Why Dell's Post-Earnings Drop Is A Gift
Dell's ISG segment grew 34% YoY, driven by a 58% surge in server and networking revenue. Dell shipped $2.9 billion in AI servers during Q3 FY25, with a backlog reaching $4.5 billion. CSG revenue declined 1% YoY as consumer sales fell 18%, offset by a 3% rise in commercial PCs.
Could Dell Technologies Have Signaled More Bad News for Nvidia?
In this video, I will review Dell Technologies' (DELL -12.25%) recent earnings report and explain how it might impact Nvidia. Watch the short video to learn more, consider subscribing, and click the special offer link below.
Dell is a leader in preparedness for Trump's potential policies and have potential upside: Analyst
Patrick Moorhead of Moor Insights & Strategy discusses what President-elect Trump's potential policies could mean for the tech industry and Dell, which also could get upside from issues in fellow Cloud Service Provider Supermicro, and it's close alignment with the U.S. Federal government.
S&P 500 Gains and Losses Today: Shares of PC Makers Fall as AI Adoption Stumbles
Major U.S. equities indexes lost ground on the last trading day before Thanksgiving.
Dell Could Be Poised to Benefit From AI Boom, Despite 'Messy' Results, Analysts Say
Dell Technologies (DELL) shares tumbled Wednesday in the wake of what JPMorgan called “admittedly messy” third-quarter results, but the bank's analysts said Dell could still be positioned to benefit long-term from the artificial intelligence (AI) boom.
Stock Market Today: Stocks Stall on Tariff Talk, Inflation Data
A slew of economic news and some tough posturing on trade put a damper on equities.
Dell Falls as Stalling PC Recovery Weighs on Results
Dell shares fell following earnings and a slowing PC market, but there are still "huge expectations around generative AI" ever since the launch of ChatGPT two years ago, says Anjali Bastianpillai, Pictet Asset Management senior portfolio manager. She joins Caroline Hyde to discuss on "Bloomberg Technology.
Dell And HP Shares Drop 12% After Worse-Than-Expected Forecasts
Personal computer giants Dell Technologies and HP Inc. are forecasting lower-than-expected earnings for the current quarter, causing shares of both companies to decrease by around 12%, while pacing what would be HP's worst day in more than three years.
These Analysts Revise Their Forecasts On Dell After Q3 Results
Dell Technologies Inc. DELL reported better-than-expected earnings for its third quarter, while sales missed estimates.
Why Dell Technologies Stock Crashed 11% Today
Dell Technologies (DELL -11.45%) stock tumbled 11% through 10:05 a.m. ET Wednesday after the company reported mixed earnings last night.
Stock Market Today: Dell Earnings Crash the Nasdaq Composite
Here are a few key calls from Wall Street that are moving stocks in today's market: Crowdstrike (Nasdaq: CRWD): Had its price target raised to $400 from $365 at Bank of America, with the bank maintaining a ‘buy' rating on the stock.
Dell Q3 Earnings: A Rare Dip-Buy Opportunity
Dell Technologies Inc.'s infrastructure segment grew 34% YoY, driven by AI and cloud demand, with exceptional growth in servers and promising storage business. Despite a 12% stock drop post-Q3 earnings, I see a massive overreaction and added to my position, targeting $140. Dell's market leadership in AI infrastructure and storage, combined with margin expansion, positions it for significant growth in a $300B market by 2030.
