DELL

Everything Filings Intel has said about DELL across all issues.

• 8-K · 2026-06-16 Issue 13 · neutral
  Dell priced $3.0bn of senior notes in three tranches — $1.0bn 4.750% due 2031, $0.75bn 5.000% due 2034, $1.25bn 5.250% due 2037 — days after the 10-Q's $20.8bn purchase-obligation balloon and hiring freeze. Investment-grade, but the working-capital-hungry bellwether is now tapping the bond market.
• 10-Q · 2026-06-09 Issue 12 · bullish
  AI-optimized server revenue $1.9bn → $16.1bn YoY (+757%), now 55.6% of ISG and 36.8% of total. But: purchase obligations ballooned to $20.8bn ($17.3bn due within 12 months, GPU/HBM-tied); a hiring freeze + workforce reorg despite 88% revenue growth; a $10bn buyback added (~$15.2bn total, ≈20% of market cap); and a $631m gain from a single early-stage investee revaluation.

• Dell's tell — +757% AI-server revenue and a hiring freeze in the same filing Issue 12
  Alongside: NVDASMCI
• Dell's 33% blowout confirms the supply chain end-to-end — SMCI rides along despite the indictment Issue 9
  Alongside: SMCIHPEANETNVDA
• Anomalies the filings don't explain Issue 1
  Alongside: IRDMSANMSCHW