Search: DELL - Buzzberg

Date	Ticker	Price	Dir	Speaker	Thesis	Source
Feb 18	DELL	$116.78 $116.78 -0.0%	N/A	Finnhub News	—	Finnhub - DELL Dell Technologies to Present at Investor Conf...
Feb 18	DELL	$116.78 $116.78 -0.0%	N/A	Finnhub News	—	Finnhub - DELL DELL vs. SMCI: Which AI-Server Stock Offers B...
Feb 18	DELL	$116.78 $116.78 -0.0%	N/A	Finnhub News	—	Finnhub - DELL Assessing Dell Technologies (DELL) Valuation ...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL Dell Technologies (DELL) Stock Sinks As Marke...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL Dell delivers jaw-dropping dividend news as A...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL SMCI Declines 6% in a Month: Time to Hold or ...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL McLaren Racing Extends Relationship with Dell...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL Citigroup Maintains Buy on Dell Technologies,...
Feb 17	DELL	$116.09 $116.78 +0.6%	N/A	Finnhub News	—	Finnhub - DELL Dell Technologies, McLaren Racing Extending C...
Feb 16	DELL	$117.49 $116.78 -0.6%	AVOID	Neil Campling Tech/TMT Analyst	Memory spot pricing is skyrocketing (up 60%). For hardware manufacturers (Dell, HP, Apple), memory is a major input cost (COGS). They face a "double whammy": rising component costs and a consumer potentially weakened by inflation. They cannot easily pass these costs on without killing demand. AVOID Hardware Integrators due to margin compression. Companies successfully pass costs to consumers or AI-PC demand outweighs price increases.	Bloomberg Markets 'Shared Values' discussed in Munich; RAM Conc...
Feb 15	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL Perspectives On Rotations Into Value, Small-C...
Feb 13	DELL	$117.49 $116.78 -0.6%	LONG	Finnhub News	The headline questions if Dell Technologies is a good investment opportunity following a recent decline in its share price.	Finnhub - DELL Is It Time To Revisit Dell Technologies (DELL...
Feb 13	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL Shuffle Board: Target Reworks Executive Suite
Feb 13	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL Iridium, Magnite, Sinclair, GEO Group, and De...
Feb 13	DELL	$117.49 $116.78 -0.6%	LONG	Finnhub News	HIVE has secured $30 million in AI cloud contracts to support its expansion in Canada.	Finnhub - DELL HIVE secures $30 million in AI cloud contract...
Feb 13	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL HIVE Digital Technologies’ HPC unit BUZZ inks...
Feb 13	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL Dell Technologies to Hold Conference Call Feb...
Feb 13	DELL	$117.49 $116.78 -0.6%	N/A	Finnhub News	—	Finnhub - DELL A Memory-Chip Shortage Is Squeezing Consumer ...
Feb 13	DELL	$117.49 $116.78 -0.6%	AVOID	Woo Jin Ho Analyst, Bloomberg Intelligence (Hardware)	Cisco shares tumbled due to margin pressure from high DRAM (memory) pricing. The analyst notes, "The margin pressure from the DRAM pricing was a lot greater than I had anticipated." This is not an isolated incident but the "first shoe to drop." Dell is "highly exposed to DRAM exposure," and HP/NetApp face similar input cost headwinds. They are likely to cut estimates below consensus in upcoming earnings. AVOID hardware manufacturers exposed to memory component inflation until earnings reset. Companies manage to pass on costs faster than expected.	Bloomberg Markets Stocks Lower as Tech Selloff Deepens Ahead of...
Feb 12	DELL	$112.82 $116.78 +3.5%	N/A	Finnhub News	—	Finnhub - DELL 1 Reason to Buy Dell Technologies Stock Like ...
Feb 12	DELL	$112.82 $116.78 +3.5%	N/A	Finnhub News	—	Finnhub - DELL Top AI Stocks With Short Squeeze Potential
Feb 12	DELL	$112.82 $116.78 +3.5%	N/A	Finnhub News	—	Finnhub - DELL Lenovo Reports 21% Profit Drop as Revenue Hit...
Feb 12	DELL	$112.82 $116.78 +3.5%	N/A	Finnhub News	—	Finnhub - DELL What's Going On With Dell Technologies Stock ...

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