on Compounding Earns Praise from Wall Street and Parents
Michael Dell urges parents to teach kids about investing, not himself, after $250 deposits. Dell stock hits record as economists question the accounts'…
18/09/2026 11:419 min read
Dell hits record high, faces channel resistance at $584
Dell Technologies trades at a new all-time high, approaching channel resistance near $584.08. A break above could extend the rally; below $557.19 may signal…
16/09/2026 16:3211 min read
Nvidia grabs AI headlines; Michael Dell reaps the billionaire reward
Michael Dell surpasses Jeff Bezos as world's third-richest person, with $276.5 billion, as Dell shares climb.
13/09/2026 21:119 min read
Dell's earnings gain holds despite pullback, contrasting with Credo's deepening losses
Dell held earnings gains while Credo's losses worsened, highlighting a split in stock reactions after reporting.
11/09/2026 11:2128 min read
Dell Shares Surge Over 10% After Hours on AI Earnings Beat and Raised Outlook
Dell shares jumped over 10% in after-hours trading after reporting a massive earnings beat and raising full-year guidance on soaring AI demand.
01/09/2026 20:419 min read
Dell Options Straddle at $52 Implies 11% Swing Around Tuesday Earnings
Dell reports fiscal Q2 after Tuesday's close; options imply an 11% swing, with a $52 straddle, and investors watching AI orders and margins.
31/08/2026 23:289 min read