Dell Technologies Inc. (DELL)
One of Trump's Favorite Stocks Just Reported Blowout Earnings
On multiple occasions this year, President Donald Trump has publicly shown his support for Dell Technologies NYSE: DELL, telling Americans to “go out and buy a Dell computer” as recently as July 6.
Dell Just Jumped 16% and One Strategist Says That Is the Whole Tech Argument Right Now
Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype.
Dell Stock Is Surging on Its $95 Billion AI Backlog. Could DELL Hit $600 Next?
Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.
Dell stock looks stronger than ever, but one financial line is moving the other way
Dell Technologies (NYSE: DELL) delivered one of its strongest quarters on record, but one financial line moved sharply in the opposite direction. Revenue jumped 58% to $47 billion and net income rose 255% to $4.13 billion.
Samsung, SK Hynix rebound after selloff: why Dell's 16% surge matters
Samsung Electronics and SK Hynix shares rebounded on Thursday after Dell Technologies provided evidence that demand for AI infrastructure remains strong. Samsung rose 1.2% to 253,500 won in early Seoul trading, while SK Hynix gained 1.5% to 1.637 million won.
Dell Technologies: The Sovereign AI Wave Is Just Beginning
Dell Technologies Inc. is entering a multiyear AI infrastructure supercycle, driven by sovereign and corporate demand for secure, on-premises data centers. Recent financials show explosive growth: revenue up 74% YoY, EBITDA up 105%, and net profit up 166% to $4.13B, with a $95B order backlog. Temporary working capital pressure reflects contracted inventory for confirmed orders, not excess stock, positioning DELL for strong future free cash flow.
How Dell's AI Server Boom is Driving Hockey-Stick Growth
For long-term growth investors looking to capitalize on the next era of data center expansion, Dell continues to prove why it stands out as a market leader.
DELL Q2 Earnings Beat Estimates, Strong AI Demand Aids Revenue Growth
Dell's Q2 fiscal 2027 results beat estimates as AI server demand surges, ISG revenues hit a record and management raises its full-year outlook.
Dell shares jump as Wall Street lifts price targets on AI server demand
Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers. Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate.
Is Dell Technologies (DELL) a Solid Growth Stock? 3 Reasons to Think "Yes"
Dell Technologies (DELL) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Dell's Record $60.9 Billion AI Order Quarter Leaves Stock Investors Unimpressed—Here's Why
Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom actually pays.
Dell's $95 Billion Backlog Answers the AI Question
The AI backlog alone now represents roughly 84% of last year's total company revenue.
