Silver Lake Technology Investors V, L.P. sold $2K of DELL (indirect holdings)

Dell Technologies shares closed near $467 Tuesday, up almost 9% and reaching an all-time high after briefly trading around $476. The YTD gain exceeds 260%, supported by AI server demand, with Dell reporting $16.1B in AI server revenue in fiscal Q1 and raising its full-year AI server forecast to $60B. Dell also said Volta selected it for a 133 MW AI factory, while President Trump urged purchases of Dell.

Dell Technologies shares rose about 10% to $472.69, briefly hitting an all-time high near $476.90, after analyst endorsements and updates tied to AI infrastructure demand. Evercore ISI reiterated Outperform and a $500 price target. The article cites Dell’s Q1 FY2027 revenue of about $43.84B (+88% YoY) and Q2 FY2027 revenue guidance of $44–45B.

The U.S. National Science Foundation launched a $100 million State and Regional Artificial Intelligence Infrastructure Hubs program to fund up to 10 regional consortia that pool compute, data, and expertise for AI-enabled science. NSF will fund coordination, workforce development, and faculty training, while partners including NVIDIA (NVDA), AMD, Intel (INTC), and Dell (DELL) support infrastructure and training resources.

Dell Technologies shares fell 6.6% to $366.22 on Wednesday after a nearly 8% drop Tuesday, extending a four-day decline. Evercore ISI reiterated an Outperform rating and $500 target but flagged AI server customer concentration among three major customers. The selloff also cited margin pressure from rising memory costs, a GF Securities hold downgrade, and reported insider selling.

Dell Technologies shares fell 14.3% in morning trading, dropping from an open of $401.30 to a low of $358.88. Investing.com cites an Evercore ISI note reiterating an Outperform rating and $500 price target, but warning Dell’s AI server revenue is concentrated in its three largest customers. The article also points to AI server margin compression, $1.56B insider selling over three months, and no earnings until Sept. 3.

The Wall Street Journal reported NVIDIA is in talks to guarantee up to $250 billion in financing for OpenAI’s data-center buildout. Shares of NVIDIA fell about 5% and AMD about 8%, with Dell down ~4% and Oracle down ~20% over the past month. NVIDIA guided $91 billion Q2 revenue; AMD data-center revenue rose 57% YoY, per the article.