The Next AI Stock to Break Out May Not Be on Most Investors' Radar

Dell's AI server business is growing at a pace that surprises even seasoned analysts, but a collapsing cash flow figure and negative shareholders' equity are raising serious questions about whether the stock's rally has outrun the fundamentals.

24/7 Wall Street • 8 hours ago

DELL Expands AI Security Capabilities: Can It Challenge CSCO & HPE?

Dell Technologies expands AI security and cyber resilience capabilities as surging AI server revenues and a $95 billion backlog bolster its competitive position against rivals.

Zacks Investment Research • 2 hours ago

Ron Biscardi on TomorrowX: Summit Giving Retail Investors a Seat With NVIDIA, Goldman and Dell CEOs

Institutional investors are invited to private bank conferences where they meet public company CEOs face to face. Most retail investors never get that access.

Everpure vs. Dell: Which Data Storage Stock is the Better Buy Now?

DELL's AI server backlog, accelerating storage growth and rising earnings estimates strengthen its position against P in enterprise infrastructure.

Zacks Investment Research • 2 hours ago

Founder-Led Giants Redefining Technology and Global Market Growth

NVIDIA, Dell, Shopify, Salesforce and BlackRock stand out as founder-run companies with strong vision, innovation and long-term growth drivers.

Zacks Investment Research • an hour ago

Dell Technologies (DELL) Stock Declines While Market Improves: Some Information for Investors

Dell Technologies (DELL) closed the most recent trading day at $493.79, moving 1.63% from the previous trading session.

Zacks Investment Research • a day ago

Advanced Micro Devices vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?

Advanced Micro Devices is expanding in the AI accelerator market, with OpenAI and Meta Platforms each signed to agreements covering up to 6 gigawatts of AMD GPUs. Dell Technologies supplies end-to-end IT infrastructure at global scale and exited its July quarter with a record $95 billion backlog in its AI server business.

The Motley Fool • Oct 28, 2026

Dell Technologies Strengthens Cybersecurity and Resilience Across AI Environments, Identity and Infrastructure

ROUND ROCK, Texas--(BUSINESS WIRE)--Dell Technologies (NYSE: DELL) expands its cybersecurity and resilience portfolio across the AI environments, identity systems and infrastructure that attackers increasingly target and organizations cannot run without. The announcement includes new AI services and PowerProtect capabilities, identity resilience and managed threat detection, and deeper integration across Dell's storage portfolio with new quantum-safe encryption.Why it mattersCyberattacks today d.

Business Wire • Oct 27, 2026

Dell Technologies vs. Marvell Technology: Which Tech Stock Is the Better Buy in 2026?

Dell Technologies is leveraging its massive scale to provide end-to-end AI server and enterprise storage infrastructure. Marvell Technology focuses on high-growth semiconductor solutions for data centers, networking, and security.

The Motley Fool • Oct 27, 2026

Dell: $95 Billion AI Backlog, But Wait For A Further Pullback

I initiate Dell Technologies with a Hold, citing impressive AI-driven growth but fully valued shares versus peers and historical multiples. DELL's $95 billion AI server backlog and strong ISG/CSG performance underpin substantial guidance increases, with FY27 revenue guided up 70% year-on-year. Operating leverage, improved storage mix, and share buybacks drive outsized EPS growth; margins are expected to peak this year before normalizing.

Seeking Alpha • Oct 27, 2026