Price Hikes, AI Server Momentum, and a Reported Dataloop Deal Shape the Outlook (Dec. 17, 2025)
Dell Technologies Inc. stock (NYSE: DELL) is back in the spotlight on Wednesday, December 17, 2025, as investors weigh a fresh set of catalysts tied to the AI infrastructure boom—and its real-world side effects across PCs, components, and margins.
After rising in the prior session, DELL shares traded lower today, with the move unfolding alongside two headline drivers: Dell’s commercial PC price increases that take effect today amid tightening memory supply, and a report that Dell is buying Israeli AI data-infrastructure startup Dataloop in an all-cash deal. [1]
At the same time, the longer-term narrative remains dominated by Dell’s positioning as a major AI server supplier, with management recently raising AI shipment expectations…
