Dell.
American multinational computer technology corporation
- Reports this week
- 6
- Active events
- 10
- Connections
- 228
What's happening
Active this week
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Major companies are influencing the branding and baseline specifications for Copilot+ PCs, integrating AI into new hardware.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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Dell launched the 14S laptop, powered by Intel CPUs and running Windows 11, positioning it as a rival to Apple's MacBook Neo.Some support2 reports
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Analyst holds long position in Dell shares.Some support1 report
Earlier this month
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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 support1 report
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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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Somoza's business operations were based in the area of South Los Angeles.Some support1 report
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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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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 report
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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 supported7 reports
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Dell and Amphenol are identified as major players in the market.Some support1 report
One to three months ago
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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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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 report1 development inside
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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 support5 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
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Dynatrace and Dell are both benefiting from strong market outlooks.Some support1 report
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Nokia announced collaborations with both Nvidia and Dell to develop AI-powered networks.Some support2 reports1 development inside
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Both SanDisk and Dell are identified as major players within the technology sector.Some support2 reports
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Dell and IBM shared a new hire experience on August 1, 2026.Some support1 report
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Leaders from Dell and Salesforce informed industry standards on August 11, 2026.Some support1 report
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Godsend is currently partnered with Dell, compares rates to Walmart, and seeks partnership with Acer.Some support1 report
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Dell is seeking expert product validation and market feedback for its XPS 14 Laptop.Some support1 report
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Wowcher is selling refurbished Chromebooks that support Chrome OS for Google Classroom, accessed via the Google applications suite.Some support1 report
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Dell was founded by Michael Dell while he was studying at UT Austin, and Harvard Business School noted the benefits of the company's direct-sales approach.Some support3 reports
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Nutanix and Dell announced a collaboration to offer enterprise storage choices.Some support1 report
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Dell, Arrow Enterprise Computing Solutions, and Snowflake are refining their strategies to capitalize on the market shift toward AI and cloud infrastructure through high-end server sales.Some support1 report
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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 support1 report
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IREN announced partnerships with Dell and Nvidia, acquired Blackwell GPU systems, and secured a data center in South Australia.Some support1 report2 developments inside
No events began in the chosen period. Widen it, or reset.
What's reaching Dell
Recent events traced to Dell, step by stepAround Dell this week
News at the entities that move Dell most-
Dell Technologies StructuralGoldman Sachs forecasts guide market expectations for AI servers.Moves Dell
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Nvidia StructuralNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Dell
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Michael Dell StructuralDell family office led the recent sale of Baldwin Group, and Tim Cunningham is based in Chicago.Moves Dell
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IREN TransactionalIREN is listed on the NASDAQ stock exchange, concurrent with the announcement of a landmark five-year deal valued at $9.7 billion.Moves Dell
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PENTAGON OperationalCongress is overseeing an investigation into a deadly school strike while considering the annual defense authorization bill.Moves Dell
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Donald Trump OperationalThe Trump administration utilized the Department of Health & Human Services for an AI tool.Moves Dell
Connections
The 40 strongest of 228, 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 founded by Michael Dell.
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Michael Dell Structural
Michael Dell founded Dell and maintains significant ownership, making his personal wealth dependent on the company's performance.
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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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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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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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PENTAGON Operational
Dell competes for and executes large-scale, ongoing supply and software contracts with the Pentagon.
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Donald Trump Operational
Trump leverages his political platform and influence to secure contracts and boost Dell's stock, while Dell provides financial support and public backing for his initiatives.
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Manish Gupta Structural
Manish Gupta holds the role of Managing Director for Dell Technologies India.
Show all 40 connections
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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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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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Alienware Structural
Dell owns Alienware, which is described as an iconic computer brand.
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CoreWeave Structural
Dell serves as a critical supplier of servers, cooling, and computing systems necessary for CoreWeave's operations.
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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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Texas Structural
Dell has formally redomiciled its operations to Texas, establishing a sustained operational presence.
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Microsoft Operational
The relationship is defined by active market competition in cloud and enterprise segments, coupled with ongoing collaboration and supply chain integration.
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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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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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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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SEC Structural
Dell is currently subject to an investigation by the SEC regarding its accounting practices.
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windows 11 Structural
Dell integrates Windows 11 as the operating system into its hardware products, establishing a platform dependency.
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CPU Structural
A supplies critical components (CPUs) that are integrated into Dell's final products (servers).
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FED Operational
FED policy decisions influence Dell's market sentiment and earnings, while Dell's corporate performance informs 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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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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Joe Ayers Structural
Ayers began his career as an employee at Dell.
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Micron Technology Structural
Dell is a key customer of Micron, relying on its memory chips, which accounts for 3.7% of Micron's revenue.
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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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Nutanix Operational
The companies collaborate and integrate their products to offer joint enterprise storage solutions.
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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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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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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.
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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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Lawrence Berkeley National Laboratory Structural
Dell is involved in the construction of the DoE supercomputer utilized by the Lawrence Berkeley National Laboratory.
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Hewlett Packard (Netherlands) Operational
Hewlett Packard (Netherlands) and Dell are direct competitors in the AI server market.
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Jim Cramer Mentioned together
Jim Cramer provides financial commentary, analysis, and stock recommendations regarding Dell's performance and market potential.
History
Events by the month they beganSeptember 2026
33 events- Major companies are influencing the branding and baseline specifications for Copilot+ PCs, integrating AI into new hardware.
- 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.
- Dell launched the 14S laptop, powered by Intel CPUs and running Windows 11, positioning it as a rival to Apple's MacBook Neo.
- 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.
- Somoza's business operations were based in the area of South Los Angeles.
- 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.
- Nvidia, Hugging Face, OpenAI, CoreWeave, Dell, and Lenovo are leveraging acquisitions, investments, and co-launches to strengthen the AI ecosystem and drive future growth.
- 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
15 events- 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.
- 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 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.
- Dynatrace and Dell are both benefiting from strong market outlooks.
- Nokia announced collaborations with both Nvidia and Dell to develop AI-powered networks.
- Both SanDisk and Dell are identified as major players within the technology sector.
- Dell and IBM shared a new hire experience on August 1, 2026.
- Leaders from Dell and Salesforce informed industry standards on August 11, 2026.
- Godsend is currently partnered with Dell, compares rates to Walmart, and seeks partnership with Acer.
- Dell is seeking expert product validation and market feedback for its XPS 14 Laptop.
- Wowcher is selling refurbished Chromebooks that support Chrome OS for Google Classroom, accessed via the Google applications suite.
July 2026
5 events- Dell and HP are competing in the AI PC market.
- Dell was founded by Michael Dell while he was studying at UT Austin, and Harvard Business School noted the benefits of the company's direct-sales approach.
- Nutanix and Dell announced a collaboration to offer enterprise storage choices.
- Dell, Arrow Enterprise Computing Solutions, and Snowflake are refining their strategies to capitalize on the market shift toward AI and cloud infrastructure through high-end server sales.
- Jim Cramer commented on HPE's gain contrasting market weakness and discussed Dell's potential performance on July 22, 2026.
Show 1 earlier month
June 2026
7 events- 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.
- IREN announced partnerships with Dell and Nvidia, acquired Blackwell GPU systems, and secured a data center in South Australia.