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02.09.26 - 19:36
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Dell Rises on Sales Outlook Boost (Bloomberg)
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Dell raised its outlook for a fifth straight quarter as demand for AI and traditional servers continues to surge. Portia Capital Management President Michelle Connell explains why she sees more upside for Dell, where the next winners could emerge across the AI hardware stack, and how supply constraints are reshaping the semiconductor race. She joins Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)...
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02.09.26 - 18:42
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Dell Boosts Sales Outlook by $25 Billion (Bloomberg)
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Dell shares jumped after the company boosted its annual sales forecast by $25 billion in a further sign of surging demand for servers to run artificial intelligence tasks.
Revenue in the fiscal year ending in January 2027 will be about $192 billion, including $74 billion from the sale of AI servers, the Texas-based company said Tuesday in a statement. That's up from an outlook in May of about $167 billion and topped analysts' average projection of $173.8 billion, according to data compiled by Bloomberg.
The AI server forecast represents a threefold increase over the prior year. This is the fifth straight quarter that Dell's fiscal year revenue outlook topped estimates. Bloomberg Intelligence Senior Hardware and Networking Analyst said memory inflation is factoring into their guidance. (Source: Bloomberg)...
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02.09.26 - 16:48
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Uber Cuts Jobs; Dell Raises Revenue Forecast | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Uber Technologies (UBER) is cutting about 3,300 roles, or 10% of its staff globally, in a massive restructuring aimed at reducing management layers and reallocating spending into its ride-sharing, delivery and robotaxi businesses.
- Dell Technologies (DELL) shares gain after the company's second-quarter results beat expectations and it raised its full-year revenue forecast, supported by strong AI-related demand for its servers.
- PG&E (PCG) plans to defer about $2 billion of investments next year as part of a strategic review of its businesses, a move that comes after it said a proposed revamp of California's wildfire response didn't do enough to protect the company and its peers from the cost of such disasters. (Source: Bloomberg)...
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02.09.26 - 11:48
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Dell Shares Climb On Q2 Results, Positive Outlook (RTTNews)
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Shares of Dell Technologies Inc. were gaining around 10 percent in the pre-market activity on the NYSE after the tech major issued positive third-quarter outlook and raisesd fiscal 2027 view, after reporting strong growth in its second quarter. The company said its AI server business booked a record $60.9 billion in orders, recognized $16.4 billion in revenue......
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