Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Yahoo! Finance
Dell Technologies (DELL) stock surged 5% and has climbed 35% over the past month, driven by $8.95B in AI-optimized server revenue in Q4 FY26 (up 342% year over year). Federal prosecutors framed the NVIDIA server smuggling charges as a national security matter under export controls, prompting enterprise customers to shift orders toward Dell's proven margin discipline and cleaner governance record rather than risk Super Micro Computer's legal exposure and deteriorating fundamentals. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here Super Micro Computer NASDAQ:SMCI ) stock plummeted 27% in Friday morning trading after federal prosecutors charged three company associates, including a co-founder, with illegally smuggling AI servers to China. Meanwhile, Dell Technologies NYSE:DELL ) stock is trading up 5% as investors rotate toward what they see as the cleaner, safer AI server play. Two
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DELL
News
- Dell Stock (DELL) Will Rise Further, Says Five-Star Analyst [Yahoo! Finance]Yahoo! Finance
- The Redesign Group Achieves Titanium Black Status in Dell Technologies Partner Program [Yahoo! Finance]Yahoo! Finance
- Dell Technologies (DELL) Rated Outperform After Strong Earnings Beat [Yahoo! Finance]Yahoo! Finance
- 2 Mooning Stocks to Target This Week and 1 We Avoid [Yahoo! Finance]Yahoo! Finance
- Super Micro stock target lowered at BofA after export-control indictment [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 2/26/26 - Beat
DELL
Sec Filings
- 3/23/26 - Form 144
- 3/23/26 - Form 144
- 3/23/26 - Form 144
- DELL's page on the SEC website