Shares of Dell (NYSE:DELL) dropped 5.7% as investors shifted focus from growth to returns, influenced by Oracle and Broadcom earnings. Oracle missed revenue estimates and raised capex, sparking concerns of overspending in AI infrastructure. Broadcom’s stock fell despite beating earnings, causing a shift away from AI power plays. Dell closed at $130.10. Market volatility suggests the news is significant but won’t change the company’s perception. Tech sell-offs, triggered by Oracle’s results, led to a reassessment of AI risks. Dell is up 11.7% YTD but still below its 52-week high. Consider Dell as a potential buy opportunity.

Read more at Stockstory.org – Barchart: Why Dell (DELL) Shares Are Falling Today