Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions Group (CSG), and VMware. The ISG segment provides traditional and next-generation storage solutions; and rack, blade, tower, and hyperscale servers. This segment also offers networking products and services that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; attached software and peripherals; and support and deployment, configuration, and extended warranty services. The CSG segment provides desktops, workstations, and notebooks; displays and projectors; attached and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The VMware segment supports customers in the areas of hybrid and multi-cloud, modern applications, networking, security, and digital workspaces, helping customers to manage IT resource across private clouds and complex multi-cloud, multi-device environments. Dell Technologies Inc. also provides information security; and cloud software and infrastructure-as-a-service solutions that enable customers to migrate, run, and manage mission-critical applications in cloud-based IT environments. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas.

SLTA V (GP), L.L.C.

SLTA IV (GP), L.L.C.

The S&P 500 reached a record high of 7,581 in May despite 8 of 11 sectors finishing lower, driven by narrow leadership in AI-related technology stocks. Dell surged 30% on $16.1B in quarterly AI server sales, while oil prices fell 19% on a 60-day Iran ceasefire. The market rally is concentrated in mega-cap tech and semiconductors, raising concerns about breadth and sustainability.

The S&P Hit A Record While 8 Of 11 Sectors Fell

Major U.S. indexes extended their rally on May 29, 2026, with the S&P 500, Nasdaq, and Dow all posting gains. Dell Technologies surged nearly 33% after beating earnings estimates and raising guidance on strong AI server demand. ServiceNow and Datadog also jumped on software enthusiasm, while Costco declined despite solid earnings. The market's ninth consecutive week of gains reflects growing confidence in AI infrastructure and a broadening AI ecosystem beyond mega-cap companies.

Stock Market Today, May 29: Markets Extend Gains as Dell Soars 33%

Super Micro Computer stock surged 11.59% following announcement of a European AI cloud partnership with Verda deploying its liquid-cooled Nvidia Blackwell-accelerated systems. The gain reflects strong AI server demand, improved export-compliance sentiment, and growing momentum in AI infrastructure. Peer companies Dell Technologies and Hewlett Packard Enterprise also rallied significantly on AI-driven data center enthusiasm.

Stock Market Today, May 29: Super Micro Computer Jumps on European AI Cloud Partnership

The S&P 500 achieved its ninth consecutive weekly gain amid an AI-fueled bull market. Semiconductor stocks surged dramatically, with Micron Technology gaining 84% in May and crossing $1 trillion market cap. The rally broadened beyond chipmakers to include Dell Technologies, Snowflake, and Ford Motor, all posting significant gains. Favorable inflation data and slower GDP growth eased Fed rate hike concerns, supporting the continued market momentum.

Micron's Best Month Since 1985 Powers A 9-Week S&P 500 Rally: This Week On Wall Street

Dell reported exceptional Q1 FY2027 earnings with adjusted EPS of $4.86 (214% YoY growth) and revenue of $44B, far exceeding consensus estimates. The company raised full-year guidance to $167B (47% growth) with AI server revenue expected to reach $60B. Despite a 221% year-to-date surge and current valuation of 32x trailing earnings, analysts suggest the stock could have more runway given a $51B AI server backlog, though investors should be cautious as big gains may already be priced in.

Dell Just Blew Out Earnings as It Joins the AI Party. Should Investors Buy the Stock After its 221% Run This Year?

U.S. stocks reached record highs on Friday as the Dow Jones surged to 51,047, driven by Dell Technologies' blowout earnings report showing 88% revenue growth and $24.4 billion in AI-related orders. The company raised its fiscal 2027 revenue outlook to $165-169 billion and AI server revenue target to $60 billion, sparking broad gains across AI infrastructure and semiconductor stocks. Easing Middle East tensions pressured energy markets, while the S&P 500 advanced 0.2% and is on pace for its ninth consecutive weekly gain.

Dow Jones Tops 51,000, Dell Jumps 28% On Blowout AI Sales: Stock Market Today

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Dell Technologies Inc (DELL) Stock Price, Analysis & Trade Signals