Dell Slides 11% as Barclays Warns Enterprise AI Demand Is Arriving Later Than Expected
Dell Technologies shares fell sharply after Barclays downgraded the company, alongside Hewlett Packard Enterprise and NetApp, on growing concern that enterprise AI spending is not materializing as quickly as investors had hoped. The sell-off rippled across data-center and infrastructure names, underscoring how heavily the sectorโs valuation has become tied to the timing of corporate AI adoption.
