Dell: An Opportunity In The Wake Of PC And Server Downturn
DELLDell Technologies(DELL) Seeking Alpha·2024-09-05 19:04

Thinglass The buy recommendation I gave Dell Technologies (NYSE:DELL) when I last wrote about it on May 27, 2024, has not worked out so far. The stock price is down 31.40% compared to the S&P 500's (SPX) 6.25%. The market has turned lukewarm on Artificial Intelligence ("AI") infrastructure stocks over the last several months as investors worry about whether AI-related companies are in a bubble, and the market has not spared Dell from the sell-off. Data by YCharts Despite the stock's decline over the last se ...