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Results Should Sustain Above Long-Term Targets on AI Infrastructure Demand, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2666557847","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666557847?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:45","pubTimestamp":1789137909,"startTime":"0","endTime":"0","summary":"Dell Technologies'  results should sustain above long-term targets amid enterprise demand for AI investments, compute modernization, storage expansion, and PC refresh, RBC Capital Markets said in a Thursday research report.The company's portfolio spanning compute, PCs, storage and servers, alongside its install base and flexible consumption options, positions it for continued market share gains, analysts wrote.The brokerage said it views the operating environment as supply-constrained, primarily because of memory constraints, rather than demand-limited, and expects meaningful backlog to persist through fiscal 2027, providing visibility into the next fiscal year, according to the note.A richer mix, better attach rates, and the completion by year-end of the transition to Dell's proprietary storage products could help the company's Infrastructure Solutions Group sustain or even expand operating margins within its 10% to 14% framework, according to RBC.The brokerage said it initiated 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Price Forecast: Gains Over 11% to Hit New Record High, Next Price Target to Surpass $600","url":"https://stock-news.laohu8.com/highlight/detail?id=2666573708","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666573708?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:43","pubTimestamp":1789137807,"startTime":"0","endTime":"0","summary":"On September 11, Eastern Time, Dell Technologies (DELL) shares reached an intraday high of $567.75, setting a new record high with a gain of over 11%. RBC Capital recently initiated coverage on Dell with an \"Outperform\" rating and a price target of $640. RBC believes that enterprise investment in AI, computing modernization, storage expansion, and PC replacement demand will support Dell's performance in consistently exceeding its long-term targets. Analyst David Paige stated that Dell's end-to-end portfolio across computing, PCs, storage, and servers, combined with its massive installed base, industry-leading supply chain capabilities, and flexible consumption models (such as subscription-based delivery), positions the company to continue capturing market share.","market":"sh","thumbnail":"https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20240819/9fa53cbfa2f1458bbeba6327cfcd8d24dell2.jpg"],"rights":null,"property":["rate"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262163825-dell-all-time-high-rbc-outperform-price-target-ai-server-pc-refresh-storage-600-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0211326839.USD","BK4543","LU0128525689.USD","LU1267930227.SGD","BK4535","LU2065171311.SGD","LU2065170008.USD","LU1804176565.USD","LU2265009873.SGD","LU0310800965.SGD","LU2065169927.USD","LU2065171402.SGD","LU0976567544.SGD","DLLL","BK4170","BK4585","WLDR","LU0496365809.HKD","DELL","LU0211326755.USD","LU0345770993.USD","BK4588","LU0052756011.USD","FXL","LU1235294995.USD","LU1046421795.USD","LU0345770308.USD","BK4515","LU0267386448.USD","LU1823568750.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578553","title":"Dell Shares Hit Record High; 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best weekly performance on record --Up 18.03% month-to-date--Up 156.7% year-to-date--Up 149.33% from 52 weeks ago , when it closed at $24.73--Would be a new 52-week closing high--Up 208.3% from its 52-week closing low of $20.00 on Feb. 23, 2026--Traded as high as $61.84; highest intraday level since Aug. 13, 2026, when it hit $63.44--Up 11.99% at today's intraday high; largest intraday percent increase since June 2, 2026, when it rose as much as 36.7%--Best performer in the S&P 500 today--Sixth most active stock in the S&P 500 todayAll data as of 10:27:57 AM ETSource: Dow Jones Market Data, FactSet","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0321505868.SGD","BK4588","BK4170","HPE","LU0225284248.USD","LU0985481810.HKD","BK4211","LU0225771236.USD","LU0306807586.USD","LU0306806265.USD","LU0006061336.USD","HPEL","EFSC","BK4585","BK4515","LU0348723411.USD","LU0321505439.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666578334","title":"Refile-Shares of Hardware Makers Advance in Early Trading (Fixes Reuters Instrument Code for HP)","url":"https://stock-news.laohu8.com/highlight/detail?id=2666578334","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666578334?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:30","pubTimestamp":1789137005,"startTime":"0","endTime":"0","summary":null,"market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260911:nL4N45315N:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"reuters_en_live","symbols":["HP","LU0985481810.HKD","LU0225771236.USD","BK4585","LU0348723411.USD","LU0306807586.USD","BK4533","BK4092","HPQ","BK4588","HPE","LU0321505439.SGD","LU0225284248.USD","LU0072461881.USD","LU0006061336.USD","BK4515","LU0306806265.USD","LU1144417596.USD","WLDR","HPEL","BK4170","LU0162691827.USD","LU0321505868.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666089520","title":"Dell Technologies Inc (Pre-Reincorporation) : RBC Initiates Coverage with Outperform Rating; 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This surge extends the company's remarkable year-to-date...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4170","LU0052756011.USD","FXL","BK4515","DLLL","LU1235294995.USD","LU2065171311.SGD","LU0211326755.USD","LU0345770993.USD","WLDR","LU2065169927.USD","BK4543","LU2065170008.USD","LU0267386448.USD","LU0345770308.USD","BK4535","LU0496365809.HKD","LU1804176565.USD","BK4585","LU1267930227.SGD","BK4588","LU1046421795.USD","LU2065171402.SGD","DELL","LU0976567544.SGD","LU0128525689.USD","LU2265009873.SGD","LU1823568750.SGD","LU0211326839.USD","LU0310800965.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520453","title":"Dell Shares Jump 10.5%, Hewlett Packard Shares Gain 11.4%, HP Climbs 9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520453","media":"THOMSON REUTERS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520453?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:11","pubTimestamp":1789135907,"startTime":"0","endTime":"0","summary":null,"market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260911:nL4N45314E:2","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"reuters_en_live","symbols":["DLLL","HPQ","LU0348723411.USD","LU2065171311.SGD","LU0006061336.USD","LU0310800965.SGD","LU0321505868.SGD","LU2065170008.USD","LU1235294995.USD","LU0072461881.USD","LU0267386448.USD","WLDR","BK4543","LU2065169927.USD","LU1823568750.SGD","LU0496365809.HKD","LU2065171402.SGD","BK4170","LU0128525689.USD","LU1804176565.USD","LU0225771236.USD","LU0321505439.SGD","LU0306806265.USD","FXL","LU0985481810.HKD","LU0052756011.USD","LU0345770993.USD","LU0225284248.USD","BK4585","HPE","HPEL","LU1046421795.USD","LU1144417596.USD","BK4533","LU0162691827.USD","LU0211326839.USD","LU0211326755.USD","LU0976567544.SGD","LU0306807586.USD","LU1267930227.SGD","LU2265009873.SGD","BK4535","DELL","BK4515","LU0345770308.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666520722","title":"HPE rises 10.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666520722","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666520722?lang=en_us&edition=fundamental","pubTime":"2026-09-11 22:05","pubTimestamp":1789135537,"startTime":"0","endTime":"0","summary":"HPE (HPE) is up 10.7%, or $5.91 to $61.13. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. 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