HP is scheduled to report fiscal second-quarter financials after the stock market closes on Wednesday.
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Computer hardware and IT solutions company Dell (NYSE:DELL) will be reporting results this Thursday after the bell. Here’s what to look for.
Data center operator IREN said on Tuesday it has agreed to buy Nvidia's air-cooled Blackwell systems from Dell for about $1.6 billion, as it aims to bring more capacity online to keep up with soaring AI demand. The deal is to service its previously announced five-year $3.4 billion cloud AI service contract with Dell, an AI server maker, IREN said in a statement. The Blackwell systems will be set up across existing data centers at IREN's Childress, Texas, campus, and are expected to be ready by early 2027.
A rival's strong results sent both hardware makers higher. Now their own reports will test whether the AI and PC momentum holds.
Dell Earnings Are Coming. Wall Street Is Watching AI Server Demand Closely
Tech stocks rose to start the holiday-shortened week as investors looked to the latest mega IPOs and continued to assess what Nvidia's latest earnings mean for the artificial intelligence trade.

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.
Dell is set to report earnings Thursday afternoon, with the server maker's stock seen potentially extending its record rally.
Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.
Quarterly results from Dollar Tree, American Eagle and Burlington may provide clues on the health of consumers.
Dell stock hit a record high on Friday after getting bullish reports from Wall Street analysts following its annual conference in Las Vegas.
Wall Street Lifts Dell Targets as AI Boom Sends Stock Toward Records
By Shashwat Chauhan and Medha Singh May 22 (Reuters) - Wall Street's main indexes rose on Friday ahead of a long weekend, with the blue-chip Dow hitting a record high for the first time since the Iran
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
Dell Technologies stock rises, leading the S&P 500. Analysts believe Dell will beat fiscal first-quarter earnings next week, but a strong performance from its AI business is needed.
Earnings season is slowing down, but the stock market uptrend is still showing plenty of signs of life as Wall Street awaits a new round of earnings reports from top stocks like Dell Technologies, Toronto-Dominion Bank, a current holding in the Leaderboard model portfolio, and Costco. Dell stock soared early Friday after Wells Fargo raised Dell's price target substantially to 270 from 180 while maintaining an overweight rating. Dell hasn't looked back after an initial breakout from a cup-with-handle base on March 16.
IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain
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Nvidia (NVDA) exceeded Wall Street's estimates for the AI chipmaker's first quarter, reporting adjusted earnings of $1.87 per share and $81.62 billion in revenue. The company also outpaced forecasts on its second quarter outlook. A panel consisting of CFRA Research senior vice president Angelo Zino, Spear Invest founder and CIO Ivana Delevska, and TECHnalysis Research president Bob O'Donnell comes on Asking for a Trend to discuss Nvidia's earnings results and guidance.
Dell stock received two price-target hikes after the company detailed its strategy to capitalize on the AI megatrend.
Before he entered the White House, President Trump was a real-estate developer and speculator. Lately, his fortune has been wagered on some Big Tech stocks. Money managers for the president made more than 3,700 trades in the first quarter, including million-dollar purchases of Nvidia, Dell and other Big Tech stocks.
Dell Technologies has been one of the loudest stories in AI infrastructure this year. The numbers behind the rally are real, but so is the debate about how much upside is left. That tension is exactly why Bank of America's latest move stands out. The firm just raised its price target on Dell ...
The president’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.