New York, Feb 14, 2026, 17:23 (EST) — The market’s final bell has rung.
- Dell finished Friday up 4.1%, clawing back some ground following Thursday’s 9% drop.
- Lenovo flagged ongoing memory-chip shortages, rattling PC makers and sending hardware stocks swinging.
- Dell will report its fourth-quarter and full-year numbers on Feb. 26.
Dell Technologies Inc bounced back Friday, clawing back some losses following Thursday’s sharp selloff tied to renewed concerns over memory-chip supply. With U.S. trading paused for the weekend, the next key event for the stock looms: Dell’s earnings report later this month.
This shift carries weight for Dell, a player embedded in the corporate hardware pipeline—PCs and servers rely on “memory” in a concrete, not abstract, way. Memory chips are essential components. When they’re scarce, shipments slow or build costs spike.
Dell slid roughly 9% Thursday, hit after Lenovo in China flagged a memory-chip crunch that could weigh on shipments—a warning that pulled down a swath of PC makers. “We see this as a ‘prove it’ year for AI. We need to start seeing some return on investments,” said Jack Herr, primary investment analyst at GuideStone Funds, highlighting investor jitters about hefty AI spending. (Reuters)
Dell shares finished Friday at $117.49, up 4.14%, MarketWatch data showed. Trading volume topped the recent average, pointing to heightened activity in the stock this week. (MarketWatch)
Markets didn’t get much support from the broader indexes. The S&P 500 eked out a marginal gain Friday, helped by softer U.S. inflation figures, but the Nasdaq edged lower. “Large cap tech stocks continue to be an anchor on the market,” said Michael James, managing director at Rosenblatt Securities. (Reuters)
Markets face a brief pause—U.S. exchanges shut their doors Monday for Washington’s Birthday (Presidents Day), so equities won’t pick up again until Tuesday. (New York Stock Exchange)
Dell is set to release its fiscal 2026 fourth-quarter and full-year numbers ahead of a scheduled conference call this Thursday, Feb. 26, starting at 3:30 p.m. Central. The company confirmed it will issue results right before the call. (Business Wire)
Investors are left wondering: is all this chatter about tight memory supply just market noise, or will it actually move the needle on order flow, pricing, and margins come Dell’s earnings? Hardware makers might push more units, yet still fall short if components turn scarce or prices jump.
There’s a clear risk if the shortage lingers: rising component costs or shipment delays could tighten margins. That’s happening as investors show less patience for returns on artificial intelligence, or AI, spending.
Tuesday puts Dell back in focus. Was Friday’s rebound the beginning of something bigger, or just a breather? Eyes turn to Feb. 26 for the next real test—earnings, fresh guidance, and any hints Dell drops about supply and demand for the coming quarter.
