Prediction: One AI Trend Could Send Dell Stock Higher

Dell shares have plunged roughly 40% in a month, yet the company just posted record AI orders and a massive backlog. Why does one shift in who buys AI hardware make this selloff look like a mispricing, and what could still derail it?

Nov 12, 2026 - 18:00
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Prediction: One AI Trend Could Send Dell Stock Higher
Dell shares have plunged roughly 40% in a month, yet the company just posted record AI orders and a massive backlog. Why does one shift in who buys AI hardware make this selloff look like a mispricing, and what could still derail it?

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