Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens
Published . Updated .
MarketBeat Week in Review – 09/07 - 09/11Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by expanding customer pipelines and supply-acc
Directly affected
- DELL Dell Technologies
Named in this report.
Indirectly affected
- SUPX SUPERX AI TECHNOLOGY LTD
GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ABAT AMERICAN BATTERY TECHNOLOGY
GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- ACM AECOM TECHNOLOGY CORP
GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AOSL ALPHA & OMEGA SEMICONDUCTOR LT SHS
GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- AQN Algonquin Power & Utilities Corp
GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
- BBAI BIGBEAR AI HLDGS INC
GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.
Price reaction, T-5 to T+3
MarketBeat Week in Review – 09/07 - 09/11Dell Technologies (NYSE:DELL) CFO David Kennedy told investors at Citi’s TMT conference that the company sees continued demand for AI infrastructure, traditional servers and storage, supported by ex…
Source: Nasdaq Markets
Price since this story was published: Dell Technologies (DELL)
Since the first closing price after “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” Dell Technologies (DELL) is -14.80%. The S&P 500 fund (SPY) is +0.77% over the same days, a -15.56% difference versus the market.
Official trades in Dell Technologies (DELL) around 13 Sep 2026
- Donald J Trump sell Dell Technologies (DELL) ($15,001 - $50,000). That is 16 days before publication, inside 30 days. The filing is listed beside the story “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens.”
- Donald J Trump buy Aecom (ACM) ($1,001 - $15,000). That is 16 days before publication, inside 30 days. The filing is listed beside the story “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens.”
- Donald J Trump sell Aecom (ACM) ($1,001 - $15,000). That is 20 days before publication, inside 30 days. The filing is listed beside the story “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens.”
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Dell Technologies (DELL)
Companies carried with this story
- DELL Dell Technologies
In “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” Dell Technologies (DELL) is linked, with no stored direction, high confidence. Reason on file: The reported development directly names DELL TECHNOLOGIES INC in the headline; GA resolved that company to DELL
- SUPX SuperX AI Technology
In “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” SuperX AI Technology (SUPX) is linked, with no stored direction, medium confidence. Reason on file: GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ABAT American Battery Technology
For “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” American Battery Technology (ABAT) is linked, with no stored direction, medium confidence. Reason on file: GA selected ABAT as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- ACM Aecom
Aecom (ACM) is linked, with no stored direction, medium confidence in the 13 Sep 2026 story “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens.” Reason on file: GA selected ACM as a RELATED security because its canonical security name directly matches this event's themes: technology. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AOSL Alpha & Omega Semiconductor
For “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” Alpha & Omega Semiconductor (AOSL) is linked, with no stored direction, medium confidence. Reason on file: GA selected AOSL as a RELATED security because its canonical security name directly matches this event's themes: semiconductor. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- AQN Algonquin Power & Utilities
For “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” Algonquin Power & Utilities (AQN) is linked, with no stored direction, medium confidence. Reason on file: GA selected AQN as a RELATED security because its canonical security name directly matches this event's themes: power. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
- BBAI BigBear.ai Holdings
For “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens,” BigBear.ai Holdings (BBAI) is linked, with no stored direction, medium confidence. Reason on file: GA selected BBAI as a RELATED security because its canonical security name directly matches this event's themes: ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dell Technologies (DELL)
The 13 Sep 2026 story “Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens” names Dell Technologies (DELL) because of this story.
For Dell Technologies (DELL), the reason on file says The reported development directly names DELL TECHNOLOGIES INC in the headline; GA resolved that company to DELL
Also listed, SuperX AI Technology (SUPX): GA selected SUPX as a RELATED security because its canonical security name directly matches this event's themes: technology, ai. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article
Dates in the story, and the Dell Technologies (DELL) price range
ABAT traded between 1.42 and 2.42 across 20 sessions. The latest close on file is 1.44. DELL traded between 448.82 and 594.54 across 20 sessions. The latest close on file is 455.12. SUPX traded between 6.15 and 7.09 across 10 sessions. The latest close on file is 6.72.
A simple score for Dell Technologies (DELL)
46 out of 100
“Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens” scores 46 out of 100. The score uses 1 sources, and 7 linked companies.