Why Dell Technologies Stock Is Down 9% In A Day?

1. Dell's stock dropped 9% due to AI competition from DeepSeek. 2. DeepSeek's open-source AI model challenges Dell's server business potential. 3. Dell's infrastructure segment rose 34% y-o-y, benefiting from AI investment. 4. A significant PC upgrade cycle is expected in 2025 amid declining consumer sales. 5. Dell’s modest valuation suggests potential growth despite competitive pressure.