Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.

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Dell Chief Operating Officer Jeff Clarke (pictured) said on a call with analysts that the company had sold about $10 billion worth of AI-optimized servers in fiscal 2025, and expects that number to ...

Dell shares fell Friday as the company’s sales and outlook disappointed. Analysts said it could be an opportunity to buy the ...

As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line ...

We expect Dell to focus on generating free cash flow while targeting a debt load that will allow it to maintain its investment-grade credit rating. Dell has $25 billion in gross debt compared with $3.

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In a report released today, Asiya Merchant from Citi maintained a Buy rating on Dell Technologies (DELL – Research Report). The company’s ...

Dell Technologies Inc. is seeing its backlog swell thanks to new deals with xAI, Elon Musk's artificial-intelligence company, and other AI players. While Dell (DELL) ended its fiscal year with a $4.1 ...

Dell on Thursday forecast a decline in its adjusted gross margin rate for fiscal year 2026, hit by higher costs to build ...

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