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THE TRUTH ABOUT: 2 | History Defined

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

MarketBeat

Pam Bondi’s Cancer Battle Didn’t Stop Trump From Shoving Her Into a Tech Advisory Role Packed With His Billionaire Buddies

The Trump administration has been struggling to find its footing on AI policy.

The Mary Sue

Pentagon awards $9.7 billion in contracts to Dell, Microsoft to provide software, stop license sprawl, and cut costs across military and intelligence networks

Dell has been awarded a contract to supply Microsoft 365 software and other services for the Department of Defense, the intelligence community, and the US Coast Guard.

TechRadar

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Dell lands $9.7bn Pentagon contract just weeks after Trump said 'go out and buy'

Dell Technologies has secured a $9.7 billion (€8.3bn) defence contract to supply Microsoft software across the entire US military, just weeks after US President Donald Trump publicly endorsed the company at the White House.

Euronews

Dell lands $9.7 billion Pentagon deal months after Trump-linked donation

Dell has secured a significant $9.7 billion, five-year technology agreement with the US Department of War for military software and cloud services. This deal, awarded after a competitive bidding process, is expected to streamline licensing and save the Pentagon approximately $422 million annually. The contract follows substantial philanthropic contributions from…

The Economic Times

Microsoft and Dell just won a $9.7 billion clean-up contract with the United States Department of Defense — Dell stock hits an all-time high

Microsoft will remain at the core of the United States Pentagon, with Dell operating as the sole software middle-man.

Windows Central

Quote of the day by Michael Dell: 'Every breakthrough business idea begins with solving a common problem. The bigger the problem, the bigger the...' - insipring lessons on entrepreneurship and how to building successful businesses by Dell Technologies CEO and founder

Quote of the day by Michael Dell: Michael Dell, founder of Dell Technologies, believes great business ideas stem from solving everyday problems. Dell's own success began by identifying a significant gap in the personal computer market. He realized components were cheap, but retail prices were high. This insight led to…

The Economic Times

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Why is Dell stock rallying today after Wall Street raises stock price targets up to $290 ahead of Dell Technologies earnings

Dell stock today: Dell Technologies stock soared to a new 52-week high. Analysts from Wells Fargo, JPMorgan, and Citigroup significantly raised their price targets. This surge reflects strong investor belief in Dell's AI infrastructure business. The company reported substantial AI orders and a large backlog. Future AI revenue expectations are…

The Economic Times

Vice President JD Vance rebuffs question about President Trump’s stock investments, says Trump is so wealthy he doesn’t trade stocks himself

Trump recently bought shares of Palantir, Dell, and Micron—all companies he has publicly praised.

Fortune

Albert Breer’s Mailbag: Why the Browns are Giving Deshaun Watson a Chance to Start

The Cleveland QB enters the final year of his fully guaranteed $230 million deal. Plus, the NFL playing internationally, the Vikings’ GM search and more.

Sports Illustrated

Dell Teams Up with Nvidia to Scale AI Agents. DELL Stock May Already Be Overvalued.

Dell partners with Nvidia to expand its AI factory surrounding agentic AI.

Barchart

The AI Boom Is Likely to Keep Pushing DELL Stock Higher

DELL stock is a buy for value investors.

Barchart

'I’ve got big ambitions now!', Nvidia CEO Jensen Huang says we're finally in the era of "useful AI" — and things will only get faster

"What took weeks now takes days, and what takes days now takes hours" says Nvidia CEO, promising "the new Jensen" soon.

TechRadar

Dell Stock Has Nearly Doubled in 2026. UBS Analysts Say It Likely Won’t Go Any Further.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Barchart

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The Guardian - UK

Nvidia’s Jensen Huang joins other US bosses on Trump trip to China

Invitation to be part of group including Elon Musk and Tim Cook highlights American AI and tech ambitions

MarketBeat

Leading Insider Sales: April Activity Ramps in These Stocks

Insiders are selling tech stocks while analysts and institutions buy them. Which group are investors to follow, given the mixed signals and outlook for earnings

Fortune

From Warren Buffett to Tim Cook, these 5 Fortune 500 legends all share the same childhood job

Ross Perot once said a paper route taught “just good, basic business principles.”

Fortune

Billionaire Michael Dell started his company in his University of Texas dorm room. Now, he’s betting on AI with a $750 million gift

This gift pushes the Dells’ UT Austin donations to over $1 billion.

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International Business Times UK

Michael and Susan Dell's $1B Investment in AI-Driven Hospital Revolutionises Healthcare

Michael and Susan Dell invest $1 billion in an AI-native hospital in Texas, aiming to revolutionize healthcare with predictive medicine and integrated AI systems.

The Texas Tribune

Michael and Susan Dell become UT Austin’s first $1 billion donors

The couple’s latest $750 million investment will help build a new Austin medical center that will provide specialized care, such as MD Anderson cancer treatment, and integrate AI into care.

The Independent UK

Michael and Susan Dell fund 'AI-native' medical center with $750 million gift to University of Texas

Billionaires Michael and Susan Dell are donating $750 million to the University of Texas at Austin

The Independent UK

This luxury lakeside resort feels like a summer camp for adults

HOTELS: In Texas Hill Country, Lydia Spencer-Elliott stays at Lake Austin Spa Resort for a break combining wellness and watersports

PC Gamer

Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was in 2022

Who needs DRAM in their PC anyway? Mine works on wishes and positive thoughts.

Fortune

CEOs are lining up behind the $1,000 Trump Accounts for babies

Also: All the news and watercooler chat from Fortune.

TechRadar

Trump names Huang, Ellison, Dell Zuckerberg and more on new White House council to help 'the Golden Age of Innovation'

PCAST will reportedly help advise the President on 'strengthening American leadership in science and technology'.

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