Dell's AI Surge: The Growth Story Wall Street Is Missing [Seeking Alpha]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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US:NASDAQ Investor Relations:
investors.delltechnologies.com/investor-overview
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Source: Seeking Alpha
The partnership with Elon's xAI to build a $5 billion supercomputer using NVIDIA GPUs enhances Dell's AI capabilities and strengthens ties with NVIDIA. The Client Solutions Group (CSG) is set to benefit from the Windows 11 transition, potentially boosting revenues as businesses upgrade their computing devices. Dell's financial outlook is robust with a $10 billion share buyback program and projected 14% YoY growth in Non-GAAP EPS for FY26. Introduction: Dell Technologies ( NYSE: DELL ) has experienced incredible momentum in its Infrastructure Solutions Group [ISG] due to surging demand for AI servers and powerful storage solutions. The company's financial performance has been bolstered by a growing backlog of orders, expanding operating margins within ISG, and Recommended For You
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DELL
News
- DELL Rides on Accelerating AI Infrastructure Demand: What's Ahead? [Yahoo! Finance]Yahoo! Finance
- Dell's Expanding AI Server Backlog and Upgraded Outlook Could Be A Game Changer For Dell Technologies (DELL) [Yahoo! Finance]Yahoo! Finance
- Hardware & Infrastructure Q3 Earnings: IonQ (NYSE:IONQ) Simply the Best [Yahoo! Finance]Yahoo! Finance
- World's Richest Man Elon Musk Says 'Money Won't Matter' When Kids Turn 18 Amid Trump Accounts Buzz: 'AI/Robotics Will Eliminate Scarcity' [Yahoo! Finance]Yahoo! Finance
- Black Masterbatches Market Valuation to Surpass US$ 4,865.2 Million By 2035 | Astute Analytica [Yahoo! Finance]Yahoo! Finance
DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website