Dell Technologies News
15 articles
growth-positive
Kentik Expands Executive Team to Support Demand for Network Intelligence
Kentik, a Network Intelligence platform, announced the hiring of seven new executives to meet the growing demand for AI solutions in network management. The new hires bring experience from leading companies like Dell Technologies and Palo Alto Networks. Kentiks AI capabilities, such as the Kentik Query Assistant and Kentik Journeys, have contributed to doubling the companys revenue growth and increasing its customer base to 500 enterprises and service providers. The company has also launched a partner program, Kentik Connect, to foster relationships with MSPs, resellers, and marketplaces. Market leaders like Akamai and Zoom rely on Kentik for network optimization.
Management ChangesCustomersPartners
growth-positive
8Dell, 89bio, MBX Biosciences and More Stocks See Action From Activist Investors
MBX Biosciences is among the companies seeing action from activist investors, as disclosed in recent 13D filings with the Securities and Exchange Commission. These filings indicate that an entity has acquired more than 5% of a companys securities, suggesting a significant investment interest. This development is growth-positive for MBX Biosciences, as it implies increased investor confidence and potential financial backing. The article highlights the involvement of activist investors, which could lead to strategic changes or influence in company decisions. The investment is part of a broader trend where companies like Dell and 89bio are also attracting similar investor attention.
Investment
growth-positive
"AI is reshaping the global economy and is expected to drive every business or personal process in our lives within a few years. However, this all depends on the availability of robust data management solutions, a market segment holding unprecedented opportunities for Israeli startups," writes Barrel Kfir, Partner at Dell Technologies Capital.
The article discusses the growing importance of data management solutions in the AI industry, highlighting the potential investment by Google and Nvidia in Vast Data at a valuation of $30 billion. As AI evolves into Generative and Agentic forms, the need for robust data management has become critical, creating opportunities for startups, particularly in Israel. The market for AI data management is rapidly expanding, with significant venture capital investments. Companies like Vast Data are developing comprehensive data management infrastructure to handle large data volumes efficiently. The article also mentions the emergence of new market categories such as data versioning and the commercialization of unstructured data, which are essential for the development of AI applications.
Investment
growth-positive
Retail Investors' Top Stocks With Q2 Earnings This Week: NVIDIA, Webull, IREN And More
NVIDIA Corp. is set to report its second-quarter earnings after Wednesdays market close. Analysts expect the company to report earnings per share of $1.00 and quarterly revenue of $45.86 billion. NVIDIA has a strong track record, having exceeded expectations for the last 10 consecutive quarters. Investors and analysts will be particularly interested in guidance regarding NVIDIAs operations in China, production capacity, and the adoption rates of the new Blackwell Ultra GPUs. Additionally, any updates on the upcoming Rubin platform, expected next year, will be closely monitored.
growth-negative
Sector Update: Tech Stocks Mixed Wednesday Afternoon
The article discusses the mixed performance of tech stocks during Wednesday afternoon trading, specifically highlighting the Technology Select Sector SPDR Fund. The funds performance was part of a broader trend in the technology sector, which saw varied results. The article suggests that the mixed trading results could be indicative of broader market uncertainties or sector-specific challenges. It also mentions that access to premium news articles requires a subscription to a Silver or Gold plan.
growth-positive
[Latest] Global Email Encryption Market Size/Share Worth USD 31.1 Billion by 2034 at a 22.5% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)
Custom Market Insights has released a comprehensive market research report on the Global Email Encryption Market, projecting significant growth from USD 4.1 billion in 2024 to USD 31.1 billion by 2034, with a CAGR of 22.5%. The report highlights key players like Dell Technologies, Cisco Systems, and Microsoft, among others. The markets expansion is driven by increasing email data breaches, cyber threats, regulatory compliance, and the adoption of cloud-based services. The report provides insights into market trends, deployment methods, and end-user sectors, emphasizing the importance of email encryption in safeguarding data integrity and confidentiality.
growth-positive
JFrog Gathers Tech Industry Giants at swampUP 2025 to Unveil Major Advances in Secure Software Supply Chain and AI Development
JFrog Ltd, a company known for its Software Supply Chain Platform, is hosting its annual swampUP user conference from September 8-10, 2025, in Napa, California. The event will focus on advancements in secure software supply chains and AI development, featuring speakers from tech giants like NVIDIA, ServiceNow, GitHub, and Dell. The conference aims to address the challenges and opportunities in the AI-driven era, emphasizing best practices for secure, scalable software delivery. JFrogs CEO, Shlomi Ben Haim, highlights the importance of compliance and productivity in the evolving software landscape. The event is expected to be a significant gathering for industry experts, partners, and community innovators.
growth-negative
As X loses its CEO, daily usage is down and competition is growing
The article discusses the challenges faced by X, formerly known as Twitter, under Elon Musks ownership. Despite being larger than its competitors, X is experiencing a decline in daily active users, with a 10% drop year-over-year as of Q2 2025. The company faces stiff competition from Metas Threads, which is rapidly growing and nearing Xs daily app users on mobile. Threads has seen a 160% increase in global app daily active users year-over-year, driven by new features and its integration with Metas ecosystem. Xs user engagement remains strong, but the departure of CEO Linda Yaccarino and past layoffs add to its challenges.
Management ChangesLayoffs
Buy Dell and HP Stock Ahead of Earnings. Why an Analyst Is Bullish on Both.
growth-positive
Bill Gates, Michael Dell Back $250 Million Village Global Fund
Venture firm Village Global has raised a $250 million fund, backed by tech billionaires including Michael Dell, Eric Schmidt, Bill Gates, Reid Hoffman, Mark Zuckerberg, Jeff Bezos, and Eric Yuan. The fund will primarily back seed-stage startups and support other emerging fund managers. The firm, which has more than $500 million of assets under management, also has institutional support from multifamily offices, university endowments, and sovereign wealth funds. The firms network-based approach has helped it attract top angels and emerging fund managers, and it has financed several health-tech and fintech startups.
InvestmentExpand
growth-positive
Dell Says Servers, Not PCs, Are Its Main Growth Engine in the AI Era
Dell Technologies Inc. has announced that its most promising business is now the one that sells equipment for data centers. The company expects this division to grow about 7% over the next few years, nearly double the forecast given in 2021. The increased interest in artificial intelligence (AI) is fueling some of this growth, as AI requires more powerful machines. Despite a shortage of high-power chips affecting the industry, Dell has more than $2 billion in backlogged orders for a server marketed for AI use. The company also increased its long-term profit growth forecast and announced plans for more stock buybacks.
InvestmentExpand
growth-positive
Dell acquires Israeli startup Cloudify for up to $100 million | CTech
Dell Technologies has acquired Israeli startup Cloudify, a cloud orchestration solutions provider. The acquisition, estimated to be worth up to $100 million, allows Dell to enhance its edge offerings. Cloudify, which spun off from parent company GigaSpaces Technologies in 2017, offers an open source cloud management platform that connects to any cloud, device, or third-party automation tool. The companys solutions are used by cloud architects and DevOps teams to manage workloads and software containers in multi-cloud environments. Cloudifys ecosystem partners include Amazon Web Services, Google Cloud, and Microsoft. Jefferies served as the investment bank advisor for the acquisition.
Acquisition
Dell-EMC Cyber Solutions Group to Integrate Comilion's Technology as Part of Its SOC/CERT Solutions
growth-positive
How employees turned a bankrupt startup into Dell's Israeli R&D center
Dells research and development center in Israel was established after Dell bought Exanets intellectual property and hired its employees. Exanet, a startup that developed large network-attached storage systems, went bankrupt in 2009. Dell paid $10-$15 million for Exanets assets. Dells Israeli development center focuses on developing infrastructure technology for file servers and serves customers worldwide. Dell aims to grow by 10% to 15% annually. The company values long-term employee retention and promotes work-life balance, allowing flexible work hours and prioritizing family commitments.
CustomersInvestment
growth-positive
Dell inaugurates Israeli R&D center
Dell Inc. has inaugurated its Israeli R&D center, which will focus on developing storage technologies and cloud computing solutions. The center is part of Dells Enterprise Storage Business and is the first of its kind in Israel. Dell has invested in establishing the infrastructures and building the R&D center. The company plans to double the centers manpower by the end of the year. Dells VP and general manager of Enterprise Storage Business expects the R&D achievements of the Israeli center to strengthen Dells position as a leading player in storage and cloud computing technology.
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