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AI, Dell

Business Insider on MSN · 56m

Dell's AI business is booming, but shares plunged after it cut its revenue outlook

Dell shares were down 12% in premarket trading after its Q3 earnings report, but the company said its AI business showed no signs of slowing down.

MarketWatch on MSN · 11h

Dell sees AI-server boom gain more steam, but overall revenue falls short

Dell beat expectations in its infrastructure solutions group, which includes servers, but came up short in client solutions, which includes PCs

SiliconANGLE · 13h

Dell’s stock falls on weak guidance, as more customers hold off for next-gen AI servers

The company is forecasting lower server sales, and blamed the shortfall on enterprise customers that are waiting to snap up new systems powered by Nvidia Corp.’s next-generation Blackwell graphics processing unit chips and therefore shifting to later orders, some of which won’t be reflected in the current quarter.

Barron's on MSN · 11h

Dell Stock Tumbles on Weak PC Sales. AI Server Strength Isn’t Enough.

Dell, Q3

Dell's third-quarter revenue misses on PC weakness

Despite booming demand for Dell's AI-optimized servers used to handle large AI workloads, its traditional PC segment has been facing stiff competition from rivals such as HP and weaker consumer spending amid an uncertain economy.

The Motley Fool · 14h

Dell Technologies Q3 Revenue Misses Mark

Dell Technologies' solid fiscal 2025 Q3 was driven by a strong performance in its Infrastructure Solutions Group amidst challenges in consumer markets.

Seeking Alpha · 12h

Dell Technologies Inc. (DELL) Q3 2025 Earnings Call Transcript

Ladies and gentlemen, good afternoon, and welcome to the Fiscal Year 2025 Third Quarter Financial Results Conference Call for Dell Technologies Inc. I'd like to inform all participants this call is being recorded at the request of Dell Technologies.

16hon MSN

Dell shares fall on light forecast despite growing AI sales

Dell is a top vendor for computers required to develop and deploy artificial intelligence, especially computers based around ...

1d

Is Dell the Next Big-Time Artificial Intelligence (AI) Stock?

However, Dell also has a division within its company that builds data center servers, which have seen a massive boost in ...

8h

Dell Q3: Rapid AI Server Growth Offset Weak Consumer PC Sales, Remain 'Strong Buy'

Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth. Find out why ...

1d

As ChatGPT Turns Two, AI Innovation Is Thriving

Two years after ChatGPT’s launch, generative AI is revolutionizing industries. From AI agents to small language models, 2024 ...

RCR Wireless News20h

Dell Technologies highlights telecommunications AI portfolio at Futurecom

AI can enhance network optimization and process efficiency while also helping CSPs capture new revenue streams | RCR Wireless ...

8d

Dell Unveils New AI-Powered Infrastructure at SC24 Conference

Dell unveils AI infrastructure, liquid-cooled servers, and services at SC24, driving enterprise AI acceleration and ...

Dell shares fall on light revenue despite growing AI sales

Dell shares have risen 86% so far in 2024 as investors realize that it is one of the most important companies selling tools ...

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