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NASDAQ:DELL 7 October 2025 - 9 January 2026

Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell Stock Skyrockets on AI Boom – Price Surge, Key News & 2025 Outlook

Dell shares traded near $162 on Nov. 3, 2025, close to their 52-week high after surging on news of a $5.8 billion AI hardware deal with Microsoft. The stock has more than doubled over the past year and is up 35% year-to-date, far outpacing the S&P 500. Analysts have raised price targets following Dell’s updated growth forecasts and strong demand for its AI infrastructure products.
Dell’s AI Boom Doubles Growth Forecasts – Stock Soars as Investors Cheer

Dell’s AI Boom Doubles Growth Forecasts – Stock Soars as Investors Cheer

Dell Technologies doubled its long-term growth targets on Oct. 7, now projecting 7–9% annual revenue growth and 15%+ EPS gains, citing soaring AI server demand. Q2 FY2026 revenue hit a record $29.8 billion, with AI-optimized server sales reaching $8.2 billion. Dell raised its full-year AI server revenue forecast to $20 billion. Shares jumped 7% premarket after the announcement.

Stock Market Today

  • Nevada Temporarily Bans Prediction Market Firm Kalshi Over Gaming License Dispute
    March 20, 2026, 2:30 PM EDT. Kalshi, a prediction markets platform offering event-based contracts on sports, elections, and entertainment, was temporarily banned in Nevada by a 14-day restraining order from the First Judicial District Court. The ruling prohibits Kalshi from operating its derivatives exchange without a gaming license, marking the first state-level forced cessation for the company. The ban follows earlier Nevada cease-and-desist actions and precedes a likely extension through the legal case, said gaming attorney Daniel Wallach. The dispute comes amid mounting regulatory scrutiny nationally, including criminal charges from Arizona and ongoing battles in multiple states. Kalshi contends its sports contracts are financial swaps, not gambling, a view supported by the federal Commodity Futures Trading Commission, which claims jurisdiction over these markets. This case highlights tensions between state gambling laws and federally regulated prediction markets.
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