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The PC giant-turned-AI infrastructure player smashed expectations, raising FY 2027 revenue expectations by $25 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...

Options imply an 11% post-earnings move

Find insight on ASML Holding, Tencent, MediaTek and more in the latest Market Talks covering technology, media and telecom.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.

Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.

Dell earnings land Tuesday. Options expiring Friday price an 11% swing, and analysts want AI margins, not just revenue.

High expectations leave little room for disappointment

Traders are reassessing the outlook for interest rates after Warsh took a firm stance on inflation

Dell Stock Heads Into Earnings With a Major Catalyst: J.P. Morgan Expects Higher Guidance

Dell and Palo Alto both report the same evening after doubling in price this year, but only one of these crowded trades holds up for a retirement portfolio when the numbers on valuation, volatility, and earnings history are stacked side by side.

Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.

Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting earnings this Tuesday after market hours. Here’s what to expect.

Markets reacted sharply to Fed Chair Kevin Warsh's hawkish Jackson Hole comments suggesting potential future interest rate hikes.

This week features earnings from Nvidia rival Broadcom plus reports from Dell and Hewlett Packard Enterprise.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Dell is set to report earnings after markets close Tuesday, with the computer and server maker’s stock seen nearing its recent highs after the results.

MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.

Aker stock jumped after it said Nscale had signed the contract to provide AI compute capacity at its Monarch site in West Virginia, U.S.

Nutanix (NASDAQ:NTNX) reported fourth-quarter fiscal 2026 results above its guided ranges, citing broad-based demand for its hybrid multicloud platform, external storage support, public-cloud offering and portfolio products despite continued server supply constraints. Fourth-quarter revenue reached

HP (HPQ) delivered earnings and revenue surprises of +10.67% and +5.59%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.

Dell shares have surged nearly 250% this year on the back of massive AI orders from SpaceX and CoreWeave, but Tuesday's earnings report may reveal whether that rocket was built on a foundation the market can still trust at these levels.

Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.