Morgan Stanley increased the probability of its $756 bull-case scenario for Dell Technologies, driving Dell's stock up 7% to $573.03, well above the firm's $511 base-case target. The boost follows a meeting with Dell's COO, who highlighted potential massive growth in AI-driven computing demand, which could benefit Dell's server business. Despite the optimism, Morgan Stanley maintains a neutral rating and unchanged base case, meaning the market is pricing in a less likely but highly optimistic outcome. Investors should watch for actual AI infrastructure demand growth and consider cautious exposure given Dell's significant year-to-date gains and current premium valuation.
Dell Technologies shares are trading at USD 569.75 on Pluang as of Sep 26, 2026 01:01 WIB, up 6.22% in one day. The stock is near its 52-week high of USD 588.67, with a market cap of $340.81B. Hewlett Packard Enterprise also rose, priced at USD 64.04 with a 0.79% gain, reflecting modest investor interest compared to Dell's stronger momentum.
The AGF US Market Neutral Anti-Beta Fund ETF (BTAL), which traditionally hedges portfolios by shorting high-volatility, high P/E stocks and going long on low-volatility, low P/E stocks, is no longer effective due to changes driven by AI expansion. Pr...
UBS revised its 2027 PC sales outlook from growth to decline due to rising memory prices causing buyers to delay or skip purchases. This downgrade caused Dell's stock to drop 4.56% and HP's by 2.78%, despite HP having more revenue exposure to PCs. De...
Chinese President Xi Jinping is set to visit the U.S. from Wednesday to Friday, with several top American tech executives like Microsoft CEO Satya Nadella, Nvidia's Jensen Huang, and Apple's Tim Cook attending a key dinner in Washington, D.C. The Chi...
Super Micro Computer's stock surged 6% amid rising AI server demand, significantly outperforming peers Dell and Hewlett Packard Enterprise, which only rose about 0.7-0.9%. This divergence suggests the move is driven more by concentrated investor posi...
