Entities / Company
Dell Technologies.
American multinational technology company
- Reports this week
- 8
- Active events
- 6
- Connections
- 346
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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AMD, Dell Technologies, and Intel are involved in the competitive AI hardware market, with AMD gaining market share against Intel using its CPUs.Well supported15 reports8 developments inside
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Tech suppliers like Dell and HPE are facing declining values due to inflation and worsening market sentiment in the AI sector.Some support1 report1 development inside
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Intel CEO Lip-Bu Tan delivered a stark assessment that supply chain conditions are negatively affecting PC hardware assemblers.Some support2 reports
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GO Telecom is expanding its AI services by utilizing infrastructure provided by Dell Technologies.Some support1 report
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The Iran conflict and renewed fighting between the U.S. and Iran are causing energy shocks, affecting oil prices, and impacting tech sector demand.Well supported21 reports2 developments inside
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Dell Technologies collaborates with Abu Dhabi on a resilience summit.Some support2 reports1 development inside
Earlier this month
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Market commentary highlights Apple's valuation surpassing Microsoft and Dell, alongside Fisher Investments promoting a new investment guide.Some support3 reports
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AI demand concerns are causing stock declines for tech companies like Micron and Dell, which are being covered by CNBC and Bloomberg Television.Some support1 report
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Moderna and Iovance Biotherapeutics, alongside Dell, SanDisk, and MaxLinear, were noted among top stock gainers.Some support1 report
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Dell Technologies is expanding its partner base, securing business with AMD, Meta, and shipping Nvidia's GB300 NVL72 to CoreWeave.Well supported33 reports1 development inside
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Dell surveyed leaders regarding concerns about the adoption of Artificial Intelligence.Some support1 report
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Jackson Square Capital LLC filed a disclosure with the SEC after increasing its position in Dell Technologies shares.Some support1 report
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Major tech companies, including CrowdStrike, Dell, AMD, Intel, and VAST Data, are supporting the advancement of secure enterprise AI adoption.Some support1 report
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Moderna and Merck reported a landmark result from their melanoma study, while SanDisk and Dell were discussed in stock market analysis.Well supported4 reports1 development inside
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Companies like Victoria's Secret and Brown-Forman rely on consumer spending, while tech giants like Nvidia, HPE, and Dell navigate AI infrastructure growth and Fed policy.Well supported5 reports2 developments inside
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Dell Technologies utilizes the North America partner channel to drive sales growth.Some support3 reports1 development inside
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Dell Technologies held a discussion at Dell Technologies World in Las Vegas, with broadcasts reaching North America audiences.Some support1 report
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Datadog and Dell Technologies are listed in market analyst reports and are subject to analyst upgrades/downgrades.Some support1 report
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Deutsche Bank upgraded stock ratings for technology and server makers, including Eli Lilly, Nvidia, and Dell Technologies.Some support3 reports
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CDW Canada maintains its certifications for Dell Technologies.Some support1 report
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Michael Dell is the founder and CEO of Dell Technologies, and Susan Dell is his wife.Some support2 reports
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Dell, NetApp, and HPE are facing reduced profit margins due to declining memory prices.Some support1 report
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Dell Technologies CEO's wife appeared alongside Donald Trump on October 9, 2026.Well supported8 reports
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Major tech companies like Supermicro, Dell, and HPE face strong competition in the AI server market using Nvidia platforms.Well supported26 reports46 developments inside
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Mizuho Securities raised its price target on Dell Technologies.Well supported4 reports
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Dell Technologies operates across the Americas, Europe, and the Middle East, with MarketBeat providing analyst ratings.Some support2 reports
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Swiss National Bank boosted its position in Dell Technologies stock on October 10, 2026.Some support1 report
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Michael Dell is the founder of Dell Technologies, and Gwynne Shotwell is the president of SpaceX.Some support1 report
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Donald Trump honored Dell Technologies for technological contributions, while JD Vance accused Microsoft of abusing immigration programs.Some support1 report
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Dell Technologies and Accenture launched a new business group collaboration on October 8, 2026.Some support1 report
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VMware's spin-off simplifies Dell's structure as Dell assembles NVIDIA GPU-based AI servers.Some support2 reports
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Tech companies, including Microsoft, Google, and Dell, are exhibiting and hosting dialogues at SCEWC 2026 in Barcelona.Some support1 report
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NTT DATA partnered with Dell Technologies to develop an AI foundation.Some support1 report
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Global markets face worsening inflation and growth risks, while oil prices ease due to ceasefire talks related to the U.S.-Iran conflict.Well supported82 reports
One to three months ago
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Goldman Sachs forecasts guide market expectations for AI servers.Some support2 reports
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Navitas Semiconductor and Dell Technologies are collaborating on AI data center and laptop charger technology using advanced chips.Some support4 reports
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Adobe and Dell Technologies discussed leadership trends at the Asia Leadership Summit.Well supported18 reports
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Dell Technologies filed required disclosures with the SEC regarding stock sales.Well supported12 reports1 development inside
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Powell delivered dovish remarks at the Jackson Hole symposium on August 23, 2025, which are seen as benefiting growth-oriented technology stocks like Atlassian.Well supported7 reports1 development inside
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Dell showcased Deepgram and Intel at an AI Symposium, with Arthur Lewis leading the company's presence.Some support1 report
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Market optimism from truce hopes affected Meta's stock, while traders shifted investments to Dell and Microsoft, and Akamai provided computing supply for an AI chatbot firm.Some support1 report
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Joyce Mullen joins the Audit Committee as a board member, involving Insight, Duke Energy, and Dell Technologies.Some support1 report
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Investors are rotating into food distribution sectors like BBB Foods amid concerns over AI megatrend saturation affecting tech giants.Some support1 report
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UBS forecast downgrade causes stock sell-off for major PC vendors Dell Technologies and HPQ.Some support1 report
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Global Capacity Centres (GCCs) operating in India are currently facing scaling challenges.Some support1 report
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Tech giants including HP, Dell, AMD, and Nvidia are experiencing market shifts and competitive pressures within the AI sector.Some support1 report
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The S&P 100 index tracks 100 major U.S. companies.Some support1 report
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Dell Technologies and ByteDance are examples of AI boom beneficiaries, while BlackRock provides net worth valuations for the companies.Some support1 report
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A collection of announcements detailing how enterprise server providers (HPE, Dell, Cisco, Supermicro, Lenovo) are integrating NVIDIA GPUs into their enterprise offerings.Well supported7 reports15 developments inside
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CoreWeave, Dell Technologies, and Goldman Sachs are discussing the massive power consumption and market growth driven by AI infrastructure utilizing Nvidia hardware.Some support2 reports1 development inside
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Dell Technologies launched an AI Innovation Hub in Singapore, aligning with Singapore's National AI Strategy 2.0.Some support1 report2 developments inside
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Lenovo and Dell are competing in the data center market and aiding partners affected by VMware platform fallout.Some support1 report
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Market trends show sector rotation favoring cybersecurity and software, while AI safety concerns and agent impacts are leading to market slowdowns and staff cuts.Some support2 reports
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Oracle's AI demand is driving increased server orders and performance for HPE and Dell, utilizing Nvidia-powered technology.Some support1 report
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David Kennedy was appointed as the Chief Financial Officer of Dell Technologies.Some support1 report
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Jim Cramer used CeeDee Lamb as an analogy to discuss Dell Technologies' market potential and growth.Some support2 reports
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Dell Technologies and Super Micro Computer are competing in the AI infrastructure market.Well supported9 reports1 development inside
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Both Dell Technologies and Boston Scientific were subject to analyst upgrades in May 2026.Some support1 report
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Investor's Business Daily analyzes company data regarding Dell Technologies.Some support1 report
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Jeff Clarke was appointed Vice Chairman and COO, and Chief Financial Officer of Dell Technologies.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Dell Technologies
Events traced to Dell Technologies, step by step, newest first- Dell Technologies may see increased orders from surging AI chip demandDell Technologies may see increased orders from surging AI chip demand.Likely
- How could massive financing of AI data center buildouts affect Dell Technologies?Dell Technologies may benefit from massive AI data center buildoutsLikely
- Market nervousness over AI spending payoff may curb Dell's AI server demandMarket nervousness over AI spending payoff may curb Dell's AI server demandPossible
- Nvidia capital raise could boost Dell Technologies' AI server demandNvidia's capital raise may boost Dell Technologies' demand for AI serversLikely
- Dell may benefit from surge in AI server demandIncreased demand for AI servers may boost orders and revenue for Dell TechnologiesLikely
- Dell may benefit from hyperscalers' demand for AI serversDell may benefit from hyperscalers' demand for AI serversLikely
See all 19 explainers
- Lenovo's discounts may challenge Dell's global PC market shareLenovo's discounts may challenge Dell's global PC market sharePossible
- Supermicro's AI-RAN partnership may challenge Dell in server marketSupermicro's AI-RAN partnership may challenge Dell in server marketPossible
- Lenovo's AI infrastructure expansion may challenge Dell TechnologiesLenovo's expanded AI infrastructure may intensify competition for data center market share.Possible
- HPE's AI expansion increases competitive pressure on Dell TechnologiesHPE's AI expansion increases competitive pressure on Dell TechnologiesLikely
- Dell Technologies may benefit from HPE's market declineDell Technologies may gain market share as HPE suffers significant stock declinePossible
- Supermicro's integrated OCP solutions may increase pressure on Dell TechnologiesSupermicro's integrated OCP solutions may increase pressure on Dell TechnologiesPossible
- CoreWeave's financial distress may curb Dell's AI server ordersCoreWeave's debt concerns may reduce Dell's demand for AI serversPossible
- Dell Technologies may face reduced demand amid AI stock pullbackDell Technologies may face reduced demand for AI servers amid AI stock pullbackPossible
- Dell Technologies may see demand rise from US AI data center boomDell Technologies may benefit from increased demand for server hardware in US data centersLikely
- Lenovo's new AI PC lineup may challenge Dell's market shareLenovo's new AI PC lineup may challenge Dell's market sharePossible
- Dell Technologies may see hardware orders slow amid chip downturnDell Technologies may face reduced hardware system orders due to slowing AI chip demand.Possible
- AMD's market dominance may pressure Dell to adjust component sourcingAMD's market dominance may pressure Dell to adjust component sourcingPossible
- Dell Technologies to supply AI infrastructure for $15B Japanese projectDell Technologies will provide standardized AI infrastructure for massive Japanese power projectReported
Explainers that pass through Dell Technologies
Dell Technologies is a step on the way to someone else- Market volatility may slow Amazon Web Services' cloud service revenueMarket volatility may slow Amazon Web Services' cloud service revenue growthPossible
- Micron may see higher demand for memory chips from AI workstation pushIncreased demand for specialized memory chips could benefit Micron TechnologyPossible
- Dell Adapts Strategy to Thrive in Competitive AI Hardware MarketDell leverages diverse silicon to meet accelerating AI market demandsIncludes Brind's reasoning
Around Dell Technologies this week
News at the entities that move Dell Technologies most-
Dell StructuralAMD processors are integrating into Dell PowerEdge servers for enterprise AI infrastructure.Moves Dell Technologies
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Securities and Exchange Commission StructuralHinge Health disclosed financial data to the Securities and Exchange Commission.Moves Dell Technologies
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SEC StructuralThe SEC declared a registration statement effective for a business combination involving Impact and Zoar.Moves Dell Technologies
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Nvidia OperationalPaycom and Paychex operate in the finance and HR software segment, while Nvidia's chips require specialized infrastructure.Moves Dell Technologies
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Donald Trump OperationalStarlink outage, managed by SpaceX terminals, disrupts strikes on Russian oil industry, impacting diesel costs.Moves Dell Technologies
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Bank of America OperationalBank of America provided rating and price targets for Amplitude stock on June 6, 2026.Moves Dell Technologies
Connections
The 40 strongest of 346, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Dexter Brown Structural
Dexter Brown holds a Vice President position within Dell Technologies.
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Dell Structural
Dell Technologies is the current corporate entity that evolved from the original company known as Dell.
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SEC Structural
Dell Technologies is subject to mandatory regulatory oversight and disclosure requirements by the SEC.
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CSG Structural
CSG functions as a formally integrated and revenue-contributing segment of Dell Technologies, reporting to the parent company.
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Nvidia Operational
Dell partners with Nvidia to build AI servers using Nvidia silicon, while both companies actively compete for market share in the AI infrastructure sector.
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Michael Dell Structural
Michael Dell is the founder, CEO, and significant owner of Dell Technologies, fundamentally controlling its operations.
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Donald Trump Operational
Trump actively promotes and invests in Dell through endorsements and policy, while Dell supports his investment initiatives and benefits from the political visibility.
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David Kennedy Structural
David Kennedy serves as the Chief Financial Officer of Dell Technologies.
Show all 40 connections
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Jeff Clarke Structural
Jeff Clarke holds the executive roles of COO and Vice Chairman at Dell Technologies.
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David Kennedy Structural
David Kennedy serves as the Chief Financial Officer of Dell Technologies.
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Microsoft Operational
Microsoft and Dell maintain a complex operational relationship characterized by active market competition and strategic partnership in AI and cloud computing.
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CoreWeave Structural
Dell is the sole supplier of AI servers to CoreWeave, which is one of Dell's largest customers.
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Lenovo Operational
Lenovo and Dell Technologies are engaged in stiff, ongoing competition for market share across PC, AI server, and data center markets.
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DFO Management Structural
DFO Management is Michael Dell's private firm established to manage his wealth and interests, which are tied to Dell Technologies.
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Supermicro Operational
Supermicro and Dell Technologies are active competitors in the AI server infrastructure market, influencing each other's market share and profitability.
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Hewlett Packard Enterprise Operational
HPE and Dell are direct competitors in the enterprise AI and hardware markets, where their market performance and stock movements influence each other.
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Jeff Clarke Structural
Jeff Clarke holds the formal executive role of COO at Dell Technologies.
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AMD Operational
AMD supplies critical silicon and components that are integrated into Dell's AI platforms and collaborative solutions.
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Clarke Structural
Clarke serves as COO of Dell Technologies, influencing the company's AI pipeline strategy.
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Manish Gupta Structural
Manish Gupta holds the leadership role of President and Managing Director of Dell Technologies India.
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Micron Technology Structural
Micron supplies critical memory modules used by Dell in its AI servers and data center infrastructure, creating a fundamental supply chain dependency.
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Jensen Huang Operational
Dell operates in the AI hardware market, utilizing technology promoted by Jensen Huang's ecosystem while also competing with Nvidia.
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TSMC Structural
Dell relies on TSMC to supply chips for its hardware products, establishing a critical supply chain dependency.
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SpaceX Structural
Dell Technologies serves as a primary and major supplier of compute infrastructure and components for SpaceX.
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Securities and Exchange Commission Structural
Dell Technologies is subject to regulatory filing requirements, such as Form 13F, mandated by the Securities and Exchange Commission.
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Amazon Operational
Both companies are major technology players actively competing for market share and leadership in the AI infrastructure sector.
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Apple Inc. Operational
Dell and Apple are described as stiff competitors in the personal computer market.
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Accenture Operational
Dell Technologies and Accenture maintain an active operational partnership focused on AI solutions and joint business groups.
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Palo Alto Networks Operational
Dell Technologies and Palo Alto Networks are active competitors in the enterprise technology and AI markets.
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Nike Operational
The relationship is defined by direct market competition, where sector trends favor tech growth over traditional brand performance.
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Bank of America Operational
Bank of America provides analyst ratings and sales forecasts that influence Dell Technologies' stock market perception.
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Chris Kelly Structural
Chris Kelly serves as the SVP of Data Center Solutions at Dell Technologies.
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Alienware Structural
Dell Technologies owns and markets the Alienware brand, exemplified by the launch of the Alienware 15 laptop.
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HPQ Operational
HPQ and Dell Technologies are direct competitors in the personal computer market, frequently comparing market performance and shipments.
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Intel Structural
Dell integrates Intel silicon into its solutions while simultaneously competing with Intel in the PC hardware market.
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Nasdaq Structural
Dell Technologies operates as a listed company whose performance is intrinsically tied to the market indicators provided by Nasdaq.
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Volta Structural
Dell supplies necessary equipment for Volta's AI factory operations.
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OpenAI Structural
OpenAI utilizes Dell servers as essential components for its global AI projects, creating a functional supply chain dependency.
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Goldman Sachs Operational
Goldman Sachs utilizes its market research, analyst reports, and outlook forecasts to guide market expectations regarding Dell Technologies' sector and stock performance.
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NTT Operational
NTT DATA and Dell Technologies maintain a formal partnership, leveraging Dell's ecosystem for AI foundation services.
History
Events by the month they beganNovember 2026
2 eventsOctober 2026
23 events- Tech suppliers like Dell and HPE are facing declining values due to inflation and worsening market sentiment in the AI sector.
- Market commentary highlights Apple's valuation surpassing Microsoft and Dell, alongside Fisher Investments promoting a new investment guide.
- AI demand concerns are causing stock declines for tech companies like Micron and Dell, which are being covered by CNBC and Bloomberg Television.
- Moderna and Iovance Biotherapeutics, alongside Dell, SanDisk, and MaxLinear, were noted among top stock gainers.
- Dell surveyed leaders regarding concerns about the adoption of Artificial Intelligence.
- Jackson Square Capital LLC filed a disclosure with the SEC after increasing its position in Dell Technologies shares.
- Major tech companies, including CrowdStrike, Dell, AMD, Intel, and VAST Data, are supporting the advancement of secure enterprise AI adoption.
- Moderna and Merck reported a landmark result from their melanoma study, while SanDisk and Dell were discussed in stock market analysis.
- Dell Technologies held a discussion at Dell Technologies World in Las Vegas, with broadcasts reaching North America audiences.
- Datadog and Dell Technologies are listed in market analyst reports and are subject to analyst upgrades/downgrades.
- Deutsche Bank upgraded stock ratings for technology and server makers, including Eli Lilly, Nvidia, and Dell Technologies.
- CDW Canada maintains its certifications for Dell Technologies.
- Michael Dell is the founder and CEO of Dell Technologies, and Susan Dell is his wife.
- Dell, NetApp, and HPE are facing reduced profit margins due to declining memory prices.
- Dell Technologies CEO's wife appeared alongside Donald Trump on October 9, 2026.
- Dell Technologies operates across the Americas, Europe, and the Middle East, with MarketBeat providing analyst ratings.
- Swiss National Bank boosted its position in Dell Technologies stock on October 10, 2026.
- Michael Dell is the founder of Dell Technologies, and Gwynne Shotwell is the president of SpaceX.
- Donald Trump honored Dell Technologies for technological contributions, while JD Vance accused Microsoft of abusing immigration programs.
- Dell Technologies and Accenture launched a new business group collaboration on October 8, 2026.
- VMware's spin-off simplifies Dell's structure as Dell assembles NVIDIA GPU-based AI servers.
- Tech companies, including Microsoft, Google, and Dell, are exhibiting and hosting dialogues at SCEWC 2026 in Barcelona.
- NTT DATA partnered with Dell Technologies to develop an AI foundation.
September 2026
19 events- The Iran conflict and renewed fighting between the U.S. and Iran are causing energy shocks, affecting oil prices, and impacting tech sector demand.
- Adobe and Dell Technologies discussed leadership trends at the Asia Leadership Summit.
- Dell showcased Deepgram and Intel at an AI Symposium, with Arthur Lewis leading the company's presence.
- Market optimism from truce hopes affected Meta's stock, while traders shifted investments to Dell and Microsoft, and Akamai provided computing supply for an AI chatbot firm.
- Joyce Mullen joins the Audit Committee as a board member, involving Insight, Duke Energy, and Dell Technologies.
- Investors are rotating into food distribution sectors like BBB Foods amid concerns over AI megatrend saturation affecting tech giants.
- UBS forecast downgrade causes stock sell-off for major PC vendors Dell Technologies and HPQ.
- Global Capacity Centres (GCCs) operating in India are currently facing scaling challenges.
- Tech giants including HP, Dell, AMD, and Nvidia are experiencing market shifts and competitive pressures within the AI sector.
- The S&P 100 index tracks 100 major U.S. companies.
- Dell Technologies and ByteDance are examples of AI boom beneficiaries, while BlackRock provides net worth valuations for the companies.
- Lenovo and Dell are competing in the data center market and aiding partners affected by VMware platform fallout.
- Market trends show sector rotation favoring cybersecurity and software, while AI safety concerns and agent impacts are leading to market slowdowns and staff cuts.
- Oracle's AI demand is driving increased server orders and performance for HPE and Dell, utilizing Nvidia-powered technology.
- David Kennedy was appointed as the Chief Financial Officer of Dell Technologies.
- Jim Cramer used CeeDee Lamb as an analogy to discuss Dell Technologies' market potential and growth.
- Both Dell Technologies and Boston Scientific were subject to analyst upgrades in May 2026.
- Investor's Business Daily analyzes company data regarding Dell Technologies.
- Jeff Clarke was appointed Vice Chairman and COO, and Chief Financial Officer of Dell Technologies.
Show 3 earlier months
August 2026
1 eventJuly 2026
2 eventsJune 2026
13 events- AMD, Dell Technologies, and Intel are involved in the competitive AI hardware market, with AMD gaining market share against Intel using its CPUs.
- Dell Technologies is expanding its partner base, securing business with AMD, Meta, and shipping Nvidia's GB300 NVL72 to CoreWeave.
- Dell Technologies utilizes the North America partner channel to drive sales growth.
- Major tech companies like Supermicro, Dell, and HPE face strong competition in the AI server market using Nvidia platforms.
- Mizuho Securities raised its price target on Dell Technologies.
- Global markets face worsening inflation and growth risks, while oil prices ease due to ceasefire talks related to the U.S.-Iran conflict.
- Goldman Sachs forecasts guide market expectations for AI servers.
- Navitas Semiconductor and Dell Technologies are collaborating on AI data center and laptop charger technology using advanced chips.
- Dell Technologies filed required disclosures with the SEC regarding stock sales.
- Powell delivered dovish remarks at the Jackson Hole symposium on August 23, 2025, which are seen as benefiting growth-oriented technology stocks like Atlassian.
- A collection of announcements detailing how enterprise server providers (HPE, Dell, Cisco, Supermicro, Lenovo) are integrating NVIDIA GPUs into their enterprise offerings.
- CoreWeave, Dell Technologies, and Goldman Sachs are discussing the massive power consumption and market growth driven by AI infrastructure utilizing Nvidia hardware.
- Dell Technologies launched an AI Innovation Hub in Singapore, aligning with Singapore's National AI Strategy 2.0.