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NYSE:DELL 27 February 2026 - 26 May 2026

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 Technologies shares kept moving higher early Tuesday, up 3.4% at $305.21. Investors are looking for its fiscal first-quarter report to show how strong the AI server demand still is and how much it can keep pushing the stock. Dell matters to Wall Street as a top play on AI infrastructure, outside chipmakers. The company is selling servers for AI data centers, and its stock has more than doubled this year. Investors want evidence that cloud and enterprise demand remains strong, outpacing supply.
HP Gains 15%. Earnings Short Week Could Guide Further Move

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

HP Inc. shares saw their biggest jump in months this week, rising Friday as Lenovo’s strong numbers kicked off buying in PC hardware names. Traders are also looking ahead to HP’s next earnings report. The stock ended Friday at $25.24, jumping 15.3% for the session. Volume came in around 48.7 million shares. Shares wrapped up about 21% higher than the May 15 close at $20.81, historical market data shows.
Asia Stocks Face Big Week as Oil, Bonds, AI Stay in Spotlight

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

Asia’s stock markets open Monday with traders watching chips, as oil, yields, and regulators in China weigh on sentiment. Headlines out of Washington added some uncertainty. U.S. President Trump said a peace deal with Iran is “largely negotiated.” But Iranian media denied his claim that the Strait of Hormuz has reopened. Nikkei 225 jumped 2.68% Friday, while the Hang Seng rose 0.86% and Shanghai added 0.87%. Australia’s All Ordinaries was up 0.41%, data from LSEG showed. Bulls are still pushing, but the last cash session didn’t leave much room for comfort.
Dow Hits Record Close; All Eyes Turn to Holiday-Week Trading

Wall Street’s Eighth Straight Weekly Gain Faces Inflation Data Test

S&P 500 closed out the week moving closer to its record, while the Dow Jones Industrial Average hit another closing high ahead of the long holiday weekend. U.S. stocks kept climbing as the rally continued. Investors are still buying into earnings and artificial intelligence growth, despite consumer gloom and tough bond markets for stocks. U.S. exchanges will shut Monday, May 25, for Memorial Day, NYSE and Nasdaq holiday calendars show.
Dell Hits All-Time High, Faces Next Hurdle

Dell Hits All-Time High, Faces Next Hurdle

Dell Technologies Inc. shares finished at a record high Friday, climbing 16.77% to $295.19. The stock has jumped about 22% since last Friday’s close. Investors loaded up ahead of next week’s earnings. The move came ahead of the extended U.S. market holiday. Dell shares don’t trade on Monday, May 25, with U.S. markets closed for Memorial Day. Trading picks back up Tuesday. The company’s fiscal 2027 first-quarter results drop after the close two days later, and management plans a conference call for 3:30 p.m. CDT.
Dow Sets New Record While Inflation Stays in View

Dow Sets New Record While Inflation Stays in View

Dow hits fresh record as stocks climbed Friday. The Dow Jones Industrial Average finished up 294.04 points, or 0.6%, at 50,579.70. The S&P 500 rose 27.75 points to 7,473.47 and the Nasdaq Composite added 50.87 points, ending at 26,343.97. Traders cited progress in U.S.-Iran talks and a solid run of earnings as drivers. The S&P 500 booked an eighth week of gains, the longest streak since December 2023. Investors are watching this extended rally as they weigh costs linked to the Iran war, a shuffle at the Federal Reserve and another drop in U.S. consumer sentiment.
Dow Sets New Record as Wall Street Looks Ahead to Next Challenge

Dow Sets New Record as Wall Street Looks Ahead to Next Challenge

U.S. stocks finished higher on Friday, with after-hours Reuters/LSEG data showing the Dow Jones Industrial Average setting a new record. Investors jumped in on hopes around U.S.-Iran talks and upbeat earnings. The Dow gained 428.65 points, or 0.86%, to close at 50,714.31. The S&P 500 rose 45.82 points, or 0.62%, to 7,491.54. The Nasdaq Composite increased 130.07 points, or 0.50%, to 26,423.17. James St. Aubin, chief investment officer at Ocean Park Asset Management, called the market backdrop “really solid.” Dow hits new intraday high for first time since start of U.S.-Iran war The Dow climbed past its February high, setting a new intraday record, the first since the U.S.-Iran war started. Art Hogan, chief market strategist at B. Riley Wealth, said some investors were starting to feel more confident as it looked like the conflict could be moving toward an “off-ramp.”
Wall Street Pushes Dell’s AI Run Again But Sends a Caution

Wall Street Pushes Dell’s AI Run Again But Sends a Caution

Dell Technologies shares climbed over 10% in early Friday trading, as more Wall Street analysts raised their price targets on the stock riding a rally fueled by AI server demand. Wells Fargo hiked its target on Dell to $270 from $180. Morgan Stanley also boosted its target, moving it up to $170 from $110, but stuck with an Underweight rating, meaning it thinks investors should have less Dell than the benchmark suggests. Dell is due to report fiscal first-quarter results on May 28 after the stock’s big rally. Investors will be watching for signs that AI-optimized servers can deliver lasting profit, not just boost sales. Consensus at MarketBeat shows $3.00 earnings per share and $34.95 billion in revenue for the quarter.
Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

Wall Street’s Top Picks for U.S. Stocks as Yields Stay High

Sellers grabbed control on Wall Street Tuesday, leaving fewer stocks on the day’s “buy” list. Picks leaned on timely themes: Nvidia’s earnings, Dell’s AI hardware push, ServiceNow’s software bounce, and Home Depot holding up better than expected. Stocks are feeling the weight of rising bond yields. Higher yields are a headwind for growth stocks, cutting how much investors are willing to pay for future earnings. The S&P 500 and Nasdaq each posted their third decline in a row as traders waited for Federal Reserve minutes and Nvidia’s earnings later this week.
Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Stock Surges 13% After Trump Praise — Why AI Servers Are the Bigger Story

Dell Technologies Inc. surged 13.0% Friday, ending the session at $260.46 after President Donald Trump singled out the company and its founder during a Mother’s Day event at the White House, urging Americans to “go out and buy a Dell,” according to Bloomberg. Shares hit an intraday high of $263.82, with trading volume topping 12 million. Timing is key here. Dell isn’t just a PC play anymore—investors have shifted their gaze to AI-optimized servers. These are systems decked out with specialized chips, networking, storage, and cooling, all meant to handle artificial-intelligence workloads. Dell said it locked in over $64 billion in AI-server orders for fiscal 2026, shipped out more than $25 billion, and started fiscal 2027 still holding $43 billion in backlog—orders on the books but not yet delivered. “The AI opportunity is transforming our company,” said Jeff Clarke, vice chairman and chief operating officer. Chief Financial Officer David Kennedy highlighted Dell’s “portfolio, operating model and growing customer base” as the company projected about $50 billion in AI-optimized server revenue for fiscal 2027.
Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

NEW YORK, May 8, 2026, 2:04 PM EDT Investors rushed back into Dell Technologies on Friday, sending the stock up $28.92 to $259.19, not far from its session peak of $263.82. Excitement over a new supercomputer agreement fueled the rally, while renewed scrutiny of legal issues dogging its competitor, Super Micro Computer, also played into Dell’s surge.
Nvidia Kills PC Maker Acquisition Rumor, Sending Dell and HP Stocks Back Down

Nvidia Kills PC Maker Acquisition Rumor, Sending Dell and HP Stocks Back Down

SANTA CLARA, California, April 14, 2026, 13:59 PDT. Nvidia shot down speculation on Tuesday, saying it’s not in discussions to buy any PC maker. The rumor—which had sent waves through Dell Technologies and HP—hinted at a major hardware play for the AI chip giant. The story, first reported by Bloomberg, traced the chatter back to SemiAccurate, which suggested such a deal might “reshape the PC landscape.”
Intel Corporation’s 18A Bet Faces First Market Test as Business PCs Arrive Tuesday

Intel Corporation’s 18A Bet Faces First Market Test as Business PCs Arrive Tuesday

Intel Corporation’s initial commercial PCs featuring its 18A process are slated to land with customers Tuesday, Dell among the earliest to deliver systems. The chipmaker said PCs using its Core Ultra Series 3 and vPro platform—covering management and security—will hit the market starting March 31. Dell has its Pro 14 Premium, Pro 5 Micro, and Pro Precision 7 lined up for release that same day. The 18A rollout is key. Intel’s latest chipmaking technology underpins Chief Executive Lip-Bu Tan’s push to reclaim manufacturing dominance and shore up its foundry business. The timing is notable: companies are still upgrading to Windows 11, but higher memory prices could soon drive up PC costs and dampen appetite.
Dow Jones Index Today: Dow Falls 210 Points as Oil Shock Revives Fed Fears

Dow Jones Index Today: Dow Falls 210 Points as Oil Shock Revives Fed Fears

The Dow Jones Industrial Average dropped 210.29 points to 45,811.14 by 12:15 p.m. ET on Friday, setting up a potential fourth consecutive weekly decline for the blue-chip index. The S&P 500 shed 0.71%, while the Nasdaq Composite slipped 0.99% as conflict involving the United States, Israel and Iran weighed on risk assets. The story’s shifted beyond geopolitics. With traders now pricing out a Fed rate cut until at least 2027, the Dow, S&P 500, and Nasdaq have all slipped under their 200-day moving averages—a key marker for flagging momentum that investors track closely.
Before Wall Street opens Monday: Iran strikes, oil-supply fears and the U.S. jobs report

Before Wall Street opens Monday: Iran strikes, oil-supply fears and the U.S. jobs report

NEW YORK, March 1, 2026, 07:20 — Market closed. U.S. stocks approach Monday’s open under renewed pressure, after Israel confirmed another strike on Tehran, days after joint U.S.-Israel attacks killed Supreme Leader Ayatollah Ali Khamenei. In response, Iran launched missiles targeting Israel and sites in the Gulf, keeping markets on edge over escalating conflict.
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Stock Market Today

  • Lean Hogs End Mixed; Traders Look to Tuesday Session
    June 30, 2026, 12:41 PM EDT. Lean hog futures ended Monday with nearby months up 70 to 90 cents but deferred months down 42 cents to $1.30. The Chicago Mercantile Exchange (CME) Lean Hog Index edged down 23 cents to $91.55 for June 25. USDA's morning pork cutout moved up $2.29 to $97.66, even with a softer butt primal. Federal hog slaughter was pegged at 485,000 head, higher than both a week ago and last year. July and August contracts climbed 90 and 70 cents, October dropped 42.5 cents. Traders stayed cautious with an eye on Tuesday's action.
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