Friday, May 29, 2026
Thursday, May 28, 2026
Dell stock | 5 min chart | Earnings | After market close
First 5 min | Up 9% -> It tells that the whole uptrend will be at least 18% at least
D chart | Uptrend starting from
Dell stock | Dell stock earnings | Dell stock up 40% after the market closed on May 28 2026
Trump Bought Lots Of Dell Stock — Then The Pentagon Gave Dell A $9.7 Billion Contract
The president was hyping Dell in public speeches not long after he invested somewhere between $1 million and $5 million in the tech company.
President Donald Trump bought a load of Dell Technologies stock just months before the computer maker received a massive Pentagon contract, in yet another example of how the president can benefit financially from his work in the White House.
The Defense Department announced Wednesday that Dell had won a $9.7 billion, five-year contract to provide software to the military. Back on Feb. 10, Trump purchased somewhere between $1 million and $5 million worth of Dell stock, according to his periodic financial transaction report.
The public did not become aware of that stock purchase until the disclosures were filed earlier this month, as required by law. But in the meantime, the president repeatedly hyped Dell in a series of public speeches, even going so far as to urge people to “go out and buy a Dell computer.”
“They make a great product,” the president said less than two weeks after the stock buy.
Before scoring the Pentagon deal, the Dell family had effectively promoted the president by donating $6.25 billion in funding for so-called “Trump accounts,” the new tax-advantaged savings vehicles created by the president’s One Big Beautiful Bill Act.
“I want to thank the Dell family. It’s a great family. He is amazing; she is amazing,” the president said on May 8, referring to Susan and Michael Dell, the company’s billionaire founder.
The White House referred questions about the president’s stock purchases to his family business, the Trump Organization. White House spokesperson Kush Desai maintained that Trump’s “only interest is doing what’s best for the American people.”
″[H]is effusive praise for the Dells is rooted only in their patriotic contribution of over $6 billion to the Trump Accounts of 25 million working-class American children,” Desai said.
The Trump family has previously said that the stock trades are placed automatically and that the president doesn’t control them.
“President Trump’s investment holdings are maintained exclusively in fully discretionary accounts managed by independent third-party financial institutions,” his son Eric Trump said on X last week. “These institutions have sole and exclusive authority over all investment decisions, including asset allocation, trading, rebalancing, and portfolio management.”
The younger Trump called the media’s reporting on conflicts of interest “dishonest.”
“The president doesn’t sit at the Oval Office on his computer on a Robinhood account buying and selling stocks,” Vice President JD Vance said dismissively at a press conference on May 19.
DELL stock | Earning gap up | Volume analysis
30 min chart | Stay above the medium line of upper channel
5 min chart
why meta has so much money to make risk investment on AI
Meta's massive investments in AI are fueled by its highly lucrative advertising monopoly. The company generates over
billion in annual revenue, mostly from brands buying ad space across its "Family of Apps" (Facebook, Instagram, WhatsApp). This immense cash flow gives it the financial freedom to fund expensive, high-risk AI initiatives.
Several key financial and strategic factors drive this spending:
- Massive Cash Flow: Meta generated over billion in net income in 2025, leaving billions in free cash flow after everyday operating costs.
- Protecting the Ad Business: AI powers Meta's ad-targeting algorithms, making ads more effective and directly boosting the revenue that funds its operations.
- Cost Efficiency: Building and open-sourcing its own AI models (like LLaMA) allows Meta to avoid paying licensing fees to competitors like OpenAI or Google.
- Ecosystem Control: By keeping its AI platforms open and free, Meta hooks millions of developers and users, preventing rivals from controlling the future of tech.
Would you like to explore how Meta's open-source AI strategy compares to its competitors, or dive into the financial breakdown of its ad revenue?
Dell earnings update
Tech
Dell shares jump 15% after server maker reports fastest sales growth since return to public market in 2018
Key Points
- Dell reported 88% year-over-year revenue growth, topping analysts estimates.
- The company is benefiting from demand for computer servers for artificial intelligence, as well as traditional servers and networking equipment.
- Dell raised prices in January to reflect higher input costs tied to the global memory shortage.
Dell reported its fastest pace of revenue growth for any period since its return to the public market more than seven years ago, and topped analysts’ estimates for sales and profit. The stock climbed as much as 19% in extended trading on Thursday.
Here’s how the company did in comparison with LSEG consensus:
- Earnings per share: $4.86 adjusted vs. $2.94 expected
- Revenue: $43.84 billion vs. $35.43 billion expected
Revenue soared nearly 88% from a year earlier in the quarter, which ended on May 1, according to a statement. Since its IPO in 2018, which came five years after the server maker was taken private, year-over-year growth has never exceeded 39%, a mark that was hit in the January period.
The expansion is being driven by artificial intelligence, with Dell assembling servers containing graphics processing units from the likes of Nvidia. Dell said it AI server revenue increased 757% from a year earlier to $16.1 billion. For the full year, Dell now expects AI revenue of $60 billion, up from a projection of $50 billion in February. That would reflect 144% growth.
Dell said it had over 5,000 AI server customers, including neoclouds, sovereign clients and enterprises.
As of Thursday’s close, Dell’s stock was up more than 150% for the year, compared to the S&P 500′s roughly 10% gain.
One big winner in the Dell pop is President Donald Trump, who became a shareholder in the first quarter, according to U.S. government ethics filings. At a White House event earlier this month, Trump said, “Go out and buy a Dell.”
On Wednesday the Pentagon announced a five-year contract with Dell worth $9.7 billion for Microsoft 365 productivity services. That comes roughly five months after Dell CEO Michael Dell and his wife, Susan Dell, donated $6.25 billion to fund Trump Accounts for 25 million U.S. children.
Dell said net income in the latest quarter more than tripled to $3.44 billion, or $5.24 per share, from $965 million, or $1.37 per share, a year earlier. In January, Dell raised prices to reflect higher input costs tied to the global memory shortage from the AI boom.
For the fiscal second quarter, Dell is targeting $4.80 in adjusted earnings per share on between $44 billion and $45 billion in revenue. Analysts polled by LSEG were looking for $2.98 per share in earnings and $34.97 billion in revenue.
Dell upped its forecast for the 2027 fiscal year, and now sees $17.90 in adjusted earnings per share, with between $165 billion and $169 billion in revenue, implying 47% growth at the middle of the range. Analysts surveyed by LSEG had anticipated $13.09 per share, on $142.5 billion in revenue.
Revenue from Dell’s Infrastructure Solutions Group, featuring servers and other data center equipment rose 181% to $29 billion, well above StreetAccount’s $22.4 billion consensus. Growth accelerated across AI servers and traditional servers and networking gear.
The Client Solutions Group, which includes consumer and business PCs and accessories, recorded a 17% increase in revenue to $14.6 billion, above the $12.8 billion StreetAccount consensus. During the quarter, Dell announced new laptops and workstations for business clients.
Executives will discuss the results with analysts on a conference starting at 4:30 p.m. ET.
Wednesday, May 27, 2026
ZS stock | Tips to place order
30 min chart
- Place an order just above 30 min char bar count 10 - Range - Lower range near $125.65 - Place an order if the price can drop just above $125.65, instead of using market price - Learn to place in the best price
- Understand the risk and learn how to time the market using best price to purchase
mu stock 为什么内存周期性不再是问题
美光（MU）之所以被华尔街重新定价，核心在于其业务完成了从“传统大宗商品”到“AI基础设施”的结构性转型。内存周期性不再是致命问题，主要得益于以下三大维度的根本性改变：
1. HBM（高带宽内存）掌握核心定价权
2. 签署长约，盈利能见度大幅提升
3. AI浪潮带来的结构性需求增长
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