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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
DELL breaks out on AI server blowout
Q1 rev $43.8B vs ~$35B; adj EPS $4.86 vs ~$3. AI server rev $16.1B +757% YoY; FY27 rev guide $165-169B, EPS $17.90. AH cited up as much as 20%.
Watch $400+ resistance, margin/supply risk. $DELL #AI #Earnings
2026-05-28T21:48:17.979Z