Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• MARKET REPORTBEARISH2026-09-27
  Insider Trades Split: Big Sales at Dell, Medpace Outweigh Small Buys Elsewhere

  Corporate insiders disclosed far more selling than buying this week, led by Medpace Holdings' CEO cashing out $6.75 million and Dell Technologies' general counsel selling $2.33 million.

• BREAKING STORYBEARISH2026-09-10
  Silver Lake Affiliates Offload Dell Shares Across Five Separate Filings

  Multiple Silver Lake Partners affiliates that sit on Dell's board disclosed separate stock sales in rapid succession, including one for $48 million and another for $26 million.

• SPECIAL REPORTNEUTRAL2026-09-09
  Silver Lake and Dell Insiders Have Sold Over $100 Million in Stock in Days

  Silver Lake affiliates and Dell Technologies directors have filed at least seven separate stock sales in recent days, with individual transactions ranging from $351,764 to $42.9 million.

• MARKET REPORTNEUTRAL2026-09-06
  AI Trade Splits: Hardware Names Rally While Adobe, Palantir Fall

  AI hardware stocks rallied over the past week while Adobe and Palantir declined, exposing a split in how investors are pricing AI winners.

• MARKET REPORTBULLISH2026-09-02
  Nvidia Rallies as Dell Results Show AI Demand Beyond Big Cloud

  Dell's latest results showed AI hardware demand extending to customers outside the major cloud providers, and investors used that as reassurance for Nvidia even as a separate report raised questions about Nvidia losing market share.

• MARKET REPORTNEUTRAL2026-09-02
  Nvidia Gains on Hugging Face Deal, But Dell's Record AI Orders Fail to Excite Investors

  Nvidia rose 4% on a reported $12.9 billion Hugging Face deal and Dell jumped 8% on a guidance beat, but a separate report says Dell's record $60.9 billion AI order backlog left stock investors unimpressed.

• MARKET REPORTBULLISH2026-09-02
  Dell Price Targets Climb as High as $735 on AI Server Demand

  Melius, Mizuho, Piper Sandler and Raymond James all raised Dell price targets, with Melius setting the highest at $735 on margin strength.

• SPECIAL REPORTNEUTRAL2026-08-17
  Memory and Optics Supply Chains Fracture: DDR5 Patent Fight Hits AI Server Builders as Indium Phosphide Prices Spike

  The AI hardware complex is splitting along supply-chain lines. A DDR5 patent dispute is pressuring server assemblers Super Micro (-4%) and Dell (-3%), while upstream component and materials suppliers are capturing value: indium phosphide price hikes lifted AXT, Coherent and Lumentum, and storage names Western Digital and SanDisk extended a re-rating on policy and pricing catalysts. The message for allocators is that margin power is migrating from integrators to constrained input owners.

• SPECIAL REPORTBULLISH2026-08-13
  AI Compute Demand Broadens Beyond GPUs as BofA Lifts Server CPU TAM Above $210 Billion

  BofA raised its server CPU total addressable market to more than $210 billion, citing the rise of AI agents, while Lenovo's strong quarterly results lifted Dell and HP shares. Analysts argue Nvidia's customer-concentration bear case is weakening as demand diversifies, though skeptics point to financing structures such as AI compute ABS as evidence of late-cycle excess.