Dell Technologies is rapidly growing its AI infrastructure business, with AI-optimized servers generating $8.95 billion in Q4 FY26 revenue, up 342% year-over-year. This segment now surpasses its traditional PC business, signaling a shift in market perception from a PC maker to a key AI infrastructure player. Dell has a $43 billion AI server backlog heading into FY27 and expects AI server revenue to double to about $50 billion, driving overall revenue guidance of up to $142 billion. Despite margin compression risks, Dell's strong cash flow, share buybacks, and operational scale position it well for continued growth in the AI market.
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
AI-related hardware and chip stocks, including Dell, Micron, and SanDisk, experienced a significant selloff following news that Meta Platforms plans to lease surplus AI capacity. This raised concerns about potential overbuilding of data center infras...
Last week, leveraged ETFs linked to Alibaba, Meta, Broadcom, and Nvidia delivered strong gains ranging from 17% to over 34%. Alibaba-focused ETFs led with over 34% returns, driven by positive earnings previews, AI revenue growth, and share buybacks. ...
Dell Technologies' stock surged 248% from December 2025 to July 2026, driven by a massive 87.5% revenue increase and a 757% jump in AI-optimized server sales. This growth reflects a broader AI infrastructure boom benefiting semiconductor, networking,...
