Dell Technologies Stock News

Many tech stocks soared over the past few years as the cloud, data center, and artificial intelligence (AI) markets expanded. Big bellwethers like Nvidia and Microsoft, which were already megacap companies, became even bigger as those tailwinds kicked in.

FORT LAUDERDALE, Fla.--(BUSINESS WIRE)--Future Tech Enterprise, Inc., a global IT solutions provider offering a diverse array of technology services and solutions to the corporate and government sectors, today announces they have been named the Dell Technologies Federal Partner of the Year for 2025. The prestigious award is presented to a partner who has exhibited remarkable growth, customer sa...

The burgeoning artificial intelligence (AI) market boasts no shortage of high-flying stocks. Yet today's volatile macroeconomic climate, fueled by the Trump administration's ever-evolving tariff policies, necessitates choosing AI businesses that can thrive through this unpredictability.

Shares of Dell Technologies (DELL 3.53%) have underperformed the broader market in the past year, losing 20% of their value while the tech-laden Nasdaq-100 Composite index recorded 14% gains during the same period.

Dell Technologies Inc. (NYSE:DELL ) Bank of America Global Technology Conference June 3, 2025 12:20 PM ET Company Participants Arthur Lewis - President of ISG Conference Call Participants Wamsi Mohan - BofA Securities Wamsi Mohan Good morning, everyone. Welcome to Day 1 of Bank of America's Global Tech Conference.

When selecting investments, it is easy to get hung up on a particular metric, such as a dividend yield or a price ratio, but investors need to look deeper or they might miss opportunities.

Dell's transformation from a PC giant to an AI infrastructure leader positions it as a key beneficiary of the AI revolution. The Infrastructure Solutions Group is driving growth, outpacing the slower, cash-cow PC division, despite razor-thin margins. Dell's record server revenue and focus on AI factories support an 8-10% stock price increase over the next 12 months.

Dell's AI server business is gaining momentum, with a $14.4B backlog and strong partnerships beyond hyperscalers, supporting its bullish AI thesis. Despite weak consumer revenue, Dell's commercial and ISG segments are growing, but AI isn't yet the main topline driver, potentially tempering valuation upside. Robust cash flow and disciplined capital allocation reassure investors, but low free cas...