Stock of the Day: Dell tumbles 7% after earnings as investors scrutinize AI profit margins
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.
Dell forecasts decline in annual margin on higher AI server costs
Dell on Thursday forecast a decline in its adjusted gross margin rate for fiscal year 2026, hit by higher costs to build artificial intelligence servers in a fiercely competitive market, while its PC business also lagged amid soft demand.
Dell forecasts $15 billion of AI server sales this year
Dell said that it sold about $10 billion of AI-optimized servers in its fiscal 2025, and expects to sell about $15 billion in AI system sales this year.
Dell targets $15B in AI server sales this year, but it’s not enough for investors
Shares of Dell Technologies Inc. were heading lower in extended trading today after the company reported fourth-quarter sales that came in below estimates and offered a mixed revenue outlook for the current quarter.
Nvidia, Soundhound AI, Dell Technologies, And Meta Platforms Make Headlines: This Week In Artificial Intelligence
From IPO announcements to earnings reports and ambitious projections, the world of AI has been abuzz with activity.
1 Incredibly Cheap Artificial Intelligence (AI) Stock to Buy Hand Over Fist Before It Starts Skyrocketing
Dell stock underperformed the broader market over the past year, but the company's healthy growth points to its potential. Dell benefits from the growing demand for AI servers, and a recovery in the PC market should act as another tailwind.
Dell Earnings Top Expectations as AI-Driven Demand Grows
Dell (DELL) reported fiscal fourth-quarter earnings that exceeded analysts’ expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure. Dell posted adjusted earnings of $1.
Singapore Investigates Potential Fraud In Nvidia AI Chip Shipments: 'The Question Is Whether Malaysia Was A Final Destination'
Singapore authorities have initiated an investigation into potential fraudulent activities related to the shipment of Nvidia Corp. (NASDAQ: NVDA) chips. The chips, which are banned in China, were reportedly shipped to Malaysia via servers from Dell Technologies Inc.
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NVIDIA AI servers used in Singapore allegedly using banned AI GPUs smuggled through Malaysia
Dell is investigating whether Dell and Super Micro servers shipped to Malaysia had NVIDIA AI GPUs that were banned from China, new scandal.
Dell is a buy as the AI sector takes a hit, Jim Cramer says
As the market sell-off continues, CNBC's Jim Cramer suggested Dell is a good stock to buy even while investors lose faith in the validity of the AI boom.
Analyst Mentions ‘Growing’ AI Catalysts for Dell Technologies (DELL)
We recently published a list of Top 10 Stocks on Analysts’ Radar These Days. In this article, we are going to take a look at where Dell Technologies Inc (NYSE:DELL) stands against other top stocks on analysts’ radar these days.
Dell’s New PowerEdge Servers with AMD are here toFastrack AI’s ‘Vision to Value’
With a continuous push to introduce AI solutions and products, Dell Technologies is accelerating the adoption of AI across industries. The company has now taken the leap with the introduction of its next-gen PowerEdge servers powered by AMD, designed to fuel the future of AI-driven business innovation.