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NYSE:DELL.C 11 May 2026

Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

UBS downgraded Dell Technologies to Neutral from Buy, citing a 170% surge in Dell shares over 12 months and saying valuation now reflects its AI server growth story. Dell’s stock closed at $260.46 on Friday, up 13% after President Trump publicly praised the company. Dell forecasts $50 billion in fiscal 2027 AI server revenue, more than double current levels. The board is seeking approval to reincorporate from Delaware to Texas.
11 May 2026
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Stock Market Today

  • Short Seller's Fraud Conviction Raises Concerns on Wall Street
    June 4, 2026, 12:32 AM EDT. A recent fraud conviction of a short seller is unsettling Wall Street traders who engage in betting on stock-price declines. These traders fear prosecutors may increasingly view short selling - a common strategy where investors sell borrowed shares hoping to buy them back cheaper - as equivalent to market manipulation. The conviction adds pressure on short sellers and could influence how regulators treat similar cases in the future, fueling apprehension in markets reliant on this practice for price discovery and risk hedging.

Latest articles

Dow Falls 620 Points After Broadcom’s After-Hours Move Shakes AI Stocks

Dow Falls 620 Points After Broadcom’s After-Hours Move Shakes AI Stocks

4 June 2026
Broadcom plunged 13.7% after hours to $413.62 as second-quarter revenue missed Wall Street estimates and its AI-chip sales forecast stayed unchanged, erasing one of the market’s last AI-linked supports just as the Dow fell 621 points and oil neared $100, stoking inflation and Fed risk concerns.
PVH Shares Drop After Results, But Quarter Wasn’t the Issue

PVH Shares Drop After Results, But Quarter Wasn’t the Issue

4 June 2026
PVH shares plunged 18.7% to $79.00 after hours as the Calvin Klein and Tommy Hilfiger owner slashed its full-year revenue outlook to roughly flat, citing ongoing pressure in Europe, the Middle East and Africa, overshadowing a first-quarter profit beat and signaling weaker second-quarter sales.
Nu Holdings Shares Fall After Analyst Downgrades and CFO Change

Nu Holdings Shares Fall After Analyst Downgrades and CFO Change

4 June 2026
Nu Holdings sank 2.43% to $11.64 after a second analyst downgrade in two days, as Susquehanna and BofA cited falling margins, rising credit risk, and uncertainty from an upcoming CFO change; credit loss allowances jumped 33% last quarter, while risk-adjusted net interest margin fell to 9.5%, raising concerns about Nu’s growth premium amid broader weakness in Brazilian bank stocks.
Intel shares snap losing streak as Wall Street eyes CPU rebound

Intel shares snap losing streak as Wall Street eyes CPU rebound

4 June 2026
Intel soared 4.43% to $112.71, snapping a five-day losing streak, after unveiling new Xeon 6+ CPUs and rack-scale AI infrastructure at Computex, positioning CPUs as central to AI buildouts and sparking renewed investor interest despite ongoing risks from rivals and rising chip costs.
Five Below Drops After Strong Quarter as Traders React

Five Below Drops After Strong Quarter as Traders React

4 June 2026
Five Below stock plunged 12.6% after hours to $194.87 despite first-quarter sales and profit beating estimates and raised full-year guidance, as investors focused on management’s warnings about rising fuel costs, sticky inflation, and a tougher consumer backdrop that could threaten the chain’s strong sales momentum.
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