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DELL
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Japan's Power Giant JERA Partners with Dell to Build $15 Billion Data Center
JERA, Japan's largest power producer, is partnering with U.S. computer giant Dell and a British AI cloud provider to build a $15 billion data center in Japan. The data center will be constructed next
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Dell Executive: Agent AI May Lead to Critical Component Shortages, Including Memory and HDDs, Persisting for Over 5 Years
Dell Technologies Chief Operating Officer Jeff Clarke said in a recent conversation with Morgan Stanley that agentic AI is markedly different from past hardware cycles. He expects that if related AI w
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Oracle's earnings report boosted investor confidence in data center spending, with Dell and HPE leading the S&P 500 on Friday.
Oracle's latest earnings report, showing a 30% increase in AI cloud services revenue and an expanding backlog, has reassured investors that AI spending remains robust and is translating into revenue.
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Dell shares jump 11% to all-time high of over $562 on RBC Outperform initiation with $640 target, citing strong enterprise AI demand
Dell Technologies Inc (NASDAQ:DELL) shares surged 11% to an all-time high above $562 on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC highl
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AI server stocks pulled back, with Hewlett Packard Enterprise (HPE) down 4%, Dell (DELL) retreating 3%, and Super Micro Computer (SMCI) holding steady against the trend.
AI server-related stocks pulled back in Thursday's trading, with Hewlett Packard Enterprise (HPE) falling 4% to $56.37 and Dell Technologies (DELL) dropping 3% to $519.50, both ending a two-day rally
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NVIDIA's stock rose as Dell's earnings report indicated that AI hardware demand has expanded beyond major cloud service providers to a broader customer base.
D.A. Davidson analyst Gil Luria noted that Dell's results further validate the growth momentum in the enterprise AI computing market beyond hyperscale cloud providers.
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HPE rides AI server boom to a big earnings beat, following Dell's lead
HPE's focus on enterprise and sovereign customers offers a better profit profile, according to an analyst, distinguishing it from Dell.
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Dell Technologies reported a record $60.9 billion in AI server orders, but its stock still fell by approximately 7%.
Dell Technologies announced a record $60.9 billion in AI server orders, but its stock price still fell by approximately 7%, closing at $425. Investors questioned whether the rapid expansion of the AI
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AI Stock Investors' Peak Demand Fears Eased by Strong Dell, Nvidia Outlooks and PwC's Trillions in Data Center Spending Forecast
Despite AI stock investors' concerns about demand peaking, recent data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted investor sentiment has soured with "peak cycle" fears. However,
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Dell's F2Q27 Non-GAAP EPS of $7.04 and revenue of $47 billion both exceeded expectations. The company raised its FY27 traditional server revenue growth guidance to "over 100%." Goldman Sachs raised its price target to $570, citing a shift in growth logic driven by AI.
Dell's Q2 FY2027 results comprehensively exceeded expectations, with Non-GAAP EPS of $7.04, significantly surpassing Goldman Sachs' estimate of $4.96 and market consensus. Revenue reached $47 billion,
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Dell Technologies Inc. (DELL) Q2 Earnings: EPS $7.04 Beats Estimates, Revenue $46.97 Billion Beats Estimates
EPS: $7.04, market expected $4.91 Revenue: $46.97 billion, market expected $44.89 billion Reporting Period: FY27 Q2 (ended 2026-07-31) Release Date: 2026-09-01
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Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
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Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading due to strong demand for AI servers.
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading d
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Dell's AI server business drives stellar earnings, with July quarter orders hitting $60.9 billion and revenue up 100% YoY
Dell Technologies reported its AI server business booked $60.9 billion in orders and saw $16.4 billion in revenue in the July quarter, marking a 100% increase from a year ago. The company exited the s
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Dell (DELL) stock could see further rally, as Nvidia's (NVDA) $500 billion AI financing platform is expected to drive demand for AI infrastructure, according to Mizuho analyst Vijay Rakesh.
Dell (DELL) stock could see further rally, as Nvidia's (NVDA) $500 billion AI financing platform is expected to drive demand for AI infrastructure, according to Mizuho analyst Vijay Rakesh.
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Analysts say Dell (DELL) stock, up 235% this year, could be propelled even higher by upcoming earnings report
Evercore ISI analyst Amit Daryanani initiated a tactical outperform call on Dell stock on Sunday, believing the company can exceed Wall Street's expectations despite high bars for its next week's earn
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Wells Fargo Raises Dell (DELL) Price Target to $545 From $505, Reiterates Overweight Rating After Breakout
Wells Fargo Raises Dell (DELL) Price Target to $545 From $505, Reiterates Overweight Rating After Breakout
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Dell's stock has beaten Micron and AMD this year, and is now adding to its gains
Dell's stock has beaten Micron and AMD this year, and is now adding to its gains
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Yahoo Finance: Micron, Dell, and Super Micro poised for further gains amid strong AI infrastructure demand
A Yahoo Finance analysis highlights that Micron Technology (MU), Dell Technologies (DELL), and Super Micro Computer (SMCI) are well-positioned for continued growth into 2027, driven by robust demand f
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Analysts Project Dell Technologies (DELL) Sales to Exceed $221 Billion by 2029, Stock Price Potentially Nearing $980
Morningstar analysts anticipate Dell's sales to surpass $221 billion in its fiscal year 2030 (calendar year 2029), a significant increase from last year's $113.5 billion. They also forecast an adjuste
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Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
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DELL Rises Over 5% in a Short-Term Surge
Svmuu News: According to data from MSX.COM, DELL has surged more than 5% in recent trading and is currently trading at $453.6.
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Japan's Power Giant JERA Partners with Dell to Build $15 Billion Data Center
JERA, Japan's largest power producer, is partnering with U.S. computer giant Dell and a British AI cloud provider to build a $15 billion data center in Japan. The data center will be constructed next
-
Dell Executive: Agent AI May Lead to Critical Component Shortages, Including Memory and HDDs, Persisting for Over 5 Years
Dell Technologies Chief Operating Officer Jeff Clarke said in a recent conversation with Morgan Stanley that agentic AI is markedly different from past hardware cycles. He expects that if related AI w
-
Oracle's earnings report boosted investor confidence in data center spending, with Dell and HPE leading the S&P 500 on Friday.
Oracle's latest earnings report, showing a 30% increase in AI cloud services revenue and an expanding backlog, has reassured investors that AI spending remains robust and is translating into revenue.
-
Dell shares jump 11% to all-time high of over $562 on RBC Outperform initiation with $640 target, citing strong enterprise AI demand
Dell Technologies Inc (NASDAQ:DELL) shares surged 11% to an all-time high above $562 on Friday after RBC Capital Markets initiated coverage with an Outperform rating and a $640 price target. RBC highl
-
AI server stocks pulled back, with Hewlett Packard Enterprise (HPE) down 4%, Dell (DELL) retreating 3%, and Super Micro Computer (SMCI) holding steady against the trend.
AI server-related stocks pulled back in Thursday's trading, with Hewlett Packard Enterprise (HPE) falling 4% to $56.37 and Dell Technologies (DELL) dropping 3% to $519.50, both ending a two-day rally
-
NVIDIA's stock rose as Dell's earnings report indicated that AI hardware demand has expanded beyond major cloud service providers to a broader customer base.
D.A. Davidson analyst Gil Luria noted that Dell's results further validate the growth momentum in the enterprise AI computing market beyond hyperscale cloud providers.
-
HPE rides AI server boom to a big earnings beat, following Dell's lead
HPE's focus on enterprise and sovereign customers offers a better profit profile, according to an analyst, distinguishing it from Dell.
-
Dell Technologies reported a record $60.9 billion in AI server orders, but its stock still fell by approximately 7%.
Dell Technologies announced a record $60.9 billion in AI server orders, but its stock price still fell by approximately 7%, closing at $425. Investors questioned whether the rapid expansion of the AI
-
AI Stock Investors' Peak Demand Fears Eased by Strong Dell, Nvidia Outlooks and PwC's Trillions in Data Center Spending Forecast
Despite AI stock investors' concerns about demand peaking, recent data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted investor sentiment has soured with "peak cycle" fears. However,
-
Dell's F2Q27 Non-GAAP EPS of $7.04 and revenue of $47 billion both exceeded expectations. The company raised its FY27 traditional server revenue growth guidance to "over 100%." Goldman Sachs raised its price target to $570, citing a shift in growth logic driven by AI.
Dell's Q2 FY2027 results comprehensively exceeded expectations, with Non-GAAP EPS of $7.04, significantly surpassing Goldman Sachs' estimate of $4.96 and market consensus. Revenue reached $47 billion,
-
Dell Technologies Inc. (DELL) Q2 Earnings: EPS $7.04 Beats Estimates, Revenue $46.97 Billion Beats Estimates
EPS: $7.04, market expected $4.91 Revenue: $46.97 billion, market expected $44.89 billion Reporting Period: FY27 Q2 (ended 2026-07-31) Release Date: 2026-09-01
-
Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
-
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading due to strong demand for AI servers.
Dell significantly raised its full-year revenue guidance for fiscal year 2027 to $192 billion, with Q2 revenue hitting a record high of $47 billion. Its stock price jumped 10% in after-hours trading d
-
Dell's AI server business drives stellar earnings, with July quarter orders hitting $60.9 billion and revenue up 100% YoY
Dell Technologies reported its AI server business booked $60.9 billion in orders and saw $16.4 billion in revenue in the July quarter, marking a 100% increase from a year ago. The company exited the s
-
Dell (DELL) stock could see further rally, as Nvidia's (NVDA) $500 billion AI financing platform is expected to drive demand for AI infrastructure, according to Mizuho analyst Vijay Rakesh.
Dell (DELL) stock could see further rally, as Nvidia's (NVDA) $500 billion AI financing platform is expected to drive demand for AI infrastructure, according to Mizuho analyst Vijay Rakesh.
-
Analysts say Dell (DELL) stock, up 235% this year, could be propelled even higher by upcoming earnings report
Evercore ISI analyst Amit Daryanani initiated a tactical outperform call on Dell stock on Sunday, believing the company can exceed Wall Street's expectations despite high bars for its next week's earn
-
Wells Fargo Raises Dell (DELL) Price Target to $545 From $505, Reiterates Overweight Rating After Breakout
Wells Fargo Raises Dell (DELL) Price Target to $545 From $505, Reiterates Overweight Rating After Breakout
-
Dell's stock has beaten Micron and AMD this year, and is now adding to its gains
Dell's stock has beaten Micron and AMD this year, and is now adding to its gains
-
Yahoo Finance: Micron, Dell, and Super Micro poised for further gains amid strong AI infrastructure demand
A Yahoo Finance analysis highlights that Micron Technology (MU), Dell Technologies (DELL), and Super Micro Computer (SMCI) are well-positioned for continued growth into 2027, driven by robust demand f
-
Analysts Project Dell Technologies (DELL) Sales to Exceed $221 Billion by 2029, Stock Price Potentially Nearing $980
Morningstar analysts anticipate Dell's sales to surpass $221 billion in its fiscal year 2030 (calendar year 2029), a significant increase from last year's $113.5 billion. They also forecast an adjuste
-
Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was prima
-
DELL Rises Over 5% in a Short-Term Surge
Svmuu News: According to data from MSX.COM, DELL has surged more than 5% in recent trading and is currently trading at $453.6.
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DELL
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