What’s Really Driving Dell’s Boom? Barclays Has a Different Answer

Dell Technologies stock fell 11.27% on October 14 after Barclays cut the server maker to Equal Weight from Overweight. The bank said enterprise spending on AI has not reached a meaningful turning point. The downgrade landed a day after Michael Dell told CNBC that enterprise AI adoption is just beginning.  Barclays Credits Memory Prices for The post What’s Really Driving Dell’s Boom? Barclays