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Jim Cramer Says Dell Faces Pricing Pressure From Storage Suppliers

Dell Technologies Inc. (NYSE:DELL) is one of the stocks Jim Cramer talked about, along with market froth. Noting that the stock is down more than 30% since its high nearly three months ago, a club member sought Cramer’s thoughts on the stock. He stated:

Okay, I like Dell very much. Here’s the problem. They are a big buyer of storage. They’re a buyer of Micron. They’re a buyer of these disk drives. They’re buyer of all the companies that are in tight supply, and those companies keep raising prices to Dell, which means Dell has to eat it, and their margins are going to get hurt. So you have to wait till it reports, or you have to wait until we finally see some sort of peak in these different lower-end storage companies, or like a Micron.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. During the episode aired on December 19, 2025, a caller highlighted that the stock had been declining since they started a position in it and asked for Cramer’s advice. The Mad Money host replied:

Alright, you’re right to worry because a lot of people are concerned that the, that their parts themselves have gone up a lot, and their raw costs are going down. I think Dell can fall from here. I think it can fall, but not below much, maybe 115, 110. And you should buy it because Michael Dell will be in there buying with you, and he is a very smart fella, and he’s not going to let those component costs bother the bottom line too much. The stock is still up for the year.

While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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