Yes, First Trust Cloud Computing ETF (SKYY) holds DELL with 3.99% (as of 2026-06-26).

Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds DELL with 0.54% (as of 2026-06-26).

Dell Technologies Inc. (DELL) is held by SKYY (3.99%), RSP (0.54%).

What sector is DELL in?

Dell Technologies Inc. is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).

What is DELL's last close price?

DELL last closed at $399.49 on 2026-06-26.

DELL

NYSENext earnings·Sep 3AnalystsBuy·23+21%

Dell Technologies Inc.

Information Technology · Technology Hardware, Storage & Peripherals

$399.49last close

+217.1%~252d

Price

+217.11% over 1Y

Fib key $145.91

Thesis

as of 2026-06-26

Only large-cap US-listed server OEM with disclosed hyperscaler-scale AI server order book - ISG segment is the structural AI capex beneficiary, CSG is the secular drag. 1B (+757% YoY). 90 EPS (+36% above). xAI Colossus + Microsoft + Meta the disclosed anchor customers; concentration risk real but counterparties have multi-year capex commitments.

Bull case: AI server segment compounding above industry capex rate, FY27 guide validates the structural read. Bear case: ISG margin compression as competition (HPE, Supermicro) scales, CSG drag persists, post-print expectations now meaningfully above prior consensus.

•2026-05-28 AMC - Q1 FY27 PRINT: Revenue $43.8B vs $35.6B est (+23% beat); EPS $4.86 vs $2.94 est (+65% beat); AI Server segment sales $16.1B (+757% YoY)
•2026-05-28 - FY27 guidance issued: Revenue $167B vs $144B est (+16% above); EPS $17.90 vs $13.16 est (+36% above)
•ISG (Infrastructure Solutions Group) - AI server orderbook expansion; xAI Colossus deployment publicly anchored; Microsoft + Meta hyperscaler order flow disclosed in prior quarters
•CSG (Client Solutions Group) - PC / laptop / workstation; mature low-growth segment, the structural overhang vs pure AI server names
•Pre-print setup: spot $317.67 (parabolic from ~$160 over recent weeks); mcap ~$222B at print time; analyst PT mean $212 trailed spot by $100+ - print delivered the AI server beat + raised forward guide, validating the parabolic move ahead of the data
•Setup tension RESOLVED: print delivered on the AI server segment ($16.1B vs trajectory expectations) AND the forward guide; the structural read on ISG as the AI capex beneficiary is now post-print confirmed
•Customer concentration: xAI (Colossus deployment) + Microsoft + Meta + undisclosed hyperscalers; concentrated but counterparties have multi-year capex commitments
•Source: @StockSavvyShay tweet 2026-05-28 20:11 UTC - https://x.com/StockSavvyShay/status/2060091643014037991
•Editorial deep-dive opportunity: post-print recap via earnings-recap skill (FY27 guide validates the bull structural read)
•2026-05-28 post-print reaction - close $402.73 (+~30% vs prior $317.67); @KobeissiLetter breaking flag; the AH/next-session move validates the FY27 guide read at scale

customersxAI (Colossus) · Microsoft · Meta · Hyperscalers (undisclosed)

Analyze DELL· interactive tools

Fibonacci levels Correlation matrix Learn the method

Themes· editorial groupings

AI Hardware Compute Capacity

Conviction· in 2 watchlists

Top correlated· 252d co-movement

HPEHewlett Packard Enterprise Company
0.60
OKTAOkta, Inc.
0.44
SMCIAI Compute Accelerators
0.43
TSSITSS, Inc.
0.40
SPCEVirgin Galactic Holdings, Inc.
0.40
PSTGEverpure Inc
0.38
BRUNBoost Run, Inc.
0.36
ARMAI Compute Accelerators
0.36

Related research· long-form analysis touching DELL

all research →

Recent news· high-signal only

show all (incl. clickbait) →

No major news in the last 7 days for DELL - only listicles and opinion pieces, which we filter out by default. See everything anyway.

Held by ETFs

SKYYFirst Trust Cloud Computing ETF
3.99%
RSPInvesco S&P 500 Equal Weight ETF
0.54%

Key levels

$145.91
BB80 lower / deep support
+173.8%
$168.33
SMA 200 / long-term trend anchor
+137.3%
$221.22
BB80 mid (SMA 80) / prior consolidation
+80.6%
$296.54
BB80 upper / nearest reclaim support
+34.7%
$365.80
Upside target / next resistance
+9.2%

Trading 173.8% above fib key.

Open full Fib grid →Correlation lookup →🔔 Get Telegram alerts for $DELL →

Facts

Exchange: NYSE
Currency: USD
Market cap: $258.13B
Last update: 2026-06-26

Revenue (TTM)$134.0B

P/E31.8×

P/S1.9×

Net margin6.3%

Frequently asked questions

Is DELL in SKYY?: Yes, First Trust Cloud Computing ETF (SKYY) holds DELL with 3.99% (as of 2026-06-26).
Is DELL in RSP?: Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds DELL with 0.54% (as of 2026-06-26).
What ETFs hold DELL?: Dell Technologies Inc. (DELL) is held by SKYY (3.99%), RSP (0.54%).
What sector is DELL in?: Dell Technologies Inc. is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).
What is DELL's last close price?: DELL last closed at $399.49 on 2026-06-26.

DELL

NYSENext earnings·Sep 3AnalystsBuy·23+21%

Dell Technologies Inc.

Information Technology · Technology Hardware, Storage & Peripherals

$399.49last close

+217.1%~252d

Price

+217.11% over 1Y

Fib key $145.91

Thesis

as of 2026-06-26

•2026-05-28 AMC - Q1 FY27 PRINT: Revenue $43.8B vs $35.6B est (+23% beat); EPS $4.86 vs $2.94 est (+65% beat); AI Server segment sales $16.1B (+757% YoY)
•2026-05-28 - FY27 guidance issued: Revenue $167B vs $144B est (+16% above); EPS $17.90 vs $13.16 est (+36% above)
•ISG (Infrastructure Solutions Group) - AI server orderbook expansion; xAI Colossus deployment publicly anchored; Microsoft + Meta hyperscaler order flow disclosed in prior quarters
•CSG (Client Solutions Group) - PC / laptop / workstation; mature low-growth segment, the structural overhang vs pure AI server names
•Pre-print setup: spot $317.67 (parabolic from ~$160 over recent weeks); mcap ~$222B at print time; analyst PT mean $212 trailed spot by $100+ - print delivered the AI server beat + raised forward guide, validating the parabolic move ahead of the data
•Setup tension RESOLVED: print delivered on the AI server segment ($16.1B vs trajectory expectations) AND the forward guide; the structural read on ISG as the AI capex beneficiary is now post-print confirmed
•Customer concentration: xAI (Colossus deployment) + Microsoft + Meta + undisclosed hyperscalers; concentrated but counterparties have multi-year capex commitments
•Source: @StockSavvyShay tweet 2026-05-28 20:11 UTC - https://x.com/StockSavvyShay/status/2060091643014037991
•Editorial deep-dive opportunity: post-print recap via earnings-recap skill (FY27 guide validates the bull structural read)
•2026-05-28 post-print reaction - close $402.73 (+~30% vs prior $317.67); @KobeissiLetter breaking flag; the AH/next-session move validates the FY27 guide read at scale

customersxAI (Colossus) · Microsoft · Meta · Hyperscalers (undisclosed)

Analyze DELL· interactive tools

Fibonacci levels Correlation matrix Learn the method

Themes· editorial groupings

AI Hardware Compute Capacity

Conviction· in 2 watchlists

Top correlated· 252d co-movement

HPEHewlett Packard Enterprise Company
0.60
OKTAOkta, Inc.
0.44
SMCIAI Compute Accelerators
0.43
TSSITSS, Inc.
0.40
SPCEVirgin Galactic Holdings, Inc.
0.40
PSTGEverpure Inc
0.38
BRUNBoost Run, Inc.
0.36
ARMAI Compute Accelerators
0.36

Related research· long-form analysis touching DELL

all research →

Recent news· high-signal only

show all (incl. clickbait) →

No major news in the last 7 days for DELL - only listicles and opinion pieces, which we filter out by default. See everything anyway.

Held by ETFs

SKYYFirst Trust Cloud Computing ETF
3.99%
RSPInvesco S&P 500 Equal Weight ETF
0.54%

Key levels

$145.91
BB80 lower / deep support
+173.8%
$168.33
SMA 200 / long-term trend anchor
+137.3%
$221.22
BB80 mid (SMA 80) / prior consolidation
+80.6%
$296.54
BB80 upper / nearest reclaim support
+34.7%
$365.80
Upside target / next resistance
+9.2%

Trading 173.8% above fib key.

Open full Fib grid →Correlation lookup →🔔 Get Telegram alerts for $DELL →

Facts

Exchange: NYSE
Currency: USD
Market cap: $258.13B
Last update: 2026-06-26

Revenue (TTM)$134.0B

P/E31.8×

P/S1.9×

Net margin6.3%

Frequently asked questions

Is DELL in SKYY?: Yes, First Trust Cloud Computing ETF (SKYY) holds DELL with 3.99% (as of 2026-06-26).
Is DELL in RSP?: Yes, Invesco S&P 500 Equal Weight ETF (RSP) holds DELL with 0.54% (as of 2026-06-26).
What ETFs hold DELL?: Dell Technologies Inc. (DELL) is held by SKYY (3.99%), RSP (0.54%).
What sector is DELL in?: Dell Technologies Inc. is classified under GICS Information Technology (Technology Hardware, Storage & Peripherals).
What is DELL's last close price?: DELL last closed at $399.49 on 2026-06-26.