Featured · Markets
Dell lost roughly $40 billion as CIOs pull 2027 orders into 2026 and expect budgets to flatten by 2028
Morgan Stanley's survey of chief information officers landed in the same October 14 session in which Barclays cut Dell, Hewlett Packard Enterprise and the storage vendor NetApp, and about $40 billion left Dell's market value. The buyers say they are moving 2027 purchases into 2026 to beat memory-driven price rises, and they expect their own budgets to flatten or fall by 2028.
· 3 min read



