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Dell Technologies
Dell can package AI servers, storage, and services for enterprises that want a familiar vendor.
Metric timing
This page mixes live market data, trailing fundamentals, and latest reported statement data.
Live / market snapshot
Price, 1D change, market cap, and enterprise value are current market-based figures.
TTM / forward
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Latest quarter / dividend cadence
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
FormFactor (FORM) Stock Is Up, What You Need To Know
Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 3.4% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
Penguin Solutions and KLA Corporation Stocks Trade Up, What You Need To KnowA number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
Semtech and onsemi Shares Are Soaring, What You Need To KnowA number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
Why Intel (INTC) Stock Is Trading Up TodayShares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
Qorvo and Skyworks Solutions Shares Skyrocket, What You Need To KnowA number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.
Supermicro (SMCI) Joins Nvidia Vera Rubin Launch With Liquid Cooled AI RacksSuper Micro Computer (NasdaqGS:SMCI) has been named a global system builder and launch partner for NVIDIA’s new Vera Rubin NVL4 AI platform. The company unveiled next generation, liquid cooled data center rack solutions aimed at large scale AI and scientific workloads. This announcement highlights Super Micro’s role in supplying infrastructure for the Vera Rubin ecosystem, alongside NVIDIA and Dell. Super Micro Computer, trading at $35.46, is drawing fresh attention as it moves deeper into...
Why it could benefit going forward
- Dell can package AI servers, storage, and services for enterprises that want a familiar vendor.
- Its installed base and channel reach can help it commercialize AI infrastructure broadly.
- Dell benefits even if buyers prefer turnkey systems over designing clusters themselves.
Moat / edge
- Enterprise relationships and global channel reach.
- Ability to bundle hardware, services, and support.
- Scale in servers and storage.
What to watch
- AI server backlog and conversion to revenue.
- Mix between high-growth AI systems and lower-growth legacy hardware.
- Margin profile as component costs move.
Key risks
- Hardware margins can stay thin in competitive markets.
- The broader PC and enterprise-hardware cycle can muddy the story.
Business snapshot
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) segments. The ISG segment provides modern and traditional storage solutions, including all-flash, purpose-built, hyper-converged infrastructure, software-defined storage, and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure and complementing its server and storage solutions; and software, peripherals, and services, including consulting and support, and deployment. The CSG segment provides notebooks, desktops, and workstations and branded peripherals that include displays, docking stations, keyboards, mice, webcam and audio devices, and third-party software and peripherals; and configuration, and extended warranties services. The company is involved in originating, collecting, and servicing customer financing arrangements and offers payment and consumption solutions and services, such utility, subscription, as-a-service, leases, and loans, as well as fixed-term leases and loans. It serves enterprises, governmental agencies and other public institutions, educational institutions, healthcare organizations, small and medium-sized businesses, and consumers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in March 2013. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.