NEW YORK, September 1, 2026, 18:00 EDT — U.S. regular trading was over, but after-hours markets were still open.
- Dell shares were at $455.20 as of 18:00 EDT, rising 7.2% from the previous close though still 0.2% under Monday’s level.
- Shares of MongoDB traded at $379.79, falling 12.5% in after-hours action and dropping 16.2% throughout Tuesday.
- The Nasdaq fell 1.0% in cash trade, with WTI closing above $90 and the 10-year yield hitting 4.79%.
- Out of 11 major sector funds, seven declined; energy outperformed, with consumer discretionary trailing behind.
Dell Technologies NYSE:DELL was up 7.2% in after-hours trading as of 18:00 EDT, with shares at $455.20. The increase offset much of its 6.9% decline during the regular session.
MongoDB NASDAQ:MDB fell sharply in after-hours trading, dropping 12.5%. The stock closed down 16.2% for the day.
Shares of both companies eased in the last hour. Dell declined 1.2% from $460.90. MongoDB dropped 0.3% from $381.01, Nasdaq extended-hours data showed.
Post-close repricing versus Monday’s close
Percent change. Cash close at 16:00 EDT; extended session through .
All major benchmarks ended the cash session in negative territory. The S&P 500 declined 0.7% to finish at 7,631.47. The Dow slipped 0.8%, and the Nasdaq retreated 1.0% Associated Press.
Cash-session close
Tuesday change through 16:00 EDT. The last-hour column is unchanged afterward because cash indices stopped trading.
Oil and interest rates influenced the day’s risk sentiment. WTI increased by 5.2% to $90.22, while Brent advanced 4.6% to $94.65. The 10-year Treasury yield rose four basis points to 4.79% AP market report.
Market pressure was reflected in breadth. Seven out of 11 Select Sector SPDR funds declined. Energy advanced 1.3%, whereas consumer discretionary dropped 1.7%.
Sector breadth: seven down, four up
Select Sector SPDR close-to-close change at 16:00 EDT.
Dell delivered the bigger surprise in its quarterly guidance. Revenue climbed 58% to $47.0 billion. The company increased its full-year revenue outlook by $25 billion, reaching $192 billion Dell results.
Orders for AI servers totaled $60.9 billion, with the backlog closing at $95 billion—representing 5.8 times the quarterly revenue from AI servers. Chief Financial Officer David Kennedy stated Dell is “raising our full-year FY27 revenue outlook by $25 billion.”
Trading volume indicated the reset. Dell traded 13.77 million shares during the cash session, 2.5 times its typical average. MongoDB saw 2.00 million shares change hands, 1.4 times its average, according to Google Finance data.
MongoDB posted robust operational results. Revenue increased by 30% to reach $771.8 million. Free cash flow jumped to $137.6 million, almost twice the previous amount MongoDB results.
However, the company’s guidance update was more modest. The midpoint for annual revenue climbed 2.4% to $3.01 billion. By comparison, Dell raised its midpoint by 15.0%. This difference set the stage for the after-hours split.
How much management raised guidance
Midpoint change versus the companies’ prior fiscal 2027 outlooks.
The market reacted to the scale of forecasts, rather than just earnings surprises. Dell’s updated AI outlook sent shares up 23.3%. MongoDB increased both revenue and margins, but investors expected further gains following its latest surge.
The upcoming U.S. jobs report on Friday is expected to be the next major market driver. A robust result may strengthen expectations of interest rate hikes, maintaining pressure on technology stocks with longer durations.
Risks: Thin liquidity after hours can cause price reversals. The timing of Dell’s backlog and supply expenses are still unclear. MongoDB’s consumption revenue may fluctuate across quarters.
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