News

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Dell's AI Backlog Hits Record High as Stock Ignites After Earnings

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.1% and the actively trad

US equity futures edged higher pre-bell Friday as traders monitored developments on the peace negoti

Dell revenue came in at $43.8 billion with AI server revenue jumping 757%

Analysts at Barclays hiked their price target for Dell to $505 from $168, while keeping an ‘Overweight’ rating on the stock.

Strong demand for Nvidia-powered AI servers drove record revenue and a sharp jump in Dell shares.

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

Stock Market Today: The Dow Jones index rose Friday amid U.S.-Iran deal hopes. Dell stock rocketed 34% on earnings.

The contest for AI supremacy is shifting away from foundation models and toward the data infrastructure sitting beneath them, with enterprises that have spent decades accumulating proprietary data now positioned to extract the greatest value from the technology, according to Wedbush...

Pre-Market Stock Futures: Futures are trading higher after yet another winning day for Wall Street, as all major indices finished the day higher after starting the session lower. Once again, all four indices we track for readers posted all-time highs as the AI/Data Center, Memory Chip rally continues to roll on. Healthcare and consumer stocks ... Here Are Friday’s Top Wall Street Analyst Research Calls: Best Buy, Cogent Communications, Dell Technologies, EPAM Systems, Federal Realty, Gap, Snowfl

Stock futures nudge higher US stock futures edged higher ahead of the bell as Wall Street digested a blowout earnings report from Dell and kept one eye on the latest twists in the US-Iran negotiations. Dell was the star of the show after the close, with its shares rocketing nearly 40%...

Wall Street futures pointed modestly higher pre-bell Friday following media reports that Tehran and

US equity markets were pointing higher before the opening bell Friday, while oil prices fell as trad

The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50 billion

Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.

Shares of the computing giant turned AI infrastructure play soared nearly 40% in premarket trading on Friday following a blowout quarter and a big-time guidance raise.

Blue Origin rocket explodes, Dell’s revenue growth is accelerating, Costco sees a mixed quarter, and more news to start your day.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

The PC and server maker’s stellar first-quarter earnings lift Hewlett Packard, IBM, and Super Micro Computer.

Dell (NYSE:DELL) increased its full-year revenue and earnings guidance on Thursday, highlighting robust demand for its artificial intelligence-focused server portfolio as businesses accelerate investments in data center infrastructure powered by advanced Nvidia technology. The upbeat forecast triggered a strong market reaction, with Dell shares jumping around 39% in extended trading as investors welcomed evidence that spending on AI infrastructure continues to gather momentum.

DELL says demand isn't the limit, supply is, after record Q1 results, higher FY27 guidance and a record $51.3B backlog.

May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a

Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered ‌AI servers prompted the company to raise its annual revenue ‌and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell ‌raised its annual revenue forecast ⁠to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 ⁠billion in fiscal 2027, up from $50 billion.

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY, but sits at a cautious ‘neutral’ on QQQ.

Micron stock has been on a stellar run but it still faces fierce competition from Samsung and SK Hynix.

Analysts and investors expect a string of upward revisions from Wall Street.

Dell reported Q1 results that beat analysts’ expectations by a wide margin, and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.

Computer hardware and IT solutions company Dell (NYSE:DELL) reported Q1 CY2026 results beating Wall Street’s revenue expectations, with sales up 87.5% year on year to $43.84 billion. On top of that, next quarter’s revenue guidance ($44.5 billion at the midpoint) was surprisingly good and 25.5% above what analysts were expecting. Its non-GAAP profit of $4.86 per share was 64% above analysts’ consensus estimates.

On Thursday, Dell Technologies Inc. (NYSE:DELL) said that booming demand for artificial intelligence continues to outpace component availability, with supply constraints — not customer interest — emerging as the key factor limiting upside. AI Demand Remains Strong, But Supply Bottlenecks Persist During Dell's first-quarter earnings call, Chief Operating Officer Jeff Clarke said the company continues to see strong demand across its AI and infrastructure business, but shortages across critical com