| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | MENTIONED | LOW | Rob Black Show Big Story Rate Hike Odds Surged |
Dell was named among the companies supplying the data-center build-out. [audio] | +0.1% | — | — |
| 2026-09-03 | BUY | MEDIUM | Rob Black Show Afternoon podcast 9-3-26 |
Dell rose 4.8%, extending post-earnings momentum to a new all-time high. [audio] | -1.9% | — | — |
| 2026-09-03 | BUY | MEDIUM | Rob Black Show Mega Cap Names Doing Well Today |
Rob said he has always been a Dell investor over HPE, noting Dell rose after earnings and praising the build quality of its hardware. [audio] | -1.9% | — | — |
| 2026-09-03 | BUY | HIGH | Rob Black Show Afternoon podcast 9-2-26 |
Surged 16% on blowout AI server results, leading the AI infrastructure complex higher. [audio] | -1.9% | — | — |
| 2026-09-02 | BUY | HIGH | Rob Black Show Stocks Rise For First Time In Four Sessions |
Called the most important earnings story of the day - record $60.9 billion AI server orders, backlog to $95 billion, and raised guidance showing AI spending is alive and well. [audio] | +8.7% | — | — |
| 2026-09-01 | BUY | HIGH | Rob Black Show Afternoon podcast 9-1-26 |
Dell fell 6.8% in the session then jumped roughly 9% after hours on a monster beat and raise: server revenue up 122%, storage up 26%, record $60.9 billion of AI server orders and a $95 billion backlog. [audio] | +25.6% | — | — |
| 2026-09-01 | HOLD | MEDIUM | Rob Black Show Rough Start To September |
Deutsche Bank starts Dell at hold; shares have cooled after a monster spring rally and earnings are due after the close. [audio] | +25.6% | — | — |
| 2026-08-31 | WATCH | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Flagged as one of this week's earnings reports in what Rob called Super Bowl week for AI, cybersecurity and semiconductors. [audio] | +14.9% | +19.5% | — |
| 2026-08-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-19-26 |
Referenced when discussing consumer PC memory prices that have climbed 500% in the last 12 months. [audio] | +6.0% | +29.8% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Investors Weigh AI Optimism |
Melius Research raised its Dell price target to $650 from $565 ahead of September 3rd earnings on increased shipments of NVIDIA's Vera Rubin AI racks and higher-margin CPU servers; Rob said Dell is interesting on dips. [audio] | -9.7% | +17.4% | — |
| 2026-08-12 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-12-26 |
Rob said he prefers Dell over Super Micro as a way to play the AI server trade. [audio] | -9.7% | +17.1% | — |
| 2026-08-12 | BUY | HIGH | Rob Black Show Tame Inflation Data |
Rob said he prefers Dell over Super Micro as a way to play AI server demand. [audio] | -9.7% | +17.1% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
Supermicro's results helped Dell and HP Enterprises. [audio] | -16.3% | +0.1% | — |
| 2026-07-14 | BUY | HIGH | Rob Black Show June Inflation Data Came In Weaker Than Expected |
Dell is up 4% to 5% today, benefiting from client CapEx shifts toward servers, storage, and memory purchases; shares have risen 240% riding AI-driven growth. [audio] | -11.5% | +8.3% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-7-26 |
Dell mentioned as needing memory chips from Micron; also discussed for cost advantage in PC business. [audio] | -4.5% | +5.2% | — |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
Dell up 207% year-to-date; considered attractively priced for next 6-18 months. [audio] | -3.3% | -6.0% | +26.2% |
| 2026-06-26 | MENTIONED | LOW | Rob Black Show Big Picture Digging On This Week |
Mentions Dell getting hit by rising memory prices, likely following Apple's price increases. [audio] | -1.3% | +9.7% | +34.4% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
Dell is referenced as being impacted by memory price hikes and as weaker due to downgrade and similarity to Apple. [audio] | -3.7% | +7.0% | +34.5% |
| 2026-06-15 | BUY | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
Dell is included in momentum ETF picks and has 100%+ year-to-date gains. [audio] | +2.4% | +0.9% | +38.9% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Preferred over HP and SMCI due to being a 'quality name' in the host's opinion. [audio] | -12.3% | -9.4% | +4.9% |
| 2026-06-02 | MENTIONED | MEDIUM | Rob Black Show Markets Start The Day With Highs |
Mentioned as having deals with NVIDIA for new products and climbing in price due to server/AI reasoning. [audio] | -12.3% | -9.4% | +4.9% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Afternoon podcast 6-1-26 |
Host highlights Dell's new laptop competing with Apple and notes the stock surged 10.7%. [audio] | -14.0% | -8.7% | -1.9% |
| 2026-06-01 | BUY | HIGH | Rob Black Show Oil Jumps |
Goldman Sachs raised price target to $500 and kept buy rating; Morgan Stanley upgraded from Sell to Hold. [audio] | -14.0% | -8.7% | -1.9% |
| 2026-05-29 | BUY | MEDIUM | Rob Black Show Thinking About A Shopping List |
The host highlights Dell's impressive revenue growth and AI server business, noting the stock jumped 28% on news. [audio] | -6.3% | -5.1% | +12.4% |
| 2026-05-28 | BUY | HIGH | Rob Black Show Afternoon podcast 5-28-26 |
Host states he would rather own Dell than Supermicro, implying a preference for this holding. [audio] | +33.1% | +26.0% | +46.5% |
| 2026-05-26 | MENTIONED | MEDIUM | Rob Black Show Hope Over A Potential Deal With Iran |
Host discussed Dell's upcoming blowout earnings and its potential benefit from the AI PC cycle. [audio] | +42.7% | +34.2% | +42.2% |
| 2026-05-22 | WATCH | MEDIUM | Rob Black Show Strategy Show For Memorial Day Weekend |
Dell is launching higher ahead of earnings, driven by optimism around global PC recovery and AI infrastructure demand. [audio] | +42.6% | +38.7% | +47.5% |
| 2026-05-14 | BUY | MEDIUM | Rob Black Show Stocks Rise Led By Tech Investments |
Host mentions owning Dell over Cisco as a coin flip choice, implying bullishness on both. [audio] | +2.0% | +59.6% | +95.8% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-11-26 |
Listed among major companies integrating AI into smart glasses and wearables. [audio] | -1.5% | +63.8% | +91.9% |
| 2026-05-06 | BUY | HIGH | Rob Black Show Afternoon podcast 5-6-26 |
Host explicitly states 'I'd rather own Dell' compared to Corning, indicating a bullish preference. [audio] | +2.1% | +65.2% | +96.0% |
| 2026-04-24 | MENTIONED | MEDIUM | Rob Black Show Focusing On Wealth Accumulation |
Dell Technologies built a direct-to-consumer model using computers and real-time inventory. [audio] | -2.7% | +36.6% | +103.7% |