Issue 12

Dell Technologies Inc. (DELL)

Dell Technologies provides computers, servers, storage, and AI infrastructure that power businesses, data centers, and advanced computing worldwide.

dell chart by TradingView

Price at a glance:

Industry News:

๏ Oracle’s AI Cloud Backlog Reaches $664 Billion.

๏ Dell and HPE Surge as AI Infrastructure Spending Accelerates

๏ BlizzCon 2026 Returns With Major Blizzard Game Announcements

๏ FEIM (Frequency Electronics Inc.) Skyrockets After Earnings Beat

๏ Qualcomm Signs Up to $60 Billion AI Chip Deal With Amazon

Business Assets:

๏ Dell AI Factory: Dell's AI infrastructure combining servers, storage, networking, and NVIDIA technology for enterprise AI

๏ PowerEdge Servers: High-performance servers built for AI, data centers, and other demanding workloads

๏ Data Storage: Dell's storage systems that help companies store and manage the massive amounts of data used by AI

๏ Data Storage: Dell's storage systems that help companies store and manage the massive amounts of data used by AI

๏ Dell PCs & Workstations: AI-powered PCs, laptops, and professional workstations for businesses and consumers

Company Information:

Dell Technologies was founded in 1984 by Michael Dell

•Headquarters: Round Rock, TX 
• Employees: 124,000
• 2026 Revenue: (First Half) $90.8 billion (+71)
• 2026 (EPS): $7.04
• P/E: 31x