$473.390
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DELL のニュース
DELL のイベント
S&P 500 Falls Over 1%, Nasdaq Slides About 2%
The S&P 500 fell over 1% and the Nasdaq slid about 2%, pressured by higher Treasury yields as well as the hotter-than-expected September inflation report. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices headed higher as attacks on vessels in the Strait of Hormuz added to concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Defense technology startup Anduril is in talks to sell insider shares at a $90B valuation, Bloomberg reportsPalantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagained after announcing a global settlement agreement with United TherapeuticsVerastemincreased after appointing Michel Bailey as CEOGlobalFoundrieswas higher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesCoreWeaveslipped as the company's bonds drop into levels typically associated with distressInniofell in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:The Dow fell 48.62, or 0.09%, to 51,621.48, the Nasdaq lost 511.51, or 1.88%, to 26,692.87, and the S&P 500 declined 86.51, or 1.11%, to 7,718.94.
Major U.S. Averages Decline as CPI Rises
The major averages were lower near noon, pressured by higher Treasury yields as well as the September CPI report, which came in hotter than expected. Headline CPI rose 0.6% month-over-month and 3.7% year-over-year, compared with expectations for 0.6% and 3.6%, respectively. Core CPI, which excludes food and energy, increased 0.3% monthly and 2.6% annually, topping forecasts of 0.2% and 2.5%.Meanwhile, oil prices are surging over 1% once again as attacks on vessels in the Strait of Hormuz heighten concerns about disruptions to global energy supplies.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Bank of Americareported lower-than-expected Q3 results a day after the Treasury Department fined the bank $1.2B over money laundering violationsMorgan Stanleyreported upbeat Q3 results, with the company saying banking pipelines "remain high"Netflixis laying off 6% of its staff, WSJ reportsBerkshire Hathawayis investing an additional $330M in Bending SpoonsASMLreported better-than-expected Q3 results and narrowed its FY26 revenue outlook2. WALL STREET CALLS:Brinkerupgraded to Buy at JefferiesJefferies also upgraded Texas Roadhouseto BuyLockheed Martinupgraded to Buy at Vertical Research following selloffAlbertsonsdowngraded to Underperform at BofABarclays downgraded HP Enterprise, Delland NetAppto Equal Weight3. AROUND THE WEB:Palantirand London Mayor Sadiq Khan's policing office have agreed to drop legal proceedings over a blocked GBP 50M Met Police AI and data analytics contract, Politico reportsThree people were seriously injured in an explosion at Intel'smanufacturing facility in Israel, Calcalist reportsThe FBI worked with CrowdStriketo dismantle more than 40 laptop farms and seize nearly 200 computer devices across Texas used to help North Koreans get remote U.S. tech jobs under stolen identities, NY Times saysGeneral Atlantic is planning to go public as early as spring 2027 and its IPO could be valued at up to $10B, FT reportsNvidia'scontrol of China's market for AI chips fell to 34% in 1H of 2026, mainly due to strict U.S. export controls and domestic rivals gaining ground, Reuters says4. MOVERS:Liquidiagains after announcing a global settlement agreement with United TherapeuticsVerastemincreases after appointing Michel Bailey as CEOGlobalFoundrieshigher after receiving up to $21B in funding for two new semiconductor manufacturing facilitiesStrivelower after announcing a 5M share offering of SATS preferred stockInniofalls in New York after Morgan Stanley lowered its price target on the stock to $405. EARNINGS/GUIDANCE:Camtekprovided guidance for Q3, Q4, and FY27MaxCytereported preliminary Q3 results and raised its outlook for FY26AZZreported Q2 results and increased its guidance for FY27Fastenalreported Q3 results, with EPS and revenue beating consensusSono-Tekreported Q2 results, with CEO Steve Harshbarger commenting FY27 is "progressing well"INDEXES:Near midday, the Dow was down 46.41, or 0.09%, to 51,623.69, the Nasdaq was down 369.46, or 1.36%, to 26,834.93, and the S&P 500 was down 71.44, or 0.92%, to 7,734.01.
Major Averages Decline as Oil Prices Surge
The major averages were broadly lower near noon, reversing yesterday's gains amid a sharp increase in oil prices and as elevated Treasury yields revive inflation fears. Oil spiked after President Donald Trump said he doesn't want to reach an agreement with Iran to end the war, while the U.S. is reportedly preparing strikes in the region ahead of midterm elections in November.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreported upbeat Q3 results but cut its FY core EPS growth guidanceGlobalFoundriesand TSMCreached an agreement to establish a U.S. supply of silicon interposersDevon Energyagreed to sell Eagle Ford assets to Crescent Energyfor $4.2B in cashViatriswill acquire Pacira Biosciencesfor $36.50 per share in cash, or $1.65BStarbuckshas explored a takeover of Chipotle, FT reports2. WALL STREET CALLS:Palantirupgraded to Buy at Goldman SachsNXP Semiconductorsdowngraded to Neutral at CitiUnityupgraded to Outperform at Raymond JamesCiti downgraded Xeroxto Sell on challenged print marketDeutsche Bank upgraded Chimeto Buy on higher growth profile3. AROUND THE WEB:Googlehas been ordered to halt work on two data centers it's developing in Finland until environmental impact assessments have been completed, CNBC saysShell, BP, TotalEnergies, ConocoPhillips, and Chevronhave each recently expressed interest in investing in the Middle East, targeting greater access to the region's oil and gas reserves, FT reportsAmerican Airlineswill begin rolling out SpaceX'sStarlink across its mainline fleet in early 2027, covering more than 1,000 Airbusand Boeingaircraft and expanding on its previously announced plan to equip over 500 Airbus aircraft, Bloomberg saysSK Hynix'sflash memory unit Solidigm has selected Goldman Sachsand Morgan Stanleyto work on its IPO that could raise about $10B, Bloomberg reportsBroadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, WSJ says4. MOVERS:Securitizegains after announcing the launch of Securitize StocksAccentureincreases in New York after announcing a major expansion of its collaboration with Dell TechnologiesAngioDynamicsdeclines after reporting Q1 results and providing guidance for FY27Hims & Herslower after naming Jon Franklin as Chief Accounting OfficerTilrayfalls in New York after reporting Q1 results, with EPS beating consensus5. EARNINGS/GUIDANCE:Levi Straussprovided a "beat and raise" report for Q3Helen of Troyreported Q2 results and raised its outlook for FY27Tomi Environmentalreported preliminary Q3 resultsHyperfinereported preliminary Q3 results, with CEO Maria Sainz commenting "momentum was strong"Beyond Airreported preliminary Q3 results and backed its outlook for FY26INDEXES:Near midday, the Dow was down 178.08, or 0.35%, to 51,001.79, the Nasdaq was down 173.42, or 0.63%, to 27,365.27, and the S&P 500 was down 28.42, or 0.36%, to 7,773.35.
Accenture and Dell Technologies Expand Collaboration to Form New Business Group
Accenture (ACN) and Dell Technologies (DELL) announced a major expansion of their 20+ year collaboration with the formation of the Accenture Dell Business Group. Together, the companies can give enterprises greater control over their data, more predictable economics, and the performance needed to run enterprise-grade agentic AI workloads. "By expanding our collaboration with Dell, we're strengthening the power of our organizations to help our clients move from AI ambition to scaled execution to measurable business outcomes," said Julie Sweet, chair and CEO, Accenture. "Enterprises will be able to deploy AI solutions faster, align them with their business priorities, maintain greater control through private, hybrid and sovereign environments, and optimize both cost and performance."
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