DELL

Mentioned in 30 stories across 13 weeks · top score 72 10 18 2

Stories mentioning DELL

Week 16	Samsung Posts 250-Fold Chip Profit Jump, Warns Memory Shortage Extends to 2028	72	big	called down	not checked
Week 11	Apple Raises Mac and iPad Prices as Memory Chip Costs Surge	72	big	called down	played out
Week 11	Micron Beats Q3 Estimates, Forecasts $50 Billion Q4, Sees Tight Memory Supply Past 2027	58	medium	called down	played out
Week 9	Cloud Providers Lock Up Memory Supply Through 2028 as Nvidia AI Server Demand Deepens DRAM and NAND Shortages	58	medium	called down	played out
Week 7	Dell Raises Forecasts as AI Data Center Buildout Fuels Server Demand, Shares Jump 32%	58	medium	called up	played out
Week 13	SK Hynix CEO Warns Memory Shortages Persist Beyond 2030, With 2027 Worst for Supply	55	medium	called down	played out
Week 12	Memory suppliers lock customers into 3-to-5-year chips as AI shortages persist	55	medium	called down	played out
Week 5	Korean Memory Chip Export Prices Surge Across DRAM, Flash and SSDs	55	medium	called down	played out
Week 5	Kioxia Plans US Listing as Q4 Revenue Surges 189%	55	medium	called down	played out
Week 1	Chinese memory makers demand prepayments as the NAND shortage tightens	55	medium	called down	played out
Week 16	Samsung Reports 1,814% Q2 Profit Surge and Allocates 70% of Memory Output to Long-Term Contracts as AI Chip Shortage Deepens	54	medium	called down	not checked
Week 16	Samsung Locks 70% of Memory Chips to Five-Year AI Data Center Contracts, Warning of Deeper 2027 Shortage	52	medium	called down	not checked
Week 15	Super Micro Jumps 19.8% on Record $60 Billion Backlog and Higher Margin Forecast	52	medium	called up	not checked
Week 12	Micron CEO Says Memory Supply Tightness Will Extend Beyond 2027	52	medium	called down	played out
Week 5	SK Hynix Tops $900 Billion as Memory Rally Lifts DRAM ETF	52	medium	called down	played out
Week 15	CXMT Sets Server Memory Prices Above Samsung, Secures More Than $10 Billion in Deals	45	medium	called down	not checked
Week 15	Supermicro Books Over $60 Billion in Orders and Beats Q4 Margin Guidance to 15% to 17%	45	medium	called up	not checked
Week 14	Foxconn Wins $52 Billion Nvidia GB300 AI Server Deal With SpaceX	45	medium	called down	fizzled
Week 7	Dell Raises FY27 Revenue Outlook to $165 Billion-$169 Billion, Boosts AI Server Revenue Target to $60 Billion	45	medium	called up	played out
Week 6	Nvidia’s Huang, Michael Dell Cite Memory as Biggest AI Supply Bottleneck	45	medium	called mixed	played out
Week 12	Taiwan Raids Super Micro Computer Offices as Nvidia Chip Smuggling Probe Widens	44	medium	called mixed	mixed
Week 15	SK Hynix CEO Forecasts Memory Demand Will Outstrip Supply Through 2030	42	medium	called down	not checked
Week 15	ADATA Chairman Warns DRAM Shortage to Last Another 10 Years	38	medium	called down	not checked
Week 1	CPU shortages persist as the industry waits for Intel 18A yield improvement	38	medium	called down	played out
Week 8	Nvidia Sees Vera CPU Demand Surpassing GPUs as It Unveils RTX Spark Laptops	30	small	called up	mixed