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dell earnings

Dell Q2 FY27: $47B Revenue, $95B AI Backlog, Guide Raised

September 12, 2026September 2, 2026 by Bruno
Dell Q2 FY27: $47B Revenue, $95B AI Backlog, Guide Raised

Dell posted record $47.0B revenue (+58%), $16.4B AI server revenue and $95B backlog, then raised FY27 to $192B. What the print actually shows.

Categories Artificial Intelligence, Earnings Tags AI infrastructure, ai servers, dell earnings, dell technologies, enterprise ai, stock market

Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now

September 12, 2026May 24, 2026 by Bruno
Dell Jumps 16.8% on NVIDIA Halo; Q1 Bar Is High Now

Dell ripped 16.77% Friday after NVIDIA’s record $81.6B quarter. With a $43B AI server backlog already in hand, Q1 FY27 has to deliver.

Categories Artificial Intelligence, Earnings, Technology Tags AI infrastructure, ai server stocks, dell earnings, dell technologies, nvidia earnings, stock market

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