Dell.
American multinational computer technology corporation
- Reports this week
- 11
- Active events
- 7
- Connections
- 244
What's happening
Active this week
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Dell is collaborating with Elastic on an AI platform that utilizes NVIDIA GPUs, announced on August 15, 2025.Some support3 reports2 developments inside
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Dell's Data Search Engine is powered by Elasticsearch, detailing a specific technology integration within Dell's AI platform.Some support1 report
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Dell launched the 14S laptop, powered by Intel CPUs and running Windows 11, positioning it as a rival to Apple's MacBook Neo.Some support3 reports
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Market worries over AI buildout, including slowing revenue for Anthropic and tumbling Dell shares, are exacerbated by Chinese competition.Some support2 reports
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Stock movements in tech companies like Oracle and Dell were observed amid broad market weakness on October 15, 2026.Some support1 report
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Barclays downgraded Dell, NetApp, and HPE on October 14, 2026, citing concerns over AI spending.Some support3 reports
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Barclays downgraded Dell stock ratings, citing valuation concerns for debt-heavy AI firms like CoreWeave.Some support1 report
Earlier this month
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Next Biometrics supplied sensors for Dell laptops.Some support1 report
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Boost Run secured a $1.44 billion purchase agreement with Dell and is partnering with Nvidia, while Lenovo is involved in OEM hardware procurement.Some support1 report2 developments inside
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Jim Cramer commented on HPE's gain contrasting market weakness and discussed Dell's potential performance on July 22, 2026.Some support3 reports
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Somoza's business operations were based in the area of South Los Angeles.Some support2 reports
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Lenovo and Dell reported over 20% shipment drops, while Micron warned of a tightening memory shortage.Some support1 report
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Iambic Therapeutics is launching an IPO on Nasdaq, while Dell pivots to AI servers and Strategy holds a large Bitcoin treasury.Some support1 report
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Major companies are influencing the branding and baseline specifications for Copilot+ PCs, integrating AI into new hardware.Some support1 report1 development inside
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Dell expanded its range of Windows PCs and workstations.Some support2 reports
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Dell is expanding its AI Data Platform with new features.Some support1 report
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Nvidia, Hugging Face, OpenAI, CoreWeave, Dell, and Lenovo are leveraging acquisitions, investments, and co-launches to strengthen the AI ecosystem and drive future growth.Some support1 report1 development inside
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CoreWeave and Dell announce a partnership to co-develop advanced AI infrastructure solutions.Some support1 report
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A city council discussed the approval of Dell server and SAN units on September 24, 2026.Some support1 report
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Local AI interest is causing a shift in what customers are buying for their AI setups.Some support1 report
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Dell's success reflects the AI infrastructure story.Well supported40 reports6 developments inside
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Dell is adapting its offerings to meet the demands of AI and current economic conditions.Some support1 report
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Russia used Dell hardware for an online voting demonstration on September 1, 2026.Some support1 report
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Cisco, Arista Networks, Dell, and Nvidia are involved in the AI infrastructure spending market as both rivals and partners.Some support3 reports
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Google is partnering with Dell and HP to launch Googlebook designs powered by Qualcomm's Snapdragon X Elite.Some support2 reports
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Analyst holds long position in Dell shares.Some support1 report
One to three months ago
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D&H expanded its line card to include Dell enterprise offerings.Some support1 report
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Dell and HP are competing in the AI PC market.Well supported5 reports
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Nscale is forming partnerships with Nokia and Dell, who are also prospective investors in its financing.Some support1 report
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Tech sector strength is driving investor enthusiasm, involving Oracle and Dell.Some support1 report
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Dell, HP, and Apple are raising product prices due to surging chip costs, with Elon Musk supporting Apple's assessment.Some support1 report
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Gold Corporation is expanding its underground resource base in Angola, attracting analyst coverage from RBC Capital Markets with an Outperform rating, while being viewed as a potential acquisition target for companies like Dell and Aldermore.Some support2 reports
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RBC Capital Markets initiated coverage of Dell with an Outperform rating.Well supported3 reports
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Dell and Super Micro Computer face high demand for AI servers, prompting Jim Cramer to recommend Dell over Super Micro.Some support2 reports
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Oracle's strong earnings reinforced Fed rate hike expectations, causing stock surges for HPE and Dell.Some support4 reports
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Oracle's capital expenditure is flowing into companies that provide essential AI infrastructure and hardware.Some support1 report
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Driven by the proliferation of AI and massive workload demand, companies like Hewlett Packard Enterprise, Dell, and Super Micro Computer are experiencing strong demand for AI servers across various industries.Well supported15 reports2 developments inside
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Dell acquired Greenplum for over $400 million.Some support1 report
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Rising component costs are affecting the PC industry, driven by surging chip costs and price increases.Well supported3 reports1 development inside
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Dell contributed funds to Trump's accounts, Amazon delivered supplies to naval vessels, and the War on Iran was deemed a strategic blunder.Some support1 report
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Jim Cramer discussed Nvidia and Dell as technology stocks in the AI sector on CNBC's Mad Money.Some support3 reports
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Retailer offers discounted tech during Labor Day sales.Some support1 report
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Intel CPUs are powering Dell servers, driven by the high demand created by the current AI boom.Some support1 report
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Dell and PepsiCo cleared 52-week highs and raised quarterly dividends in September 2026.Some support1 report
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Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.Some support2 reports
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Software stocks rallied following strong Q1 results from Snowflake Inc., with Paychex and Dell also operating in the enterprise software sector.Some support2 reports
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Dell reported its earnings on the New York Stock Exchange on September 2, 2026.Some support1 report1 development inside
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Dell's blowout quarter influenced market expectations for HPE.Some support3 reports
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A company based in Mumbai is unveiling a new product portfolio while expanding its AI push into the Indian market.Some support1 report
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Tech stocks, including Dell and Micron, rose on September 3rd following strong quarterly profit beats driven by accelerating AI adoption.Some support2 reports
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Dell is entering the AI infrastructure supercycle.Some support1 report
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Cybersecurity market is a duopoly between CrowdStrike and Dell, while bond yields face pressure amid geopolitical tensions involving Iran.Some support1 report
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Analysts from TD Cowen and Bank of America raised price targets on Dell stock in August 2025.Well supported8 reports
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Dell and Amphenol are identified as major players in the market.Some support1 report
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AT&T opened a Connected Learning Center in Addis, partnering with YMCA and PLA to provide community support.Some support1 report
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Dell and Super Micro Computer, Inc. are expanding AI infrastructure partnerships and differentiating from vertically integrated rivals.Some support1 report
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Major U.S. tech giants, including Microsoft, Meta, Adobe, Google, and Dell, are heavily investing in and benefiting from the AI boom.Some support6 reports8 developments inside
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Cisco and Dell are discussing market pricing and quote validity periods, with a partner office located in San Diego.Some support1 report
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Dell is supporting the AI scaling strategy of Banco BS2, a digital bank based in Brazil.Some support1 report
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Method Communications provides research, analytics, and strategic communications services to major clients including AMD, General Motors, Dell, and Cisco.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Dell
Events traced to Dell, step by step, newest first- Sector pressure may reduce Dell's orders from cloud providersSector pressure may reduce Dell's orders from cloud providersPossible
- Dell may benefit from CoreWeave's growing AI cloud demandDell may benefit from CoreWeave's growing AI cloud demandLikely
- How could the shift back to paper-and-pencil instruction affect Dell?New Mississippi laws may reduce demand for school technologyLikely
- How could CoreWeave's financial instability affect Dell's server demand?CoreWeave's financial plunge may reduce Dell's server ordersPossible
- Pegatron's AI rack solutions may challenge Dell's server market sharePegatron's AI rack solutions may challenge Dell's server market sharePossible
- Dell may see increased server demand from data center growthDell may benefit from increased server demand driven by Qualcomm's data center growthPossible
See all 7 explainers
Explainers that pass through Dell
Dell is a step on the way to someone elseAround Dell this week
News at the entities that move Dell most-
Dell Technologies StructuralDell Technologies held a discussion at Dell Technologies World in Las Vegas, with broadcasts reaching North America audiences.Moves Dell
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Nvidia StructuralNvidia and Volvo Cars are extending their partnership for automated driving development.Moves Dell
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Michael Dell StructuralMichael Dell pledged $6 billion to the Trump Accounts program.Moves Dell
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Hewlett Packard Enterprise OperationalMarket indices experienced breakout reversals as ETF structure reduced the influence of the largest stocks, causing Nvidia and HPE stock drops.Moves Dell
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PENTAGON OperationalNE-XT Technologies, a defense supplier, is being assessed by the Pentagon's CMMC program and generating revenue from aerospace contracts.Moves Dell
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IREN TransactionalIREN and CoreWeave are facing increased financing costs due to higher benchmark rates, while IREN secures new contracts with Microsoft and Nvidia.Moves Dell
Connections
The 40 strongest of 244, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Dell Technologies Structural
Dell Technologies is the current corporate entity that evolved from the original company known as Dell.
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Donald Trump Operational
Trump leverages his political influence to benefit Dell through contracts and endorsements, while Dell provides significant financial and public support to his initiatives.
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Absolute Structural
Absolute is structurally embedded within Dell's firmware via a formal partnership.
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Nvidia Structural
Dell integrates Nvidia's advanced AI chips into its servers, forming a critical technology partnership and supply chain dependency.
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Michael Dell Structural
Michael Dell is the founder, CEO, and significant owner of Dell, maintaining fundamental control over the company.
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AMD Structural
AMD and Dell maintain a critical structural partnership where Dell supplies infrastructure and collaborates on AMD's AI and GPU product lines.
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Manish Gupta Structural
Manish Gupta holds the role of Managing Director for Dell Technologies India.
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CoreWeave Structural
CoreWeave relies on Dell as a critical supplier of servers and computing systems, formalized through a partnership to co-develop AI infrastructure solutions.
Show all 40 connections
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Alienware Structural
Dell owns Alienware, which is described as an iconic computer brand.
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Greenplum Transactional
Dell acquired Greenplum for over $400 million in a completed transaction.
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Hewlett Packard Enterprise Operational
The companies are direct competitors in the AI server market, where Dell's performance significantly influences market expectations for HPE.
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Jeff Clarke Structural
Jeff Clarke holds multiple senior executive roles including CEO, COO, and Vice Chairman at Dell.
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PENTAGON Operational
Dell competes for and executes large-scale, ongoing supply and software contracts with the Pentagon.
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IREN Transactional
IREN entered a purchase agreement with Dell for $1.6 billion worth of Blackwell GPU systems for AI infrastructure.
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Intel Structural
Dell incorporates Intel processors as a core component in its laptop lines, creating a critical supply chain dependency.
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Nscale Structural
Nscale relies on Dell for specialized PowerEdge servers and Dell is considering a prospective investment in Nscale's financing.
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Apple Inc. Operational
Dell and Apple are direct competitors in the technology market, engaging in rivalry and market share battles, particularly in the PC segment.
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Broadcom Operational
Dell and Broadcom are major market competitors in the AI chip/server market, with Broadcom supplying chips used in Dell firmware.
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Texas Structural
Dell has formally redomiciled its operations to Texas, establishing a sustained operational presence.
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Google Operational
Dell and Google maintain a dual operational relationship involving competition in the cloud market and strategic partnerships for AI infrastructure and software.
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Microsoft Operational
The relationship is defined by active market competition in cloud and enterprise segments, coupled with deep collaboration and supply chain integration.
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SEC Structural
Dell is currently subject to an investigation by the SEC regarding its accounting practices.
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windows 11 Structural
Dell incorporates Windows 11 as the required operating system into its hardware product lines.
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CPU Structural
A supplies critical components (CPUs) that are integrated into Dell's final products (servers).
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Micron Technology Structural
Dell relies on Micron's memory chips for its devices, representing a key supply chain dependency for Micron's revenue.
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FED Operational
FED policy decisions and expectations influence Dell's market sentiment and stock performance, while Dell's corporate earnings inform central bank policy outlook.
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Air Force Life Cycle Management Center Transactional
A was awarded a $1.4 billion contract by B for license renewal.
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DXC Technology Structural
DXC Technology's Private Cloud offerings are structurally dependent on Dell's underlying infrastructure.
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Elasticsearch Structural
Dell integrates Elasticsearch into its platforms and search engines to provide core search capabilities.
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Asim Munir Operational
The evidence describes a high-stakes functional role where the entities acted as a primary intermediary between opposing groups.
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Jim Cramer Operational
Jim Cramer provides financial commentary, analysis, and stock recommendations regarding Dell's market performance.
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NetApp Operational
Dell and NetApp are direct competitors in the AI-driven storage device market, facing shared market pressures.
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Joe Ayers Structural
Ayers began his career as an employee at Dell.
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Nasdaq Shared context
Dell's stock performance is observed within the Nasdaq market context, influencing and being influenced by market movements.
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DRAM Structural
Dell's PC manufacturing relies on the supply and cost stability of DRAM components.
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RBC Capital Markets Operational
RBC Capital Markets publishes investment ratings and price targets that directly influence investor confidence and Dell's stock price.
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SanDisk Operational
SanDisk and Dell are direct competitors in the memory and storage hardware market, frequently compared based on stock performance.
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Cisco Operational
Cisco and Dell are active rivals competing for market share and spending in the AI infrastructure sector.
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Fortune Transactional
Fortune reported on Dell's stock holdings.
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Qualcomm Operational
Dell integrates Qualcomm's Snapdragon technology into its Googlebook designs, establishing a functional operational link.
History
Events by the month they beganOctober 2026
11 events- Dell's Data Search Engine is powered by Elasticsearch, detailing a specific technology integration within Dell's AI platform.
- Market worries over AI buildout, including slowing revenue for Anthropic and tumbling Dell shares, are exacerbated by Chinese competition.
- Stock movements in tech companies like Oracle and Dell were observed amid broad market weakness on October 15, 2026.
- Barclays downgraded Dell, NetApp, and HPE on October 14, 2026, citing concerns over AI spending.
- Barclays downgraded Dell stock ratings, citing valuation concerns for debt-heavy AI firms like CoreWeave.
- Next Biometrics supplied sensors for Dell laptops.
- Lenovo and Dell reported over 20% shipment drops, while Micron warned of a tightening memory shortage.
- Iambic Therapeutics is launching an IPO on Nasdaq, while Dell pivots to AI servers and Strategy holds a large Bitcoin treasury.
- Dell expanded its range of Windows PCs and workstations.
- Dell is expanding its AI Data Platform with new features.
- CoreWeave and Dell announce a partnership to co-develop advanced AI infrastructure solutions.
September 2026
33 events- Dell launched the 14S laptop, powered by Intel CPUs and running Windows 11, positioning it as a rival to Apple's MacBook Neo.
- Somoza's business operations were based in the area of South Los Angeles.
- Major companies are influencing the branding and baseline specifications for Copilot+ PCs, integrating AI into new hardware.
- Nvidia, Hugging Face, OpenAI, CoreWeave, Dell, and Lenovo are leveraging acquisitions, investments, and co-launches to strengthen the AI ecosystem and drive future growth.
- A city council discussed the approval of Dell server and SAN units on September 24, 2026.
- Local AI interest is causing a shift in what customers are buying for their AI setups.
- Dell is adapting its offerings to meet the demands of AI and current economic conditions.
- Russia used Dell hardware for an online voting demonstration on September 1, 2026.
- Cisco, Arista Networks, Dell, and Nvidia are involved in the AI infrastructure spending market as both rivals and partners.
- Google is partnering with Dell and HP to launch Googlebook designs powered by Qualcomm's Snapdragon X Elite.
- Analyst holds long position in Dell shares.
- D&H expanded its line card to include Dell enterprise offerings.
- Nscale is forming partnerships with Nokia and Dell, who are also prospective investors in its financing.
- Tech sector strength is driving investor enthusiasm, involving Oracle and Dell.
- Dell, HP, and Apple are raising product prices due to surging chip costs, with Elon Musk supporting Apple's assessment.
- Gold Corporation is expanding its underground resource base in Angola, attracting analyst coverage from RBC Capital Markets with an Outperform rating, while being viewed as a potential acquisition target for companies like Dell and Aldermore.
- RBC Capital Markets initiated coverage of Dell with an Outperform rating.
- Dell and Super Micro Computer face high demand for AI servers, prompting Jim Cramer to recommend Dell over Super Micro.
- Oracle's strong earnings reinforced Fed rate hike expectations, causing stock surges for HPE and Dell.
- Oracle's capital expenditure is flowing into companies that provide essential AI infrastructure and hardware.
- Dell acquired Greenplum for over $400 million.
- Dell contributed funds to Trump's accounts, Amazon delivered supplies to naval vessels, and the War on Iran was deemed a strategic blunder.
- Jim Cramer discussed Nvidia and Dell as technology stocks in the AI sector on CNBC's Mad Money.
- Retailer offers discounted tech during Labor Day sales.
- Intel CPUs are powering Dell servers, driven by the high demand created by the current AI boom.
- Dell and PepsiCo cleared 52-week highs and raised quarterly dividends in September 2026.
- Jim Cramer discusses the outlook for Oracle stock, noting the competitive pressure from major hyperscalers and the scaling of OCI.
- Dell reported its earnings on the New York Stock Exchange on September 2, 2026.
- Dell's blowout quarter influenced market expectations for HPE.
- A company based in Mumbai is unveiling a new product portfolio while expanding its AI push into the Indian market.
- Tech stocks, including Dell and Micron, rose on September 3rd following strong quarterly profit beats driven by accelerating AI adoption.
- Dell is entering the AI infrastructure supercycle.
- Cybersecurity market is a duopoly between CrowdStrike and Dell, while bond yields face pressure amid geopolitical tensions involving Iran.
August 2026
7 events- Boost Run secured a $1.44 billion purchase agreement with Dell and is partnering with Nvidia, while Lenovo is involved in OEM hardware procurement.
- Dell and Amphenol are identified as major players in the market.
- AT&T opened a Connected Learning Center in Addis, partnering with YMCA and PLA to provide community support.
- Dell and Super Micro Computer, Inc. are expanding AI infrastructure partnerships and differentiating from vertically integrated rivals.
- Cisco and Dell are discussing market pricing and quote validity periods, with a partner office located in San Diego.
- Dell is supporting the AI scaling strategy of Banco BS2, a digital bank based in Brazil.
- Method Communications provides research, analytics, and strategic communications services to major clients including AMD, General Motors, Dell, and Cisco.
Show 2 earlier months
July 2026
2 eventsJune 2026
7 events- Dell is collaborating with Elastic on an AI platform that utilizes NVIDIA GPUs, announced on August 15, 2025.
- Dell's success reflects the AI infrastructure story.
- Driven by the proliferation of AI and massive workload demand, companies like Hewlett Packard Enterprise, Dell, and Super Micro Computer are experiencing strong demand for AI servers across various industries.
- Rising component costs are affecting the PC industry, driven by surging chip costs and price increases.
- Software stocks rallied following strong Q1 results from Snowflake Inc., with Paychex and Dell also operating in the enterprise software sector.
- Analysts from TD Cowen and Bank of America raised price targets on Dell stock in August 2025.
- Major U.S. tech giants, including Microsoft, Meta, Adobe, Google, and Dell, are heavily investing in and benefiting from the AI boom.