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(Bloomberg) -- A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewa

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle Ea

(Bloomberg) -- Dell Technologies Inc. shares gained almost 40% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran's Khamenei Says No Going Back for Middle East Rocked by WarCVS Returns Zepbound to Drug Plans After Lil

Revenue in the fiscal year ending in January 2027 will be about $167 billion, including $60 billion from the sale of AI servers.

US stock futures edged up as Wall Street cheered Dell's earnings and awaited an official update on US negotiations with Iran.

US stock futures edged up as Wall Street cheered Dell's earnings and awaited an official update on US negotiations with Iran.

US stock futures edged up as Wall Street cheered Dell's earnings and awaited an official update on US negotiations with Iran.

With me today are Jeffrey W. Clarke, David Kennedy and Tyler Johnson. With form factors that scale the AI factory from the largest clusters in the world to the flexibility and efficiencies enterprises need.

Dell Secures Multibillion-Dollar Pentagon Contract, Shares Surge Into Earnings

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

Although the revenue and EPS for Dell Technologies (DELL) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Investors weigh export-control cooperation against AI-server growth hopes as trading spikes in this data-center leader, today, May 28, 2026.

Company Says 'AI Opportunity Shows No Sign of Slowing'

(Bloomberg) -- Dell Technologies Inc. shares gained more than 25% in extended trading after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce Renewal Pe

The five-year agreement will centralize Microsoft software procurement for the Defense Department.

The stock market rose to fresh highs Thursday on a reported interim U.S.-Iran deal. Dell soared overnight on earnings.

Dell Technologies crushed Wall Street's targets for its fiscal first quarter and with its bullish outlook. Dell stock jumped.

Dell Technologies (DELL) late Thursday reported record fiscal first-quarter results that surpassed W

Mizuho Sees Massive AI Memory Boom, Lifts Micron Target to Street-Watching $1,150

Dell Federal Systems will manage Microsoft licenses across Pentagon, intelligence community and Coast Guard systems under a five-year deal.

Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is ‌fueling demand for its AI-optimized servers that are powered ‌by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 ​billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ‌ChatGPT, as they are ⁠equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such ⁠applications.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

US benchmark equity indexes were higher intraday as traders parsed a report that Washington and Iran

Dell Technologies Inc (NASDAQ:DELL) shares rose about 7% on Wednesday after the US Department of Defense announced a five-year, approximately $9.7 billion enterprise software agreement involving Dell Federal Systems to provide and manage Microsoft-related software and cloud services for the US...

Dell Technologies stock climbed Thursday after the company secured a major Pentagon software contract ahead of quarterly earnings.

US equity futures were edging lower pre-bell Thursday as fresh US and Iranian strikes once again thr

The AI trade is heating up just in time for summer, and as we enter the month of June, the SpaceX IPO could crank up the heat several notches as a flood of investors finally get a chance to own a piece of Elon Musk’s space and AI empire. Who knows? It’s speculated that Tesla ... The Bitcoin-Miners-Turned-AI-Neocloud Plays Might Still Be an Underappreciated Trade in AI

The five-year deal will streamline Microsoft 365 and cloud licensing across the Defense Department, intelligence community, and Coast Guard

We recently compiled a list of the 12 Best Strong Buy Tech Stocks to Invest In Now. Flex Ltd. (NASDAQ:FLEX) is one of the best Strong Buy stocks on this list. TheFly reported on May 13 that BofA raised its price target on Flex to $180 from $75 while maintaining a Buy rating on the shares. The […]

The main US stock measures were trending lower in Thursday's premarket activity amid renewed tension