DELL

Dell fell 10.77% after Intel guided Q4 revenue to $15bn-$16bn versus about $17bn expected and warned of a shrinking PC market.

Dell rose 7.47% on a cybersecurity press release and an AI sector rally tied to an Anthropic IPO filing.

Super Micro raised its fiscal Q1 revenue outlook to $18.5-19.5bn, lifting Dell 5.27% to $485.88 on AI server demand hopes.

Barclays downgraded Dell to Equal Weight on 14 October, cutting the target to $574 from $603; shares fell 11.27% that day.

Barclays downgraded Dell to Equal Weight on October 14, citing memory pricing over AI demand, and the stock fell 11.27% that day.

Barclays downgraded Dell to Equal Weight on Oct 14 and cut its target to $574, sending shares down 11.27% that session to $507.93.

Barclays downgraded Dell to Equal Weight and cut its target to $574 from $603, and the stock fell 11.27% on Wednesday, then 6.80% Thursday.

Barclays downgraded Dell to Equal-Weight from Overweight, cutting its target to $574, and the stock fell 11.27% to $507.93.

Dell rose 5% as Morgan Stanley raised its bull-case target odds and concerns over Oracle data center delays proved overblown.

Dell surged due to S&P 100 index inclusion, an AI hardware partnership with Axelera AI, and strong Q2 earnings with target hikes.

Dell surged following an RBC upgrade, strong AI server bookings disclosures, sector tailwinds from Oracle, and a $5B debt refinancing.

Dell surged after reporting blowout Q2 FY2027 earnings with a $95B AI backlog and announcing its inclusion in the S&P 100.

Dell surged due to blockbuster Q2 FY27 earnings, raised full-year guidance on massive AI demand, and S&P 100 inclusion.

Dell reported record Q2 FY27 earnings beating estimates and raised full-year guidance on massive $60.9B AI server orders.

Dell stock surged following Q2 FY2027 earnings that beat expectations and a significant guidance raise driven by AI server demand.

Dell stock surged after beating Q2 2027 earnings estimates, driven by a $95 billion AI backlog and raised full-year revenue guidance.

The stock dropped on an analyst downgrade and cost fears, but surged post-market on record Q2 earnings and raised full-year guidance.

Dell surged after rival Super Micro issued strong guidance, Citigroup raised its price target, and U.S. CPI data eased rate concerns.

Dell's stock surged due to strong analyst re-ratings, expanding AI server backlogs, and a sector-wide AI infrastructure risk-on wave.

Dell surged after Evercore reiterated a $500 target, alongside new AI cloud supplier partnerships and an expanded distribution deal.

Dell fell after an analyst flagged customer concentration risks, along with rising memory costs and heavy insider selling.

The stock rose following strong competitor order updates, major AI contract wins, and Wall Street price target upgrades.

Dell surged after rival Super Micro Computer reported a record $60 billion AI backlog and strong margin outlook.

The stock fell due to an analyst warning on rising memory costs and growing investor concerns over gross margin dilution in AI hardware.

Dell fell 10.59% due to rising memory costs, AI server margin compression concerns, and over $1.46 billion in insider selling.

Dell fell 9.80% due to AI hardware component cost concerns and accelerated institutional profit-taking following insider selling.

Dell surged after IBM reported enterprise clients shifted capital from software to hardware to lock in server and storage orders.

Dell surged due to an Evercore ISI price target upgrade to $500, a political endorsement by President Trump, and strong AI demand.