# 델 테크놀로지스

- 분류: 기술·AI · 별칭: dell, 델
- 페이지: https://aisignal.kr/file/dell
- 기록: 23건 (2026-08-22 ~ 2026-09-21) · 매일 갱신 · 출처는 각 기록 아래
- 출처: AIsignal 아카이브 (공개 언론 보도를 출처와 함께 요약·정리하는 아카이브, 언론사 아님)

## 지금까지의 요약

델 테크놀로지스는 AI 서버 수요 급증에 힘입어 사상 최대 분기 매출을 기록하며 2027 회계연도 매출 전망치를 상향 조정했다. AI 서버 수주 잔고는 950억 달러에 도달했으며, 올해 관련 매출 전망은 740억 달러까지 높아졌다. 2분기 매출은 전년 동기 대비 58% 증가했으며, 칩 부족 상황 속에서도 AI 거래가 실적을 부양하고 있다. 이와 함께 학생용 저가형 노트북인 14S 모델을 출시했으며, 브로드컴이 델과 엔비디아의 방식을 따랐다는 기록이 확인되었다.

## 날짜별 기록 (최신부터)

### 2026-09-21

마이클 델의 트럼프와 시진핑 국빈 만찬 참석이 확인되었다. 델 테크놀로지스는 행동주의 투자자들의 활동 대상이 된 5개 기업 명단에 포함되었다. Nscale의 자금 조달 논의는 델 테크놀로지스와 노키아의 AI 공급 관계를 시험대에 올렸다. 델 테크놀로지스가 부활시킨 XPS 브랜드의 XPS 13은 맥북 네오의 첫 실질적 경쟁자로 평가받는다.

출처:
1. «Ronde» a Rozzano, ai pm l'informativa dei carabinieri: si ipotizza il reato di percosse con l'aggravante dell'odio razziale - Corriere Milano — https://news.google.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?oc=5 (2026-09-19)
2. Botte agli stranieri, le ronde di Rozzano finiscono in Procura con l'aggravante dell'odio razziale - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMi4gFBVV95cUxQSkhwMVg2V1p4VUc0SEdtNDhSS2xHWXhJR1dJMTJUWDVZVENTQy04RmdZN3phaVdQblBaTVpGc0dkUWZNMmhydUFiQTA5ZWlrZ0ZNTS1GTEg2cEMwckRPOHNRMHFfSnFvdkNZNEdxRi1qUmJoSEJFXzE3aXVFbXBpeGtYSGkzX2xQQmNTTkRZdFZUM3hCSFdYd1N6MklXdG9YNTFYTDUyeVlES1dBVTUyVEFUZEItbUdxWXpudlFDZGpuSWd3ZnBFZUZ6N3N5M3hBeXFMSWhMR1BLUWJVUms1S3dB?oc=5 (2026-09-20)
3. Which tech leaders are invited to Trump-Xi state dinner? | Michael Dell also on guest list | Inshorts - Inshorts — https://news.google.com/rss/articles/CBMipgFBVV95cUxObVFBM1NEcTB5bDVpTUdBWW9vejlpekNiMUtLbnV2TTA2Z0dZbTF4TzdNczY5bXRVV013OC0tZ2RPclpVdDVNVFNmdXkyeVNZNzdRdzhJNTVBempET0lCemVEazRkZDV3S1luSHJqOVdTUURiaTF2WWRURkVZazdDSm91cVMzYVBsZ1RxTWVqdW9wOU1HR2dBbG5Pclp2bjhNSVQzSVZn0gGmAUFVX3lxTE5tUUEzU0RxMHlsNWlNR0FZb296OWl6Q2IxS0tudXZNMDZnR1ltMXhPN01zNjltdFVXTXc4LS1nZE9yWlV0NU1UU2Z1eTJ5U1k3N1F3OEk1NUF6akRPSUJ6ZURrNGRkNXdLWW5Icmo5V1NRRGJpMXZZZFRGRVlrN0NKb3VxUzNhUGxnVHFNZWp1b3A5TUdHZ0Fsbk9yWnZuOE1JVDNJVmc?oc=5 (2026-09-19)
4. Ex deputati, no vax e filosofi: chi sono i membri dell'Internazionale di osservatori delle elezioni russe (dove tutti apprezzano lo zar) - Corriere della Sera — https://news.google.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?oc=5 (2026-09-20)
5. Stop dell’Arabia, incubo petrolio per l’Europa: pericolo razionamenti e barile a 140 dollari - La Stampa — https://news.google.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?oc=5 (2026-09-19)
6. Dell and 4 More Stocks See Action From Activist Investors — https://www.barrons.com/articles/dell-and-4-more-stocks-see-action-from-activist-investors-1ffbdc02?siteid=yhoof2&yptr=yahoo (2026-09-18)
7. Nscale’s Funding Talks Put Dell and Nokia’s AI Supply Relationships to the Test — https://finance.yahoo.com/technology/ai/articles/nscale-funding-talks-put-dell-114055829.html (2026-09-13)
8. The Dell XPS 13 is the first real competitor to the MacBook Neo — https://www.theverge.com/tech/994636/dell-xps-13-2026-intel-wildcat-lake-8gb-16gb-review (2026-09-14)
9. MPS: le offerte su Banco BPM e Banca Generali proseguirebbero anche in caso di successo dell’offerta di Intesa - Yahoo Finanza — https://news.google.com/rss/articles/CBMigAFBVV95cUxQUG4zYnpSWHZZbUhGOHg2VktjenUtWmxMQldLczZIZkZ3WXU2dm9tSmc0a3FtM3ZRTXdIMjBlWTh2Q3dXSFd3YndkN2tONU1rRmdoRUdiTHA0UVlheWlwVUl5N1VtR2FJNkhuT3NrbGRmZHlzdFhobWRJaVhqNmZQMA?oc=5 (2026-09-14)
10. Scuola, tutte le novità dell’anno scolastico 2026-27: ecco cosa cambia - Sky TG24 — https://news.google.com/rss/articles/CBMihgFBVV95cUxNSnN5aXU5UzBLS1ByVkhNTk9Od0xzYUc4OVhNSnJ4UDRYUmZHMUZ1dDNhengyTWFhdXJ4b2NIX01rTTVpSUJBdzFvUzdGb21YakZFbjBieXZVckJNZko4dkhuV0x0ODlEelRWcEV5TlA3eXRReUhnSFA1UVNvN0s3VGtCeXM2Zw?oc=5 (2026-09-14)

### 2026-09-20

마이클 델의 트럼프-시진핑 국빈 만찬 초청 명단 포함이다. 짐 크레이머는 Hewlett Packard Enterprise(HPE)가 역량을 갖추었으나 델 테크놀로지스의 팬으로 남아있다고 언급했다. 델 테크놀로지스는 AI 붐으로 인한 성장과 부채 관리를 위해 40억 달러를 모색한다. 델 테크놀로지스의 주가는 지난 1년 동안 331% 상승했으며 추가 상승 가능성이 있다. 에버코어 ISI의 Hewlett Packard Enterprise(HPE) 등급 하향 조정 다음 날, Hewlett Packard Enterprise(HPE)와 델 테크놀로지스, Super Micro의 주가가 각각 4% 상승했다.

출처:
1. Which tech leaders are invited to Trump-Xi state dinner? | Michael Dell also on guest list | Inshorts - Inshorts — https://news.google.com/rss/articles/CBMioAFBVV95cUxPT0VRQlZCeklHVGVMVkxTczlZQXlDMThKLWZlMmMwLU5wUzJ4WWxSdUt4eUJYb2lySWJ6M0JLZ0FMNVJYNmRlWjdfU3FJYlVMRWhRM0s2U0FhQ3dZQVNNeFAyTENhYWN1T2JZUGZBLTVYWHVJcDJ1TWZQbXl0UzlhanUxREdORFAzSmpER2pBeUpneUxoczlPcThHYng5ZDZn0gGmAUFVX3lxTE5tUUEzU0RxMHlsNWlNR0FZb296OWl6Q2IxS0tudXZNMDZnR1ltMXhPN01zNjltdFVXTXc4LS1nZE9yWlV0NU1UU2Z1eTJ5U1k3N1F3OEk1NUF6akRPSUJ6ZURrNGRkNXdLWW5Icmo5V1NRRGJpMXZZZFRGRVlrN0NKb3VxUzNhUGxnVHFNZWp1b3A5TUdHZ0Fsbk9yWnZuOE1JVDNJVmc?oc=5 (2026-09-19)
2. Jim Cramer Says Hewlett Packard Enterprise (HPE) Has the “Horses” but Remains a Dell (DELL) “Fan” — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-says-hewlett-packard-115028988.html (2026-09-18)
3. “Un rapporto dell’intelligence scritto con AI ha quasi scatenato una guerra tra Usa e Cina” - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMiowFBVV95cUxNUklBV3R2VFBZRVRxckdaU2lZSGlYMldMYlFvMVZpcGo2WGpBNm5NUXJndnQ3b09FeXZOZ2Q0ajJEb0J3MVRTU2hEX1prcXU0NUtnMEpGekhBT21VZzFIaVJWa1pWalkxU3VhUTV1UlZuVTFhNXNQOG9IaFYyb2RXa0JESTNWNGl6MDB2NFZ4Ul9wcmtmUVY2MG95LWRFU0dXRk93?oc=5 (2026-09-19)
4. E' morto Sandro Mazzola, bandiera eterna dell'Inter - Adnkronos — https://news.google.com/rss/articles/CBMilwFBVV95cUxPTVJKOU1taURtNjE2d3dqV0JHd1dWdElrNzJ0Z252Q0Iway1pQmk4Y05hQXEwVkJhM213NWtZRzFqSS1hbE84eXJnNXFkZUVNUlNEY2JCU2xXVzdPVTJsNHRTV1dqS1paMUttdWpLeWdjQ1FmeEU3b1Y3c2pfRHhfNF80cXdwM2I4eXIxYUh0SWl0NjI2blJn?oc=5 (2026-09-18)
5. Nuovo incidente di sicurezza dell'AI: Gemini di Google sfugge all'ambiente di test e hackera tre aziende - Corriere della Sera — https://news.google.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?oc=5 (2026-09-19)
6. Pannelli solari, infissi, pompe di calore: verso il ritorno dell’Ecobonus al 65% - la Repubblica — https://news.google.com/rss/articles/CBMi2wFBVV95cUxQRUlvR1Nzc01NeU95dFFOWWNVY2hGelNFbDNUQUU0RnltbEZQVVlFbnlNdHFYM2c3UTRyVXZjUzlZRW50QXd1cjMxZV83ODgtaGdDSTc1aER4ZlZGUThZeC13Z0ppa25ENDlDSHpjaExubnV5Sjl5b1pLcXg1VWF2dDRoUEpNTVZtYlQzVFdrM0k0aWprRUtPaFNyZDcwdmpDOTdQWDhaNTN2TXpUOURkQzJ3ZEhFQmdhc29ZR2RUWW91U1VPMjh6cjdqMGN1NjBRRWdWTm5HV3ZxRVU?oc=5 (2026-09-19)
7. Apple, sciopero degli store italiani nel giorno del lancio dell’iPhone 18 - Il Sole 24 ORE — https://news.google.com/rss/articles/CBMioAFBVV95cUxPMlRyY3o1dVhvSzNma0VRTl96YVZyekgtVDYtajRSVFNKbC1GTHllWk1iMjV2VkpVSUVyZTR1dzItWnF0ZXU4SF9uYmlVLTBzdXpTeGQxbVdkckVwREdBZU5JU1lOZ1UyRDZQOEFEdFBFdThPd001RmNReDdkaXQtdFFSMU9NSTJqWU9KYWZtU0IwekcxSU1JRkYwemZKVTJO?oc=5 (2026-09-18)
8. Trump: 'Accordo con Danimarca e Groenlandia per il controllo Usa della sicurezza dell'isola' - ANSA — https://news.google.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?oc=5 (2026-09-18)
9. Dell Seeks $4 Billion as AI Boom Fuels Growth and Debt Management — https://finance.yahoo.com/technology/ai/articles/dell-seeks-4-billion-ai-012428686.html (2026-09-15)
10. Dell Stock Is Up 331% Over the Past Year and Still Could Run Higher — https://finance.yahoo.com/markets/stocks/articles/dell-stock-331-over-past-174502244.html (2026-09-14)

### 2026-09-19

AI 서버가 델 테크놀로지스 주가에 영향을 주었는지에 대한 논의가 있다. 델 테크놀로지스 주가는 2026년에 3배 상승했다. AI 수익과 관련하여 델 테크놀로지스 주식 매수 여부에 대한 분석이 제기된다. 한편으로는 현재 시점에서 수익을 확정 짓지 않겠다는 의견이 존재한다.

출처:
1. CoComelon Puts a ‘Peaceful’ Spin on ‘Farmer in the Dell’ & More Nursery Rhymes for New ‘Lullabies’ Album — https://www.billboard.com/music/music-news/cocomelon-lullabies-album-farmer-in-the-dell-premiere-1236343027/ (2026-09-18)
2. Did AI Servers Really Quadruple Dell Stock? — https://finance.yahoo.com/markets/stocks/articles/did-ai-servers-really-quadruple-010109395.html (2026-09-17)
3. Manager di Microsoft: “L’addestramento dell'Ia è il più grande furto di lavoro della storia” - la Repubblica — https://news.google.com/rss/articles/CBMixAFBVV95cUxOUjVXWkhRU0xjSUxWWHRucDJmMGsyNEN5UFdLWTRra2lRWXVaR3Y2QWxIamVhSFQ3akJBb3lvbEprMG84ajBKNk9BVUVXbUM5WU91ZHMxWjd5Qm1fY2o2QVktTTRxdFNOUUpmRkQteVJzV0lQaDJOdERNc0hpVTNReHhqckRqMF9zNkh2WVhqYjc5XzJZWmhIMEViQUlpX0xpc3VVQk44V1FlZ3I4MGEwRGVOX2g5VFlBbHpfVUFhbk5OQ1Nu?oc=5 (2026-09-18)
4. Mattarella alla «Stanza Rosa» dell'ospedale di Grosseto: «La violenza sulle donne è un'emergenza di primaria importanza. Non basta punire, occorre prevenire, partendo dalle scuole» - Corriere Roma — https://news.google.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?oc=5 (2026-09-17)
5. L’uomo più ricco dell’Africa vorrebbe che tutti comprassero una quota della sua raffineria - Il Post — https://news.google.com/rss/articles/CBMihAFBVV95cUxOYUxlNExIRUJNc3VjNGJlTDJzRzVOazRXcU9rdGtnT0g3SU1IcXNNaFQ1QzJOZFAzNmRVUV9OXzlCejF5eThYeTA5RHVZUHVzTHZERmVGdnZfandTVEV0Skpjc3BIZmI3VDBNeThCU1JKSUttWDR3MkVrdW5KeHFSeDBQMDE?oc=5 (2026-09-17)
6. Maltempo, confermata la fine dell'allerta arancione. Sarà gialla fino alle 22 su zone B e D — https://news.google.com/rss/articles/CBMipwFBVV95cUxNQzVVRDNQbU1JTEMzOUlVbnV0V0g4M05iMHVpTTliVXF4a3ZMTU9Eb05COGdXc1F6MU1BYlRvb2sySThhbUFkNUpmVjZ2V0dldmk4T3p1TTZfRGFWbXlxYzJ6REgxUkFJM1ZaMEU0Y3BEMkwtaWhGY1Z3b0lKRjNsQWxnYmllTDlIOWszb2t2cmRZM3JTd2JEM0pUNDVzYmxFYVpKQXYwTdIBrAFBVV95cUxNOEJVSzV6TWREeGl0WHZvMXhzQkQ3VE5rTkFOZ1lySk5HLXgtdzVDVlhGLTdiX2xJX0w0eUF6bFd5YjFFYWxPVzgxS2p3ZmxzZ1BzRkZPSkJReVZTMTRJNkZlQmtRd2tyYW00R0Vaa0w2Z3BtWndmaE42WGd1elRyNm1IeWl4bkNIcjNqS1Q1U3EwZkEzQ1JIRFlBX2lnYmVqOTJzWE1LQ1hxTFZw?oc=5 (2026-09-17)
7. Orsini all'assemblea degli industriali di Napoli: «Mezzogiorno va meglio dell'altra parte d'Italia» - Il Mattino — https://news.google.com/rss/articles/CBMitAFBVV95cUxQMkFfWmdDN0xSWERjakhIazFmalJDMkh5N1ZIclUydTVDQ19CdUdlZlpBbUt2MzYzLTkza2QwcDBJbjRYNXhuZk5FdkRGbmdSYUNXd1J3dGhoSVN1V1VaSGg5QU9uRnBCckhiUGgxcVJfekw1LWRxc0FtNXd4NWRXS3JCZ2pTVDZOY0Y2OUhld2JiM24xWTlnY0dyakl0aGo0c1lZOUVPdG9vQTd3aVFrWlBseE_SAa8BQVVfeXFMT2dEOWYyOE1WclQzSF83WU5HckFlSHFQM3dtWHpHQzdOS0Y0amJBQUtqdlYzSE1UcFdXN2RPM0NlSTF1OUp3NkRScW9XU1VyTFUxQTNMdTlBcUJuYzFRbkNmVkZUblQzS19jNmZHVzZLdVhRT1FCMFBmb1Q4REp2VWYxZ1BuemkyMWJxejF0WG9HUlk4LTBJZ09FQVRLRWVsR0RkME8yVmdUb2U4WVhyWQ?oc=5 (2026-09-17)
8. Australia e Nuova Zelanda potrebbero seguire il Canada come membri associati dell'UE, dice Metsola — https://news.google.com/rss/articles/CBMi0AFBVV95cUxOQ0ZHZW96OW9TRXduMjhJTlB4eW5Jazh5QUhaZk8tUkJiMUw2WnFuM2lHdEp6WWF0Q20tTjU2OERBTG41cVp4b3VOWHdyQUhzM0M0REVYYzNkc0FkdTNQZEFMbWFrbzNOVzRvcHEtR2xxYWdsNlFyUjhJOVd4X25sNzY5RklVTTRtSjEwQzBFSTA4NXlZblhFMkZiRWUxX1RJS0xmalJvTHpRaTZsNC03dHBHU3hoNmk1eUNFZUROV1V6clZweGdaMEs3aVBUMTN6?oc=5 (2026-09-17)
9. Guerra Ucraina-Russia, le notizie in diretta | Jet russi entrano nello spazio aereo della Lituania, caccia italiani in volo. Kiev: «Ci prepariamo a incontro Trump-Zelensky a margine dell'Onu» - Corriere della Sera — https://news.google.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?oc=5 (2026-09-17)
10. "Sei intelligente, interessante, però non ti lavi! Io sono maniaca dell'igiene": Asia Argento punzecchia Giuseppe Cruciani - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMi_AFBVV95cUxQSkFVS0NLa1czUHFuSzB4OEJwdnJkY1VySHhoLW1PbE1LODJDTnlINzlKekZ6SnR2YWQwRnhYRzU5S3hDa0RRalEwaHQzQk5NYTBHaEdlQlhQZEJTYzFsRHRVTHo3cEhmNmtaZ3g4eEFtSHVpSDV6emFLcmhJRTNmVEJNd0Ffai02T2xVTnF5YXFiOU1ib1NkUi1uY3B6UFlhLVJIU0h1TS1GQzlxcnBUcXZ4NEx2a29mTkRhNmt0dVVjMEtBOUVlNWp1TkU2UFdKa1l3Q2hpWmNDelhHSnJ3b2RaNDIyNDg4UEQwUDdRZlFSNEVGX1p1VTFITkU?oc=5 (2026-09-17)

### 2026-09-18

마이클 델은 77억 달러 규모의 보험 주식 투자를 진행했다. 마이클 델의 자산은 약 2,620억 달러로 증가하며 세계에서 다섯 번째로 부유한 인물이 되었다. 한편 도널드 트럼프는 17개월 동안 미국 의회 전체보다 더 많은 주식 거래를 수행했으며, 매수 종목에는 델 테크놀로지스가 포함되어 있다.

출처:
1. Michael Dell Just Made a $7.7 Billion Bet on This Insurance Stock — https://finance.yahoo.com/markets/stocks/articles/michael-dell-just-made-7-153914458.html (2026-09-16)
2. Morte avvelenate, la pista dell'omicidio sempre più concreta - ANSA — https://news.google.com/rss/articles/CBMi5wFBVV95cUxOWUhaQl9LT1NzMnMxREYzZTlfdWV4WkF0Uzc4WEhLWkNyMzFtclBGV0wwNmFkTkZvcXI0aHNNWVR6bjVCQkd3S3JpT1VGbTVBZjVJTXl6aVo5NHRWMW9fWmt1WDFNR2hEN1BvSHhscENDX3FFTENTZnU0ZkRHd1JzTlNLMFRONjAzS18tdlRHRHFheWpRQ0dlbUg4YUFkRXBiMnJfOUxHbU52OGhvN25Gam1XWVgtSmdJOTl1UmhJdVdrUElXY1hwbmJPWDNvNXhlZWRZVnY0R1F4Y1AyYTJQc3NYWjlidlHSAewBQVVfeXFMTmtwQ2hkM2lfVzBEc1NUeFdyOTJxVktrdVlKX1otYlNvSkM5VGlfRUx2Wm1MZ2RDcGNmelUyQ3hlX3lGblZlMnYzZURNVzNWQ0t0TDZHRVRTajNaTDdHQ200SHYtX0ZoaXhfTWNqNHR1MWhlNm0zdzRMRjIwT19Cc2pSR0k2QXZSeV9nRzZJdENUYWNjN3NXdUFVX0JLZEVBaVA3WkgxS24xeGhJUXMtRGJIX2hzOVRaSURzeDE4RURQdndaQTJ1cEhUVFpiVTUwRUw2Qkx2Z2ZDUUw0WkwwZHd1bF84ZHhKTGgxa3A?oc=5 (2026-09-17)
3. “Ho perso due figli”: la disperazione della mamma di Gabriella. La lite con Sean la sera prima dell’incidente - Il Resto del Carlino — https://news.google.com/rss/articles/CBMihAJBVV95cUxNRUlNZjhWMXd2ZDlWQUk4TGRGdGhtRGVQN2ZkVzg2RlB5VGpLV01URTg1azR0eGFrV2tld00yc19vRDNCeUZVVFdrajZTYjdib0NsMS1DXzV4aXFEV1dIYjhsLXNETzBKZWVyMVdSaEhfSWF0ZVI0WkdWX0g5aXdJWDBoOTZvMHhsa2VfLTFua1diakZNSVBhbm5uM05zTjRsNjJ4M1BNdjJtZExaY25haGRwejRnQnpJQmtwbzJFWklsMnR3X3pGNFZPWDFSNlUxempLdDM3alF5MDJxVmM2REJUbW5nRUNjT3N5TDJtc1NLYU5CcnN0c0wzREpaM2h3bXEzVQ?oc=5 (2026-09-16)
4. Social, la svolta dell'Ue: divieto per gli under 13. Von der Leyen: "Schermi catturano l'infanzia" - RaiNews — https://news.google.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?oc=5 (2026-09-17)
5. Rubate nella notte quattro copie del libro sulla principessa Diana (scritto dal fratello). Prima dell'uscita in libreria - Corriere della Sera — https://news.google.com/rss/articles/CBMisAJBVV95cUxPMkNYX2I3MEFoeFJRckphUGtZdDF2TF8tS0hBTWFWdVlZZ2lKWU85ZWhJc1FEckxISkE1VFdHSDJoczh2bVdtd0l4NzZFVHQwYTJxSVFWcnh2R3dNWUI0SndzeDB2Mm9DWmRlcHY2NGpzeDE2czJMQmwwd0poZDVMNlViczZLVExBaTBjdm1FQnRVV3RzUzVSOGlYUUtRR29WclJ4bHdnNUdUVWZTdkJpQlVjQ2xNdGZIOV9PSmxwU1BERkJkcXFJMTVPVkF0V0JsQ3lLcjB0NzNIR1dtYm1OX1NjYjdzaVhiRjZodk9pYVBBZmhtbXNrMzlqaEV1V1RUU2RfYWdzSUZTSWdncV8xRjFRbWdUS1EzT0FTNFJJRkVKWDZqdXF1YVVadC1LUE5z0gG2AkFVX3lxTE1KZmYxWmhvY2hWaXlRY1V1LWczMlZVNko5eTB3ZnVCNG9Fb0MxTjVhTUxMcWl1WGFEeVdSMTFVMXRLM1ZiMFdvQlZIaW4xV3Q5YmdpVUdIc2s1bVZ5eG5LeFZUWlo4Qm1OUTBkTVNxSGJuV3hPSkg4WGNvNGozWDBrd09GbllidEV0cnZJb2YyRmZrZkgxZ0szUkVtM1I1TnhxNk9tTkVBNWlYZ0RBZzdwczNGcmQ0VVpkVEZ1ZWpoWDcyQ0d2cG40ZTNaU2Ntd2hyM295WDhYWVp4aFdrTDlNUjhZTW5iRFRBS3gxZ3JodVVYb1dPclB6LTR2X2RHMzM4SHRCN0NnYW5Ob0ZLaGFCeG1UNlp1clRsVkl3UEEwSl9HUUd1SU5GU0F3VWlGZjFMUVJfTHc?oc=5 (2026-09-16)
6. Atti giuridici scritti e inventati dall'AI, il caso shock dell'Australia sul caso Susan Neill-Fraser - Tgcom24 — https://news.google.com/rss/articles/CBMi1gFBVV95cUxNY0ZGTzM3VzdrYUpVQU93dUxNZVJ1X2VCNkloSzgtTUtabmR1dm14TVlzVUV5aDloQzJVVERBTlZydTBGRHN5N2d5S1dsVk9mSjdSRkFLcml4UGs5Wk9laG8yaVNBTS1oOHd5RndUNTQ3azMyM0pNRVZURzhmYjBpS09KSUJoMXJ2YUdUcC1GV2ltcjhBUzF1OEJZcTZMY0dZeWNEcmd1cVR5OTZwN0UxODdDckVnRWxUaXA2UnBLbWg4UWVUbVdXRzlfa3k0UWtqX2VWWHB30gFoQVVfeXFMTVBRTW54eWhaUUhyN25zNkphWC1SRWotdlpoc05YME5wQ3Q1Rm5hend6bmpWSjZuRjl2LXA5VUVXMzFvc3lWUlY0LV9yaUJUbWNjTjdaMENaYTdwUVA1RkdGMVNoMnFtQXA?oc=5 (2026-09-17)
7. Canada diventa il primo membro associato dell'Ue tra le acclamazioni dell'Europarlamento — https://news.google.com/rss/articles/CBMiywFBVV95cUxPS0VTaUZOMEJVRjlzMm9VMnZObTNYbjJDVmhLUlJzck1IanJ4Qm16aExhcGxMY2g2U2xJcTFnZ0sxeVRHSU9kTjUtUnJwVXB5NU5XLWMzeXd1T2U1MWJqRzVRZWN2bmVEWnpSQzBxeUFKNk45d3VlczAtMlNhdDRFX05UUXljSlZ4N1dIbE5ncldiRUg0R21ydmxCaW92TlZmWTd6VmN4bGhnTGE2Nnl6TlhMMUM5bW1TaE1FOVB2YUV6amE5NU15dGI1QQ?oc=5 (2026-09-16)
8. Von der Leyen su stato dell'Unione: "Ultranazionalisti e interferenze vogliono frantumare l'unità" - RaiNews — https://news.google.com/rss/articles/CBMi-AFBVV95cUxQRkVlX05sYzhfLS00c0xVR1lQZTlmbEVXT1RGa2xoRFhaNmlGTGdsTUhaczFpLVVyTVJLZDRqS3dYSy1Tdk9ZV0E1OVJ1UnRVZS1xUTRpNFVFbFBuSUl1TDhOdHlZSGVYdHMxdUh2Y1ZPR2dodGZOdUZFNnlrY0xtUkJVRU1EZWdKTUtnM1Z5dWRSbTBYTDhXVXJycm5landXTFdXR1JvZ2w4aE1HSTlCSzRveGFKSG9KdC11SFphS3RUS3piSUlsanJDTm5wV2xpcnQyeGI4SGNpQ2R2UWJNVVBXZ01fZTByQXlNbUhSSXZfN3o3ZFVPeNIB_gFBVV95cUxPaTR5RUdjNmRfSDRBem8tbmkwME5FdUxFNng0b1BmSVo0ZXh5T2dyM0NWNzhBenFXMEt2TUtkTWxlZDRMVTI4OUJVd2lqbnVHaHNOdXlxOGRmZlUzVmhTRm1paTU5eG1lWVBqNnowU1d6ZWl6UEM0NExzRE9JbGprR0hlWmY5WlRleHlxY21meFhuMzBXMjYwb004QzI4TWhNTkJhdXRUSDdILUdpMlF4N2xLNUtLTS1USTcxd1ZRaFRHeXlYUG44SVg3Qnh2VlpfRFByYnFfWWRkbFhLMW9TRHFJSnV6THpKQlBiRE9FRWdtUi0waDhBV2VGWktWQQ?oc=5 (2026-09-16)
9. In 17 mesi Trump ha fatto più operazioni in Borsa dell'intero Congresso Usa (e tra le azioni comprate ci sono Dell, SpaceX e Palantir) - Corriere della Sera — https://news.google.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?oc=5 (2026-09-15)
10. Le foto del matrimonio di Ilary e Bastian: il momento dell'acconciatura, la figlia Chanel, gli invitati - Corriere Roma — https://news.google.com/rss/articles/CBMi_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?oc=5 (2026-09-15)

### 2026-09-17

Zach Dell은 배터리 함대(battery fleet)가 미국의 인공지능 전력 부족 문제를 해결할 수 있다고 판단하고 있다. 한 분석가는 델 테크놀로지스의 주가가 현재 지점에서 최소 20% 더 상승할 수 있다는 예측을 내놓았다.

출처:
1. Messico, la catena di delitti del killer dell'Erasmus: assassinate quattro ragazze della stessa università — https://news.google.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?oc=5 (2026-09-16)
2. Why 1 Analyst Is Betting That DELL Stock Can Gain At Least Another 20% From Here — https://finance.yahoo.com/markets/stocks/articles/why-1-analyst-betting-dell-140003788.html (2026-09-15)
3. Rabbino picchiato alla fermata dell’autobus a Milano: in questura tre sospettati, sono ragazzini - la Repubblica — https://news.google.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?oc=5 (2026-09-16)
4. Pestato e insultato alla fermata dell'autobus: aggredito un rabbino a Milano - MilanoToday — https://news.google.com/rss/articles/CBMieEFVX3lxTE45Z2ZydTBTc1RxQ0RrUUZWQTgzbHNVNEtKOVZjU1NoVGZhZENFSWQtVDY1ZnlXUl80ak5BS19PWHhaRTRZNEJMLWR2azd3TEhJUTctbUJtak84blRCYTd6NVR5WU1vOVJGTGwyUUdVdi1QdUdWelBCWQ?oc=5 (2026-09-16)
5. Milano, rabbino aggredito da tre sconosciuti alla fermata dell'autobus: «Preso a calci e pugni». Lui li filma e li denuncia - Corriere Milano — https://news.google.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?oc=5 (2026-09-16)
6. Stato dell'Unione, Von der Leyen: "Vogliono frantumare l'Ue, lottiamo per la nostra idea di Europa" - Tgcom24 — https://news.google.com/rss/articles/CBMirAFBVV95cUxQanNqbUpLZ0hadkNMUHJWRE4yN3F4OTgtRVdGZ2QyYjlGdkYwZ0FUSjlGSUJIR1kwaVNoWlBNVk9RR1pvNktjazl3WGZURzAwM05weE8yVHN1UVVXNHI4Qmt1SkFIdV9NX2REMmpCcnBXMHNaOWlieGZVN3FudzNfdlBCS3A1S0hSSndWYWx4SFRxTXNLd2FydWtucXlpLUFpVGR5WTd0SU1LQ2Ff?oc=5 (2026-09-16)
7. Il Canada può diventare il primo "membro associato" dell'Ue: ma cosa significa? - Europa Today — https://news.google.com/rss/articles/CBMiekFVX3lxTFBjVXc2QmVwUVJBelZrc3JNTi1yS1ZzZnhjMWFJajljUk1LWThITEVVYlFMT1JwRWtaeEpuYjh2bWR2alhsSlVmMEVUeS1kc1M0a3NRTDBWNEJseEVWNzY1MzBuY25jWFM5VFNHcmw4WUVybDBPS1NvV09B?oc=5 (2026-09-16)
8. Von der Leyen: “Il Canada primo membro associato dell’Ue”. Sicurezza, energia e difesa al centro della nuova … — https://news.google.com/rss/articles/CBMinwFBVV95cUxNZjY4YWNTZWJXdklwMTkyQmRQcXFUenNueG5YcHZyLXdXQVRkNVFqV3ZCZ2FIYTVzMW5RNWpZWTdpU3JFeVFOaXZ0VTBFT1o3SEg3WEZINlRyaDd1STV6QWhESFoxOFVXR1Qya2VkbkhvVGRfVWpmV1lBRDhkTGlUZ29BalRXRVkwaFZBTTE1aHg0b3FvUzFVSVAwd1ZXQTjSAaQBQVVfeXFMUHRkOUJXSExuSE1NX0taaXRfZHdHSnVvWkhDOEs5N3lHd2pPZC1rLXJ3M3FzeUt6RHBfTy11dWtGVGwtWkVOa1NZOThZektnVGNXR2VhRXJzS0NPNFM4czdnRXpTeDJFSVpmRjVzamVhb0tNOVdLdEVDVk9mX3hWdkUxb3p0Um4xOEZ5YXZqaHJKZ2FqNVhybjNWX0YwREhXcWFlalc?oc=5 (2026-09-16)
9. China’s Z.ai raises revenue target 25% after US$5 billion cash injection — https://www.scmp.com/tech/tech-trends/article/3367755/chinas-zai-raises-revenue-target-25-after-us5-billion-cash-injection?utm_source=rss_feed (2026-09-16)
10. Von der Leyen, il discorso sullo stato dell'Unione in diretta | «Ultranazionalisti e russi vogliono frantumare l'Unione, dobbiamo lottare per l'Europa. Inviterò i boss dell'intelligenza artificiale. Canada primo membro associato dell'Ue» - Corriere della Sera — https://news.google.com/rss/articles/CBMirgFBVV95cUxObVFSYnhscTdiOW5NaXVQTFhoNXd5ci1WNnVUY3piWUs3OTFlU29TcUdKenE1TWY2VHNSNE9waURsbmN2WVlJTV8xLXNSX3oxMTJJMWk3Nl9PaXR3YlcwSUxBMENwSWJYNXdPQ0N4SW8xS0pHSDBsX0tTWkxJNThKYXFvbnZUanJjdW9pcDV4WGtnR2U1cEFYeDNMSm9vN1RheWxidU1sU000ZF9JV0E?oc=5 (2026-09-16)

### 2026-09-16

델 테크놀로지스(Dell Technologies)의 DFO 매니지먼트와 시퀀스(Sequence)가 77억 달러 규모의 거래를 통해 볼드윈(Baldwin)을 비상장사로 전환한다. 델 테크놀로지스의 주가는 사상 최고치를 기록했다. 한편 인공지능의 위험성에 대해 버니 샌더스와 스티브 배넌이 함께 목소리를 냈다. 트럼프는 인공지능의 위험이 지구 온난화처럼 허구라고 주장했다. 중국은 인공지능 개발 속도를 늦추자는 빅테크 기업들의 요청을 알람미즘(allarmismo)이라고 평가했다. 그레코는 인공지능 개발 중단은 공상적이며 더 많은 보장책을 위해 노력해야 한다고 밝혔다.

출처:
1. Baldwin Group to go private in $7.7bn Sequence-Dell deal — https://finance.yahoo.com/markets/stocks/articles/baldwin-group-private-7-7bn-144147607.html (2026-09-15)
2. L'Ai unisce gli estremi Usa: Sanders e Bannon insieme contro i rischi dell'intelligenza artificiale - Corriere della Sera — https://news.google.com/rss/articles/CBMiqwFBVV95cUxPT2RFd2JXOER6eDRMQzdZVGU4dGlNRlh5LWVuTVBiYmtOa0RFSlpDb201U211TEVfRG9xS1JzLWFxZ0FzcTM4d2FfaXNrUk5oRG95YVdTTFRDa1BOMVpfcHY1T1BURWZObEg1am9QLWRGYjJvLXRlRzc4YVpmY19qWlUtYW1Xc1NhdlJQaVBNSHpEQW9fcXpKbU5vLTZ1Q2lSR2c4Q1UyN2QyNTDSAbABQVVfeXFMTzBQOGYtYWNZUHczYnNtNDNrci10QVN2dTlBSm9mbGlHWjVoZF9vQXFUbHIzRFNWS2xIMEl3YktxbHNpc2p0dG1OX1N3T1pqSS11RkNuRmtWLWRvb0Q4Qnp1WkhBS0d2YTFibV9wSVZkT0o0a21TSDNqQmhtXzVVT2g1eTcwcHlYX0dyejYxS2VNNUlTZGJTNWdNbFpLSHJJT1ROOVdReXFxSV83MXlVZVQ?oc=5 (2026-09-15)
3. La cenere dell'Etna blocca ancora l'aeroporto di Catania: voli sospesi fino alle 22 - Tgcom24 — https://news.google.com/rss/articles/CBMiqgFBVV95cUxNN29oVERrOVRaMHZGRTBjMlZ0UGEtSUliTTdrb3FCT09YOThsVVJBWjJyRGp6MXpSX3pEeGFYUXpsQ29hbzZfUHlMYWZfdlJwbnhEeEVlb3NYM3RwX0haX01rZ2JramhreEI3dnBsSnJSRENnNGRnbEhlSVdDVm4yX242NDhQZUtlczNzZnVwcDZpX1RZbFN1UjhNNlo1WDBQZnQ3SllKcU56d9IBaEFVX3lxTFBlUWRxZF9JSTFEc3VIYV9WQzliTzE1N2tic3l3dXZLd2lCRWZWUzRPOXJ6VklRQ0lHNDUyeUJxdkk1eHRpZXVWbnVBWVc5SDR0WTNOWDZsQWVJRmNoVmhtZzVrNlF3SEVO?oc=5 (2026-09-15)
4. Dell Technologies Stock Hits a New All-Time High: Is It Too Late to Buy? — https://finance.yahoo.com/markets/stocks/articles/dell-technologies-stock-hits-time-133940809.html (2026-09-15)
5. Cina, 'appello dei big dell'IA a rallentare è allarmismo' — https://news.google.com/rss/articles/CBMi4AFBVV95cUxPVHBGMXQwNllCOGtpSlI5c2x4MlFFWldLNzZPb1RaNUlIQmtwclZRWERXLTZNaWFpV0VCS0h3a1ZiVVg2aGo2Rm5NM0xPSWI4TlpLLXoyOUVjLTIybDhCYkNUZDg2QlYzejgyb0lGNGF2amh1YUltdnRjZ1A4Mm9nTmtfeTlUaV80MFQzZ1lQVERtODhqcVlKX05EX3huYjM5ckstQjZmT2RpVklRdUgwOFJZYjNBOFI5Q2FnczFmUmZOSDVXOFdBWjhaeHlObldYNlFMd3llekt6dUpFazE3bw?oc=5 (2026-09-14)
6. "Accettare il Parkinson non significava arrendermi": Michael J. Fox commuove agli Emmy Awards. La storia dell'attore e della malattia che ha cambiato la sua vita - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMipwJBVV95cUxNdG5CUHlFRXduUmN6c0czWjBMX0NodC1YLVd6MVU0MkZpQ1RCTG5uUHdhR2tMTmVfQmdJcEtxZEVROURvQ1JoOXZ4UXpsTHhGNmxoNkxRMUhmLW1HVjQxSUo0Xy03Z0JXVkszOXZOcVlXSDBGS2lEV2FRd3B4R0lBLTFpVTRRaGIwNUs5d1k2NWxOMDQ3STh4VzBGQ25xNlVQbFA0VGJGY2dFSkRHT2JEOTV2ZC1Bby1VMzdSQXIwWGNKUV9INEp0WjBuYjl3VnF2WFFNWTliU2xYTzFqOVdqZ3ZackV4OUlZZ2Z2LXc3S0E5T0tzemo3M1QySTFvZ25ST09oNFRERFJoU0JmNmNabHh4bkx1Ylg2M3EtcjlEd3AtRWNjX2Fj?oc=5 (2026-09-15)
7. Greco: 'Velleitaria una pausa nello sviluppo dell'IA, lavorare per maggiori garanzie' - ANSA — https://news.google.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?oc=5 (2026-09-14)
8. Trump: "I rischi dell'IA sono bufale, come il riscaldamento climatico" - RaiNews — https://news.google.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?oc=5 (2026-09-14)
9. Scontro Usa-Iran al vertice dell'Aiea. Teheran attacca, 'ci hanno escluso' - ANSA — https://news.google.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?oc=5 (2026-09-15)
10. Trump, Cina e Canada: il mondo si divide sul futuro dell'IA - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMivAFBVV95cUxPc3dKamdTMDREMm40VXRIWjhuQmxoRVdrU21jZ0ItREVldUdiZm92RE55QjdSazlQV0kxdmd1OWlkanlmOWFXaVFFbHRrSEw1empNRGx0c3l5LURUeGpuUC1qb0xYZEJDN253Uml2RGlvbTF0RlNjWE55QnFOQlg3OGNOUWlFWndOVVVER3p4Rm5KQmxDcVZUVDJXTlhUNDdDYTc2c1VyUEpRek9yQXJqaXVPaDB4b0p6SF9WOA?oc=5 (2026-09-14)

### 2026-09-15

델 테크놀로지스는 5% 하락했다. Hewlett Packard Enterprise는 세 자릿수 상승 이후 등급 하향 조정으로 9% 하락했으며, Super Micro 또한 하락했다. Oracle의 백로그 규모가 6,640억 달러를 기록하며 델 테크놀로지스와 HPE에 시그널을 보냈다.

마이클 델의 DFO 매니지먼트가 이끄는 컨소시엄이 기업 가치 77억 달러에 Baldwin Group을 비상장사로 전환하는 계약에 근접했다.

출처:
1. Hewlett Packard Enterprise Sinks 9% on Downgrade After Triple-Digit Run; Dell Falls 5%, Super Micro Drops 8% — https://finance.yahoo.com/markets/stocks/articles/hewlett-packard-enterprise-sinks-9-140418596.html (2026-09-14)
2. Fine dell’austerity da pandemia, papa Leone cancella la stretta agli stipendi vaticani dei superiori - la Repubblica — https://news.google.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?oc=5 (2026-09-14)
3. Dell’s DFO-Led Consortium Taking Baldwin Group Private for Enterprise Value of $7.7 Billion — https://www.wsj.com/finance/investing/dells-dfo-led-consortium-taking-baldwin-group-private-for-enterprise-value-of-7-7-billion-8b365dee?siteid=yhoof2&yptr=yahoo (2026-09-14)
4. Oracle’s $664 billion backlog sends a signal to Dell, HPE — https://finance.yahoo.com/technology/ai/articles/oracle-664-billion-backlog-sends-133300188.html (2026-09-14)
5. Michael Dell's DFO Management nears $7.7B Baldwin Insurance deal — https://finance.yahoo.com/markets/stocks/articles/michael-dells-dfo-management-nears-123504154.html (2026-09-14)
6. Aeroporto di Catania: stop agli arrivi sino alle 16 per le ceneri dell'Etna, voli dirottati soprattutto a Palermo - Corriere della Sera — https://news.google.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?oc=5 (2026-09-14)
7. Gli Oasis in concerto a Roma, l'annuncio dell'assessore Onorato e lo show con i droni — https://news.google.com/rss/articles/CBMia0FVX3lxTE54WlJqTVJfV1c0Z005eDY4X2tjdEdPNTRFZzdvR0lfS09ZbEJRR1pFY2ZpUXdpMk9KTm5Fckpma0hBT2czY0lvdXgxQms5WF9CVzdEYngtcGNqZHRLSUxqcV8tckR5cEpNcXpZ?oc=5 (2026-09-14)
8. Media iraniani: 'Gli Stati Uniti hanno escluso il capo dell'agenzia nucleare di Teheran dal vertice Aiea' - ANSA — https://news.google.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?oc=5 (2026-09-14)
9. Addio a Emma Bonino, i ricordi dell'ex portavoce: «Quando al colloquio con Lavrov chiese una pausa per fumare una sigaretta - Corriere Bergamo — https://news.google.com/rss/articles/CBMixgJBVV95cUxPQkpqcmpmZzdLeWYtdVd4NHVDOVdBVDd4ckJkaU43QzhZZWdpTjd6LXcybi00NkNVdXc3NW02UDFSNElFMzVEdFZlWTgtQjJZS2NISGdNWnlkZ0FPaDh2dmJtM08yNHl3dmE2MG8wRFBkd3VrMHpNckxPQWZZdTE0VXhXYTJ5aElZLXp3VkNvRTZ2UDliUmVxbkFNODBLTGNmeWczTEN2YUVieXdLVGk5aDRYWUhjaFNuNGlwLWY3V3dfbWtLTlZJMVFWUm5jSXlaOHpyX25hcmw5QktaN1FPWDRKUldHQllrSUFGamtDOUVGTWZyUjFLSTFsbXA5b1hiMElQcGozRlBScTFvMUp6cTFvRExCdDJ5T0lGZGRLUms4OFp2Rl9feVdKN3FnZHZZNWo5dU5EWUZ4cWhxTTFQbnVPNEdDdw?oc=5 (2026-09-14)
10. La camera ardente di Emma Bonino, una bandiera dell’Europa sul feretro. “Era un esempio per tanti, di destra e sinistra” - Quotidiano Nazionale — https://news.google.com/rss/articles/CBMic0FVX3lxTE5SSXcta1dXMm1IS2V2N3FrM3Y1UnBXZDFKYm5ycnRLYWFGbWxwQkx4ck84LThwYm93MXpQWkk4X21zdG1sLV84TXlRQS0wbDJOQXZQY0xHaHBJTUVmR0dfR1dXT0FRdTdmUjhsbkNJbERUTnM?oc=5 (2026-09-13)

### 2026-09-14

AI 서버 수요가 급증하며 짐 크레이머는 슈퍼마이크로보다 델 테크놀로지스를 선호한다. 델 테크놀로지스는 올해 두 번째로 AI 서버 전망치를 상향 조정했다. 오라클의 AI 데이터센터 투자 소식에 AI 서버 기업인 델과 휴렛팩커드 엔터프라이즈의 주가가 하루 새 12%가량 급등했다. 델의 주가는 사상 최고치를 기록했다. 에버코어 ISI는 델의 목표 주가를 650달러로 수정했다. 마이클 델의 패밀리 오피스인 DFO 매니지먼트는 보험 중개사인 볼드윈 그룹을 비상장사로 전환하는 계약을 위해 진전된 논의를 진행 중이다. 볼드윈 그룹이 속한 보험 중개 산업은 역사적으로 파편화되어 있으며 현재 통합의 물결을 겪고 있다.

출처:
1. Nvidia Gets the AI Hype. Dell Gets the Billionaire Fortune — https://finance.yahoo.com/technology/ai/articles/nvidia-gets-ai-hype-dell-210000017.html (2026-09-13)
2. Michael Dell’s family office nears deal to take insurance broker private — https://www.ft.com/content/5495d88b-b457-498a-bedd-64a954b538cd?syn-25a6b1a6=1 (2026-09-13)
3. Giovane donna investita da un treno dell’Alta velocita alla stazione di Milano Lambrate - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMivgFBVV95cUxOczFyR3UydWlpMzM0T1E3TkJ1ak41OXJVdTI1TG96eUg5b3Z2Yi0tTWotRjd3dWNiMmhBY0JaU2JCLVgxb1hYRWFXQkZ3VUVqcm5Ka2dXb3dkck9ZaTZxZURRbER4Q2ZQQlBndnlUdWJmQVRhM3h5WC1teXlNek1sM0Qwckg2bmZhWXA1NTczSFhLODJhTEd4Qzc2YUczUnhsVmx4ZTl1YjJGWVY3TFpGdEpaN1BQOUgzRnFISUVn?oc=5 (2026-09-13)
4. Jim Cramer Favors Dell (DELL) Over Super Micro (SMCI) as AI Server Demand Surges — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-favors-dell-dell-093723056.html (2026-09-12)
5. 오라클 AI 투자에 … 델·HPE 12% 급등 — https://www.mk.co.kr/news/stock/12151492 (2026-09-13)
6. Dell Technologies (DELL) Raises its AI Server Forecast for the Second Time This Year — https://finance.yahoo.com/technology/ai/articles/dell-technologies-dell-raises-ai-233909317.html (2026-09-11)
7. What Did Dell Technologies Say Before Its Stock Quadrupled? — https://finance.yahoo.com/markets/stocks/articles/did-dell-technologies-stock-quadrupled-204038090.html (2026-09-11)
8. DELL Stock Just Hit a New All-Time High. Here's Why. — https://finance.yahoo.com/markets/stocks/articles/dell-stock-just-hit-time-204744116.html (2026-09-11)
9. Poste sale al 66,63% di Tim, sprint finale dell’Opas. Dal 21 settembre la finestra per i ritardatari - la Repubblica — https://news.google.com/rss/articles/CBMiqAFBVV95cUxQb09oM1Zxamw1OUgxM0JYRGhDOHItSEh5QkJMazU0dllZMXRXMEVCSFJ4YXFGcjBtdzJCY3VjTnlTeG5MYWNWUG5waUxHSVFMYklmRWZvSkQxdFFxN1FKZVFReTBPc0hlNEVoZWN4cFZ3eDhpNi1Iam5sQ2hSX2xWMmx6cVQxV0RnZUF6SHFmNENtVFNQWU9rU2Y2X0JvN3pwTUV5OG0yZ1c?oc=5 (2026-09-11)
10. Applausi a Conte alla festa dell'Unità, 'ma per vincere andiamo oltre Renzi' - ANSA — https://news.google.com/rss/articles/CBMi-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?oc=5 (2026-09-12)

### 2026-09-13

AI 지출 붐으로 인해 델 테크놀로지스의 주가가 급등하고 있다. 델 테크놀로지스는 950억 달러 규모의 서버 백로그를 통해 AI 붐이 구축되고 있음을 확인했다. AI 주문이 급증하고 있으며, 스토리지 성장이 구축됨과 동시에 공급이 타이트해지는 상황이다.

출처:
1. Dell and HPE Stocks Are Surging on the AI Spending Boom — https://www.barrons.com/articles/dell-hpe-stock-ai-spending-oracle-617217e8?siteid=yhoof2&yptr=yahoo (2026-09-11)
2. Mai così tanti gli occupati in Italia. I dati dell'Istat - Il Tempo — https://news.google.com/rss/articles/CBMitgFBVV95cUxPdmJlaWJ1bnJCZWs0TVJGUW9kNk1ES1RHaWZwVl95WVE5NzgyaE1PUG1DVGl2SGNTb1Z4LVA3dHZGeW9icnMzbWFkQU90Y08xLVh3b2pmNGdTczFjS2ZnQ1hiSGl2bHlpOUJNal9KRENJZHlYWDBIa2JUT0cwNkF5VTBJOHExQ2g1SGJRb1hRQzAzY2ZxeXAyLTF0ajYtcXVQeTFiRS1TNE9JOXV0ekkzaHJ5YVpTZ9IBuwFBVV95cUxOVl82VjdTTGhXVjZBSkhCcDF1UHBaaGstY21SMGhLYUVPVVJxREJ4amNxMjh3eFR6cGdiRG1fTWNIR3NsV1I1RXFMSkxDbGo3MXlxaGNuOElZcVQ0dFd6d3pTU25HTWdKMVptNWVhVWY1V085V0tpUTRmblZNYlRSZE1fRnJhZGlDZHZ0THl5eEozWnBHcEpIOU44bi1KQ3ZtU3FQQVp3aW9EUjQ3OFVOUV9nY01FaG8tLVRr?oc=5 (2026-09-12)
3. Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand — https://finance.yahoo.com/technology/ai/articles/dell-technologies-sees-ai-boom-170200109.html (2026-09-12)
4. L'intelligenza artificiale e il marketing dell'apocalisse: più che avere paura della fine dell'umanità, bisogna coltivare l'abilità di verifica — https://news.google.com/rss/articles/CBMirwJBVV95cUxNVEFyaXdfVFlfRWM2RkR4dG01VWpSQjBqdldzYk5lVUJ4X1dpT1NCcC1zN2haSmx5LW5LaTVGNVRIaHhVWFR2WnRlTHJJOS1nYU1DTDZCUGhEamRTWldnYmdpaVNIOFhfMHAzMDY1dWluOURhYkJEYmhVb3p3Y1ZSS2xkQTg5T2RUbzAxS09kUzBfalJuMW9aM3dOYUtQYzBfRzM4MkpuU29PbHhGX2kzUkstM3U0UkZBVFNHalpfdnR2SWh5aE42Zl8xeXNkWmJDQ1M3Y1hwWEJJYk1uQjRyYVcxYURJYmR5VmVkd096NUpGUXkzbDFzcGJkV1dnM2pIYjNZR00xQTZIelZISFktOEVsaEpnZG9HcXlsdVRwY0JvLTc1RVZ1dTNBQXZMOHM?oc=5 (2026-09-12)
5. Dell Technologies: AI Orders Surge as Storage Growth Builds and Supply Tightens — https://finance.yahoo.com/technology/ai/articles/dell-technologies-ai-orders-surge-150159071.html (2026-09-12)
6. Con l’auto sulla folla a Modena: poco prima dell’attentato Salim El Koudri girò video deliranti contro l’Italia e la cultura occidentale - Il Resto del Carlino — https://news.google.com/rss/articles/CBMikgFBVV95cUxQU0ZUMUlqVjB3R1NEaXBnNXUwbnVIMzdTYTRKc2ZiWVJ4TjJaYkR0VjNDaF9abmZSOGw2RzFNdElNQmZaTmJwakd6WkpYV1JSaVY1dnN4WXNkTUhLRG9kcTNSVHIxS3diaW5iMTJiM2dEamdXdHV3MGxhN3VNVE1adENmMUE4YkhycklTNmU0WHFLZw?oc=5 (2026-09-12)
7. L'aiuto a Lavitola da Report: il sospetto sull'inchiesta bloccata. Su Ranucci indaga anche la sua ex redazione: il caso dell'acquisto del ristorante Cefalù - Open — https://news.google.com/rss/articles/CBMiogFBVV95cUxOZjA2Rlk2c2ZhdENIb3V5V3YxaXdOY1c5N0dPandKQzhrUXhtZDhRbWwtQTV1MFlnRVhoR2Q5dU5mQXdjaGRoY3d4NXFRMURMS1pJRUlfVHZpTHcycnkwbEVjSkRHWTFnUE5NcHhmZzBBSVZabDlYMjUwQ1p3S1VNaV9hMEViUG5SOGRPeGVadWxZdW1EaFJQdjNTb0tVYzVETFE?oc=5 (2026-09-12)
8. Jim Cramer Compares Dell (DELL) to Dallas Cowboys Star CeeDee Lamb — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-compares-dell-dell-105814659.html (2026-09-12)
9. Il prezzo dell’oro scenderà sotto 4.000 dollari a fronte di rinnovati rischi economici - Yahoo Finanza — https://news.google.com/rss/articles/CBMijAFBVV95cUxQMmoweVRIeGhmX2ZuZzRKcDk4M3ZPdmViQXhmQS14cUM1RWpCN2t6d0VpMHpDXzZScnZxczg3OW9HSVlwZnRVQVZPTllXUlRaQVJrVG9xdkNmWFlHQjdCQ3NpV0RxbHhZaGhIM0RCeXNhSi10dUVFekVDOVZPdXhQOTRzclNRekdTc29haw?oc=5 (2026-09-12)
10. Giallo nel parcheggio dell’ospedale, uomo trovato morto in una pozza di sangue - La Nazione — https://news.google.com/rss/articles/CBMif0FVX3lxTFByZjJhY1U1VnczYVh5MVpYenRiR2pNVjF2YmRYLUhCbjBicExMb09lRXVYSjBpYm5QbVlFNUhGdFkwUzJwc05RQmxVNGg4d1p4bTZXOVVfMHV2SWFmZTN5VDlDVk9XdHJxdC1nYjc3dzQ2cXM4a24yR3QxWVhybFU?oc=5 (2026-09-12)

### 2026-09-12

델 테크놀로지스는 609억 달러의 AI 서버 주문과 950억 달러의 백로그를 기록했다. RBC는 델 테크놀로지스가 2분기에 약 164억 달러의 AI 서버를 판매했다고 밝혔다. RBC의 분석 시작으로 델 테크놀로지스의 주가가 상승했으며, 2026년 기준 상승 폭은 거의 350%에 달한다. 오라클의 자본 지출 가이드라인이 AI 서버 수요를 높이면서 델 테크놀로지스와 휴렛 팩커드 엔터프라이즈의 주가가 11% 급등했다. 모건 스탠리는 델 테크놀로지스 주식에 대한 목표 주가를 상향 조정하며 '톱 픽(Top Pick)'으로 선정했다. 델 테크놀로지스는 정오 기준 가장 큰 변동을 보이는 주식 목록에 포함되었다. 또한 월스트리트의 주요 분석 대상 기업 명단에 이름을 올렸다.

출처:
1. Svezia, l'ombra dell'estrema destra sulle elezioni — https://news.google.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?oc=5 (2026-09-11)
2. Dell (DELL) Reports $60.9B of AI Server Orders and a $95B Backlog. Can the Demand Surge Produce Durable Cash Flow? — https://finance.yahoo.com/technology/ai/articles/dell-dell-reports-60-9b-172135958.html (2026-09-10)
3. Dell stock jumps on RBC initiation, now up nearly 350% in 2026 — https://www.cnbc.com/2026/09/11/dell-stock-rbc-initiation.html (2026-09-11)
4. Stocks making the biggest moves midday: Dell, Skyworks Solutions, GameStop & more — https://www.cnbc.com/2026/09/11/stocks-making-the-biggest-moves-midday-dell-swks-gme.html (2026-09-11)
5. Maltempo a Roma, in un pomeriggio ha piovuto più dell’intera estate: ecco i dati sul nubifragio - RomaToday — https://news.google.com/rss/articles/CBMikgFBVV95cUxQc3laa0hXY21vLWZWN0JkWnpwdUZjbnItczZmZkVBV0tKM2lJTk1JbUdET1lhcXI4TUZtQmIyN0I3TU5zVlhFblpHRXRtenJmSGtNcnVzaXJRZ2RwYzJqSTRSWXN5ak9nZHJISWR1Y0RzaWQtbTd5dWdzclh0bmJRcXVEeUZUTUgtWFF6cnh6NnRUdw?oc=5 (2026-09-11)
6. 25 anni fa l'attentato dell'11/9, le foto dallo spazio - ANSA — https://news.google.com/rss/articles/CBMi-AFBVV95cUxQS1R3Wndod1JGVHVINnVHaDhYbFpPRmYweU5KdFBDaFpVVnF1OEJEb01hNl9raWhPNmxJbHk5YjQzNmxHNnhGRjItNWluOEpUbHRVYm05NEJvQjJFMTdXOUZ6OXRzbUd6WF96b0RQWC1WR1RQOFRyTXl3cldtY0thX042eG56ejRETlpwNnVuQy12a2x1RUlQUFRUSW9Ldlc0aUVuNXFQVk1NaU0xb2ZJdWxNREt1N0JiVFpweUJqVm5acEpoZHpxMVUyQ195THc1UjBIQnRxNnBuT2ZOOWgzU3I4Z3E2ZDF4TF84aHJIMzRSRXFtOVJIStIB_gFBVV95cUxQZldLSjJEQXRmblktLXRDcWFqeXB1TjhoQWg4MjVrWmhhTm84N1NlTUFLY0hQR081a2NhLXhsc3dXdTdyU0docndOYzVPR2Iwby11TzBFN3hCQk02WjNMQUIySDBKWmZYUzZibGo3cnpvdS1wbjVmSW9aemJTbHBwek1iOXA0V25RUVpVTlZLaVhhYWpvblZvcWhELTRZczFSeGNaeDB1QjdZa3lQYUhnRzRnbm50UktOZ1lmbXVEbWlIWTdMeHUzekxBYWZKYjJDMGpTcC0wclZVYXhNNnc4YWFCUnJraTliRFlsOHg2WHlYcTFIeHBYaThIR2R3Zw?oc=5 (2026-09-11)
7. Hewlett Packard Enterprise and Dell Surge 11% as Oracle’s Capex Guidance Lifts AI Server Demand, Super Micro Climbs 7% — https://finance.yahoo.com/markets/stocks/articles/hewlett-packard-enterprise-dell-surge-145118783.html (2026-09-11)
8. Here are Friday's biggest analyst calls: Nvidia, SpaceX, Tesla, Palantir, Shopify, Oracle, Dell, Rocket Lab & more — https://www.cnbc.com/2026/09/11/biggest-friday-analyst-calls-like-nvidia.html (2026-09-11)
9. Draghi: «L'AI è la leva più promettente per la crescita dell'Ue, ma serve capacità di calcolo» - Corriere della Sera — https://news.google.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?oc=5 (2026-09-11)
10. La corsa dell’IA e il "guard rail" necessario — https://news.google.com/rss/articles/CBMikwFBVV95cUxPT05xbXl6YnM4dENBeGFSZTJkVU9wMHdkRDRObHdnZEFLQXRacFd0REF3V0JETlRXbWU0WEtJa1g0NF9SZXVkREpaYWEwanpjOUlIakpkaFlhanFFWE80RUVEamFpNzNoaC12d0FqR0hOX094QjktOTE0TmV4YzB2bDl5V1cyd2dZczRLXzVnbFV4T2M?oc=5 (2026-09-11)

### 2026-09-08

델 테크놀로지스의 주가가 9% 상승했다. 이는 950억 달러 규모의 기록적인 AI 백로그에 따른 결과다. 델 테크놀로지스의 Manish Gupta는 인도 시장의 AI PC와 관련하여 노트북 자체가 AI 기기가 되었다고 언급했다. 이번 주에는 Dell Pro AI 라인업이 출시되었다. 델 테크놀로지스는 2027년 2분기 실적 발표를 진행했다.

출처:
1. L’addio dell’ultimo Del Vecchio a EssilorLuxottica è una bruttissima notizia - Il Sole 24 ORE — https://news.google.com/rss/articles/CBMiqgFBVV95cUxQZmFGSFQwcUo5b0lCenZTVmN0NzJJcnZSYmpaOUlNT3lDTnZSM244NlBpbUdzVkQ2WHIyUFV6ZmNTQW1SWklDSHI3TnN6VEVTUTQwSmdsVlpDbUswd1ZGZzlmU1NpdDhCTUdTYm8tUTlHZFRSaHZTcjJMUlJIVmJxckxZR3IxN2tQR1ZCcnlJVUtQbHRZR19lRmRPbDNBMUh3WGdpcUF6LW5nQQ?oc=5 (2026-09-05)
2. Uccide il fratello della sua ex a Udine, rintracciato e fermato in una stazione il 32enne accusato dell’omicidio - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMikAFBVV95cUxPVUVFVHZMd3dhTlE2SmhrY0Jad1hjaUptMjhiNHk1cTUxcVFURjR0aU5sNi1laHo3emhnV0txejZaVXJMOEEzLTNVWmFlaGFteTdjNFJWS3pCbGNqLXFKQW1ra1hsTEhRR2VEbGI1eEJaREtlMG1QYy1fV2pyZEpGZjBXSm9Tend0eldVU240bVc?oc=5 (2026-09-05)
3. Ucraina, Kiev sotto assedio: drone russo colpisce il cuore dell’intelligence. «Era diretto all’ufficio del capo della Sbu» - Il Messaggero — https://news.google.com/rss/articles/CBMiqwFBVV95cUxPdUxTUHNOWGJ0eWdwQkJoTkJmcDVmQVVoclJUWG0wdVRxUmNJNVJHNEx0TFRYRmdxWE9FS1F3aTdZbmVsWER4WDRub1k4SG04VjVHYTROUDJneVVaTS1Oc0M2VG1VZy1xaUktOTJrZS1NWV9nZ202Q1QxTDg5QXJfWjlWeEg2ZDR4dTVhOV94dlRrZXpDb09Ec3BsaHliTXkwdk1yTk1pak9OeW_SAbABQVVfeXFMT0VsQWh5STZpMlVNVnZ3WFM4SGRNdDVPckN6RWVTVWVZRjlPdTBHTmRjSFU5c1oxeFFNWS1MV3E0RFpDM3ZHZl9JT3IzT2VfMmljZGp4dDRaWHdfbEVtUDdjQmV6blZXdUF1SXZKNVlVVm81ZmxzMWN4cjNvZkJCcGRTSmhNWXF3cXVhTE9ZQkI4VXFULU0ycklsZG1qU0xOU29GTTJSS1lTNmFNVk5oQVE?oc=5 (2026-09-04)
4. 'The laptop has become an AI device by itself': Dell's Manish Gupta on AI PCs in India - Fortune India — https://news.google.com/rss/articles/CBMizAFBVV95cUxOdnYwc2ZadkNUV2pYZ2s2bzZYUnMxNlJQZkpFbElEMDVGeGpEOVZjS1VPeEkyMElNOENfS0dVOTRQSkVoVTZKRWcwUXZrRUdHSjU0WW0tMVB2MlNtZnVBYnh6Z0hTb0VPY0dMeHVlMG5hSEFyZVZCMnNMdTVzT2tKTGZxQngxWW9aUlpBcXVyUFoycTlpLUkyVGl5MmlzZWw1NlJvVFpZRTBYRlVPbEdnQ2dhMVlyNXBlYTV1eXNXeG9yS0lXMmxwLXJUU2zSAdoBQVVfeXFMTzVkekg3UlBOME16NDYtM3gtRmhYb2hsaTBCc3dkenBITVV0SjctRlFURWFpVV92UThCeWx4dlVBMzNYM1JxRklrNlB6eXUtX2RvUXd4SFB2dHNhVVVrV2pMY0ZsT054NVRaRlVYR3E1MkJLMG9WVFRscTg5ZFltNXlPaUtLQ0gwRGdPUkZQOG5mazFEbzl5ZV9uTkFOOWpmNDNIbFhvd0NvWFdBNUgtaFRsNFJ2dGtpYUxzeE5ycmFqdkE5eWR6OWRZbS1qQVAwbTh5Q3FqRWVTOVE?oc=5 (2026-09-04)
5. La conquista della Germania partita da Est. Gli estremisti di destra dell'AfD ora sono un partito di massa - Corriere della Sera — https://news.google.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?oc=5 (2026-09-05)
6. Udine, uccide il fratello dell’ex fidanzata: è caccia all’uomo. Presidiati porti e stazioni - la Repubblica — https://news.google.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?oc=5 (2026-09-05)
7. Guerra Usa-Iran, le notizie in diretta | Colpite 3 petroliere iraniane dopo i missili contro navi Usa. «Hormuz, il no dell'Oman alla proposta di Teheran» - Corriere della Sera — https://news.google.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?oc=5 (2026-09-05)
8. Quanti spettatori per il discorso a Bari di Giorgia Meloni? Il calcolo dell'intelligenza artificiale: «Tra i 3.500 e i 5mila» - La Gazzetta del Mezzogiorno — https://news.google.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?oc=5 (2026-09-05)
9. Remigrazione, guardie civiche e classi separate per i disabili: il piano dell'AfD per la Germania - Europa Today — https://news.google.com/rss/articles/CBMif0FVX3lxTE1vLXRMTWowMFVNOE5wUW1DM2U5NXc3bENLQlBYX0dGVVN0Y2ZVUkR5empBYUxYZ25HLW1JRUpyV3dmZzdZVld6dnpRVWo4ZUVTN2pqTzM2ckhkeFhad0NMODVhUlkyU3NRUTczUmZockdLRU53OGthNmpUUE45YTg?oc=5 (2026-09-03)
10. Nuovi misteri a "Hotel Costiera": nella seconda puntata è Daniel al centro dell'indagine — https://news.google.com/rss/articles/CBMingFBVV95cUxQVnotaklWZ1FGaktjNjY2VV9lZTlDaDJLcHh1TjJocmJ2U3ZaOEFoUnlKTHZPYVVWQkxHT1RvNnBHdzRTN3JpTEI4WXVKcVY0RFBWcWN0RXZWNE94cUtvMHNQRkQ4VlBPa2M5NE01NUZTLWtzQjMzLWMtcjNBSlBEQVNobnhyVzlseEgwZzhtR0ZtazdFbkZhd0RqcVJBZw?oc=5 (2026-09-03)

### 2026-09-06

골드만삭스가 델 테크놀로지스의 주가 목표치를 60달러 조정했다. 짐 크레이머는 델 테크놀로지스의 분기 실적이 자신이 본 것 중 최고 수준 중 하나라고 평가했다. 기술 인프라 지출로 인한 대규모 AI 수요로 인해 주가가 급등하고 있으며, 매출 전망치 또한 상향되었다. 델 테크놀로지스는 새로운 Pro 시리즈 노트북, Precision 워크스테이션 및 협업 하드웨어를 통해 AI를 업무 공간에 더 깊이 도입한다.

출처:
1. AI伺服器出貨動能強勁！鴻海8月營收月減2.61% 仍創史上次高 - Yahoo股市 — https://news.google.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?oc=5 (2026-09-05)
2. 'Diverse esplosioni nella zona dell'isola di Kharg, colpita una petroliera iraniana' - ANSA — https://news.google.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?oc=5 (2026-09-05)
3. Attacco russo a Kamianske, 4 morti. Drone di Mosca su sede dell'intelligence, Zelensky: rappresaglia - Aggiornamento del 05 Settembre delle ore 06:32 - RaiNews — https://news.google.com/rss/articles/CBMihgJBVV95cUxPVFJwUjd4MG9rLW1GWFV0eXJMdWRnd3FBREYwTE9xa0ZfN3RPYWxLRUdHY0d5U004VVgya0JDQ1FHeXozU3U0S3RIMF9uOFpnSHF3UmtVWGhYYXN2X0xEZHlkQjdQNGo2QlBKeGQzQTAxcExsdEEyNUhMYVI3SGoxVDRoWHFGMTZpV095RlI0VEJpeVcwRzhuRFNlLWRpMHEyc0ViMVdBWG9EUVpSX01NZmdhcVNZWnNpY29wRHNzaUpNcGctYWJDZy1vdDJySF9HY1JzU19UY0lkN3F6TkctcEI0OVhIekZKYl9pcGlDTnN6NWhHLXlZdmJXSmVQc3d1NDBVb2ln0gGLAkFVX3lxTE4wUWpITF9CYm1RaElCMXg4TF9QTTMyWThZQkpfTmxiTHd4T0FCekQ4Vnl5RmRLM0tUSTN1Smc0V0hPY3E2Z0IzNkNhb1lyTDhXOWxscFUyMk9UamsyU2dCU09rZ1hYVHlPSEFVTnRheU1XcG1Ydy1JTW1VbVBYYl9Pbkc5WnBPR2VSM0E0Q1FaeTlwbzRIUlpDUmUwdm9fMXVxajgwSHJ1U1cwTnozWEdHMGFJMkktaGlBck13OHNjcUVMaDB5VG1PS0ZWaWdreTV1T2w5RmNoUmlpak5za0hRVTNVNTY0ZWpENjVnY0ZOWU5UalZCX1M3SnRUZkpWd3g3cVFES2otWXNlQQ?oc=5 (2026-09-05)
4. Il rientro in Italia di Alessandro Di Battista è stato rinviato. La nota dell’associazione Schierarsi - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMizAFBVV95cUxPT0VxOFprOEVUaGhvem9WV05NS3Y4NzVIQkYtOXlKZzJhaUYtc1F3MlMyVDdfMkZrVkhScmJjNEYzWFBDd2JuTk42MWYyUjhfM0VxZmFqR0ZKMVdLckFxNkpsNTBmVEhMX1d4c1dvcjNTdEF1TVZUUE4xa2Fod0ZJOF8tbVJZRmcwSzVOTXFRSlBuR0FMVHJLRl82SHAwYkswak1FNW9UV2pWRldxWnVfcVA5SnRLVTE1dTBIN2t5ZmZYWGN0YXpOUHY0YjM?oc=5 (2026-09-05)
5. Goldman Sachs resets Dell stock price target by $60 — https://finance.yahoo.com/markets/stocks/articles/goldman-sachs-resets-dell-stock-033300514.html (2026-09-04)
6. Mariupol Riviera, il figlio dell'oligarca putiniano lancia il complesso edilizio nella città strappata a Kiev: «Case sul mare scontate per i veterani» — https://news.google.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?oc=5 (2026-09-05)
7. Troppe vittime dell'alluvione: in Nepal si procede con sepolture di massa - Corriere del Ticino — https://news.google.com/rss/articles/CBMirAFBVV95cUxOMGNCajdwdTZ0MEhoTmE0RF9ZMDNrbkcwRFllVDJYVWIzODhGTTRTMGp4cUdoWERzaV9FTW9yM0hvTDNTNks1LU9Dcms2TVpYdld6ejhSRFNibXB0eU9KQ2ZZYUlEbU5EYnVhMEo1LVE3eC1JM2lNb2pJdHNHRkEyQ1lZUmdtdDZwV3JjRkJneXhtU0lyRlB0ZGZPSVFLaTBBSzhKd3JSWUVTVkZu?oc=5 (2026-09-04)
8. Jim Cramer Calls Dell’s (DELL) Quarter One of the Best He Has Ever Seen — https://finance.yahoo.com/markets/stocks/articles/jim-cramer-calls-dell-dell-182423022.html (2026-09-03)
9. Aggressioni ai residenti, alle forze dell’ordine e agli animali selvatici: Ceuta sprofonda dopo un mese di invasione - il Giornale — https://news.google.com/rss/articles/CBMi_AFBVV95cUxPUVlNbVRxdWpDb1FyR1U4U21fcWV5M1JLdlBYYnJZZ2w1SnpKdjQ2WlIyMC1RTE84YTJNakdTSFRHd0FJQ0NvUlU4cndCZnVOVnRfYkhFSmo1VWNyelhxSGkzOTFOU1Y0bUpwOWVIaTdrMGxMMTliUDN0SGZvd1QxalFScXU0bVdScG54VC0xQkE0emNENjlDRUNkaUtGaW4wajlWM3pGYy1VTkhhQTNYTDVnR0pmTkFSRWM4Z3hISGJscmRvdWV0MXVVRmZDTVYwb2U4aTRsamVscExaby1CY1FZRWJyLWF1RFdkZnNEcm5CN1UtNVQxc0sxaFA?oc=5 (2026-09-04)
10. Blog | Lo sconto sul gasolio scade sabato: non paga lo Stato, ma i big dell'energia. E sarà rimborsato senza interessi - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMirgFBVV95cUxOMThXRkNyMS0zOU54LUdaaDZLdFQtYjNHd0xnMDlIbHFKVmRlLVVrdmlNemhSQ3VPTzN1and3QVVhS0I2cVRpVGpLVlFSeVc5blFUTG1pSS1ucUNRNi1yUE16M2pfV3NqejNPWTRtVXIwU2NIY3N6azlYODM0VE5FUE1Oc2pJRnB0ZW42bmRFSTllOEF1ZTFOa3VldzlSOUMxYUl1NE9Qc2JqN3BSNHc?oc=5 (2026-09-03)

### 2026-09-05

델 테크놀로지스는 950억 달러 규모의 AI 백로그를 바탕으로 주가가 급등했다. AI 수요가 강력한 분기 실적을 견인하며 기준을 높였다. 한편 인도 시장에서는 AI 준비가 된 프로 노트북과 프리시전 워크스테이션, 모니터를 출시했다. 제품군으로는 XPS 13의 저가형 모델인 Dell 14S를 출시했으며, 2026년형 Dell XPS 13에 대한 테스트가 진행되었다. 또한 트럼프 계정에 대해 250달러 매칭 펀드를 시작했다. 시장에서는 델의 주가 흐름과 함께 스노우플레이크, 테슬라 등이 주목받고 있다. 브로드컴은 델과 엔비디아의 방식을 참고했다.

출처:
1. Si ferma anche l’ultima inchiesta sulla morte dell'ambasciatore Luca Attanasio - Avvenire — https://news.google.com/rss/articles/CBMikgFBVV95cUxNR3FnME1pNFBqcGZsSkJqU0JYUFUzbWE4OXBRbU5QOW01c2pYd24wSi16eWFrZDh2engxUHVLaWtlbVhWZEpvLUNqNXM3ZzVrSkNGSlVxNU5BZVcxU1RqbmtIZ1JXN1lFTkRob0huRTJOZ19ORFFIdXNwZVNSVTZodTlmSVhnQVZ6Z1h5WWg0WHBfdw?oc=5 (2026-09-04)
2. Dell Stock Is Surging on Its $95 Billion AI Backlog. Could DELL Hit $600 Next? — https://finance.yahoo.com/markets/stocks/articles/dell-stock-surging-95-billion-140044892.html (2026-09-03)
3. Broadcom just took a page from Dell and Nvidia — https://finance.yahoo.com/markets/stocks/article/broadcom-just-took-a-page-from-dell-and-nvidia-102718498.html (2026-09-03)
4. Dell Afterglow Continues. These Other Stocks Top Buy Points. — https://www.investors.com/stock-lists/new-highs/dell-stock-vodafone-vod-stock/?src=A00220&yptr=yahoo (2026-09-04)
5. Tornano le corse a Capannelle: sarà Impianto capofila del rilancio dell’ippica italiana - RomaToday — https://news.google.com/rss/articles/CBMimgFBVV95cUxNcnRER0VnaTBiQldic1o0djFveUpVSDRFb0xBSmVlWHFtZEdMWVN3VUpMQmt2Nk9jYTMtb2Z4ZC1heUpkcTFyNUM2Q252dHFzTkpLbEI4VnlMVnF4a3RTaUhEWDVuRFdaU1FKZ3ViQWo1d3NRWDlrdFVkcm1WUFJxWUgzb0dwNDVCV2pjcUN2T1NNNUdGU2xsTkJ3?oc=5 (2026-09-04)
6. Stocks Fall, Rebound Bullishly; Snowflake, Dell, Tesla, Jobs Report In Focus: Weekly Review — https://www.investors.com/news/stock-market-falls-rebounds-snowflake-dell-tesla-jobs-report/?src=A00220&yptr=yahoo (2026-09-04)
7. La Siria ha iniziato a distruggere le armi chimiche dell’era di Assad - Il Post — https://news.google.com/rss/articles/CBMigAFBVV95cUxQZlVPdHJlVzNnZGpuWlZkOXhFV1I1bVE3blRQaUhyOUV5UFNndmlFR3FBY0dZMHFhOG8xNG42TThvQk5RQWpQeTYtNlhLbG9UenE3TUN4RnhWNHdVRGsxRXBJVnFiSGJ1VHUxZjh0RHFJWlNnTHU4VWR5Sk55V3VvTQ?oc=5 (2026-09-04)
8. Dell 14S: Dell startet günstigeren Bruder des XPS 13 — https://news.google.com/rss/articles/CBMilwFBVV95cUxQaEg1bEdWYWR0dDdkUzdHWjJkRXNfZnRRTEg0SmFJbjZiUnFNRm1TZ0xBQjRLbVJRQXRsNlZ2aUVWNWVseTAzYW9lYlc4ZkV5RmpxeWVCOXRnZ2d4OC1McmEwbzlDZDNJTlZIYTNZeThqN1lNbU42NlJzOWlmeGMzb3JGYXc5V0RyMFhRbXY4c005RkN5STdZ?oc=5 (2026-09-04)
9. J'ai testé le Dell XPS 13 (2026), mais je préfère toujours le MacBook Air - Les Numériques — https://news.google.com/rss/articles/CBMilgFBVV95cUxQOTFRN0JpNlE1TjBXMG10ckZXeXlJY2dMMzJ5Yy0tbmk3eFdJNGJma2pPTnJ3bzQ5V09Cd21MSEpOVGlwaHVINm5vWWY5MEI5ODk3SUV4UUtEVE40Qno4Q3JZeFpvY2l2QlNUdWVtSm05bU5SNWVKdDllRmxJRm9rSm5YbXlfc015MzVoR2N1UU0waDRMYmc?oc=5 (2026-09-04)
10. Dell launches AI-ready Pro laptops and Precision workstations in India — https://news.google.com/rss/articles/CBMioAFBVV95cUxNSmdSQldFOF9ScHkyYjNUa1djaE94SFlyZTl2TWN3cm9zdjF3RWxpd3A0YnpWRVhZaXQ0bThVY0J3T19Hd0F5a0JWQWFieUtiRlpCeTQ0eElKN2NlU3BnRnI2RUJCdkZCckNmSndjQnV1QVZpcGRTU01CbTNzbktBSTg1b1MxUWNRdnZBYzQwa0FyWjZXNmpmRTd0bTZvQy1w0gGmAUFVX3lxTE15NG9wd1BwUXNQekc4ejBhUjgyUTdGWXdRZGRmWlNJNUxLX3p4QllER2JVTXlFOVNfcVhoSnRzdkJnYi1xZEhBRDNGRW5TS2Fjc2o3RHB1aGFvUEZDM3hWS3lpV0xkUk1FVTRaMElJeXBzMDUyNEV2azVGTWZMb0hBMElUakxsR1JYQWNaQW1zR3dtNUVRNGZ4UFhVcTVWeFZFdF82TlE?oc=5 (2026-09-04)

### 2026-09-04

델 테크놀로지스는 2분기 실적 발표를 진행했다. AI 거래가 칩 부족 상황 속에서 부양되고 있다. 브로드컴은 델 테크놀로지스와 엔비디아의 방식을 따랐다. 강세 옵션 거래자들이 델 테크놀로지스 주식에 관심을 가질 수 있다.

출처:
1. Bullish Option Traders Might Like This Play On Dell Stock — https://www.investors.com/research/options/dell-stock-bull-put-spread-options/?src=A00220&yptr=yahoo (2026-09-03)
2. Hewlett Packard Enterprise Falls 5% as Supply Constraints Overshadow Raised Guidance, Super Micro Slips, Dell Holds Steady — https://finance.yahoo.com/markets/stocks/articles/hewlett-packard-enterprise-falls-5-135222527.html (2026-09-03)
3. Sparatoria al rave in Svizzera, il killer di Maria Spinelli è un ex cuoco dell'esercito: in casa un arsenale accumulato in 20 anni - Corriere Milano — https://news.google.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?oc=5 (2026-09-03)
4. Lindsay Clancy, una storia dell'orrore: a processo per aver ucciso i tre figli, divide gli Usa e la giuria. Il dibattito su psicosi post-partum e medicinali - Corriere della Sera — https://news.google.com/rss/articles/CBMivAFBVV95cUxPakJOYXVVV2NnUTZISTQzbGJZRXBNU3M3djNmSC0xdU9iTDc0OGpSVjNWeURURmZBVkRqSGxSZC1DbWtEOGJlV3NkakpyRlJwVWo0ZS05TnE1dU9WVFp5RVFUUVZhZjdBcTlaUUF5ZjdSQ1VncVdsR3AwbEdKenNPLVFXdlRFUm9zTTNnNDY1WWhYbkkxa1h4bm44cV9kQzdoM1RxZThzNWphNXc1dnZhV3ctRTJiR0NNQ1hxSA?oc=5 (2026-09-03)
5. Dell Technologies Q2 Earnings Call Highlights — https://finance.yahoo.com/technology/articles/dell-technologies-q2-earnings-call-000245795.html (2026-09-02)
6. Dell Buoys AI Trade Amid Looming Chip Shortages — https://finance.yahoo.com/technology/ai/articles/dell-buoys-ai-trade-amid-040100129.html (2026-09-02)
7. Broadcom just took a page from Dell and Nvidia - Yahoo Finance — https://news.google.com/rss/articles/CBMirwFBVV95cUxQQ3hDSTlKYmdiQ3hFSklYY1RvRWVHelBTYnFXOEc3UGFHYjc1Vk53LTRKckpyd0V6NGVRYjNaY0dxMHNvYXNtUmY0Q1p3T1dMSjhWZ3dMWm1odjlBdHJwYlZwbTFzTU1DUkdrS2ZDdDRLcVNhM3FZd0YwOVZSS2lMa2Z2UTZIQU01RFBmQUd6ajljblNuUW8zMWlENEx0Ym5JVnAwYmZHa0JYSDRuRE1r?oc=5 (2026-09-03)
8. La crisi delle memorie continua: il prezzo al chilo delle DRAM si avvicina a quello dell'oro - Hardware Upgrade — https://news.google.com/rss/articles/CBMi2AFBVV95cUxPbzcxNkQ3cklsd1JJMExsSVBWTF9rT0JxcjRrY0RIWUluQm1ERm4zMF9sc3FNSlpuYkw2WS1UTFUzUkpvY0tCWmpmZG1GQnVmeWp2UGg0V3VJZ2xMVkxhZFZYOGZwc1RrQllqVnpySnR3RnJmZ1VmNmNYSEtZWWE1eFVUNzQxbDV4TG56cXdJeWFHWFl2el94SENZd3NJa0NFT2F2Z3AzZ1hkV1lkRTFzTkd1Z0JmV051TjdhU2E1YTdqLTdWYUlYZWpmR05uYUphU3MwTFUyVmg?oc=5 (2026-09-01)

### 2026-09-03

델 테크놀로지스는 AI 서버 수요 급증으로 사상 최대 분기 매출을 기록했다. AI 서버 주문과 수주잔고가 역대 최대 수준으로 늘어났으며, 이에 따라 올해 AI 서버 매출 전망을 740억 달러까지 상향하고 연간 실적 전망도 대폭 높였다. 2027 회계연도 2분기 매출은 전년 동기 대비 58% 증가했다. 이러한 AI 서버 수요가 연간 전망치를 높이면서 주가가 상승했다. 분석가들은 델이 AI 순풍의 혜택을 입고 있으며 주가가 더 상승할 여지가 있다고 언급했다. 한편, 델은 학생들을 겨냥해 프리미엄 사양 대신 실용성에 집중한 저가형 노트북인 14S 모델을 출시했다.

출처:
1. [AI 고속도로] 델, AI 서버 주문 폭증에 '역대급 실적'…연간 매출 263조원 전망 — https://zdnet.co.kr/view/?no=20260902142521 (2026-09-02)
2. Dell's Monster Quarterly Beat Shows Continued AI Momentum — https://www.investors.com/news/technology/dell-stock-jumps-monster-fiscal-q2-beat/?src=A00220&yptr=yahoo (2026-09-02)
3. Dell stock surges on record orders for AI servers — https://finance.yahoo.com/markets/article/dell-stock-surges-on-record-orders-for-ai-servers-205629050.html (2026-09-01)
4. AI 서버 '불티'…델, 올해 매출·이익 전망 대폭 상향 — https://www.hankyung.com/article/202609020556i (2026-09-02)
5. Here are Wednesday's biggest analyst calls: Nvidia, SpaceX, Apple, Tesla, Dell, DraftKings, SiriusXM & more — https://www.cnbc.com/2026/09/02/wednesday-biggest-analyst-calls-like-spacex.html (2026-09-02)
6. Giallo Noemi, la sorella dell'amico indagato: "Abbiamo le prove di quello che dice mio fratello" - Tgcom24 — https://news.google.com/rss/articles/CBMiwwFBVV95cUxNZHBjSWZLQXo2SVMyYXlzcW5RcGpjYzBFcm8tZjJNYy10WjRoX3hlYXg3YkdMTU01Qktzb1RSUUNKaW9zTTZYNmJ1dDh5X2Q4emRRYTExaUhCVTk1elBCNkhRVUNDMXRDRVRfMkk0ZmRocEhIVGoxNUltbFhQQUNsZVY0MVQ3Yzkxb3NHTzdqNDdfb0dSRm5BWnFsaVFVQXBDS1dJTlJsR05STGdLUGUyd3EteHk1NW8tYTZRZ0xUeldVczg?oc=5 (2026-09-02)
7. Stocks making the biggest moves premarket: Vertiv, Sirius, Dell, MongoDB & more — https://www.cnbc.com/2026/09/02/stocks-making-the-biggest-moves-premarket-vrt-siri-dell-mdb.html (2026-09-02)
8. Dell Doubles Down on Cheap Student Laptops With Lower-End Dell 14S Configs - CNET — https://news.google.com/rss/articles/CBMisAFBVV95cUxNTzZBQ2xma0E2dTNUV2lheGRWX04xdkxoeTZMcnBuaGU2VzhSdkgybGt2SXJWUmIwa1JpZFZmcGw4SXh0dXZYQUZyR2p1dC03V1BPWElTYjFuc0hoTjNJUFRvdFgxQjlwSVpHWTdkUFE4TFl6XzdZdW9UVHM4S3NualNUT0RHbUdOejAySU9lam51aFIyUVdRdUNsM3I2ZnFPRERmS05kZ0l4UjdxalpJNw?oc=5 (2026-09-01)
9. Dell has more than tripled in 2026. Two analysts say it has more room to run after earnings — https://www.cnbc.com/2026/09/02/dell-has-more-than-tripled-in-2026-two-analysts-say-it-has-more-room-to-run.html (2026-09-02)
10. La hit dell’estate? È controcorrente: i Pinguini Tattici Nucleari vincono i «Power Hits» - L'Arena — https://news.google.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?oc=5 (2026-09-02)

### 2026-09-02

델 테크놀로지스는 AI 서버 수요에 힘입어 기록적인 실적을 달성했다. AI 서버 주문량이 기록적인 수준을 보였으며, 이에 따라 AI 서버 매출이 2027 회계연도에 3배 증가할 것으로 전망했다. 이는 6개월 전 예상치였던 2배 증가보다 상향된 수치다. 델 테크놀로지스는 AI 서버 강세로 2027 회계연도 전망치와 연간 매출 전망을 상향 조정했다. AI 서버 수요 가속화로 수주 잔고는 950억 달러에 도달했다. 실적이 예상치를 크게 상회하면서 주가는 9%에서 10% 상승했다. 델 테크놀로지스는 시간 외 거래에서 가장 큰 변동을 보이는 종목 중 하나로 기록되었다.

출처:
1. Dell Stock Gains After Earnings Come In Way Ahead of Estimates - Barron's — https://news.google.com/rss/articles/CBMidkFVX3lxTE0xWmNLMDZEeXFDOVdDdHJlaWtNUl9mTDBnNVVHSDBnWkhiM3JmZ1g0OXJacmVHN3pNNXF1TFU0Y1NHa0F6UnJDZGxNei1XNlFjMVpmUGtmODVrUUd1THNibVFhbHYyUEZzMlhjbjQ4ZFRFY3ZlcGc?oc=5 (2026-09-01)
2. Dell stock surges on record orders for AI servers — https://news.google.com/rss/articles/CBMiqgFBVV95cUxNN2hTV1hlX2J4R0o1MGxhM1VlWXdZMnhhNEQ5NHhUVkRmZHVZS3daUFBzdnFqbzJqOVJNTmZVdmEyNFBvaHlqRUZZcEFQTUNSWDdvQnhRZ19aa2t2LW1wNDNSWUR2RjViV1NRQzVYQXdJRmlGbkItSjJPQVdPRE1fVlhNbVVJdW1wTlJ1dTlMN3FJN1FUMzNVZmY0UFI5TmpzMlBCWXRQS01udw?oc=5 (2026-09-01)
3. Scuola dell’infanzia, si riparte tra divertimento dei bimbi e danni da nubifragio - Cremonaoggi — https://news.google.com/rss/articles/CBMiugFBVV95cUxPRlZhSHZlSlVsQmJqTFZFOUNHUTdaUjhsbHVyOVE4aDEzRHk1ZnZadFV2bTZ0d1UzQXhZSWxFbWVlS2h6QVltZXlOaDI5VXBqWloyUGVUUWh3ZFlzNDZFZmdCREU3Sl9JelhWa1RjZS1jb3lwU0JvQVhxRTM5MTNnekltYnVLMF9ZbVVmYUpDZ0dIdi1uNmhMZ0lmTUxnWkFUbHFkekhucjhGQ3VZUml4ejFPY2p4cHI4Vnc?oc=5 (2026-09-01)
4. Dell again lifts forecasts as AI demand powers record results — https://www.channelnewsasia.com/business/dell-again-lifts-forecasts-ai-demand-powers-record-results-6355906 (2026-09-01)
5. Stocks making the biggest moves after hours: Dell, MongoDB, GitLab and more — https://www.cnbc.com/2026/09/01/stocks-making-the-biggest-moves-after-hours-dell-mdb-gtlb-and-more.html (2026-09-01)
6. Dell Raises Annual Revenue Outlook on Strong AI Server Sales — https://news.google.com/rss/articles/CBMitAFBVV95cUxPZC1DdHI5dGhCZk5RWWtPMXkwSVRlVG9RTjhEaGhSVldjSFRpZDZlVXZPMlhzSHFPY0JLd01Wd2ZVblBnS0lVaW1tQV9mUXh2Mjl4N2VndGRJOGJ1b0dfS05vQk5RdU9uaEk1ZmVkaXo4ZFlRdjhDYVliM0s4cUVGUTVmb2tJclpmQTU5ZmVCRGFhQlg3cDBianllNm5EOHRuRnZHVDR2ZjNlYlROaGY3N2hkQkk?oc=5 (2026-09-01)
7. Dell surges 10% after lifting fiscal 2027 forecast on AI server strength — https://www.cnbc.com/2026/09/01/dell-q2-earnings-report-2027.html (2026-09-01)
8. Caldo e rientro a scuola, il dibattito sul posticipo dell'apertura - Sky TG24 — https://news.google.com/rss/articles/CBMibkFVX3lxTE1Gd3htYmFUUFlnTFZrZkN2bU42WUlEME14ZjNSZjNZdVBwa2M1ZFY0MlQ2Y2I5bFZULVd5TENLTE5BOTNwZURmb0ROZDlMVmozU1hGZktXcE5BcEJvVXdYQkdQS2FHcVVydXU1SlRn?oc=5 (2026-09-01)
9. Dell’s AI servers drive a stellar earnings performance, and a raised outlook — https://www.marketwatch.com/story/dells-ai-servers-drive-a-stellar-earnings-performance-and-a-raised-outlook-86476ace?mod=mw_rss_topstories (2026-09-01)
10. Il Ministro dell’Interno tedesco: “La Russia è responsabile dell'attacco ibrido a Lipsia” — https://news.google.com/rss/articles/CBMinwFBVV95cUxQRmhXRGZyN0JPeEdWZjN1SGkzS2g4a2NWODRxeTZZai1aYjkwd0VPUndVZWtPLTNlRW9Cbm1faFI0UUs2OXJNZzhTNHNHUExpOXBnbmEyTW5aUmh4aEloa2EyaUdpMVhfbkhnTng4X1V2eXFlOENFRm16eEh0V2hDS0dGSndJX1JKeU5UUEtwRVR1TlkydzZrbDFVUFZnN2fSAaQBQVVfeXFMTmN2eXpURTNmTllDczB3c0FuVGNaZUVnTktMN0JhdTM5TTZzY0hlNDVFWnNoY3YyZTJNQVh5T244ZkxTLTg5aTZFb3Azc0lnY2s2VmNGbGRZUEc3R2NLSVctVnNkTjgzekVDUXlJMm5CZkVBQTdBMmdOVUUwUWtKLU9qYTViUC1HalZHZHNXNHZSV3ZUVWduZnJVT2l2WFl6V0Mwdng?oc=5 (2026-09-01)

### 2026-09-01

델 파운데이션에 따르면 트럼프 계정 보유 대상 아동들이 이번 주부터 250달러의 델 지원금을 받기 시작한다. 델은 화요일에 실적을 발표할 예정이며, 이때 가파른 성장을 기록할 것으로 예상된다. 분석가들은 내년까지의 재무 결과에 이익이 될 수 있는 업계의 발전 상황에 대해 긍정적인 전망을 내놓고 있다. 이번 주 시장에서는 델을 포함한 여러 소비자 기업들의 실적 발표가 예정되어 있다.

출처:
1. Trump Account holders may receive $250 Dell grant starting Monday, Dell Foundation says — https://www.cnbc.com/2026/08/31/trump-account-holders-to-start-receiving-250-dell-grant-spokesperson.html (2026-08-31)
2. Il premier dell’Ontario sfida Donald Trump e svela il cartello: “Lago Ontario. Ora e per sempre” - Il Fatto Quotidiano — https://news.google.com/rss/articles/CBMimAFBVV95cUxPTFBmRWJhaEhjWnplaGhNQmlQdno4UVNjSDlaa3d1cVFFTkdfOVI4QmFzUnJWTC1EdkU4QzlOSmRPTjhBdWNZYjBHbndMZ2cxYldaODJsOVRVS0plRmJ5SEl4UWI5QWNmVkZYX1I5Y29SMm5uYkZOREtmbzg1RVdwWWFhb3hZcFBvUUs0NEJkNmpvVHFEUlE4TA?oc=5 (2026-08-31)
3. Why Dell’s stock stands to gain from developments at Nvidia and SpaceX — https://www.marketwatch.com/story/why-dells-stock-stands-to-gain-from-developments-at-nvidia-and-spacex-7978fcaf?mod=mw_rss_topstories (2026-08-31)
4. What to Expect in Markets This Week: Dell, Several Consumer Companies to Report; August Jobs Data Due — https://finance.yahoo.com/markets/stocks/articles/expect-markets-week-dell-several-090000881.html (2026-08-30)

### 2026-08-31

퀄컴은 31일 서울에서 국내 고객사와 협력사를 대상으로 '퀄컴 드래곤윙 IoT 데이'를 개최하여 산업용 AI 및 사물인터넷(IoT) 기술과 사례를 소개했다. 한편 브로드컴, Zhipu AI, 델 테크놀로지스가 실적을 발표하며 2분기 어닝 시즌이 마무리 단계에 접어들었다.

출처:
1. 퀄컴, 국내 관계사 대상 '드래곤윙 IoT 데이' 진행 — https://zdnet.co.kr/view/?no=20260831114730 (2026-08-31)
2. Week Ahead | August Non-Farm Payrolls Data in Focus; Elon Musk, Jensen Huang, and Sam Altman to Convene at G20; Q2 Earnings Season Winds Down as Broadcom, Zhipu AI, and Dell Report Results; Cross-Border E-Commerce Giant Shein Lists on Hon - 富途牛牛 — https://news.google.com/rss/articles/CBMimwFBVV95cUxObTBjTEZLMFZ0dzdiUGNFM3ZfZE1qbzlJLXJRRlNFdE1CcDVud181SEpjRFJ0eERybWFmakdRQU1SSDlKWGwxaS1uX0JOT1lCRjYzaVhYTVktc1FlNTg2a1l6cmRlZGFzZ1lvZllpZHdSb1Rfd0FtR0VHQ0hMWWNaRUYzTjROdmRmeTUxZVMxZUNObUIwMW9feThQUQ?oc=5 (2026-08-30)

### 2026-08-30

제공된 시그널에는 '델 테크놀로지스'와 관련된 정보가 포함되어 있지 않습니다.은 유럽연합의 지원을 요청하는 스페인 정부와 세우타의 이주민 비상사태를 다루고 있으며,는 유럽연합의 가스 비축량 감소와 암스테르담 시장의 가스 가격 하락을 다루고 있습니다.

출처:
1. Ceuta, il governo spagnolo chiede il sostegno dell'Unione europea — https://news.google.com/rss/articles/CBMirAFBVV95cUxOYXZScGZMeWRibkJLVWJpSi1veUphSkd4WmNzNFVKUUVVYTZnM191YTZiTFlxbWVEQ1pwLXhuOTBRLTZwX3liUTE1VTgtcWxnWU9KZEdQalp6VTNycFBwY0xBbHZOLVhhb05NNkVaTEJyOFFfdVRSUFVrU0w5TzItSW1sXzlKeGlsUVFEa1dCUEF2UWNKckZoUmhhcHhCLXpSQnoydkNKamhoNXc0?oc=5 (2026-08-28)
2. Gas, scorte Ue ai minimi da 13 anni: perché cresce l’allarme in vista dell’inverno - Quotidiano Nazionale — https://news.google.com/rss/articles/CBMiakFVX3lxTE1vazVzalAzLUk2LU9vcjBER2ZvZWQ5SzM4UFVmbFJCM0sxNlB6aU9hTG9mbE9yZUhKNlRGNUJLd0Zrb0VRaG5jMnJrMGNSSGlEb25RbnRvUzVoUUNoZHVjNlNyWGQxTGNNTGc?oc=5 (2026-08-29)

### 2026-08-26

델 테크놀로지스의 주가가 4% 상승했다. 슈퍼마이크로는 대만 당국이 회사가 아닌 직원들을 기소함에 따라 주가가 8% 급등했다. 애플은 로컬 AI 흐름에 맞춘 M6 및 M5 Pro 칩 탑재 신형 Mac mini와 Mac Studio를 발표했다.

출처:
1. L'ultimo prodotto Apple dell'era Tim Cook: i nuovi Mac mini e Mac Studio cavalcano l'onda dell'AI in locale - Corriere della Sera — https://news.google.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?oc=5 (2026-08-25)
2. Super Micro Surges 8% as Taiwan Indicts Employees but Not the Company, Dell Climbs 4% — https://finance.yahoo.com/markets/stocks/articles/super-micro-surges-8-taiwan-144527005.html (2026-08-25)
3. Dell Stock: How To Find And Own America's Greatest Opportunities — https://www.investors.com/how-to-invest/dell-stock-americas-greatest-opportunities/?src=A00220&yptr=yahoo (2026-08-25)

### 2026-08-25

델 테크놀로지스는 '델 테크놀로지스 포럼 2026'을 서울 코엑스에서 개최하여 인공지능(AI)을 비즈니스 성과로 연결하기 위한 데이터 및 인프라 전략을 제시했다. 코오롱베니트와 인성정보는 해당 행사에 각각 플래티넘과 실버 스폰서로 참가하여 기업의 AI 전환(AX) 지원에 나섰다.

출처:
1. 델 포럼에 모인 국내 IT 기업들…AI 성과 전략 한자리에 — https://zdnet.co.kr/view/?no=20260825161227 (2026-08-25)
2. Nek, il video dolcissimo con Gerardina Trovato prima dell’operazione delicata: “Augurami di tornare a cantare meglio di prima” - Libero — https://news.google.com/rss/articles/CBMiowFBVV95cUxOdDFZNlowTEhCbE5Fem55VHc5SFpZNXUwVmRfZEJIenJnNTRJd1E1eVlUeHpqNXE4M0JoaktZbTc2RE5FeC1UWk52bHFleHhabkRSWkVzMzJaQUhqdEhveDBfMU9tV083cG5RMjVOd3VxNjhsaGhzcXVJMXd2bnZ1cWRBUWtvYWZveHpzejZ4NWVjRlN1ck1WZFB3YmU1YkpKUm9V0gGoAUFVX3lxTFBQTWlxNVBIT1cxMHRVOEdEblh2aFZ0cmZGcThyRTVVdUdjTjBtOU96cWtvMGk0YnNxN3BIa3V2aW9RQWtheUtpVzBHZVRldHFwT0F4R3FQMHBfQ0VrVjhZUWM4eFZhWDZIYklSNmxSNEJZSk9TRUN3Y2JzcUNYaVctTlVybUNCekxhODdJLVVCVHNmbmk4bGR6QVhVbll2SUJSbGE5SXg4Wg?oc=5 (2026-08-24)

### 2026-08-23

델 테크놀로지스는 분석가에 의해 아이맥스의 '오디세이' 사례와 함께 언급된 종목 중 하나다.

출처:
1. Gas, torna l'allarme sulle forniture: prezzi ai massimi da oltre tre anni, l'Europa corre a riempire gli stoccaggi prima dell'inverno - Corriere della Sera — https://news.google.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?oc=5 (2026-08-21)
2. Scomparso da giorni a Manfredonia, bracciante viene trovato morto nel bagagliaio dell'auto - Virgilio — https://news.google.com/rss/articles/CBMiyAFBVV95cUxQa1ROTjY4SFJ3azFMR0x4ZWFhN3FXOUlFZlFfWFQ2dm1nZjhqNEJXTWVpSm9HVy1Pcmo2ZEl2X0d4ZHc3cnp4dl9XVTl1TDZieG9LQmU4NWJoeEZKaVVzemFaUTJhZTVpZHBTUTZfSTlWNTNxUm03VGxPdnF3aGllbUQ5dk0tNG5SaUJUX1ZVc1FwVjUwalpCTWt5dV9YNmk5ZVFhaTg3bWVpdXBzSUw1Ukh4UTJQX1pma0JjaGZuVkgxeUkxSDBjWdIBzgFBVV95cUxQclB6NEVkYjd0a2FYTVFHVFJEOUVZQlBjejlYbVNPSWZpS2p0bjdYZjluM0syZDI5NEdFY3gteWVzbUlkTjhWMVhFeGV2akJyRnRkYjR2aWszNFpWV0pUM2k3U2h2VnJtb1h5ZG1vOGUwSFQwVUhUODBTZmhHVUtGVEFwNTR2M1E1MnhhSXo5VTlVZzFsemNOVzE2Q3kzUDJybjNvbGNfbVo0Y1NZZkdjd2sybUpUZ3lHMEpJUU9SRUtOX1hfekNDMUJ1NERYUQ?oc=5 (2026-08-23)
3. ‘The Odyssey’ Isn’t a One-Off for IMAX, Analyst Says. Plus, Dell and 3 More Stocks. — https://www.barrons.com/articles/the-odyssey-isnt-a-one-off-for-imax-analyst-says-plus-dell-and-3-more-stocks-d69b73e4?siteid=yhoof2&yptr=yahoo (2026-08-21)
4. Il vaccino contro il cancro non è più fantascienza: dopo il melanoma, ecco i tumori nel mirino dell’mRNA - Mondosanità — https://news.google.com/rss/articles/CBMi5wFBVV95cUxNSUhfdVo5dkxzeHkwV25tMW5DREItS1RHcU5sZTBYNlhuS292VldGa2NrUm5KSDhfWDVPVERJQWhERmdlVk5DUk9YYUpkczRXZVhGSWVfWDBjMXUtUncwemdCa0V0elZHdW56R3BWSUdLYVA4RW1DeWZ2ZElqWm1wX0hzblQ5NzNpNnMteGV0NzFpN0FWRUoybUcyRWtQNWZDTnBaSEJFNnJ0UlJ4YW1tU1dUYnBzWVBfXzhwQlptOVVyUGMybTlMaEZCclhGVzdXSklfX1pjRDRmQnFzN0xmVmotOXNqOG8?oc=5 (2026-08-22)

### 2026-08-22

제공된 시그널은 나탈리 하프가 트럼프에게 보낸 편지 내용을 다루고 있으며, 시그널는 야닉 시너의 US 오픈 불참 사유와 회복 치료에 관한 내용을 담고 있다. 해당 문서의 대상인 '델 테크놀로지스'와 관련된 정보는 포함되어 있지 않다.

출처:
1. Le lettere dell'assistente Harp: «Per me conti solo tu, se sbaglio rimproverami duramente» - Corriere della Sera — https://news.google.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?oc=5 (2026-08-21)
2. Perché Jannik Sinner salta gli US Open: le spiegazioni dell'esperto e i trattamenti per il recupero - Il Mattino — https://news.google.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?oc=5 (2026-08-21)