On September 15, Dell Technologies rose more than 4% in regular trading. The stock rebounded after the prior session's 5.82% decline, which was triggered by reports that three major AI companies called for a slower pace of AI development, sparking concerns over near-term demand for computing infrastructure.

The recovery comes against a backdrop of robust AI fundamentals. Earlier this month, Oracle management explicitly named Dell as a core supplier for its projected $900–$950 billion AI capital expenditure program, while RBC Capital Markets initiated coverage with an outperform rating and a $640 price target, citing Dell's multi-year AI infrastructure spending tailwinds. Evercore ISI also raised its target to $650. Dell's AI server order book reached $609 billion in Q2, with a backlog of $950 billion, and the company raised its full-year revenue guidance to $192 billion. Meanwhile, Dell's family office DFO Management is nearing a $7.7 billion take-private deal for Baldwin Insurance Group, underscoring the broader Dell ecosystem's dealmaking activity.

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