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

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

Dell Technologies Issues 4,237,699 Unregistered Class C Shares

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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

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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RAYMOND JAMES FINANCIAL INC 6.375%DEP SHS REP 1/40TH FXD FLTG SER B

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

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BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

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

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NVIDIA Corporation

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At Dell Technologies World, NVIDIA CEO Jensen Huang highlighted a surge in AI demand, stating it is 'going parabolic.' With 5,000 enterprises utilizing Dell AI Factories powered by NVIDIA, the global AI infrastructure spending could reach $3-4 trillion by 2030. New products like the Dell PowerEdge XE9812, built on NVIDIA Vera Rubin NVL72, promise significant cost and performance improvements for AI workloads. Dell and NVIDIA's collaboration aims to enhance enterprise AI capabilities, moving beyond pilot projects to large-scale deployments.

- Dell Technologies is revolutionizing AI infrastructure with the introduction of NVIDIA Vera Rubin NVL72, offering significantly lower costs and faster processing for enterprise AI workloads.  
- The Dell AI Factory, now supporting advanced computing systems such as PowerEdge XE9812, enables enterprises to deploy agentic AI efficiently while maintaining data security and performance.  
- Key companies like Lilly, Samsung, and Honeywell showcase the impact of this technology in various sectors, underscoring the shift towards scalable, on-premises AI solutions.

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NVIDIA CEO Jensen Huang at Dell Technologies World: “Demand Is Going Parabolic, Utterly Parabolic”

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CLOU

Dell's AI Factory has refreshed its infrastructure with new networking and storage stacks, enhancing its position in the AI market. The company reported 5,000 customers, primarily enterprises, and introduced new PowerRack systems for networking and cooling, which can be operational in under six hours. The PowerRack features advanced manageability and leak detection, while also supporting Nvidia's latest technologies. Analysts noted Dell's strong sales growth and its ability to meet hardware demands amid a global AI infrastructure expansion.

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Palantir Tech

Dell AI Factory gets rack-scale infrastructure refresh

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Dell Technologies has announced the integration of Palantir's Foundry and AIP platforms into its AI factory. According to Jin10, this collaboration aims to enhance Dell's artificial intelligence capabilities by leveraging Palantir's advanced data analytics and AI solutions. The move is expected to bolster Dell's position in the AI industry, providing more robust tools for data processing and analysis. This integration marks a significant step in Dell's strategy to expand its AI offerings and improve operational efficiency.

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AI TRENDS | Dell Integrates Palantir's Foundry and AIP Platforms into AI Factory

BofA analyst Wamsi Mohan maintains a Buy rating on Dell Technologies (NYSE: DELL), raising the price target to $280 due to strong AI server demand. He anticipates a strong Q1 earnings report on May 28, with revenue between $37 billion and $40 billion and EPS between $2.85 and $3. Despite a 1.94% decline in stock price to $237.29, Mohan expects continued momentum in AI server demand, projecting $15 billion in Q1 revenue and a $49 billion backlog.

benzinga_article

Firefly Aerospace

Dell Could Deliver Strong Q1 Beat As AI Server Demand Remains Robust, Says BofA

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.

TradingView

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

Dell's stock fell despite adding 1,000 new AI customers, totaling 5,000. CEO Michael Dell highlighted the trust large companies have in Dell for AI solutions. New products aim to help businesses integrate AI securely. Analysts rate DELL stock as a Moderate Buy, with a price target suggesting a 7.3% downside risk.

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Alphabet

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Dell Stock Slides despite Adding 1,000 New Enterprise AI Customers

Dell Technologies Inc. Cl C (DELL) shares fell 1.64% to $238.03 on Monday, marking the second consecutive day of losses. The stock underperformed against a mixed market, with the Dow Jones up 0.32% and the S&P 500 down 0.07%. Dell's stock is currently 9.83% below its 52-week high of $263.99 reached on May 8th, with trading volume at 5.1 million, below the 50-day average of 7.5 million.

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

Maddow alleged that Trump's investments in certain companies occurred shortly before related policy changes or endorsements. She highlighted that Trump promoted buying Dell and Palantir after acquiring significant stakes. These claims arise amid increasing media scrutiny of his projects, statements, and family business connections.

- Maddow alleged that Trump's investments in select companies occurred shortly before related policy changes or public endorsements.  
- She noted that Trump publicly encouraged buying Dell and Palantir shortly after acquiring significant stakes in these companies.  
- The claims arise amid increasing media scrutiny over his large-scale projects, public statements, and connections to his family business.

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Maddow links Trump stock trades to policy moves

IGPT

Jim Cramer warned of a potential reversal in AI stocks, which proved accurate as major tech and semiconductor stocks fell sharply. Dell Technologies dropped 7.16%, Advanced Micro Devices fell 6.66%, and the iShares Semiconductor ETF declined 6.71%. Broader tech also faced pressure, with the Technology Select Sector SPDR Fund down 3.62%. The sell-off appears to be a profit-taking move in the crowded AI momentum trade, rather than a complete abandonment of the sector. Cramer's caution highlights the volatility in AI investments.

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Jim Cramer Said 'Smell' — AI Stocks Heard 'Sell'

Trump's account purchased millions in Dell shares before he endorsed the company, leading to record stock highs. The Dell family previously pledged $6.25 billion to Trump's child wealth program, raising concerns about potential conflicts of interest. Eric Trump claims the investments are in a blind trust, but individual stock trades have been documented, increasing skepticism among lawmakers.

Trump's Dell stock buy and praise spark ethics scrutiny