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Shares of Dell Technologies Inc. Cl C (DELL) fell 1.49% to $115.43 on Friday, underperforming the market as the S&P 500 rose 0.03% and the Dow Jones dropped 0.58%. This decline ended a two-day winning streak for the stock, which is currently 31.32% below its 52-week high of $168.08 reached on November 3rd. Trading volume was 6.3 million, falling short of the 50-day average of 7.1 million.

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Dell Technologies Inc. Cl C Stock Falls Friday, Underperforms Market

Doj has opened criminal investigation into allegations that Deel recruited a spy inside a rival firm - WSJ

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Doj has opened criminal investigation into allegations that Deel recruited a spy inside a rival firm - WSJ

Taiwanese contract electronics manufacturer Pegatron expects its first U.S. factory to be completed by the end of March, with trial production starting in April, according to President and CEO Kuang-Chih Cheng. Pegatron is a supplier for Apple and Dell.

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Apple and Dell supplier Pegatron expects US plant to be completed by end of March

Global demand for smartphones, PCs, and gaming consoles is expected to decline due to rising memory chip prices driven by AI infrastructure demand. Major manufacturers like Apple and Dell face tough decisions on whether to absorb costs or pass them to consumers, risking lower demand. Analysts predict a 2% drop in smartphone sales and a 4.9% decline in the PC market this year. Smaller device makers are particularly affected, with memory prices expected to rise 40-50% in Q1. Apple may fare better due to its pricing power and supplier relationships.

- Global demand for smartphones and PCs is projected to decline in 2026 as companies raise prices to counteract surging memory chip costs, driven largely by AI infrastructure needs.  
- Manufacturers face tough choices between absorbing costs or increasing prices, potentially stifling consumer demand, with low- and mid-range device makers most affected.  
- Analysts suggest that while Apple may navigate this price surge better than competitors due to its market position, the overall impact on device sales and profitability could be significant.

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Surging memory chip prices dim outlook for consumer electronics makers

Shares of Dell Technologies Inc. Cl C (DELL) rose 3.45% to $117.17 on Thursday, outperforming the market as the S&P 500 and Dow Jones also gained. This marks the second consecutive day of gains for Dell, although the stock remains 30.29% below its 52-week high of $168.08 reached on November 3rd. Trading volume was 8.3 million, surpassing the 50-day average of 7.0 million.

- Dell Technologies Inc. Cl C (DELL) shares increased by 3.45% to $117.17 during a favorable trading session, while the S&P 500 and Dow Jones Industrial Average also saw gains.  
- The stock has now risen for two consecutive days but remains 30.29% lower than its 52-week high of $168.08 recorded on November 3rd.  
- Trading volume reached 8.3 million, surpassing the 50-day average of 7.0 million.

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Dell Technologies Inc. Cl C Stock Rises Thursday, Outperforms Market

Michael Dell, CEO of Dell Technologies, discussed the current AI boom, stating that while demand for AI infrastructure is unprecedented, the true revolution in business has yet to begin. He highlighted a significant supply shortage in key components like memory silicon and semiconductors, caused by the rapid rise of AI models. Dell emphasized that companies must fundamentally restructure around AI to realize its full potential, predicting continued double-digit growth in profitability for Dell as a key technology provider. He noted that the current geopolitical climate complicates the supply-demand dynamics in the AI sector.

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AI Demand Outstrips Supply Michael Dell Says Revolution Hasn’t Started Yet

Woodard & Co. Asset Management Group Inc. ADV acquired 14,074 shares of Dell Technologies Inc. (NYSE: DELL) valued at approximately $1,995,000 during the 3rd quarter. Other institutional investors also increased their stakes in Dell, with Allspring Global Investments boosting its holdings by 4.9% and Carnegie Investment Counsel raising its stake by 904.0%. Dell's stock opened at $113.16, with a market cap of $74.99 billion. The company reported $2.59 EPS for the last quarter, exceeding estimates, and announced a quarterly dividend of $0.525, payable on January 30th.

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Woodard & Co. Asset Management Group Inc. ADV Acquires Shares of 14,074 Dell Technologies Inc. $DELL

The surge in memory chip prices driven by AI demand is impacting consumer electronics makers' sales and margins. Major manufacturers like Samsung, SK Hynix, and Micron are struggling to meet demand, with prices expected to rise 40-50% by Q1 2026. This situation is causing challenges for companies like Dell, Lenovo, and Apple, as they face potential declines in consumer demand. Meanwhile, memory chip stocks have seen significant gains, with Micron up 256% and SK Hynix up 181% over the past six months, reflecting the strong market conditions for chip manufacturers.

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As Memory Chip Prices Soar On Relentless AI Demand, Consumer Electronics Makers Feel The Squeeze: Chip Stocks Soar

Shares of Dell Technologies Inc. Cl C (DELL) rose 1.97% to $113.26 on Wednesday, outperforming the market as the S&P 500 and Dow Jones also saw gains. Despite this increase, Dell's stock remains 32.62% below its 52-week high of $168.08 reached on November 3rd. Trading volume was 9.1 million, surpassing the 50-day average of 6.9 million.

Dell Technologies Inc. Cl C Stock Rises Wednesday, Outperforms Market

Stocks of 3M, Dell, and other companies are under pressure due to disappointing earnings forecasts and market conditions. 3M's projected earnings per share of $8.50 to $8.70 fell short of expectations, while Dell's shares dropped around 7% amid concerns over memory chip inflation affecting sales. NetApp's shares fell nearly 10% after a survey indicated CIOs would cut hardware budgets, impacting Logitech and CDW. Adobe has seen a seven-session decline, with Intuit and Autodesk also affected as large language models threaten traditional software markets. Microsoft Office 365 shares also fell despite limited competition.

- 3M (MMM) experienced increased selling pressure after reporting quarterly results below earnings estimates and projecting lower profit for the year.  
- Dell Technologies (DELL) and other PC manufacturers like HP Inc. and Lenovo are facing declining sales amid rising memory chip prices, while enterprise software stocks such as Adobe (ADBE) and Intuit (INTU) also saw losses due to budget cuts indicated by CIO surveys.  
- Overall, market trends suggest that large language models may disrupt existing software-as-a-service offerings, affecting stock prices across multiple tech companies.

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Dell Technologies Inc. is enhancing its education and AI offerings with new durable laptops designed for students, including the Dell Pro Education and Dell Chromebook devices. These products, powered by Intel's N-Series processors, will be available globally in February 2026. The company also underwent an internal overhaul to streamline operations and boost AI capabilities, leading to a stock upgrade by Barclays. Dell shares rose 0.79% to $111.95 in premarket trading, reflecting positive investor sentiment.

- Dell Technologies Inc. is enhancing its position in education and enterprise AI by introducing new products and operational changes aimed at boosting growth.  
- The expansion includes new Dell Pro Education and Chromebook devices, designed for durability and performance, set to appeal to educational institutions as they adapt to AI technologies.  
- The company is also benefiting from an internal overhaul and strong demand for AI solutions, which have positively impacted its stock performance.

Intel

Dell Bets On AI-Era Education With Tough, Future-Ready Student Laptops

Goldman Sachs analyst Katherine Murphy highlights selective opportunities in IT hardware despite challenges like inflation and softening PC demand. She identifies three 'Strong Buy' stocks, including Dell Technologies, which is positioned well in the AI server market. Dell's recent innovations and strong revenue growth support its potential for gains, with expectations of a 20-25% CAGR in AI server revenue. Murphy emphasizes the importance of understanding the refresh cycles and input costs impacting the sector's performance.

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Goldman Sachs Sees a Tough Backdrop for IT Stocks, but Says You Can Still Win with These 3 ‘Strong Buy’ Names

In London, there is a pivotal shift occurring in the field of education with the advent of cutting-edge technologies like Generative AI. Dell Technologies, a longstanding leader in education technology, is spearheading this transformation by providing schools with innovative tools and programs tailored for the AI era. This initiative aims to prepare students and educators for upcoming opportunities. Demonstrating their dedication, Dell has bolstered their education portfolio to support this important shift.

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Dell introduces purpose-built education PCs and programs to support schools in transforming education with AI.

Dell Technologies is expanding its education portfolio with new purpose-built devices, including the Dell Pro Education and Dell Chromebook series, designed for durability and performance in modern learning environments. These devices feature military-grade ruggedness, long battery life, and serviceability to maximize institutional investment. Dell is also enhancing educational programs, such as Student TechCrew and Girls Who Game, to foster critical skills for the digital era. The new devices will be available globally in February 2026, reflecting Dell's commitment to supporting education in the AI era.

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From Classrooms to Careers: Dell Simplifies Learning With Purpose-Built Education PCs and Future-Ready Programs | DELL Stock News

GraniteShares 2x Long DELL Daily ETF(DLLL.US)

Dell Technologies Inc. Cl C Stock Falls Friday, Underperforms Market

Doj has opened criminal investigation into allegations that Deel recruited a spy inside a rival firm - WSJ

Apple and Dell supplier Pegatron expects US plant to be completed by end of March

Surging memory chip prices dim outlook for consumer electronics makers

Dell Technologies Inc. Cl C Stock Rises Thursday, Outperforms Market