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Chips & Infrastructure · first seen 14 October 2026, 20:19 UTC

Dell plunges 11% as Barclays downgrades enterprise AI hardware

Downgrade reflects doubt that enterprise AI spending arrives as fast as hoped.

Dell fell 11% leading a data center sell-off after Barclays downgraded Dell, HPE and NetApp on concerns enterprise AI adoption is lagging.

Dell

Read it at CNBC →

Coverage: 1 sources, in order

  1. CNBC: Dell stock plunges 11%, leading data center sell-off as fears mount about 'enterprise AI timing'

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