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Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]
Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.
Record AI server orders of $60.9 billion fuel record revenue and earnings growth.
NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.
Dell spiked $100 after its Sept. 1 Q2 earnings release, following strong earnings results. But it's near my FCF-based price target and analysts' PTs. Shorting out-of-the-money options may be a better play.
The fair value estimate for Dell Technologies has shifted from about US$502.78 to roughly US$564.46, putting a fresh spotlight on how analysts are thinking about the stock today. This change reflects close attention to Dell’s guidance and comments on component supply, memory costs, margins and the broader backdrop that includes AI server demand, macro data releases and geopolitical developments. In the sections that follow, you will see how to track these updates and make sense of the...
Dell Technologies (DELL) just delivered a powerful fiscal Q2 update that beat expectations, lifted both quarterly and full year guidance, and highlighted a record AI server order backlog that is reshaping how investors view the stock. The strong fiscal Q2 update fits into an already powerful run for Dell Technologies. The stock has posted a 30.93% 90 day share price return and a very large 5 year total shareholder return above 10x. This signals momentum that recent AI server headlines and...
Here’s what could be next for Dell stock.
Dell Technologies' AI surge is fueling record server growth, a $95B backlog and higher FY2027 guidance, strengthening its case as an AI investment.
HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.
HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.
NetApp stock slid late Wednesday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.
MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.
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.
NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.
Dell raises its fiscal 2027 outlook as AI server demand expands, traditional infrastructure stays strong, and component shortages constrain shipments.
Dell Technologies Inc (DELL) posts record $47 billion revenue, up 58%, with AI server backlog hitting $95 billion and full-year guidance raised to $192 billion.
Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight
Dell Technologies (NYSE:DELL) reported record fiscal 2027 second-quarter revenue and earnings, driven by accelerating demand for AI servers, traditional data-center infrastructure, storage and commercial PCs. The company also raised its full-year outlook, citing momentum across each of its major bus
The PC giant-turned-AI infrastructure player smashed expectations, raising FY 2027 revenue expectations by $25 billion.
While the top- and bottom-line numbers for Dell Technologies (DELL) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Dell Technologies (DELL) delivered earnings and revenue surprises of +41.65% and +3.60%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
The Dow Jones and Nasdaq 100 fell below their 50-day lines as oil prices jumped. Dell, Palo Alto and Credo were earnings movers late.
Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).
The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion
Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...
Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets
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