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Dell surges 17 percent after AI server revenue beats, Gary Black notes
Gary Black, managing partner and investor at The Future Fund, reports that Dell shares climbed 17 percent after-hours following significant outperformance driven by strong demand for AI servers.
Dell posted net revenues of $43.8 billion, surpassing the $35.5 billion estimate, with AI server revenue at $16.1 billion versus an expected $13.1 billion. Adjusted gross margin reached 18.1 percent while adjusted EPS came in at $4.86, both ahead of forecasts. Net revenues grew by 88 percent, with a 7.2 percent short interest noted.
Black has previously highlighted major milestones in the semiconductor industry, noting when SK Hynix joined the $1 trillion market cap club as the 15th company and third Korean chipmaker to do so. In a separate post, he observed that the 10-year U.S. treasury yield now exceeds the forward S&P 500 earnings yield. These comments reflect Black's ongoing focus on key market developments in technology and fixed income.
This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.
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