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Dell Stock Tumbles After Analyst Warns of AI Server Risks
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad selloff across AI hardware names, and the concern investors cannot shake goes straight to the heart of how sustainable the AI spending boom really is.
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]
U.S. stock futures fell as a selloff in companies linked to the artificial-intelligence buildout continued to reverberate across the globe.
The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.
AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.
Dell has emerged as an unexpected beneficiary after IBM's results highlighted a growing enterprise shift toward AI infrastructure investments.
LNVGY faces weaker PC demand and rising component costs, but gains support from market-share growth and expansion into AI, cloud and services.
Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.
In the most recent trading session, Dell Technologies (DELL) closed at $427.11, indicating a -1.81% shift from the previous trading day.
Dell's year-to-date chart looks like a launch ramp, and if you missed the trade, your instinct is probably to find the next single winner. There is a quieter argument worth hearing first.
I have been tracking SanDisk's numbers. It’s one of my favourites. Why? Its performance, and the reason behind the big numbers. And the numbers keep doing something unusual for sure. They keep getting bigger than the already-big numbers that preceded them. If you didn’t know, SanDisk (SNDK) is the ...
Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer highlighted the missed opportunities in the stock. He stated: Oh, then there’s two that I’m really embarrassed and even mortified to talk about: AMD and Dell. With AMD, the […]
Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge
Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.
Dell Technologies shares pulled back after GF Securities downgraded the stock, even as the company reported record Q1 fiscal 2027 revenue, driven by explosive AI server growth.
Shares of Dell Technologies (NYSE:DELL) are down 6% in midday trading Thursday, last changing hands near $407 after closing at $434.06 on Wednesday. The slide stands out because it’s happening on a day when memory and storage names are ripping higher. At the same time, Western Digital (NASDAQ:WDC) stock is up 5%, trading near $678. ... Dell Drops 6%, Western Digital Rises 5% as the Memory Boom Splits the AI Hardware Trade
US futures were pointing higher at the start of the week as investors return from the Juneteenth holiday weekend, with technology stocks expected to lead gains despite lingering uncertainty over the Middle East and the prospect of further Federal Reserve tightening. Dow Jones futures were up...
Stock Market Today: The Dow Jones index wavered Wednesday ahead of the Fed's decision and Fed Chair Warsh's comments. SpaceX stock rallied.
XTX Markets’ Finnish unit has filed a lawsuit against Dell Technologies (NYSE:DELL) over alleged server price increases tied to data center contracts. The dispute involves around US$70 million and centers on pricing for infrastructure that supports high performance trading operations. This legal action is separate from Dell’s recent activity around AI infrastructure and focuses on how large enterprise clients are charged for hardware. Dell Technologies sits at the heart of global enterprise...
Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?
On June 10, 2026, investors reassess a fast-growing AI server leader as massive financing reshapes its growth and dilution calculus.
