Scenarios that move DELL

Dell Technologies Inc. Class C Common Stock

Scenarios that move DELL: 62 analyses, 30 positive, 32 negative.

  1. · TSMC says AI chip demand far exceeds available supply — ▼ · impact -42 · confidence high · horizon quarters
  2. · Nvidia loses $200 billion in value after OpenAI revenue miss — ▼ · impact -57 · confidence low · horizon weeks
  3. · Hewlett Packard Enterprise stock plunges 20% this week — ▼ · impact -72 · confidence high · horizon immediate
  4. · ASML cannot keep up with 2027 and 2028 demand — ▼ · impact -36 · confidence low · horizon quarters
  5. · ◇ What if… Apple becomes the world's largest company by market cap — ▼ · impact -29 · confidence medium · horizon quarters
  6. · Oracle's Cloud backlog reaches $664 billion — ▲ · impact +55 · confidence medium · horizon quarters
  7. · SK Hynix conditions new US factory on China export access — ▼ · impact -55 · confidence low · horizon quarters
  8. · Microsoft unveils new AI chip challenging Nvidia — ▼ · impact -38 · confidence medium · horizon weeks
  9. · Hot US inflation weighs on markets as CoreWeave plunges 15% — ▼ · impact -35 · confidence low · horizon quarters
  10. · Amazon's AWS backlog hits $496 billion as cloud margins surge to 39% — ▼ · impact -30 · confidence low · horizon quarters
  11. · US chip stocks extend slide as China memory report rattles AI spending — ▲ · impact +47 · confidence medium · horizon quarters
  12. · Micron raises buyback authorization to $35 billion — ▼ · impact -44 · confidence low · horizon quarters
  13. · Broadcom backs Anthropic and OpenAI with $92 billion — ▼ · impact -30 · confidence low · horizon quarters
  14. · IonQ stock falls 10% in trading today — ▲ · impact +35 · confidence low · horizon quarters
  15. · Alphabet reports 82% Cloud revenue growth to $24.8 billion — ▲ · impact +48 · confidence low · horizon weeks
  16. · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▼ · impact -60 · confidence high · horizon quarters
  17. · US software stocks reach 2026 highs as AI fears fade — ▼ · impact -43 · confidence low · horizon weeks
  18. · Alphabet's Cloud backlog tops $500 billion — ▼ · impact -50 · confidence low · horizon quarters
  19. · Jio reportedly seeks a $114 billion valuation in IPO — ▲ · impact +22 · confidence low · horizon quarters
  20. · Xanadu Quantum Technologies stock jumps 17% today — ▼ · impact -30 · confidence low · horizon quarters
  21. · Foxconn third-quarter revenue beats forecasts on AI demand — ▲ · impact +64 · confidence medium · horizon immediate
  22. · Nebius has $40 billion in customer commitments, mostly from two — ▲ · impact +55 · confidence low · horizon weeks
  23. · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +47 · confidence medium · horizon weeks
  24. · Western Digital stock crashes as investors seek explanation — ▲ · impact +25 · confidence low · horizon weeks
  25. · ChronoScale announces contracts and sells Ekso Bionics unit — ▲ · impact +28 · confidence low · horizon quarters
  26. · Micron beats Q4 earnings and revenue estimates — ▼ · impact -58 · confidence high · horizon quarters
  27. · Anthropic plans $518 billion cloud spending, including Amazon commitments — ▼ · impact -44 · confidence medium · horizon quarters
  28. · Jabil beats Q4 earnings estimates on AI infrastructure strength — ▲ · impact +50 · confidence medium · horizon immediate
  29. · Michael Burry buys puts on Nvidia, Micron and Palantir — ▼ · impact -35 · confidence low · horizon weeks
  30. · Bitdeer expands AI cloud services with 70% Malaysia capacity committed — ▲ · impact +34 · confidence low · horizon quarters
  31. · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +36 · confidence medium · horizon quarters
  32. · Oracle AI cloud contracts surge, improving revenue visibility — ▲ · impact +30 · confidence low · horizon quarters
  33. · Camtek sees over $600 million in orders through 2027 — ▼ · impact -35 · confidence low · horizon quarters
  34. · IonQ shares rally after major quantum computing breakthrough — ▼ · impact -25 · confidence low · horizon quarters
  35. · ◇ What if… Anthropic reaches a $3 trillion valuation by December 31 — ▲ · impact +44 · confidence low · horizon quarters
  36. · Nvidia demand outpaces its 70% growth forecast — ▲ · impact +63 · confidence low · horizon quarters
  37. · EQT plans $50 billion India investment including Adani Connex — ▲ · impact +47 · confidence medium · horizon quarters
  38. · Intel stock jumps 7.6% in today's trading session — ▼ · impact -45 · confidence low · horizon quarters
  39. · Nebius Group stock skyrockets on Nvidia backing — ▲ · impact +31 · confidence medium · horizon weeks
  40. · Broadcom guides AI revenue to reach $230 billion by 2028 — ▼ · impact -30 · confidence low · horizon quarters
  41. · Keysight reports 56% order growth and Q4 guidance focus — ▼ · impact -35 · confidence low · horizon weeks
  42. · TXN data center sales double as growth continues into 2026 — ▲ · impact +50 · confidence low · horizon quarters
  43. · zSpace announces intention to delist from Nasdaq — ▲ · impact +7 · confidence low · horizon quarters
  44. · SoftBank shares tumble after AI safety warnings — ▼ · impact -51 · confidence low · horizon weeks
  45. · Tech stocks slide as dire AI warnings send Micron down 5% — ▲ · impact +40 · confidence low · horizon quarters
  46. · Dell books AI server orders exceeding its total revenue — ▲ · impact +92 · confidence high · horizon quarters
  47. · Salesforce spends record $27.1 billion on quarterly buybacks — ▼ · impact -30 · confidence low · horizon quarters
  48. · Alphabet reports 82% Google Cloud revenue growth and $514 billion backlog — ▲ · impact +49 · confidence low · horizon quarters
  49. · Apple unveils $2,000 foldable iPhone duo — ▼ · impact -18 · confidence medium · horizon quarters
  50. · Qualcomm lands a major AI deal with Amazon — ▼ · impact -15 · confidence low · horizon quarters
  51. · CoreWeave shares soar 12% in today's trading session — ▲ · impact +45 · confidence high · horizon quarters
  52. · ◇ What if… Anthropic shares fall 70% one month after IPO — ▼ · impact -48 · confidence low · horizon quarters
  53. · ◇ What if… OpenAI leads AI models at end of September 2026 — ▲ · impact +50 · confidence low · horizon quarters
  54. · ◇ What if… Anthropic leads AI models at end of September 2026 — ▲ · impact +35 · confidence low · horizon quarters
  55. · ◇ What if… Anthropic goes public by October 31, 2026 — ▲ · impact +35 · confidence low · horizon quarters
  56. · Hon Hai sales climb 52% as AI server demand grows — ▲ · impact +55 · confidence high · horizon quarters
  57. · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▼ · confidence high
  58. · ◇ What if… NVDA Announces Financial Misconduct, Restates Earnings Lower By 80% — ▼ · confidence low
  59. · ◇ What if… Google Freezes Capex Spending — ▲ · confidence low
  60. · Meta Announces Capex Freeze — ▼ · confidence medium
  61. · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▼ · confidence medium
  62. · Nvidia Beats Earnings Expectations And Raises Guidance For AI Datacenter Demand — ▲ · confidence medium

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