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Dell Technologies Climbs 16% YTD: Should You Buy the Stock? Dell Technologies is benefiting significantly from the rapid expansion of AI infrastructure demand, which has become a key growth driver. In fiscal 2026, the company recorded over $64 billion in AI...

Dell Soars 16% YTD on AI Demand
$DELL surges on AI infrastructure boom, $64B in AI-optimized server orders in FY2026
#AIstocks #DellTech #ServerSales

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Dell lifts annual forecasts on AI server sales boom (Reuters) -Dell Technologies raised annual revenue and profit forecasts on Thursday, buoyed by demand for its artificial intelligence-optimized servers that are powered by Nvidia’s advanced chips. Shares fell more than 4% in extended trading as Dell’s third-quarter profit outlook was below analysts’ estimates. Rising demand for AI servers, capable of handling computational needs of AI workloads, is benefiting companies such as Dell and Super Micro Computer, but the high cost of producing them and tough competition have pressured margins. Dell now expects $20 billion in fiscal 2026 revenue from AI server shipments, up from its prior forecast of $15 billion. Its AI servers are used by customers, including Elon Musk’s AI startup xAI and CoreWeave. The company raised its annual revenue forecast to be between $105 billion and $109 billion from its earlier expectations of $101 billion and $105 billion. Dell expects adjusted earnings per share of $9.55, up from its prior projection of $9.40. Third-quarter revenue forecast of $26.5 billion to $27.5 billion was above analysts’ average estimate of $26.05 billion, according to data compiled by LSEG. Adjusted profit forecast for the quarter of $2.45 per share was below estimates of $2.55 per share. Revenue for the second quarter came in at $29.78 billion, beating estimates of $29.17 billion. Excluding items, it reported adjusted profit of $2.32 per share, slightly beating estimates of $2.30 per share. Dell’s revenue for the infrastructure solutions group, which includes its storage, software and server offerings, rose 44% to $16.80 billion, while the client solutions group - home to PCs - grew 1% to $12.50 billion. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. HP. HP beat analysts’ estimates for third-quarter revenue on Wednesday, helped by the adoption of AI PCs and the Windows 11 upgrade cycle. Most investors will find it hard to answer that question with total confidence. Short of a guarantee, which no one can give you, the most successful traders stick to proven best practices without letting hype or hyper-vigilance take over their better judgment. But that doesn't mean you can't use smart shortcuts. If you're considering DELL, try chatting with WarrenAI, our powerful AI financial assistant. It's just like ChatGPT for investors, but with access to 10 years of company data, a built-in screener, Wall Street analysts' reports, and earnings call transcripts for real-time, vetted insights. Even if you end up going with your gut feeling, at least you'll know why.

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