What happened: Jim Cramer, a prominent financial analyst, has recently expressed regret for not buying Dell Technologies (DELL) stock earlier. He highlighted Dell's strong quarterly performance and its potential in the AI space, with analysts upgrading the stock and raising price targets. Dell's stock hit a 52-week high on April 27, with year-to-date gains of 68.99%.

Market impact: The bullish sentiment around Dell has driven interest in AI infrastructure stocks. Companies like Microsoft and Vertiv, involved in AI server and cooling systems, may also benefit. The AI sector has seen increased demand, with strategists advising not to fight the tape.

What to watch next: Dell's Q1 earnings on May 28 will provide further insight into its growth trajectory. Additionally, upcoming earnings from other AI-related companies and any regulatory decisions affecting AI infrastructure could shape the narrative.

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Last UpdatedApr 23, 2026

Jim Cramer's Dell Technologies stock call

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