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Below is Dolphin Research's Trans from NVDA's GTC 2026 analyst session. For our readout on the GTC conference, see 'NVDA GTC: The AI gala—high hopes, letdown?'. I. $NVIDIA(NVDA.US) analyst session key takeaways.1) Demand outlook: Committed demand for Blackwell + Rubin through end-2027 exceeds $1tn (POs and firm commitments), excluding new products such as Rubin Ultra, Feyn, a standalone Vera CPU, and Groq. Orders are expected to continue building on this base...

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NVDA (Analyst Huddle): IT to become token distributors; 50% of CF to shareholder returns

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Below is Dolphin Research's Trans of Dell's FY2026 Q4 earnings call. For our earnings analysis, see 'DELL: AI Is Doubling; Can It Ease 'Storage Tightness' Concerns?'Key takeaways from management: 1) Next-quarter guide: revenue of $34.7-35.7bn (midpoint +51% YoY). AI server revenue is expected to contribute ~$13bn, up ~$4bn QoQ. Infrastructure Solutions Group (ISG) revenue is guided to grow over 100% YoY...

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DELL Trans: AI orders exclude Rubin; legacy biz still growing

Financial Analysis

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Dell Technologies (DELL) released FY2026 Q4 results after-hours on Feb 27 (Beijing time). The quarter ended Jan 2026.1) Core metrics: $Dell Tech(DELL.US) posted revenue of $33.4bn (+39.5% YoY). This beat consensus ($31.8bn).Revenue rose $6.4bn QoQ, driven mainly by AI server shipments. AI servers contributed most of the increase.GPM was 20.2%, down 50bps QoQ. This was slightly below street expectations (20.4%). Compared with service revenue...

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DELL: Can AI's doubling growth ease 'storage crunch' concerns?---

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DELL First Take: Results were strong, with revenue up 39% YoY and growth starting to accelerate. This quarter’s expansion was driven by ISG (servers) shipments. AI revenue reached $8.95bn, up $3.3bn QoQ. In addition, new AI orders hit a record $34.1bn, well ahead of the Street’s $10–11bn. Backlog increased by $43bn by quarter-end, laying the groundwork for sustained high growth ahead. The outlook is the real surprise vs. this quarter’s prints. Mgmt guides next-quarter revenue to $34.7–35.7bn, with the midpoint up $2bn QoQ and well above the Street’s $31.8bn. Based on the order book, Dolphin Research estimates next-quarter AI revenue could top $11bn, implying QoQ growth of $2bn+. DELL trades around 10x, a clear discount across the AI value chain, largely due to lower GPM and worries about persistent storage tightness. While storage constraints may pressure legacy biz., the surge in AI orders underpins faster growth in AI. This eases market concerns to a degree, supporting both earnings and multiple expansion. For details, see Dolphin Research’s detailed take and Trans. $Dell Tech(DELL.US) $GraniteShares 2x Long DELL Daily ETF(DLLL.US)

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Today’s Key News Recap

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0226 | Dolphin Research focus: 🐬 Stock 1, $Alibaba(BABA.US). Alibaba Cloud Bailian launched the 'Coding Plan', integrating APIs for four mainstream models — Qwen3.5, GLM-5, MiniMax M2.5 and Kimi K2.5 — making it the only cloud provider globally to offer this combo.Lite plan is priced at RMB 7.9 for the first month and RMB 40 for the second; Pro plan at RMB 39.9 for the first month and RMB 200 for the second, with free model switching. The aim is to lower AI coding barriers through aggressive pricing and full-stack model coverage...

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Alibaba Cloud rolls out dirt-cheap AI coding bundle; JD's 'Billion-yuan Supermarket' reignites subsidy rush | Daily News Recap

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1126 | Dolphin Research Key Focus: 🐬 Stocks 1. $MEITUAN(03690.HK) Meituan saw a significant rebound today. Alibaba's China E-commerce Business Group CEO, Jiang Fan, pointed out that the first phase of Taobao Flash Sale's scale expansion has ended, and it has now entered the second phase, which is the 'efficiency optimization' phase. This implies that the disorderly cash-burning competition Meituan faces is expected to ease, leading to a more stable market structure, temporarily alleviating Meituan's profitability pressure. Meituan rose over 5% today. 2. $Baidu(BIDU.US) Baidu announced the establishment of a foundational model R&amp;D department and an application model R&amp;D department...

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Meituan's Stock Rallies Strongly; Li Auto Announces AI Glasses Entry | Today's Important News Recap

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The following are the minutes of Dell's FY2026 Q3 earnings call organized by Dolphin Research. For earnings interpretation, please refer to &#34;Dell DELL: Storage Price Hike Adds Pressure? AI Guidance Provides Support Again.&#34; 1. $Dell Tech(DELL.US) Key Financial Information Review 1. Cash Flow and Capital Return a. Cash Flow: Operating cash flow of $1.2 billion, with an ending cash and investment balance of $11.3 billion (an increase of $1.6 billion quarter-over-quarter). b. Shareholder Return: $1.6 billion returned this quarter (repurchase of 8.9 million shares + dividend distribution)...

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Dell (Minutes): The company's value lies in the overall solutions at level L11 and above.

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Dell Technologies (DELL.N) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) after the U.S. stock market closed on November 26, Beijing time: 1. Core performance: $Dell Tech(DELL.US) reported revenue of $27 billion for the quarter, an increase of 10.8% year-on-year, close to market expectations ($27.3 billion). The company's revenue growth of nearly $2.7 billion this quarter was primarily driven by contributions from AI server shipments. The company's gross margin for the quarter was 20.7%, down 1.1 percentage points year-on-year, slightly better than market expectations (20%). Compared to service revenue...

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Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides Support

DELL Quick Interpretation: This quarter met expectations, and the guidance for the next quarter is more optimistic. The company's revenue this quarter increased by $2.7 billion year-on-year, entirely driven by the AI server business. Excluding the AI business, traditional business remained flat year-on-year, with the main highlight still being the AI business. Compared to this quarter's data, the guidance for the next quarter is even more of a 'pleasant surprise.' The company has raised its guidance for the next quarter to $31-32 billion (previously below $30 billion), which will undoubtedly bring more confidence to the market. Considering the company's AI business order situation, the backlog orders for this quarter have significantly increased to $18.4 billion. Dolphin Research estimates that next quarter's AI server revenue will increase to over $9 billion (an increase of more than $3.5 billion quarter-on-quarter), which is also the main reason for the raised guidance for the next quarter. Previously, the company had raised its long-term guidance at an investor conference, which once pushed the stock price to around $170. However, due to factors such as rising storage prices and fluctuations in AI sentiment, the market has had some concerns about the achievability of the company's long-term guidance. With this 'impressive' AI order situation, confidence in the company will be boosted once again. For more content, please follow Dolphin Research's subsequent reviews and management discussions. $Dell Tech(DELL.US)

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Qualcomm (QCOM.O) released its financial report for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. The key points are as follows: 1. Core data: Qualcomm's revenue for this quarter was $11.27 billion, an increase of 10% year-on-year, better than market expectations ($10.75 billion). The company's mobile business accelerated growth driven by new products, while the growth rates of IoT and automotive businesses slowed down. The company's gross margin for this quarter was 55.3%, a year-on-year decrease of 1.1 percentage points, slightly below market expectations (55.6%)...

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INTEL-T

Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?

Truist Securities Assigns Hold Rating to Dell Technologies

LSEG Establishes Years-long Partnership with Dell Technologies

Dell sees strong AI server business, targets $50B for FY2027

Analyst Recommends Buying Dell Stock to Hedge AI Risks

Dell Technologies Director Sells Shares as Company Reports Strong Earnings and Increases Dividends

Dell Launches New Business Laptops

Dell Adjusts PC Prices Due to Rising Component Costs

Silver Lake Technology Associates V (GP) sells $74,636,064 worth of Dell C class ordinary shares

Silver Lake Sells Dell Class C Common Stock

Dell Technologies Announces Enhanced Cybersecurity Measures, Shares Rise

BofA Global Research Raises Dell Technologies' Target Price to $172

Silver Lake Sells $9.02M in Dell Technologies Stock

Silver Lake Sells $34.84 Million in Dell Technologies Stock

Cognizant launches AI Factory

Dell Unveils New AI Desktop System Featuring NVIDIA GB300

Dell Launches AI Data Platform Powered by Nvidia Technology

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