News about hardware

Dell (DELL) shares fell 11.3% on Wednesday, October 14, 2026, versus a 1.1% drop for the S&P 500, after Barclays downgraded the stock to Equal Weight from Overweight over concerns that enterprise AI adoption is lagging. Infrastructure Solutions Group generated $60.8 billion in fiscal 2026 (ended January 2026), 53.6% of revenue and up 39.5%, overtaking Client Solutions Group, which grew 5.4% to $51.0 billion; a year earlier the client business still accounted for 50.6% of revenue. Dell trades at 28.8 times trailing earnings versus 22.7 times for the S&P 500. Revenue rose 57.7% in fiscal Q2 2027, operating margin reached 11.6% (from 6.4%), and trailing-twelve-month net income hit $11.4 billion, more than double the $4.84 billion of the prior twelve months. The next report is expected around November 23, 2026.

Apple introduced Apple Home Collection, a lineup of smart home accessories including indoor and outdoor cameras, thermostats, temperature sensors, a video doorbell, and a door lock, designed with LG Electronics and Schneider Electric. Each accessory sets up with a single tap on iPhone and is managed entirely in the Apple Home app without a separate app or account, with data encrypted end-to-end. LG's cameras record up to 2.5K video and recognize people, familiar faces, pets, vehicles, and packages, with video history stored in an iCloud+ plan so no separate camera subscription is needed. The Indoor Cam stops monitoring when the first household member returns, and the Floodlight Cam's adaptive floodlights switch on when motion is detected. Availability begins in December, with select accessories arriving in early 2027.