Dell Technologies experienced persistent downward momentum as market sentiment toward the enterprise hardware provider adjusted following a high-profile analyst downgrade earlier in the week. Barclays downgraded the stock from Overweight to Equal Weight, cutting its price target and triggering a re-evaluation across the artificial intelligence hardware sector. The downgrade raised concerns that the rapid expansion in AI server demand may face near-term deceleration. Analysts emphasized that a significant portion of recent enterprise hardware revenue gains stemmed from higher memory component costs passed along to end customers rather than a structural inflection in broad enterprise AI adoption, stoking fears over potential margin…







