GraniteShares 2x Long DELL Daily ETF

DELL

DLLL

MNST

DELL First Take: Results were strong, with revenue up 39% YoY and growth starting to accelerate. This quarter’s expansion was driven by ISG (servers) shipments. AI revenue reached $8.95bn, up $3.3bn QoQ. In addition, new AI orders hit a record $34.1bn, well ahead of the Street’s $10–11bn. Backlog increased by $43bn by quarter-end, laying the groundwork for sustained high growth ahead. The outlook is the real surprise vs. this quarter’s prints. Mgmt guides next-quarter revenue to $34.7–35.7bn, with the midpoint up $2bn QoQ and well above the Street’s $31.8bn. Based on the order book, Dolphin Research estimates next-quarter AI revenue could top $11bn, implying QoQ growth of $2bn+. DELL trades around 10x, a clear discount across the AI value chain, largely due to lower GPM and worries about persistent storage tightness. While storage constraints may pressure legacy biz., the surge in AI orders underpins faster growth in AI. This eases market concerns to a degree, supporting both earnings and multiple expansion. For details, see Dolphin Research’s detailed take and Trans. $Dell Tech(DELL.US) $GraniteShares 2x Long DELL Daily ETF(DLLL.US)

Dell Tech

Monster Beverage

Natixis Reduces Stake in Dell Technologies as Insiders Sell Over $426 Million

S&P upgrades Dell Technologies rating to BBB+, outlook stable

Dell Technologies 12-Month Average Price Target Raised to $464.47 by 19 Analysts

JPMorgan Raises Dell Technologies Price Target to $500, Maintains Overweight Rating

Dell Q1 Earnings Beat Expectations Significantly, Citi Maintains Buy Rating with $290 Target

Evercore ISI Raises Dell Price Target to $450 from $270

Piper Sandler Raises Dell Technologies Price Target from $167 to $497

Dell Reports Q1 FY2027 Earnings: All Four Business Lines Grow, AI Server Revenue Surges 757%, Stock Spikes 38% After Hours

Dell COO Confirms: Company Engaging in Multi-Year Partnerships with Clients

Dell COO: AI Factory Customer Count Surpasses 5,000 with Growth Across Sectors

Dell raises full-year revenue forecast to $169 billion amid strong AI server demand

Mizuho raises Dell target price from $300 to $350

Dell to Release Q1 Earnings Tomorrow, Expecting Near 10% Stock Volatility

IREN to Spend $1.6 Billion on Dell's NVIDIA Blackwell Systems

Dell Shares Hit Record High, Unveils AI Factory Upgrade with Nvidia

Morgan Stanley raises Dell Technologies price target from $110 to $170

Bernstein Raises Dell Technologies Price Target to $280

Dell Releases PowerStore Elite Storage Product, Global Launch in July 2026

Dell Upgrades AI Factory, Partners with Nvidia and Google to Launch Solutions by 2026

Dell Announces AI Solutions Will Continue Through 2026

Wellchange

Sadot

Stak

Julong

Splash Beverage

Semilux

EpicQuest Edu

Tradr 2X Long NVTS Daily ETF

Sphere 3D

Pinned News

置顶新闻

Natixis Advisors LLC Sells 7,433 Shares of Dell Technologies Inc. $DELL

Trump publicly endorsed Dell, sending DELL up ~40% post-earnings. From 13F filings and top social media trader Serenity to Capitol Hill stock guru Trump's 'buy-then-praise' playbook — we track the smartest money moves worth watching. Geopolitical risks, policy shifts, catalyst hunting, or technical analysis? Break down positions, find consensus, and copy trades — all in one place!

Trump publicly endorsed Dell, sending DELL up ~40% post-earnings. From 13F filings and top social media trader Serenity to Capitol Hill stock guru Trump's 'buy-then-praise' playbook — we track the smartest money moves worth watching. Geopolitical risks, policy shifts, catalyst hunting, or technical analysis? Break down positions, find consensus, and copy trades — all in one place!

Notable Trades: Dell & Optical Comms in the Spotlight?

Natixis Advisors LLC reduced its Dell Technologies holdings by 1.4% in Q4, selling 7,433 shares to hold 521,959 shares valued at $65.7 million. Other institutions like Flagship Harbor and Westside Investment increased their positions. Analysts upgraded Dell with price targets rising significantly, resulting in a 'Moderate Buy' consensus. Meanwhile, insiders sold over $426 million worth of stock in the last 90 days.

Market Beat

Palantir Tech

IREN

GS-C

GS-A

GS-D

Goldman Sachs analyst Katherine Murphy reaffirmed a Buy rating on Dell with a $500 price target, implying ~15% upside. This exceeds the Wall Street average of $455. Dell projects FY2027 revenue of $167 billion, including $60 billion from AI server sales.

CoinLive

Goldman Sachs

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Goldman Sachs Analyst Sets $500 Price Target for Dell

Morgan Stanley upgraded Dell, admitting its previous bearish stance was incorrect, following the company's record AI-driven quarterly results. Dell's revenue from AI-optimized servers surged 757% year-over-year, driving exceptional growth in its infrastructure business. Consequently, Wall Street now views Dell as a leading AI infrastructure provider, with some analysts raising price targets to as high as $700.

Morgan Stanley

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Morgan Stanley upgrades Dell after record AI-driven quarter

Morgan Stanley analyst Erik Woodring admitted his previous bearish thesis on Dell Technologies was wrong, upgrading the stock to Equal Weight and raising the price target from $170 to $448. This change follows Dell's strong Q1 FY27 earnings, which significantly beat expectations in both EPS and revenue. The analyst cited improved supply chain management, gaining market share in AI infrastructure and enterprise hardware, and effective pricing power as key drivers for potential record growth.

Tip Ranks

Morgan Stanley Admits It Was Wrong on Dell Stock (DELL)

SCS Capital Management LLC reduced its Dell Technologies holdings by 65.6% in Q4, selling 3,689 shares to hold 1,938 shares valued at $244,000. Conversely, other institutions like Campbell Capital and United Super increased their stakes. Meanwhile, multiple analysts including Daiwa Securities and Bank of America raised price targets on Dell, citing strong AI server demand and positive earnings outlook.

Daiwa Securities Group Inc.

NVIDIA

Microsoft

Apple

Hewlett Packard Enterprise

Super Micro Computer

Bank of America

Piper Sandler Cos

NVIDIA Corporation

HEWLETT PACKARD ENTERPRISE CO 7.625% SERIES C MAN CONV PREF 01/09/2027

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BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

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BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

SCS Capital Management LLC Decreases Holdings in Dell Technologies Inc. $DELL

A $60 Billion Reason to Buy Dell Stock Now

Barchart Option

A $60 Billion Reason to Buy Dell Stock Now

Dell Technologies Inc.'s average 12-month price target was raised to $464.47 by 19 analysts, up from $449.84, implying a 10% upside based on the May 29 close. Forecasts range from $170 to $700. The consensus rating remains 'Buy' across 29 analysts (19 Buys, 10 Holds, 0 Sells).

TradingView

Factset Research

Dell Technologies Inc. Stock 12‑Month Price Target Raised to $464.47, Implies 10% Upside

JPMorgan raised Dell Technologies' target price to USD500 from USD280, maintaining an Overweight rating. The upgrade reflects significantly improved FY2027 outlooks driven by strong AI order backlogs of USD51 billion and a revised AI revenue forecast of USD60 billion. JPM attributes this confidence to robust demand visibility, market share gains in CSG, and better-than-expected gross margin prospects for non-AI operations, assigning a target P/E of 25x.

AASTOCKS News

JPMorgan Chase

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JPMorgan Chase & Co.

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JPM Lifts Dell Technologies Inc.  TP to USD500, Rates Overweight

NXTG

Viawealth LLC reduced its Dell Technologies holdings by 29.5% in Q4, retaining 8,641 shares valued at $1.09 million. Other institutions like Flagship Harbor and Westside Investment increased their positions. Meanwhile, insiders Slta and Kullman sold significant share amounts in March. Dell recently reported strong Q1 FY2027 results, with EPS of $4.86 beating estimates and revenue up 87.5% year-over-year to $43.84 billion.

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iShares Expanded Tech Software Sector ETF

Global X Data Center & Dgtl Infrs ETF

iShares US Digital Infrastructure and Real Estate ETF

Proshares Big Data Refiners ETF

Global X Internet

ISHRS S&P Glb It

Global X Cloud Computing ETF

Invesco S&P 500 Equal Weight Tech ETF

Invesco S&P Small Cap Info Tech

Viawealth LLC Has $1.09 Million Stock Holdings in Dell Technologies Inc. $DELL

MSFT

.DJI

NVDA

NVDY

U.S. stock futures rose early Monday, driven by a U.S.-Iran ceasefire agreement and Nvidia's launch of the RTX Spark PC chip. The Nasdaq, S&P 500, and Dow futures gained slightly. Nvidia's move boosted Microsoft, ARM, Dell, and HP, while hurting rivals AMD, Qualcomm, and Intel. Additionally, Taylor Morrison Home surged over 20% following its $6.8 billion acquisition by Berkshire Hathaway.

- U.S. stock futures rose early Monday following major averages reaching new highs, spurred by a ceasefire agreement between the U.S. and Iran and Nvidia's launch of a new PC chip.  
- The Dow, S&P 500, and Nasdaq saw respective gains of 0.32%, 0.21%, and 0.21%, while oil prices increased following a recent pullback.  
- Notably, Nvidia's new chip drove its stock up 2%, impacting competitors negatively, while Taylor Morrison Home surged 20% on an acquisition announcement by Berkshire Hathaway.

Dow Jones Industrial Average

Taylor Morrison Home

NASDAQ Composite Index

S&P 500

Qualcomm

Berkshire Hathaway B

Berkshire Hathaway

Direxion Daily NVDA Bear 1X ETF

YieldMax MSFT Option Income Strategy ETF

Direxion Daily AMD Bear 1X Shares

T-Rex 2X Inverse NVIDIA Daily Target ETF

GraniteShares 2x Long AMD Daily ETF

GraniteShares 2x Long NVDA Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

Leverage Shares 2X Long ARM Daily ETF

T-Rex 2X Long ARM Daily Target ETF

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AXS 1.5X NVDA Bear Daily ETF

NASDAQ-100

Intel

U.S. Stock Futures Rise on Monday; Nvidia Drives Tech Stocks Higher with New Chip for PCs

As Nvidia Announces New AI PCs, Dell Stock Could Be a Big Winner

XI2CSOPNVDA

Direxion Semicon Bull 3X

As Nvidia Announces New AI PCs, Dell Stock Could Be a Big Winner

Jujinho

S63 Return Rate

Tech stocks already went up a lot, will hit another new high or cooling down soon. I will act not be fear of missing out