Dell shares are getting attention today: What’s happening?

Oct 19, 2026, 1:58 PM ETOpinionRead the original at Benzinga

Neutral

Dell's CEO expects AI computing demand to exceed supply through 2030, but Barclays expects slower growth and questions hardware spending. The story gives no new Dell results to settle those opposing views.

DELL · Dell Technologies Inc

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The AI's read

Dell's CEO sees strong demand for AI computing, but says forecasts extending to 2030 are uncertain. Barclays expects Dell's growth to slow and questions whether customers will buy enough extra hardware. Warnings about AI spending add to the doubts, and the story offers no new Dell results to settle the disagreement.

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