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Dell boosts full-year outlook by $25B on AI server demand; MongoDB, GitLab beat estimates; JetBlue launches first-class cabin.

Company Fundamentals
02 Sep 2026
Seeking Alpha
View Source
Bullish
pluang ai news

Dell Technologies reported a strong Q2 with revenue up 58% to $46.97B and raised its full-year revenue guidance by $25 billion, driven by AI-optimized server sales. MongoDB posted double-digit growth and raised its FY27 profit and revenue outlook despite a 13% premarket drop due to increased AI and infrastructure costs. JetBlue introduced BlueFirst, its first domestic first-class cabin targeting premium travelers, but shares continued to decline. GitLab shares surged 22% after exceeding Q2 expectations with record bookings and over 40% net annual recurring revenue growth.

More News (DELL)

Dell Technologies posts record Q2 with $47B revenue and strong AI server demand, raising FY27 outlook.

Dell Technologies posts record Q2 with $47B revenue and strong AI server demand, raising FY27 outlook.

Dell Technologies reported a record Q2 FY27 with revenue hitting $47 billion and non-GAAP EPS of $7.04, driven by exceptional demand for AI servers. Quarterly orders reached $60.9 billion with a backlog at a record $95 billion, boosting profitability...

Company Fundamentals
Bullish
4 hours ago
Dell's AI backlog hits $95B as Q2 orders surge, signaling strong growth in AI infrastructure.

Dell's AI backlog hits $95B as Q2 orders surge, signaling strong growth in AI infrastructure.

Dell Technologies reported a significant surge in AI-related orders, with its AI backlog reaching $95 billion and Q2 orders hitting $60.9 billion compared to $16.4 billion in revenue. The company expects AI server revenue to triple to $74 billion by ...

Market News
Bullish
4 hours ago
Dell beats revenue and earnings estimates, driven by AI server demand and $51B backlog.

Dell beats revenue and earnings estimates, driven by AI server demand and $51B backlog.

Dell Technologies reported quarterly revenue of $46.97 billion and earnings per share of $7.04, both surpassing analyst expectations. The company's growth is fueled by strong demand in its AI server business, supported by a substantial $51 billion or...

Company Fundamentals
Bullish
16 hours ago
Dell shares jump 10% as AI server sales double, boosting full-year revenue and profit forecasts

Dell shares jump 10% as AI server sales double, boosting full-year revenue and profit forecasts

Dell Technologies reported fiscal Q2 revenue of $47 billion, up 58% year-over-year, driven by a doubling in AI-optimized server sales to $16.4 billion. The company beat analyst estimates on revenue and earnings per share, prompting a 10% jump in afte...

Company Fundamentals
Bullish
20 hours ago
Dell's revenue and AI server sales soar, shares jump 10% after beating forecasts

Dell's revenue and AI server sales soar, shares jump 10% after beating forecasts

Dell Technologies reported quarterly revenue of $46.97 billion, surpassing analyst estimates and growing 58% year-over-year. The company raised its full-year forecast, now expecting $192 billion in revenue and $25.50 in adjusted earnings per share, d...

Company Fundamentals
Bullish
20 hours ago
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