Dell Technologies Inc. Class C Common Stock (DELL) Stock Analysis — Latest Investor Quotes & Trade Calls

Dell Under Pressure Amid Downgrade and Weak Demand

"Yeah, Dell ticker Dell D LL worst performer in the S&P 500 down 8.4% closing at the lowest level since early September. This came after Morgan Stanley downgraded the stock and some peers on sluggish demand, basically saying that this whole super cycle about memory that's lifting Micron and lifting some of these chip makers is actually going to hurt their bottom line, hurt their businesses. So, not only does it impact margins when chips are more expensive, they're also worried a bit about what the impacts will be for the broader economy. So, if people don't want to pay up for a few hundred or $1,000 for a new computer, then not only you're dealing with more expensive inputs, then people aren't really buying it."

Dell appears to be under significant pressure following a downgrade from Morgan Stanley, with concerns centering on weak demand and higher chip costs affecting margins and overall business performance.

Dell Technologies Gains on AI Cloud Contract Momentum

"Dell is moving quite a bit this morning. This comes after and I just I mean just so many screens open, Nathan. I can't even keep up this morning. But Dell Technologies rising about 5% initially after the I want to say iron secures a $9.7 billion AI cloud contract. uh and they are looking to enter into agreement with Dell to buy equipment uh for another set of GPU systems with Nvidia. So again, that kind of spaghetti chart that I think has been circulating in terms of cloud and the AI investments."

The commentary notes Dell Technologies' stock rising around 5% in reaction to activity connected to a $9.7 billion AI cloud contract and potential GPU equipment deals with Nvidia, underscoring interest in the cloud and AI investment space.