Pomegra
Technology
NOTABLE
10h ago6 min read
Bloom Energy, Dell Jump on CoreWeave Results: AI Stocks
Bloom Energy rose about 13% and Dell 11% on Nov. 11 after CoreWeave raised 2026 guidance, easing worries over AI data-center funding and power demand.
Company hub
DELL stock news & analysis
Everything Pomegra has published on DELL: 30 news articles and 4 market briefs, newest first.
Market briefs on DELL
- Dell Stock Jumps 11% as AI Server Stocks Rebound
Dell (DELL) rallied as Super Micro gained 8% and HPE 6%, easing a month of Texas data center fears.
8h ago
- CoreWeave Stock Falls 16% as Bond Yields Near 15%: What It Means
CoreWeave (CRWV) closed at $65.78 as its bond yields neared 15% and Oracle slid 9%. How AI-debt worries hit CoreWeave bonds and shares, in a 60-second brief.
Oct 14
- HPE Stock Falls 6.4% After Barclays Downgrade
Hewlett Packard Enterprise (HPE) rallied 186% this year, but Barclays sees no AI boost yet; Dell fell 10.3%
Oct 14
- Dell Stock Jumps 11% After RBC Outperform Initiation
Dell (DELL) hits a record high on RBC's $640 price target; $95B AI-server backlog signals multi-year growth.
Sep 11
DELL news
Markets
MAJOR
Nov 36 min read
Intel Extends Slide as Nasdaq 100 Enters Correction
Intel fell another 8.8% on Monday after its worst day since 1974, and the Nasdaq-100 slipped into a correction as the chip selloff reached $3.7 trillion.
Technology
MAJOR
Oct 215 min read
Super Micro (SMCI) Lifts Q1 Outlook to $19B on AI Demand
Super Micro raised its fiscal Q1 2027 revenue outlook to $18.5-19.5B, sending SMCI up as much as 14% after hours and lifting Dell and HPE on AI server demand.
Technology
MAJOR
Oct 206 min read
Dell Drops 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after Barclays cut it to equal weight, saying server growth reflects memory costs, not enterprise AI demand, and hitting AI stocks broadly.
Technology
MAJOR
Oct 195 min read
Dell Falls 11% as Barclays Downgrade Hits AI Stocks
Dell (DELL) fell 11% after a Barclays downgrade argued server growth reflects memory costs, not enterprise AI demand, dragging HPE and Super Micro lower.
Technology
MAJOR
Oct 195 min read
Meta earnings test AI stocks as Tesla, Netflix report
Meta, Tesla and Netflix report this week among 70 S&P 500 companies, with Meta's 30% Muse-fueled rally putting the AI trade to its sharpest test yet.
Technology
NOTABLE
Oct 144 min read
Dell Falls 11% as Barclays Downgrades AI Server Stocks
Dell tumbled as much as 11% and HPE and NetApp slid after Barclays cut all three to Equal Weight, citing rich valuations and limited enterprise AI growth.
Technology
MAJOR
Oct 146 min read
CoreWeave Falls 16% as Bond Yields Near 15%
CoreWeave fell 16% and Oracle 9% as bond yields neared 15%, stoking fears over AI borrowing and pulling the Nasdaq down nearly 2% on Wednesday, Oct. 14.
Markets
SEISMIC
Sep 285 min read
NVDA Surges 2% on Record $150B Buyback and AI Safety Launch
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Technology
MAJOR
Sep 246 min read
Okta Surges as Needham Lifts Target to $230
Okta stock rose nearly 5% after Needham raised its price target to $230, citing early AI Agent Identity traction at Oktane 2026, where Anthropic, AWS, and Dell joined as launch partners.
Markets
SEISMIC
Sep 166 min read
Nike Exits S&P 100 After 79% Stock Collapse
Nike's 18-year tenure in the S&P 100 ends September 21 as NKE shares crater to a 12-year low, erasing more than $200 billion in market value since 2021.
Business & Earnings
MAJOR
Sep 146 min read
Dell Q2 FY2027: AI Backlog Hits $5B Record
Dell Technologies lifted its full-year revenue outlook to $92 billion as AI server demand drove a record $5 billion backlog and quarterly revenue surged 58% year-over-year.
Markets
MAJOR
Sep 115 min read
HPE, Dell Each Jump 11% on Oracle's $95B AI Capex Pledge
Oracle's $90-95B capex guidance reconfirmed a sustained hyperscaler build-out, driving HPE and Dell to their biggest single-session gains of 2026.
Technology
MAJOR
Sep 105 min read
Oracle Q1 FY2027: The AI-Infrastructure Verdict
Oracle Corp. reports fiscal first-quarter 2027 results after the close on September 10, with options pricing an 11% implied move and investors demanding confirmation that cloud infrastructure…
Markets
MAJOR
Sep 106 min read
Nike NKE Hits 12-Year Low on BMO Underperform, S&P 100 Exit
BMO Capital Markets initiated NKE at Underperform with a $30 price target - more than 20% below the current print - arguing that structural global demand erosion makes the stock's ongoing…
Technology
MAJOR
Sep 95 min read
Dell (DELL) Surges 9% on Record AI Server Quarter
Dell Technologies Q2 AI server revenue surged 58% to $6.4 billion, pushing shares up 9% and prompting the company to raise its full-year revenue guidance to $92 billion.
Business & Earnings
MAJOR
Sep 66 min read
HPE Drops 5% After Record Q3 Beat as AI Margin Fears Mount
Hewlett Packard Enterprise reported the strongest quarter in its history but fell 5% after hours as investors fixated on high-bandwidth memory shortages, a decelerating FY2027 growth framework,…
Technology
SEISMIC
Sep 66 min read
Dell (DELL) Surges 10% on Record AI Server Quarter
Dell Technologies' Q2 FY2027 AI infrastructure orders hit a record $9.0 billion, EPS of $2.04 beat consensus by 7%, and ISG revenue surged 89% YoY, sending DELL up 10%.
Technology
MAJOR
Sep 56 min read
SNDK Surges 8% as Dell's AI Backlog Crowns Flash Storage
SanDisk shares posted their largest single-day gain in weeks after Dell Technologies named NAND flash as a critical AI supply constraint alongside a record $95 billion server backlog.
Technology
MAJOR
Sep 56 min read
HPE Q3 FY2026: AI Server Revenue Hits All-Time High
HPE Q3 FY2026 non-GAAP EPS of $1.11 crushed the $0.93 estimate as AI server revenue reached a record and operating margins nearly doubled, confirming industry-wide AI infrastructure demand.
Markets
MAJOR
Sep 46 min read
Oracle Options Price Record 13% Swing for Sept. 10
Oracle options are pricing a 13% implied swing into the September 10 print, with a bullish 2.2:1 call-to-put ratio and Dell's blowout AI server results reinforcing the enterprise AI infrastructure…
Technology
SEISMIC
Sep 35 min read
Dell Q2 FY2027: AI Servers Double, EPS Crushes Estimates
Dell Technologies (DELL) posted record fiscal Q2 results as AI server revenue doubled to $16.4B, non-GAAP EPS hit $7.04 against a $4.91 consensus, and full-year guidance rose to $192B.
Markets
SEISMIC
Sep 25 min read
Dell Q2 FY27 Revenue Surges 58% on AI Server Demand
Dell Technologies smashed Q2 FY27 estimates with $7 billion in revenue, a record $5 billion AI server backlog, and shares surging sharply in Wednesday premarket trade after a bruising pre-earnings…
Technology
MAJOR
Sep 26 min read
HPE Q3 FY2026: The AI Infrastructure Earnings Test
HPE reports Q3 FY2026 results tonight with Wall Street consensus calling for $12.1 billion in revenue and a 113% EPS surge, making it the largest AI hardware credibility test outside semiconductors.
Markets
MAJOR
Sep 16 min read
DELL Earnings: AI Backlog Faces Order Fatigue Test
Dell Technologies heads into Wednesday's fiscal Q2 2027 earnings with a $51.3 billion AI server backlog and a market rattled by Marvell Technology's flat margin guidance for AI hardware.
Markets
MAJOR
Aug 305 min read
Dell (DELL) Q2: $51B AI Backlog in Focus Tuesday
Dell enters Q2 FY2027 on September 1 with a $51.3 billion AI server backlog and a $60 billion annual server target that has sent DELL 260% higher in 2026.
Technology
NOTABLE
Aug 296 min read
Dell (DELL) Drops 3.7% as Chip Tariffs Cap AI Server Boom
Dell fell 3.69% on August 28 as proposed semiconductor tariffs threatening AI server margins reversed the gains from Nvidia's blockbuster quarterly results.
Markets
MAJOR
Aug 266 min read
HP Q3 2026: The AI PC Refresh Cycle Test
HP Inc. reports fiscal third-quarter 2026 earnings after market close August 26 with $14.39 billion in revenue expected, testing whether last quarter's 21% EPS beat signals a durable AI PC upcycle…
Markets
MAJOR
Aug 137 min read
AI Supply Chain Rally: Dell, Micron, Cisco, Nebius Surge
A broad AI infrastructure advance on August 12 lifted Dell +10%, Micron +5%, Cisco +3%, and Nebius +34%, signaling the market is pricing in a structural, multiyear buildout supercycle across every…
Business & Earnings
MAJOR
Aug 125 min read
Super Micro Books $60B Backlog on SpaceX-xAI Build
Super Micro Computer's record $60 billion order backlog entering fiscal 2027 includes a gigawatt-scale co-build with SpaceX and xAI, as Q4 gross margins expanded to 17.5% — nearly double a year…