$DELL News and Market Events
Every $DELL story Market Flux has tracked.
- Market Flux Event
Nvidia Launches Open Agent Safety Platform to Stop Rogue AI Agents After Hugging Face Breach
Nvidia introduced the Open Agent Safety Platform on September 28, a double-layered, open-source software security system designed to monitor and shut down AI agents that break out of their…
- Market Flux Event
Meta Leads Monday Tech Rally on AI Agent Excitement and Wells Fargo Price Target Hike Ahead of Connect Event
Meta Platforms stock surged Monday morning, September 21, driven by a combination of factors including analyst optimism around its recently launched personal AI agent, Muse, and…
- Top Mover
Super Micro Computer Surges Up to 9% as Goldman Sachs Projects AI Server Market Reaching $1.3 Trillion by 2030
Super Micro Computer shares climbed as much as 9% on Thursday, September 17, making it one of the strongest performers in a targeted hardware rotation that lifted AI server and data-center…
- Market Flux Event
AI Server Stocks Surge on Broad Hardware Rotation as Oracle Seen With 50% Upside on Record Cloud Backlog
A rotation that began earlier in the week in memory and chip names broadened into AI server makers on Thursday, sending Hewlett Packard Enterprise up 9%, Super Micro Computer up 6%, and…
- Top Mover
Goldman CEO Solomon Flags Softer FICC Trading and Higher Costs in Q3, Sending GS Shares Down 3.9%
Goldman Sachs CEO David Solomon warned at a Barclays conference on September 16 that the firm's fixed income, currencies, and commodities business was running slightly softer in the third…
- Most Active
Michael Dell Family Office and Sequence Holdings to Take Baldwin Insurance Private in $7.7 Billion All-Cash Deal
Michael Dell's family office, DFO Management, and Sequence Holdings announced Monday they would acquire a majority stake in The Baldwin Insurance Group (BWIN) in an all-cash deal valued at…
- Market Flux Event
Michael Dell's DFO Management and Sequence to Take Baldwin Group Private in $7.7 Billion Cash Deal
A consortium led by DFO Management, the family office of Dell Technologies Chief Executive Michael Dell, has agreed to take insurance brokerage Baldwin Group private in an all-cash deal…
- Top Mover
Dell Surges 12% to All-Time High on RBC Initiation and Oracle-Driven AI Server Demand
Dell Technologies shares closed up roughly 12% on Friday, September 11, touching a new all-time high of $563.19 intraday, after RBC Capital Markets initiated coverage with an Outperform…
- Top Mover
HP Inc Surges 8% to 52-Week High as AI Hardware Boom Lifts Sector
HP Inc. shares climbed roughly 7-8% on Friday, September 11, reaching a new 52-week high as a broad rally in technology hardware stocks lifted the sector alongside gains in Dell…
- Top Mover
HPE Jumps Nearly 12% as Oracle Locks In $90-95 Billion Capex Commitment to AI Infrastructure
Hewlett Packard Enterprise shares surged as much as 12% to around $61.49 on Friday, September 11, making it one of the stock's biggest single-session moves of the year. The catalyst came…
- Market Flux Event
S&P 500 Snaps Four-Day Losing Streak as Dell Surges 11% and Oil Retreats
U.S. stocks rallied on Friday, September 11, ending a four-session slide that had been the Dow's longest consecutive losing streak since late April. The Dow Jones Industrial Average gained…
- Top Mover
Intel Shares Climb 4% as Dell Earnings Fuel CPU Demand Optimism and Mizuho Cuts Target
Intel shares rose roughly 4% on September 4 as chip stocks broadly shrugged off rising rate-hike odds, with AMD gaining about 3% and Nvidia ticking higher. The rally came despite Mizuho…
- Market Flux Event
Dell Shares Surge Nearly 10% After Record AI Server Backlog Reaches $95 Billion and Full-Year Guidance Raised to $192 Billion
Dell Technologies posted a blockbuster fiscal second quarter, sending its shares up nearly 10% on Wednesday as surging AI infrastructure demand drove results far above expectations. The…
- Market Flux Event
Dell Surges on Record 58% Revenue Jump While MongoDB Tumbles Despite Earnings Beat in Busy Premarket Session
A wave of after-hours earnings reports set the stage for sharp premarket moves on September 2, 2026, with Dell Technologies and Hewlett Packard Enterprise rising sharply while MongoDB fell…
- Unusual Volume
Dell Surges 16% After Record Q2 Revenue Jumps 58% and Full-Year Guidance Raised by $25 Billion on AI Server Boom
Dell Technologies delivered what many analysts called the quarter of the year, reporting record revenue of $46.97 billion for its fiscal second quarter ended July 2026, a 57.8% increase…
- Unusual Volume
Dell Raises Full-Year Revenue Outlook by $25 Billion to $192 Billion as AI Server Demand Shatters Records
Dell Technologies posted fiscal second-quarter results that far exceeded Wall Street expectations and then raised its full-year revenue forecast by $25 billion, sending shares surging…
- Top Mover
Dell Smashes Q2 Estimates and Raises Full-Year Revenue Outlook by $25 Billion on AI Server Surge
Dell Technologies posted fiscal second-quarter revenue of $46.97 billion on Tuesday, beating the analyst consensus of $44.92 billion by roughly $2 billion and surging 58% from a year…
- Market Flux Event
Dell Raises Full-Year Revenue Outlook to $192 Billion as AI Server Demand Accelerates
Dell Technologies dramatically lifted its fiscal 2027 guidance after posting record quarterly results, now forecasting annual revenue of approximately $192 billion, up from its May outlook…
- Market Flux Event
OpenAI's JalapeñO Chip Outperforms Nvidia Blackwell in Inference as AI Safety Startup Alice Raises $140M
OpenAI's custom inference chip, codenamed JalapeñO, has topped Nvidia's Blackwell in some inference benchmark tests, a notable development in the intensifying AI chip race that also saw…
- Market Flux Event
Tech and Chip Stocks Rebound Tuesday as Markets Position Ahead of Nvidia Earnings
U.S. equity markets opened higher on August 25 as chip and technology stocks rebounded after a technology-led selloff the prior session, with investors positioning ahead of Nvidia's closely…
- Top Mover
HP Inc. Surges 6% as Lenovo's Strong Quarter Lifts PC and Server Hardware Stocks
HP Inc. shares jumped roughly 6% in premarket trading on August 13 and held gains through the session, outperforming the broader market as investors rotated into PC and server hardware…
- Top Mover
Super Micro Computer Surges 13-17% After Q4 Earnings Beat and Blowout FY2027 Guidance
Super Micro Computer shares jumped roughly 13-17% on August 12, trading near $35.81, after the AI server maker posted fiscal fourth-quarter results and forward guidance that decisively…
- Top Story
CoreWeave Surges 21% and Super Micro Jumps 13% as AI Infrastructure Earnings Ignite Broad Sector Rally
AI infrastructure stocks posted sharp gains on Wednesday morning after blockbuster earnings from two key players. CoreWeave surged roughly 21% after the Nvidia-partnered cloud provider…
- Market Flux Event
CoreWeave and Super Micro Shares Surge as AI Infrastructure Earnings Blow Past Estimates
AI infrastructure stocks rallied sharply on August 12 after blowout results from CoreWeave and Super Micro Computer set the tone for the sector. CoreWeave jumped roughly 18-21% after…
- Unusual Volume
Super Micro Computer Surges 15% After Earnings Beat and Blowout FY2027 Guidance Revive AI Server Demand Story
Super Micro Computer shares surged roughly 13-17% to around $35.81 on August 12, topping the S&P 500 on the day, after the company delivered fiscal Q4 FY2026 results that sharply exceeded…
- Market Flux Event
CoreWeave Surges 21% and Super Micro Jumps 13% as AI Infrastructure Earnings Ignite Broad Sector Rally
AI infrastructure stocks posted sharp gains on Wednesday morning after blockbuster earnings from two key players. CoreWeave surged roughly 21% after the Nvidia-partnered cloud provider…