Today: 24 June 2026
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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.

Stock Market Today

  • TSX Futures Dip on U.S.-Iran Deal Uncertainty
    June 24, 2026, 7:28 AM EDT. TSX futures edged down 0.1% as investors weighed ongoing U.S.-Iran nuclear deal talks marked by conflicting statements on inspection terms. President Trump claimed infinite inspections were agreed upon, while Iran denied this, casting doubt on the fragile negotiations. Falling oil prices, dropping over 1% amid expected increased tanker movement through the Strait of Hormuz, pressured commodity markets. Spot gold and silver also declined roughly 1.9% and 1.8% respectively, pressured by a stronger dollar fueled by U.S. rate hike expectations. The S&P/TSX Composite Index had closed lower the previous day, hurt by commodity price drops and a tech-led selloff on Wall Street, with metal mining shares leading losses.
Ford (NYSE:F) trades around $14 as Unifor labor talks put focus on margins

Ford (NYSE:F) nears recall hit as analyst targets drop

24 June 2026
Ford shares closed at $14.00 Tuesday, about 5% below the $14.72 average analyst price target, as 50 recalls covering over 11 million vehicles this year and fresh Unifor labor talks add near-term cost risks that could pressure Ford’s $8.5–$10.5 billion adjusted EBIT guidance if recall and labor costs outpace planned savings.
Nasdaq edges lower in after-hours as AI chip fall spurs margin chatter

US stock futures edge higher as Micron (NASDAQ:MU) draws AI spotlight

24 June 2026
Micron shares jumped 3.8% premarket after a 13% plunge, setting the tone as investors await its earnings to gauge if AI-driven chip demand justifies soaring valuations; a weak Micron report, hotter inflation data, or renewed rate-hike fears could trigger renewed selling in tech stocks after recent sharp declines.
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