Dell — 13% surge ATH $260 $43B AI backlog $50B FY27 NVDA partner
Key Questions
What drove Dell's stock surge?
Shares +13% to ATH $260 on Trump remark, YTD double. AI server leader status highlighted.
What is Dell's AI backlog?
$43B AI backlog, $50B FY27 rev guide. NVDA Blackwell AI Factory partner.
What are key upcoming events for Dell?
Earnings May 28 critical for margins amid memory squeeze in AI servers. Pangea supercomputer noted.
Dell shares +13% to $260 ATH on Trump remark YTD double; $43B AI backlog $50B FY27 rev guide NVDA Blackwell AI Factory partner Pangea supercomputer. Earnings May 28 key for margins amid memory squeeze in AI servers.
Sources (2)
Updated May 9, 2026