Dell Technologies Stock News

These stocks could deliver incredible returns thanks to strong tailwinds.

There's one familiar name, but the other one may surprise you.

Dell's AI-driven server sales are booming, positioning its ISG segment as a high-growth area in the AI data center market. Rising free cash flow enables increased share buybacks and dividends, reinforcing Dell's financial stability and commitment to shareholder returns. Despite a 75% YTD gain, Dell's stock trades at a discount, but further growth may require rethinking its declining PC segment ...

Dell posted another strong quarter of profits in August. Shares remain a bargain given healthy out-year EPS estimates. I outline key price levels to monitor ahead of the Q3 2025 earnings report and take a look at what the options market suggests.

Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro's auditor exit, which could start helping Dell next year.

Dell is well-positioned to capture market share in data center rack solutions due to Super Micro's structural issues, as customers may move project backlogs away from the latter. Dell's Infrastructure Solutions Group, fueled by surging AI demand, has become a powerhouse, growing 80% and now contributing nearly half of Dell's total revenue. Stable margins and eased competition could improve the ...

Dell Technologies Inc. (NYSE: DELL) has emerged as a key beneficiary from recent financial turmoil at Super Micro Computer Inc. (NASDAQ: SMCI).

A new source of controversy for Super Micro Computer is creating bullish catalysts for Dell stock.