Dell ($DELL) podcast mentions
Per Ticker.id: 38 Dell ($DELL) mentions across 13 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-09.
But I'd be willing to take that bet because there just aren't enough new planes that can be bought. And Delta is in much better shape than it used to be. The analysts are seeing the same thing. Wolfe emphasized the company roughly spending earnings despite the fuel shock, suggesting that Delta's accelerating unit revenue could stand out against competitors. Jefferies liked the revenue momentum. UBS viewed the results as solid. Bernstein, tad more cautious about costs and the fourth quarter outlook. Goldman noted the strong revenue guidance largely matched investors' expectations. But look at this, the price targets here. Got an $82 stock. Wolfe has a $90 price target. Jefferies $95, Bernstein $100, UBS $105, Goldman Sachs $114. That, that's a real vote of confidence with the numbers being missed. These are beautiful price targets at these levels. The stock's trading just over 10 times next year's earnings estimates. Not expensive. UBS and Goldman are looking for Dell to earn more than $8 a share next year. Consensus is lower at about $7.68.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09So of the 11.8% S&P 500 performance for the first 9 months, energy has contributed 1.3% of that total performance. Not bad, but there is just no way to get around the fact that the energy sector is tiny. Infotech this quarter witnessed a reversal of the tech narrative that was dominant prior to the third quarter. Now, during the first 6 months, investors flocked to hardware tech companies that were experiencing shortages because of the boom in AI CapEx spending. So companies like Micron and SanDisk did really well. Other suppliers such as Arista, Cisco, and Dell did very well too. These were the best performing tech stocks.
Steve Eisman · The Real Eisman Playbook · Q3 2026 Market Recap: Energy Up, Utilities Crushed, and Software Flipped | The Weekly Wrap · 2026-10-09If, if it was an original Dell stock, it would've, it would've been a keeper.
Lou Whitman · Motley Fool Hidden Gems Investing · Finding Rule Breakers, IRL Investing, and Making Mistakes · 2026-10-09Support for this podcast comes from Dell Technologies. It's time to put AI to work. Is your business ready? The challenge isn't getting started with AI, it's scaling beyond pilots while maintaining control of your data governance, infrastructure, and costs. Dell AI Factory provides the integrated foundation you need to scale AI securely and efficiently with one trusted partner, Dell. AI on your terms, from idea to impact. Learn more at dell.com/yourwaytoai. That's dell.com/yourwaytoai. To AI.
Speaker A · Hard Fork · Anthropic’s Quest to Give A.I. Morals · 2026-10-09Support for this podcast comes from Dell Technologies. It's time to put AI to work.
Speaker A · Hard Fork · Anthropic’s Quest to Give A.I. Morals · 2026-10-09The challenge isn't getting started with AI, it's scaling beyond pilots while maintaining control of your data, governance, infrastructure, and costs. Dell AI Factory provides the integrated foundation you need to scale AI securely and efficiently with one trusted partner, Dell. AI on your terms, from idea to impact. Learn more at dell.com/yourwaytoai. That's dell.com/yourwaytoai.
Speaker A · Hard Fork · Anthropic’s Quest to Give A.I. Morals · 2026-10-09Support for this podcast comes from Dell Technologies. It's time to put AI to work. Is your business ready? The challenge isn't getting started with AI, it's scaling beyond pilots while maintaining control of your data, governance, infrastructure, and costs. Dell AI Factory provides the integrated foundation you need to scale AI securely and efficiently with one trusted partner. Dell. AI on your terms. From idea to impact. Learn more at dell.com/yourwaytoai. That's dell.com/yourwaytoai.
Speaker A · Hard Fork · Anthropic’s Quest to Give A.I. Morals · 2026-10-09Support for this podcast comes from Dell Technologies. It's time to put AI to work. Is your business ready? The challenge isn't getting started with AI, it's scaling beyond pilots while maintaining control of your data governance, infrastructure, and costs. Dell AI Factory Factory provides the integrated foundation you need to scale AI securely and efficiently with one trusted partner. Dell. AI on your terms. From idea to impact. Learn more at dell.com/yourwaytoai. That's dell.com/yourwaytoai.
Speaker A · Hard Fork · Anthropic’s Quest to Give A.I. Morals · 2026-10-09This message comes from Superhuman. Superhuman brings together connected tools like Grammarly, Docs, and Mail into one productivity suite. Built on the idea that low-value tasks crowd out meaningful focus, Superhuman meets teams where they already work. It operates proactively alongside writing and email workflows to help clear what is in the way. Superhuman from the makers of Grammarly. Start streamlining your workflows with Superhuman today at superhuman.com. This message comes from Dell Technologies. Interruptions happen at work, but with the Dell Pro laptop powered by Intel Core Ultra with vPro built with optimized battery and built-in intelligence, your tech won't slow you down. Dell.com/Dell-Pro. Built for you. This message comes from BetterHelp. BetterHelp is in network with more than 125 health plans with an average copay for eligible members of just $23 per session.
Speaker A · The Indicator from Planet Money · SNAP strains, youth baseball's class divide, and Meta's bug bounty · 2026-10-09Historically, the average rack density was like 9 kilowatts. And with 9 kilowatts, um, the cheapest, fastest, most convenient way to deploy racks was in, um, an air-cooled data center where I can just put kind of pre-install cooling. I forecast out the next 2 or 3 years, I expect to have this load. I can then install the air conditioners around the sides, the computer room air handlers, and then run plumbing to those devices far away from my compute so I don't have water near my compute. And then I can, I can use some basic principles to make that efficient by separating the hot and cold air with hot hot aisles or cold aisles. But otherwise, I can put my compute in whatever, from HPE, from Dell, from Supermicro, it doesn't matter. They can— I can use air, right? Air, air doesn't care.
Tim Shedd · Catalyst with Shayle Kann · The truth about data center water usage · 2026-10-08A rear door heat exchanger or an in-row cooler, they have kind of the same basic concept of just bringing that heat exchanger as close as possible to the heat source. That way my fans are working very efficiently because I'm only moving heat really closely to my compute, and I'm only using fan power that I need. And if The racks next to or attached to the radiator heat exchanger don't need to be cooled. The fans dial back and I'm saving a lot of energy actually, but that requires plumbing now onto the, the data center floor, uh, made some people uncomfortable, but overall, you know, it's a good idea. But even that gets limited at about 80 kilowatts. We've, you know, uh, was working for Dell and we shipped racks regularly at up to 80 kilowatts a rack with rear door heat exchangers. But beyond that, it gets difficult to pull enough air through to cool. So that's what brings us to today.
Tim Shedd · Catalyst with Shayle Kann · The truth about data center water usage · 2026-10-08Okay, so to bring it forward to today then, you said, you know, you were shipping 80-kilowatt racks At Dell, where are we today? Like, what are the— in, in a new state-of-the-art frontier inference or training data center, like, what's the rack density?
Shayle Kann · Catalyst with Shayle Kann · The truth about data center water usage · 2026-10-08Everybody probably listening to this podcast is aware of the Vera Rubin NVL72 or VR NVL72 racks. Those are rated at 220 kilowatts a rack, including the power supplies and everything else. So, um, that's a lot of power in a rack, but that's actually not the densest racks that are shipping today. Um, as an example, um, Dell is installing the, uh, Doudna supercomputing cluster at Lawrence Berkeley National Labs. And, and that power level kept creeping up. I want to say it's about 280 kilowatts in a rack, but I, I, I don't remember that exactly. But my point is that that 220 kilowatts is actually not the limit today. Um, there, there are ways to keep packing more and more, uh, GPUs into a, a rack even today.
Tim Shedd · Catalyst with Shayle Kann · The truth about data center water usage · 2026-10-08Stay tuned for the following announcements and messages from our sponsors. This message comes from Superhuman. Superhuman brings together connected tools like Grammarly, Docs, and Mail into one productivity suite. Built on the idea that low-value tasks crowd out meaningful focus, Superhuman meets teams where they already work. It operates proactively alongside writing and email workflows to help clear what is in the way. Superhuman from the makers of Grammarly. Start streamlining your workflows with Superhuman today at superhuman.com. This message comes from Dell Technologies. Interruptions happen at work, but with the Dell Pro laptop powered by Intel Core Ultra with vPro, built with optimized battery and built-in intelligence, your tech won't slow you down. Dell.com/Dell-Pro. Built for you. This message comes from Edward Jones, where they believe rich is about taking care of what gives your life meaning.
Speaker E · The Indicator from Planet Money · The chilling effect of ICE in hospitals · 2026-10-08Good morning, Becky. Good to see you. Household wealth in America actually reached an all-time record to $186 trillion in the first half, but a growing share of that is going to a smaller group of tech billionaires. The top 100 tech billionaires added $845 billion to, to their wealth just this year. They accounted for nearly 20% of all the wealth gains of the top 0.1%. So that's the wealthiest 136,000 families. Elon Musk gained nearly $300 billion. That accounted for nearly 40% of all the wealth gains in the world's richest 500 billionaires. And as of this week, he is back to being a trillionaire with a net worth of just over $1 trillion. Michael Dell has added $120 billion to his fortune, giving him a net worth of $258 billion. Larry Page, Sergey Brin of Alphabet, Mark Zuckerberg, and Jensen Huang also big winners from the AI boom.
Robert Frank · Squawk Pod · DOGE ‘Blockers,’ Media’s Mega Merger, & Bigger Billionaires 10/7/26 · 2026-10-07