$DELL

Gartner's 2026 Magic Quadrant for Infrastructure Platform Consumption Services (IPCS) ranks Everpure as the top leader, followed by HPE's GreenLake and Huawei. The report evaluates vendors offering storage and compute-as-a-service solutions. Gartner predicts significant growth in consumption-based models by 2029. Inclusion criteria require $25M in annual revenue and 25 active customers. Everpure overtook HPE, while Huawei entered the leaders' quadrant.

Advanced Micro Devices (AMD), CrowdStrike (CRWD), Dell (DELL), DigitalOcean (DOCN), Fortinet (FTNT), Hewlett Packard Enterprise (HPE), Intel (INTC), Lumentum (LITE), Marvell (MRVL), and Micron (MU) lead tech stocks with A+ Momentum Grades, indicating strong price performance. AMD gained 203%, CrowdStrike 165.6%, and Dell 205.27% in six months, according to Seeking Alpha's Quant Momentum Grade.

Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL) are key players in AI infrastructure. HPE reported Q3 2026 Cloud & AI revenues up 25.4% YoY to $9.04B, server revenues up 35.3%, and a $3.5B AI deal. DELL saw Q2 2027 AI server revenues of $16.4B and raised FY2027 guidance to $74B. Both companies show strong growth but face supply and inventory challenges. HPE's EPS estimate is $3.81, up 96% YoY; DELL's is $26.11, up 154% YoY.

Dell director Egon Durban and associated entities plan to sell 1.25 million shares of Class C common stock, totaling approximately $1.02 million, between June and September 2026. The sales are spread across multiple dates and involve various Silver Lake-affiliated funds.

Google launched Googlebook, a new computing platform merging ChromeOS and Android, with five laptops from Acer, ASUS, Dell, HP, and Lenovo. The devices feature Gemini Intelligence, 16GB+ RAM, 256GB+ storage, and start at $899. Dell and HP models use Qualcomm's Snapdragon X Elite chip, while others use Intel's Panther Lake. Googlebook includes a year of GeForce Now and Google AI Pro, plus three months of YouTube Premium, Adobe Photoshop, and CapCut.

UBS revised its 2027 PC sales forecast from growth to decline due to memory cost inflation, causing Dell (DELL) to fall 4.56% and HP (HPQ) to drop 2.78%. HP's PC division generates 75% of its revenue, while Dell has a $95 billion AI server backlog and $192 billion annual guidance. Both companies have seen significant year-to-date gains, with Dell up 340.11% and HP up 49.29%.

Dell Technologies launched the $999 XPS Googlebook with Gemini AI, causing shares to rise 1.4% to $556.55. The laptop features a Snapdragon X Elite processor and Android integration. Dell aims to compete in the premium AI-powered PC market, though no sales or margin targets were provided. The company's share price is 140.89% above its GF Value estimate of $231.04.

Google introduces Googlebook OS, combining Android and ChromeOS, with no Windows app compatibility. Five manufacturers (HP, Dell, Lenovo, Acer, Asus) will release models priced between $899 and $1,299. Googlebook OS focuses on desktop-class Android apps, with support from top developers. Chromebooks will still be supported, but Googlebook OS may eventually replace them. Devices go on sale October 4-5.

Dell Technologies Inc. (DELL) reported that Silver Lake entities and director Egon Durban sold 7,994 Class C shares at $569.40-$571.51. On September 18, 2026, 101,327 shares were disposed of in in-kind distributions. Durban held 1,407,086 shares directly after the transactions. No 10b5-1 trading plan was reported.

Dell Technologies (DELL) insiders transferred 114,714 Class C shares via in-kind distributions among Silver Lake funds on September 18, 2026. Director Egon Durban now holds 1,407,086 shares directly, with additional indirect holdings. The transactions were exempt from reporting under Rule 16a-13.