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NYSE:DELL 14 December 2025 - 2 February 2026

Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture stock slides in New York: traders weigh Sovereign AI deal and fresh Buy call

Accenture shares fell 1.2% to $281.73 by midafternoon Friday, despite recent announcements of a major AI data center partnership with Sovereign AI and Palantir across EMEA. Berenberg initiated coverage with a buy rating and a $313 target. Investors remain uncertain about the timing of revenue from new AI projects. Accenture’s next earnings call is scheduled for March 19.
23 January 2026
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Dell stock rebounds after Morgan Stanley warning as Citi stays positive ahead of earnings

Dell stock rebounds after Morgan Stanley warning as Citi stays positive ahead of earnings

Dell shares rose 2.7% to $114.03 Wednesday, rebounding after a 7.85% drop Tuesday following a Morgan Stanley sector downgrade. Morgan Stanley cut its price target to $111 and kept an Underweight rating, while Citi lowered its target to $165 but maintained a Buy. Investors weighed analyst concerns over weak 2026 hardware budgets and rising component costs ahead of Dell’s Feb. 26 earnings report.
21 January 2026
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Accenture stock jumps as “sovereign AI” data-center deal puts ACN back in focus

Accenture stock jumps as “sovereign AI” data-center deal puts ACN back in focus

Accenture shares rose 3.3% to $281.63 after Sovereign AI named Accenture and Palantir to build AI data centers across EMEA. The project uses Dell hardware with Palantir software managing operations. Palantir stock fell 3.5%, while Nvidia and Dell gained. Investors await Accenture’s Jan. 28 shareholder meeting and March 19 earnings call for revenue signals.
21 January 2026
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Trump’s Greenland tariff threat jolts Wall Street again as S&P 500’s biggest losers pile up

Trump’s Greenland tariff threat jolts Wall Street again as S&P 500’s biggest losers pile up

U.S. stocks rebounded Wednesday after Tuesday’s sharp sell-off triggered by Trump’s tariff threats over Greenland. By 9:38 a.m. ET, the Dow rose 0.42%, the S&P 500 gained 0.40%, and the Nasdaq edged up 0.20%. Netflix dropped 4.2% after suspending buybacks to fund its Warner Bros Discovery deal. NetApp, Dell, and Norwegian Cruise Line led losses in the previous session.
21 January 2026
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Dell stock steadies premarket after Morgan Stanley cuts target and warns on 2026 hardware budgets

Dell stock steadies premarket after Morgan Stanley cuts target and warns on 2026 hardware budgets

Dell shares rose 0.2% to $111.27 in premarket trading Wednesday, after falling 7.9% the previous day. Morgan Stanley cut its price target to $111 and kept an underweight rating, citing the slowest hardware budget growth in 15 years. The IT hardware sector index dropped 1.1% at Tuesday’s open. Dell also announced new education devices launching globally in February.
21 January 2026
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Super Micro Computer (SMCI) stock slides as Wall Street selloff bites — what to watch next

Super Micro Computer (SMCI) stock slides as Wall Street selloff bites — what to watch next

Super Micro Computer fell 3.77% to $31.41 Tuesday, with trading volume topping 39.5 million shares. U.S. stocks posted their steepest one-day drop in three months as tariff worries and a Morgan Stanley downgrade hit IT hardware. Dell and Hewlett Packard Enterprise each slid up to 5%. Citigroup cut Super Micro’s price target to $39.
21 January 2026
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Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer shares jumped 11% Friday to close at $32.64, with 79 million shares traded ahead of Monday’s U.S. market holiday. The move followed a rally in chip stocks after Taiwan Semiconductor’s earnings. Investors remain focused on AI data-center demand and upcoming inflation and tech earnings reports. Markets reopen Tuesday after the Martin Luther King Jr. Day closure.
18 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

U.S. markets were closed Thursday for New Year’s Day after data center-linked stocks ended 2025 lower. Nvidia slipped 0.5%, Dell fell 1.6%, and Super Micro Computer lost 1.3% in the last session. Elon Musk’s xAI bought a third building for data center expansion, aiming for nearly 2 gigawatts of compute power. Traders await Friday’s reopening and early U.S. factory data next week.
1 January 2026
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Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Super Micro Computer shares fell 1.7% to $29.15 after a filing showed Senior VP of Operations George Kao will retire Dec. 31, with Tom Xiao set to replace him. The company said Kao will help with the transition as a consultant. The move came as investors watched AI infrastructure spending, highlighted by xAI’s purchase of a third building to expand compute capacity. Major U.S. indexes drifted lower in thin holiday trading.
31 December 2025
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IREN stock slips in New York trade as bitcoin eases into year-end

IREN stock slips in New York trade as bitcoin eases into year-end

IREN shares fell about 1% to $37.92 Wednesday afternoon, tracking a 0.6% drop in bitcoin, which traded near $87,688. U.S.-listed bitcoin miners were mixed as year-end portfolio adjustments continued. Marathon Digital and CleanSpark declined, while Riot Platforms gained. IREN traded between $37.58 and $38.98, with 12.7 million shares changing hands by early afternoon.
31 December 2025
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SMCI stock slips near $30 as Nvidia cools in year-end trade; what to watch

SMCI stock slips near $30 as Nvidia cools in year-end trade; what to watch

Super Micro Computer shares fell 1.1% to $30.29 in late afternoon trading Monday, tracking declines in AI hardware stocks as U.S. indexes slipped in light holiday trading. Traders are watching Supermicro’s ability to deliver on deferred AI server shipments before its December quarter ends. Nvidia dropped 1.4%, while Dell and Hewlett Packard Enterprise also traded lower.
29 December 2025
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Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell Technologies (DELL) Stock Today: Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)

Dell shares fell about 4% to $128 on Dec. 17 after commercial PC price hikes took effect and reports surfaced of a $120 million cash acquisition of Israeli AI startup Dataloop. The stock had closed at $133.75 the previous day. Intraday trading was volatile, with shares swinging from the mid-$126s to mid-$134s. The price increases follow tightening memory supply tied to AI infrastructure demand.
17 December 2025
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Dell Technologies Stock (DELL) Today: Commercial PC Price Hikes, AI Server Momentum, Analyst Targets, and What to Watch Into 2026 (Dec. 15, 2025)

Dell Technologies Stock (DELL) Today: Commercial PC Price Hikes, AI Server Momentum, Analyst Targets, and What to Watch Into 2026 (Dec. 15, 2025)

Dell shares rose 0.74% to $130.94 as of 19:06 UTC on Dec. 15, 2025, after reports said the company will raise commercial product prices by 10% to 30% starting Dec. 17 due to surging memory costs. The increases target configurations with high memory and storage, and may affect AI laptops and monitors. Industry analysts link the hikes to a global memory shortage driven by AI demand.
15 December 2025
Dell (DELL) Stock: What to Know Before the U.S. Market Opens on Dec. 15, 2025

Dell (DELL) Stock: What to Know Before the U.S. Market Opens on Dec. 15, 2025

Dell Technologies closed Friday at about $130, down sharply, after volatile December trading driven by AI server growth and rising memory costs. The stock has surged in 2025 but remains below its autumn peak of $168. Dell reported record Q3 revenue of $27 billion and raised its AI server outlook, but investors remain wary of margin pressure from higher DRAM and NAND prices. Market cap stands in the mid-$80 billion range.
14 December 2025
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Stock Market Today

  • Insider Buying Highlights: BORR Director Buys $5M Shares, GBFH Insider Purchases 28,000 Shares
    June 10, 2026, 12:25 PM EDT. Insider buying signals confidence in stock prospects. Borr Drilling director Tor Olav Troim bought 1.06 million shares worth $5 million at $4.70 each, just above Wednesday's low of $4.60. This marks Troim's third purchase in a year, averaging $5.39 per share. Borr shares rose 2.2% Wednesday. At Gbank Financial Holdings, insider Charles William Griege Jr. acquired 28,000 shares for $812,000 at $29 apiece on Friday, following a previous purchase at $33.30. GBFH shares climbed 2.3%, putting Griege Jr. roughly 8.4% ahead based on the current $31.45 trading price. Insider buying often implies expectations of future gains, benefitting savvy investors.

Latest articles

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Broadcom Shares Slip After $35 Billion AI Transaction, Guidance Jitters Linger

Broadcom Shares Slip After $35 Billion AI Transaction, Guidance Jitters Linger

10 June 2026
Broadcom shares plunged 4% to $376.42 despite unveiling a $35 billion AI infrastructure deal with Apollo and Blackstone, as investors fixated on last week’s softer-than-expected AI chip revenue guidance and ongoing concerns over high valuation, customer concentration, and margin risks tied to new AI financing models.
Palantir CEO Karp takes aim at AI spend by Anthropic, OpenAI

Palantir CEO Karp takes aim at AI spend by Anthropic, OpenAI

10 June 2026
Palantir shares edged up less than 1% to $132.66 after CEO Alex Karp told CNBC that enterprise customers are privately “unhappy” with frontier AI labs’ billing practices, as AI buyers face “sticker shock” and cost savings lag, while Palantir pitches its software and embedded engineers as a solution amid ongoing scrutiny of its NHS contract in Britain.
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