Dell Stock Soars on Data-Center Revenue and Pentagon Deal
Dell Federal Systems secured a $9.7B Pentagon deal to manage Microsoft licenses across the US military. Awarded weeks after Trump's public endorsement and stock purchase, it signals that political proximity is now a material variable in federal IT procurement.
Amazon Strikes $6 Billion Deal With Snowflake for Agentic Computing Chips
Dell's Q1 AI server revenue surged 757% to $16.1B, with $24.4B in orders booked and FY2027 AI server guidance raised to $60B. Enterprise AI infrastructure is no longer speculative spend: Dell's backlog confirms multi-year server commitments are locking in now across large organizations.
The on-paper value of Trump's Dell stock holdings has soared potentially by millions since he used the White House to shill for the company earlier this month.
Dell Raises Fiscal Year Outlook After Sales Soar 88%
DELL, SMCI, UMAC, SPCE, COST were among the stocks seen trending on Thursday, May 28, 2026.