|
|
|
01.11.25 - 13:06
|
Dell Taiwan sees 2025 as AI’s long-awaited turning point after years of mixed results (Digitimes)
|
|
|
Ever since the launch of ChatGPT in 2022, market watchers have had high hopes for AI to transform industries by boosting profitability and operational efficiency. Terence Liao, general manager of Dell Taiwan, has identified 2025 as a watershed year for the widespread adoption of AI, pointing out that corporations can now accelerate as if on a flywheel by leveraging four main capabilities of AI....
|
|
|
|
|
07.10.25 - 16:39
|
"Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook (ZeroHedge)
|
|
|
"Customers Are Hungry For AI ": Dell Upgrades Long-Term Outlook
Shares of Dell Technologies jumped in premarket trading in New York after executives are expected to unveil a sharply higher long-term financial outlook at the company's Securities Analyst Meeting on Tuesday morning, boosting confidence in AI-driven demand across its data center and PC units. It seems that with each passing day, more AI-related headlines, from Monday's AMD-OpenAI deal to the ongoing AI vendor-financing "circle jerk", continue to propel AI and chip stocks to record highs.
Chairman and CEO Michael Dell and other members of the executive leadership team will announce a new "long-term financial framework" that forecasts sales to rise at a rate of 7% to 9% annually for the next four years, while earnings per share, excluding some items, will increase 15% or more. The previous forecast, which was made in 2023, had an estimated revenue growth of 3% to 4% and adjusted EPS of 8% o...
|
|
|
07.10.25 - 15:54
|
Dell Lifts Estimates for Next Four Years on AI Demand (Bloomberg)
|
|
|
Dell roughly doubled its growth estimates for sales and profit for the next two years and sees artificial intelligence products extending those higher projections through at least the 2030 fiscal year. Ed Ludlow reports on Bloomberg Television. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
29.08.25 - 10:12
|
Dell-Aktie nach Zahlen tiefrot: KI-Server boomen, doch der Ausblick enttäuscht (Finanzen.net)
|
|
|
Dell verzeichnete im zweiten Quartal 2026 starke Zuwächse: Während der Umsatz um 19 Prozent auf 29,78 Milliarden US-Dollar kletterte, konnte der bereinigte Gewinn je Aktie auf 2,32 US-Dollar gesteigert werden. Das Infrastrukturgeschäft profitierte unterdessen vor allem vom KI-Boom und legte um starke 44 Prozent zu. Die Auslieferungen sollen für das Geschäftsjahr 2026 auf stolze 20 Milliarden US-Dollar verdoppelt werden.. --- Dell stockte darüber hinaus sein Jahresziel deutlich auf: Der Umsatz wird nun auf 105 bis 109 Milliarden US-Dollar geschätzt (zuvor: 101 bis 105 Milliarden US-Dollar), der bereinigte Gewinn je Aktie soll auf 9,55 US-Dollar steigen (zuvor: 9,40 US-Dollar). Für das kommende Quartal bleibt das Management dagegen verhalten.. --- Ein bedeutender Knackpunkt sind die fallenden Margen: Die Bruttomarge fiel auf 18,7 Prozent und verfehlte damit die Schätzungen von 19,6 Prozent.. --- Die Aktie verliert heute fast 10% an Wert..
|
|
|
|
|
|
|
|
|
29.08.25 - 00:30
|
Dan Niles Reacts to Dell, Nvidia Earnings (Bloomberg)
|
|
|
Dan Niles, Founder & Portfolio Manager at Niles Investment Management, says the US is at a crossroads, while Sam Altman warns of an AI bubble, an MIT study found 95% of enterprises investing in AI saw no return. He tells Romaine Bostick and Scarlet Fu on “The Close” that with the surge in AI spending, investors now need results. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
28.08.25 - 21:18
|
Live: Will Dell Pop After Tonight’s Earnings? (24/7 Wall St.)
|
|
|
Live Updates Live Coverage Updates appear automatically as they are published. How Dell Stock Performed After Recent Earnings Releases 3:00 pm Quarter EPS Surprise 1-Day Move 7-Day Move 14-Day Move Q1 2026 –8.3% –2.08% +0.52% +2.58% Q4 2025 +6.4% –4.70% –16.22% –8.45% Q3 2025 +4.4% –12.25% –12.93% –16.55% Q2 2025 +10.5% +4.34% –3.70% +6.35% Dell […]
The post Live: Will Dell Pop After Tonight's Earnings? appeared first on 24/7 Wall St.....
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
