Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens

Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue

Customers are ordering AI servers far faster than the company can build them -- and the cash is arriving slower still.

Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens

Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-access discussions extending multiple years. Kennedy said Dell

Dell Shares Jump 10% As RBC Sees AI Infrastructure Boom Driving Further Gains

Dell Technologies shares jumped 10% on Friday after RBC Capital Markets initiated coverage of the computer maker with an “outperform” rating and a $640 price target, adding to a remarkable rally that has lifted the stock more than fourfold in 2026. The surge reflects a sharp change in how investors view Dell. Once primarily known […]

Wall Street analyst sets Dell stock price target for next 12 months

Dell Technologies (NYSE: DELL) has received a new 12-month Wall Street outlook after a sharp rally that pushed the stock … Continue reading