Manuel Wirths
Strong numbers from $DELL (Dell Technologies Inc C) : revenue jumped 88% to $43.8 billion, while EPS rose 214% to $4.86, both clearly above expectations. The AI server business remains the key driver, with $24.4 billion in new AI server orders alone. With demand showing no signs of slowing, Dell raised its 2026 AI server revenue outlook from $50 billion to $60 billion, which underlines how strongly the company is benefiting from the AI infrastructure cycle.
Not investment advice. The author may have financial interests in the mentioned instruments.
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DELL
Dell Technologies Inc C
434.97
-15.25 (-3.39%)
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