Dell Technologies Inc. News
Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides traditional and next-generation storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; 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, docking stations, and other electronics; and third-party software and peripherals, as well as support and deployment, configuration, and extended warranty services. The company is also involved in the provision of cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and infrastructure-as-a-service solutions, as well as in the resale of VMware products and services. 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.
see moreDell Technologies Inc. Market News
3h
Micron MU: DRAM Surge, Q2 Beat & Singapore Fab AI!
- Micron (MU) delivered a major fiscal Q2 earnings beat and raised revenue guidance as DRAM, NAND, and HBM pricing tightened sharply. Short-term volatility from geopolitical energy shocks trimmed the stock despite strong fundamentals. Strategic investments—most notably a large Singapore fab—position Micron to capture accelerated AI and data-center memory demand.
7d
Micron Taiwan Fab Boosts HBM Demand, MU Climbs Now
Micron confirmed a second DRAM/HBM facility in Taiwan and saw mixed near‑term stock moves ahead of its March earnings. Capacity expansion, new product samples, and partner R&D activity are reinforcing investor confidence while near‑term volatility remains tied to earnings guidance and macro factors.
14d
Micron Rally: Insider Buy, S&P100 Inclusion Boosts
Micron (MU) surged after notable insider buying and a wave of analyst price-target upgrades, with the company set to join the S&P 100 on March 23, 2026. Concrete catalysts — not speculation — drove a roughly 8% jump, reflecting AI-driven memory demand and potential index-related inflows.
28d
Micron MU Soars on AI Memory Shortage & Expansion!
Micron's MU stock jumped amid concrete supply shortages for HBM/DRAM, new product launches, and major capacity investments (Singapore Fab 10B, U.S. expansions). Analyst upgrades and recent trading swings reflect tight AI-driven demand and a strategic pivot away from consumer memory toward high‑margin data‑center products.
16 Feb at 04:25
Micron Rallies After HBM4 Shipments Samsung Threat
Micron (MU) swung sharply last week after Samsung’s HBM4 ramp unsettled investors, then Micron confirmed volume HBM4 shipments—prompting analyst upgrades and renewed confidence in MU’s AI-memory positioning.
09 Feb at 04:25
Micron Rally: HBM Shortage Spurs NY Megafab Builds
Micron shares surged as HBM shortages and accelerating AI demand tighten memory supply; the company doubled down on capacity with a $100B New York megafab and a $1.8B LOI for a Taiwan fab—prompting analyst upgrades and higher price targets through 2026–2027.