Dell Technologies is rated Sell with a 32% downside to a $331 target, citing overvaluation amid peak AI cycle risks. Learn more about DELL stock here.

While many tech firms are piling on debt for long-term AI projects, Michael Dell says just-in-time manufacturing cushions his eponymous company.

Memory is a notoriously cyclical business, and stocks were hit this week after China's ChangXin Memory Technologies, or CXMT, reported progress over the weekend on a new chip structure. Micron is down 11% for the week, while South Korea's SK Hynix has tumbled 13% in U.S. trading and Western Digital has dropped more than 8%.

Dell stock is down about 18.5% in the past month after Barclays downgraded it on Oct. 14, saying it sees no meaningful AI inflection in enterprise spending. Barclays thinks higher memory prices are behind most of Dell's 58% revenue growth, which leaves sales exposed if those prices level off.

Dell’s wealth fell quickly last week as tech stocks slumped amid anxieties over the AI trade.

Build quality not on the level of MacBook Neo or XPS 13 8GB of RAM and 256GB of storage are restricting Keyboard backlighting and facial recognition webcam cost extra Before we get into the details, I need to clear up some potential confusion. This new ...

Dell Technologies (NYSE:DELL) is supplying AI infrastructure for Honeywell's Forge Plant Cognition platform at the Dangote refinery in Nigeria. The firm is also providing AI systems for sports performance and education analytics projects,