Today: 10 June 2026
Browse Category

NYSE:DELL 23 May 2026 - 29 May 2026

Dell’s AI Surge Sends Wall Street Up — U.S. Markets Today

Dell’s AI Surge Sends Wall Street Up — U.S. Markets Today

The Dow rose 358.82 points to 51,027.94, the S&P 500 gained 19.91 to 7,583.61, and the Nasdaq added 59.92 to 26,978.21, closing out a holiday-shortened week higher. Dell surged nearly 30% after reporting $16.1 billion in AI server revenue and raising its outlook. U.S. crude fell 1.73% to $87.36 a barrel on truce extension speculation. The core PCE price index rose 3.3% year-over-year in April.
Vanguard VGT split points to the AI trade’s top play

Vanguard VGT split points to the AI trade’s top play

Vanguard’s Information Technology ETF (VGT) has nearly doubled the post-split returns of Vanguard’s larger growth funds since April 21. VGT’s top holdings—Nvidia, Apple, and Microsoft—make up over 40% of its portfolio. The ETF traded at $120.68 late Friday morning in New York, outpacing VUG at $89.51 and MGK at $91.16. Investors continue to buy into AI hardware and software plays.
3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

3X AI Chip ETF surged from $100,000 to $1.28 million, but future gains get harder

Direxion Daily Semiconductor Bull 3X Shares (SOXL) traded just above $220 early Friday, down from a $224.63 close after a steep rally tied to AI chip demand. A $100,000 investment in SOXL a year ago would have grown to about $1.28 million by May 27, according to 24/7 Wall St. Nvidia posted record quarterly revenue of $81.6 billion, mostly from data centers. U.S. technology funds saw $2.75 billion in inflows last week.
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell stock catches Wall Street’s AI hardware attention

Dell shares jumped $87.50 to $404.55 Friday after the company raised its full-year outlook and reported quarterly revenue up 88% to $43.84 billion. AI-optimized server sales reached $16.1 billion, surpassing PC revenue. Dell booked $24.4 billion in AI orders and secured a $9.7 billion U.S. War Department contract. The company warned that rising memory costs and supply risks could pressure margins.
HPE shares jump ahead of earnings after Dell’s AI server surge

HPE shares jump ahead of earnings after Dell’s AI server surge

Hewlett Packard Enterprise shares surged 23.5% premarket Friday after Dell raised its annual AI-server revenue outlook, citing strong demand for Nvidia-powered systems. HPE will report fiscal second-quarter results after the close on June 1. Investors are watching for signs HPE can match Dell’s order flow while maintaining margins in its Cloud & AI and networking units. Super Micro Computer shares also rose 10.7% premarket.
Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro extends rally, compliance risk remains in focus

Super Micro Computer shares rose 8.1% to $41.30 Thursday after the company reported working with Taiwanese authorities to stop illegal server exports to China, resulting in three arrests and 50 servers seized. Super Micro’s market cap reached $28.6 billion. Dell raised its full-year outlook on strong AI server demand. Nvidia’s data-center revenue hit a record $75.2 billion, boosting related stocks.
Wall Street Sets Fresh Highs as Dell’s AI Outlook Grabs Attention After Hours

Wall Street Sets Fresh Highs as Dell’s AI Outlook Grabs Attention After Hours

The S&P 500, Nasdaq, and Dow all closed at record highs Thursday, with the S&P up 0.58% and the Nasdaq gaining 0.91%. Dell surged 38.86% in after-hours trading after raising its AI-server revenue forecast. April PCE inflation rose 3.8% year-over-year, while first-quarter GDP growth was revised down to 1.6%. Reports of a possible U.S.-Iran ceasefire extension also influenced markets.
Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell’s AI Run Meets Hurdle as Lenovo and HP Rekindle Hardware Bets

Dell shares traded near $305 late Wednesday, down from an early high of $327.75, ahead of Thursday’s earnings report. Analysts expect fiscal Q1 revenue of $36.18 billion and adjusted EPS of $2.97, just above Dell’s own targets. Dell previously forecast $50 billion in annual AI server revenue and reported $43 billion in backlog. Option markets implied a possible 10% move in the stock by week’s end.
Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure Tops Estimates But Shares Slip as AI Drives Up Storage Costs

Everpure shares fell 2.8% to $85.74 after the company reported first-quarter revenue up 35% to $1.05 billion, beating estimates. Product revenue rose 55% to $577 million, and adjusted earnings reached 47 cents a share, above forecasts. The company raised its fiscal 2027 outlook but faces margin pressure from higher memory and component costs. Everpure completed its rebrand from Pure Storage and closed its 1touch acquisition.
IREN Limited’s Nvidia Deal Rewrites The Bitcoin-Miner AI Cloud Trade

IREN Shares Jump After $1.6 Billion Dell Agreement Puts Focus on AI Revenue Target

IREN Limited shares rose 9.4% to $65.42 after the company announced a $1.6 billion deal to buy Dell hardware for its Texas data center. The agreement aims to speed up deployment of Nvidia Blackwell systems for AI customers, with commissioning set for early 2027. Volume topped 44 million shares, pushing market cap to $21.8 billion. IREN expects annualized run-rate revenue to reach $4.4 billion after installation.
Super Micro Stock Is Back in the AI Trade — But Its Margin Problem Still Bites

Super Micro Stock Is Back in the AI Trade — But Its Margin Problem Still Bites

Super Micro Computer shares traded near $37 Wednesday after a 4.3% jump Tuesday, following a Micron-led rally in AI hardware stocks. Fiscal third-quarter net sales reached $10.24 billion, up from $4.60 billion a year earlier, but gross margin stayed at 9.9%. Management said AI GPU platforms made up over 80% of revenue. Analysts flagged low margins and reliance on AI demand as risks.
Dell Technologies Stock Just Hit a Record. Wall Street Is Now Asking How Much AI Is Already Priced In

Dell faces AI earnings test after record run

Dell shares rose 3.4% to $305.21 Tuesday, extending Friday’s record close as investors await Thursday’s earnings report. Options pricing signals a possible 10% swing after results, with Wall Street focused on AI server demand and margins. Visible Alpha expects quarterly revenue of $36.18 billion and adjusted earnings of $2.97 per share. Dell’s stock has more than doubled this year on AI infrastructure demand.
HP Gains 15%. Earnings Short Week Could Guide Further Move

HP Gains 15%. Earnings Short Week Could Guide Further Move

HP Inc. shares jumped 15.3% to $25.24 Friday, their biggest one-day gain in months, after Lenovo’s strong results boosted PC hardware stocks. U.S. markets will be closed Monday for Memorial Day. HP reports fiscal Q2 earnings after the close on May 27, with investors watching for signs that AI PC demand can offset rising memory-chip costs. Trading volume Friday neared 48.7 million shares.
Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

Japan’s Nikkei 225 jumped 2.68% Friday, leading gains across Asia, as chip stocks rallied despite Brent crude holding above $103 and U.S. 10-year yields at 4.558%. Nvidia and Lenovo fueled hardware optimism, but China announced a crackdown on online brokers. President Trump claimed progress on an Iran peace deal, though Iran disputed reopening the Strait of Hormuz.
Dell Hits All-Time High, Faces Next Hurdle

Dell Hits All-Time High, Faces Next Hurdle

Dell shares surged 16.77% to a record $295.19 on Friday after analyst upgrades and investor bets on AI server demand. The stock will not trade again until Tuesday due to the Memorial Day holiday. Dell reports fiscal first-quarter results May 28. CEO Michael Dell highlighted over 5,000 customers using its AI Factory with Nvidia at the company’s annual event.
1 2 3 4 7

Stock Market Today

  • Corn Prices Gain Early Wednesday Amid USDA Export Sale and Crop Progress Data
    June 10, 2026, 11:10 AM EDT. Corn prices rose 3 to 5 cents early Wednesday, rebounding after Tuesday's midday dip where futures fell up to 1.5 cents. The USDA reported a private export sale of 120,000 metric tons of old crop corn to unknown destinations, supporting market confidence. By June 7, 97% of U.S. corn was planted with 86% emerged, aligning with the five-year average. Crop conditions remain steady at 67% rated good to excellent, although some state-level declines were noted. The upcoming USDA WASDE report is forecasted to cut old crop carryout by 6 million bushels and new crop by 10 million bushels if realized. July corn futures traded at $4.19 ½, with nearby cash corn at $3.86 ¼, showing modest gains early Wednesday.

Latest articles

Chewy Drops After Q1 Beat With Outlook Warning

Chewy Drops After Q1 Beat With Outlook Warning

10 June 2026
Chewy slashed its 2026 net sales outlook to $13.40–$13.55 billion, below prior guidance and analyst estimates, sending shares down 50 cents to $19.90 as investors reacted to weaker-than-expected second-quarter forecasts despite a 7.7% first-quarter sales jump and improved profitability.
Nu Holdings Stock Moves Higher, Investors Weigh $1 Billion Buyback Impact

Nu Holdings Stock Moves Higher, Investors Weigh $1 Billion Buyback Impact

10 June 2026
Nu Holdings stock rebounded 1.3% to $12.04 early Wednesday after a $1 billion buyback was authorized, but shares remain down 30.5% over six months as investors weigh the buyback’s support against rising credit costs, a CFO transition that triggered analyst downgrades, and a jump in non-performing loans to 5.0% last quarter.
Keel Infrastructure Inches Up After $458M Debt Deal Amid AI Pivot

Keel Infrastructure Inches Up After $458M Debt Deal Amid AI Pivot

10 June 2026
Keel Infrastructure jumped 0.83% to $5.47 after closing a $458 million convertible-note sale, up from an initial $350 million plan, with proceeds aimed at AI data-center growth and capped calls to limit dilution up to $11.86 per share, as investors weigh new capital against added debt and future share issuance.
Go toTop