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May 31 at 04:53 PM

Dell Q1: AI Servers Up 757%, Can It Last?

Dell $Dell Tech(DELL.US) just had its best single day ever, surging 32% as AI server revenue soared 757% year-over-year.  For fiscal 2026, revenue hit $113.5B — up 19% — with EPS rising 27%.  Dell projects $50B in AI revenue for fiscal 2027, representing over 100% growth.  The AI infrastructure boom is real, and Dell is riding it hard.

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