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Dell shares have fallen 24.15% from their September peak, entering bear-market territory, yet they remain up 270% this year. Benzinga says the stock ended the week at $451, its lowest close since 2 September.
Why it mattersThe AI link is concrete: Dell sells servers and storage to hyperscalers and other firms building AI infrastructure. Its second-quarter revenue rose 58% to $47bn, while investors weigh the AI boom against bubble worries. A sharp pullback, a strong year and a rapidly growing business can all fit on the same share chart. Markets do enjoy making a tidy story difficult.
Discuss: Does Dell’s sharp fall look like a warning about AI infrastructure spending, or a correction that can coexist with strong business growth?
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