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Publication Date: 2026-02-11 19:17:00
New York, February 11, 2026, 14:17 ET — Regular session
- Dell Technologies slipped roughly 2.3% in the afternoon, giving back some of the ground it picked up on Tuesday.
- Dell has added Nutanix support to its Private Cloud platform. An SEC filing also reveals an executive’s first batch of holdings.
- Next up: fiscal Q4 results on Feb. 26, with investors zeroed in on AI-server demand and margin updates.
Dell Technologies Inc slipped $2.89, or 2.3%, to $123.12 on Wednesday, paring gains from the day before. Shares bounced between $128.03 and $122.35 in the morning hours.
Shares slipped as Dell pushes to expand beyond its PC roots, aiming to bolster its enterprise narrative. On Tuesday, Dell announced that its Private Cloud platform now works with Nutanix’s AHV hypervisor — joining VMware and Red Hat on the list of supported virtualization tools. Customers can already use Dell PowerFlex storage, and PowerStore integration is expected later this summer. 1
The company’s next big update is just around the corner. Dell will release its fiscal 2026 fourth-quarter numbers on Feb. 26 at 3:30 p.m. CST. Investors typically watch this for signals on hardware budgets and demand for premium servers. 2
Interest rates barely budged. January’s U.S. payrolls added 130,000 jobs—outpacing forecasts—and Treasury yields climbed in response, according to Reuters data. “This likely pushes out the concept of a rate cut well into the second…