News about personal computers

Dell shares jumped 8.3% in the afternoon session after the company expanded its cybersecurity and resilience portfolio for AI environments and introduced new AI-focused personal computers. The new services include Security Hardening for the Dell AI Factory, available this month, which reviews configuration risks across physical, virtual and application layers; Resilience Operations for AI, available now, which identifies critical AI applications and writes recovery plans; and PowerProtect identity tools that restore clean copies of Active Directory, Microsoft Entra ID and Okta after an attack. Earlier, the stock gained 6.3% after Super Micro Computer raised its revenue forecast to $18.5 billion to $19.5 billion, and Dell expanded its Dell AI Factory collaboration with NVIDIA at the GTC Berlin event, with over 6,500 organizations adopting the offerings. Dell is up 294% year to date, but at $503.78 it trades 14.4% below its 52-week high of $588.40 from September 2026.

Intel is set to report third-quarter 2026 results after the close on October 29. The article expects revenue from the Client Computing Group (CCG), the company's largest segment, to rise slightly despite high customer inventory and cautious ordering of high-value items. Intel expanded its Google Cloud partnership, deploying Gemini Enterprise across its workforce, and extended Core Ultra Series 3 processors, built on its 18A process, to new Googlebook laptops. However, the article flags risks including intense price competition from over-the-top service providers, higher raw material costs tied to Middle East tensions and the Russia-Ukraine war, and rapid product obsolescence that raises operating costs.

Counterpoint Research reported that global PC shipments fell 21% year over year in the third quarter to 57 million units, as higher memory and other component costs pushed up PC prices and constrained demand. Gartner counted 55.4 million units, down 22.4%, and IDC 62.7 million, down 20.1%, while Counterpoint expects a 27% decline in the fourth quarter. HP's shipments fell 31% to 10.3 million, the steepest drop among the major makers, with Dell down 25% to 7.6 million and Lenovo down 23% to 15.0 million. The trackers attribute part of the drop to AI server demand, which TrendForce said would push Q4 conventional DRAM contract prices up 10% to 15% and NAND flash up 15% to 20%, and to a year-ago base inflated by Windows 10 pre-buying and tariff stocking. Counterpoint warned that stabilization should not be mistaken for recovery, and HP's next report is estimated for November 24, 2026, though the company has not confirmed the date.