Dell’s stock falls on weak guidance

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 demand as the AI arms race continues. With another competitor potentially struggling in this realm, does it open the door for Dell to take a significant lead in this space?
Dell Stock Tumbles on Weak PC Sales. AI Server Strength Isn’t Enough.
Dell Technologies stock fell after the company posted worse-than-expected revenue for its October quarter late Tuesday.For its fiscal third quarter, the company reported revenue of $24.4 billion, below the Wall Street consensus of $24.
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.
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
Dell Reports Its Earnings Today. Gains on AI Servers Will Come Next Year.
The company is a leading provider of AI servers, so the results should offer a useful update about the state of demand.
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