Dell expands AI platform with NVIDIA. Dell Technologies stock is valued at USD 290.5 billion - ad-hoc-news.de
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Dell Technologies stock was trading at EUR 406.53 at Lang & Schwarz on October 26, 2026, 0.54 percent below the Xetra close of October 23, 2026 at EUR 408.75. The company had expanded its enterprise AI platform with NVIDIA on October 21, 2026, while its market value stood at USD 290.5 billion. According to Dell Technologies, the NVIDIA collaboration extends agentic AI deployments from deskside systems to data centers. Dell said the platform had reached more than 6,500 customers by October 21, 2026, compared with 5,000 in the prior quarter. Dell's recent chronology shows how quickly the investment case has changed. On September 1, 2026, the company reported second-quarter 2027 revenue of USD 46.97 billion, up 57.70 percent from USD 29.78 billion a year earlier, according to MarketBeat. On October 6, 2026, Mizuho raised its target from USD 600.00 to USD 650.00, while the October 21, 2026 NVIDIA update cited more than 6,500 customers. The customer figure gives investors a measurable operating signal beyond the headline revenue growth. Dell's second-quarter adjusted earnings per share reached USD 7.04 versus a USD 4.91 consensus estimate, a USD 2.13 difference, while reported revenue exceeded the USD 44.89 billion expectation by USD 2.08 billion, according to MarketBeat. The next test is whether AI infrastructure demand can translate into sustained margin performance. Dell's...
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