DELL Stock Recent News

SAN JOSE, Calif.--(BUSINESS WIRE)--NVIDIA GTC 2025: Marking one year since the launch of the Dell AI Factory with NVIDIA, Dell Technologies (NYSE: DELL) announces new AI PCs, infrastructure, software and services advancements to accelerate enterprise AI innovation at any scale. Why it matters Successful AI deployments are vital for enterprises to remain competitive, but challenges like system integration and skill gaps can delay the value enterprises realize from AI.2 More than 75% of organizat.

All eyes are on NVIDIA Corp.'s NVDA GTC 2025. CEO Jensen Huang is set to unveil what's next in AI hardware.

Investments that combine consistent income with solid balance sheets can produce both immediate and long-term income for investors. Dividend stocks can also provide a beneficial cushion against the effects of market downturns on growth stocks — a top concern as U.S. stocks struggle to see price appreciation in mid-March.

Dell's Infrastructure Solutions Group (ISG) revenue surged 22% YoY, driven by strong storage revenue and AI-optimized server shipments, positioning Dell well in the AI infrastructure market. The partnership with Elon's xAI to build a $5 billion supercomputer using NVIDIA GPUs enhances Dell's AI capabilities and strengthens ties with NVIDIA. The Client Solutions Group (CSG) is set to benefit from the Windows 11 transition, potentially boosting revenues as businesses upgrade their computing devices.

[00:00:04] Doug McIntyre: One of the stocks I think people really have to took, take a look at, a hard look at in, in the sort of early evolution of AI is Dell.

Dell's stock dropped post-earnings despite beating EPS estimates, as weak guidance raised concerns about future growth. AI infrastructure is fueling strong growth, with ISG revenue up 22% YoY and a $9B AI server backlog signaling sustained demand. Profitability continues improving, as ISG operating income jumped 44% YoY, driven by efficiency gains and expanding margins.

In a Friday note, JP Morgan analyst Samik Chatterjee maintained an Overweight rating on Dell Technologies Inc DELL with a price target of $150.

Dell Technologies (DELL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

'Mad Money' host Jim Cramer looks at Dell as a possible buying opportunity in the market down-turn.

The rise of artificial intelligence (AI) technology offers the promise of wealth-building returns for investors who hold the right stocks. Estimates suggest that the productivity gains driven by AI could add trillions of dollars to the world economy over the long term.