PawsAndProfits
06:09

Good share on AI related stocks! 

Dell Soars 38%! AI Server Revenue Spikes 750%, Reprice Now?
Dell surged 38.42% in after-hours trading after Q2 results and full-year guidance sharply beat expectations, with AI server revenue — PowerEdge and GB200 rack systems — skyrocketing over 750% year-over-year. The results confirm that Dell, as NVIDIA's largest downstream server distributor, is accelerating its AI dividend realization, with backlog hitting a record high. The key concern remains AI server margin dilution on overall profitability and cyclical weakness in legacy PC business. As Dell gets repriced from 'traditional IT' to 'core AI infrastructure,' will you be getting in?
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