Dell Technologies is expected to report record second-quarter earnings with EPS around $4.91 and revenue near $44.89 billion, fueled by high demand for its AI-optimized servers. This would mark a significant increase from last year's $29.78 billion and surpass the previous quarterly revenue high of $43.84 billion. The company's stock has surged over 260% this year, reflecting strong investor confidence amid the AI boom. Analysts remain optimistic about Dell's continued growth as it plays a key role in AI infrastructure.
Yorkville America Equities has launched the Yorkville America MANGOS Plus Index ETF (FRUT), a unique fund combining leading AI platform companies like Meta, NVIDIA, and Alphabet with key AI infrastructure hardware firms such as Intel and AMD. This ru...
Dell Technologies and Palo Alto Networks both report earnings on September 1, 2026, after doubling in price this year. Analysts favor Palo Alto with stronger buy ratings, but its stock trades slightly above price targets, showing limited upside. Dell...
The company has a substantial AI backlog of $51.3 billion and $24.4 billion in quarterly AI orders, indicating strong demand. Management raised the fiscal year 2027 revenue guidance by $27 billion at the midpoint, with some analysts expecting another...
The August jobs report is crucial for the Federal Reserve's decision on a potential September rate hike, with strong labor data increasing the odds. Broadcom faces downside risk ahead of earnings due to high AI expectations, while Apple transitions t...
Dell Technologies is set to report its fiscal Q2 2027 earnings on September 1, with analysts forecasting earnings per share around $4.88 to $4.95, more than double last year's $2.32, and revenue between $44.2 billion and $45.3 billion, up about 50%. ...
