Developing story · 2 episodes · 11 Sept to 17 Sept
Dell AI Server Boom From Surge to Supercycle
The saga chronicles Dell's rapid rise in AI server demand, highlighted by a 10% stock surge following an RBC outperform rating and a growing backlog that signals a new Nvidia supercycle. Today, Dell's AI server backlog continues to expand, positioning the company as a key player in the evolving AI hardware market.
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Dell's AI Server Backlog Signals Nvidia Supercycle
Nvidia’s strong performance in the AI infrastructure boom has led to significant growth. The company reported $96.2 billion in revenue, a more than doubling from the previous quarter and up 56%…
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Dell Shares Surge 10% After RBC Outperform Rating
On Friday, Dell Technologies shares climbed 10% after RBC Capital Markets launched coverage, rating the company outperform and setting a $640 price target. The move comes as Dell’s stock has more…
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