GraniteShares 2x Long DELL Daily ETF

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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

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

Dell Announces Over 5,000 Customers Deploy Its AI Compute Factory

Bank of America Global Research Raises Dell Price Target to $280

Dell Reminds Investors to Note May 28th

Kioxia and Dell Launch 2U Server with 9.8 PB Flash Storage

Citi lowers Dell (DELL.N) price target from $290 to $235

Mizuho Raises Dell's Target Price to $300

UBS downgrades Dell's rating to neutral and raises target price

Trump Praises Dell Technologies and Its AI Infrastructure

Trump Recommends Buying a Dell Computer

Horizon Investments LLC reduces stake in Dell Technologies, Phoenix Financial increases holdings

Dell Technologies Board Approves Relocation of Incorporation from Delaware to Texas

Morgan Stanley Raises Dell Technologies' Target Price but Maintains Underweight Rating

BofAS Raises Target Prices for Dell and HP to Buy Rating

BofA Global Research Raises Dell Target Price to $246

Boost Run Signs $1.44 Billion AI Computing and Storage Procurement Agreement with Dell Technologies

Dell CFO Cuts Stock Holdings

Citibank gives Dell a 30-day upward outlook before earnings report

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Dell Technologies CEO Michael Dell stated that the rapid growth of agentic AI has worsened supply chain issues, impacting demand-supply equilibrium. He emphasized the importance of securing the supply chain amid inflationary pressures and geopolitical challenges, particularly in Asia. Dell noted that engaging customers early helps optimize supply to meet demand, and highlighted the universal demand for AI across regions. He also discussed the readiness of new graduates to utilize AI tools effectively.

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Agentic AI growth exacerbating supply chain issues: Dell Technologies CEO

Dell Technologies Inc. Cl C (DELL) shares fell 1.16% to $235.26 on Tuesday, marking the third consecutive day of losses. The stock underperformed against a declining market, with the S&P 500 and Dow Jones Industrial Average also down. Currently, Dell's stock is 10.88% below its 52-week high of $263.99 reached on May 8th, with trading volume significantly below its average.

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

Mountain View, California-based H2O.ai unveiled tabH2O, its groundbreaking model for tabular data analytics, at Dell Technologies World 2026. The Enterprise AI Platform offers various AI capabilities including Predictive AI, Generative AI, Agentic AI, Observability AI, and Governed AI, all managed through the H2O Super Agent™. Designed specifically for large organizations, tabH2O allows instant high-accuracy predictions from tabular datasets with a single tool, emphasizing efficiency and precision.

Unusual Whales

H2O.ai Unveils tabH2O, the Industry’s Top Enterprise Foundation Model for Tabular Data, at Dell Technologies World 2026

Based in CORK, Ireland, Nexalus, a prominent company specializing in liquid cooling and thermal energy solutions, has revealed a significant partnership today. This collaboration involves a multi-year engineering and product development commitment with Tracewell Systems, a respected Dell Technologies Partner known for providing computing solutions that extend beyond typical data center settings to various rugged and tactical environments such as air, sea, and ground operations. The alliance will leverage the combined expertise of both companies to enhance their offerings.

Nexalus and Tracewell Systems Partner to Advance Next-Generation Edge AI Infrastructure Solutions for U.S. Civilian and Military Agencies

NVDA

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Dell Teams Up with Nvidia to Scale AI Agents. DELL Stock May Already Be Overvalued.

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Dell Teams Up with Nvidia to Scale AI Agents. DELL Stock May Already Be Overvalued.

RSPT

The AI Boom Is Likely to Keep Pushing DELL Stock Higher

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The AI Boom Is Likely to Keep Pushing DELL Stock Higher

RiverFront Investment Group LLC acquired 6,264 shares of Dell Technologies Inc. (NYSE: DELL) valued at approximately $789,000 during the 4th quarter. Other institutional investors have also increased their stakes in the company. Analysts have raised price targets for Dell, with Barclays setting it at $168 and Bank of America at $280. Insider selling has occurred, with COO Jeffrey W. Clarke selling 116,000 shares. Dell is experiencing positive sentiment due to growing demand for AI products.

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6,264 Shares in Dell Technologies Inc. $DELL Acquired by RiverFront Investment Group LLC

Dell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell PowerStore Elite | DELL Stock News

StockTitan

Dell Technologies Rewrites the Rules of Storage Modernization and Performance with Dell PowerStore Elite | DELL Stock News

SRVR

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Dell Technologies Reimagines the Modern Data Center for the AI Era | DELL Stock News

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Dell Technologies Reimagines the Modern Data Center for the AI Era | DELL Stock News

Dell Technologies reports that over 5,000 customers have begun deploying its AI Factory. While the deployment count is significant, details on revenue, timeline, or customer demographics have not been disclosed. Additionally, Dell has launched NVIDIA OpenShell and AI-Q 2.0 for integration with the AI Factory.

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Key facts: 5K+ Customers on Dell AI Factory; NVIDIA OpenShell, AI‑Q 2.0