Dell

Portfolio under review: March 2026 summary

March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
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💻 Dell announced results, record orders and an interesting outlook!
Dell Technologies $DELL proves that it is not just an electronics manufacturer, but a strategic player in enterprise IT infrastructure. Although earnings for the first fiscal quarter fell slightly short of expectations, sales beat estimates and the outlook for the next period was a pleasant surprise.

💻 DELL bets on the future of AI servers, raises dividend and announces record share buyback! 🚀
Dell Technologies $DELL released its fourth quarter fiscal year 2025 results last week and announced ambitious plans for further expansion in artificial intelligence. Although revenue missed Wall Street expectations , earnings per share beat consensus estimates, underscoring the...
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Impact of the proposed US tariffs on the PC supply chain

According to analysts at Bank of America, the planned tariffs (10-25%) on PC and component imports may bring:

- Price increases for consumers and businesses

- Supply chain instability as manufacturers will seek alternative markets

- Long-term changes in production, possible relocation of production to other countries

The...
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📅 This week's key events: Corporate results, macro data and tech dominance !📊

The new week brings earnings season in full swing, along with important economic indicators. Personally, I'll be focusing on the results Nvidia, Dell, HP a Salesforcewhile macro data like GDP per Q4 and data on PCE inflation will certainly be key to future market direction.

🍕Monday
Results before the...
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Dell reported results yesterday that were pretty good, but the outlook for the future was not so positive, which is why $DELLstock subsequently fell 12% . Overall, I think Dell is a pretty nice company with nice growth, and in theory this drop could be an interesting buying opportunity.

Will anyone be buying $DELL after yesterday's drop?

🗓️Investiční this week's roundup: key events to watch out for! 📊

From IPOs to economic data, this week brings major moments that can rock the markets 🚀💼.

🚗Monday:
Pony AI IPO: This technology firm focused on autonomous driving goes public. How interested do you think its stock will be in the current tech market? 🤖

Post-market close results: Zoom $ZM: The results of this...
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$PLTR and $DELL will join the S&P 500 index.

Both companies' shares reacted positively to the S&P 500 index on Sept. 23.

Shares of $PLTR are up 12% today on the news. Dell will rejoin the index after 11 years after being dropped in 2013.
https://bulios.com/status/184774

📈 Dell strengthens thanks to demand for AI servers!🚀

Shares of Dell Technologies $DELL are experiencing strong growth, mainly due to increasing demand for AI-optimized servers. Last quarter, orders for these servers came in at an impressive $3.2 billion, a significant increase from the previous $2.6 billion. 📊

Company Dell Technologies is a global leader in information technology...
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📅Important events to watch in the coming week! 📊

This week will bring us a number of important events that will affect the financial markets. However, the most important in my opinion will be Nvidia's results and inflation data. Here is a summary of the interesting things in the week ahead:

✈️Monday

Preliminary durable goods orders for July: expected to rise by 4,2 %, which would...
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Dell and Super Micro shares on the rise thanks to collaboration with Elon Musk and xAI!

Shares of Dell $DELL and Super Micro Computer $SMCI rose sharply in early trading on Thursday after xAI founder Elon Musk announced that the companies would supply hardware for his artificial intelligence supercomputer startup.

Thus, $DELLstock fell 17% after the company posted a lower-than-expected earnings outlook for the current quarter and indicated that higher spending on building servers will impact full-year margins.

Are you buying $DELLstock on this decline?

What do you think about computer manufacturers such as $HPQ or $DELL?

Not that interesting an industry to me. I thought about HP last year, but ultimately decided not to buy. So,from this sector, I like $AAPL stockthe most, which is included in my portfolio .

🎯 Key events of the week!

Here's another round-up of highlights I'll be following in the coming week.

❌Monday: Memorial Day, on this day the stock exchanges are in USA are closed, so we'll have a long weekend.

📊 Tuesday: Consumer Confidence Index from the Conference Board: Let's keep an eye on how consumer sentiment is changing, which can affect future consumer spending and thus...
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