Core Insights - Nvidia Corp exceeded Q4 earnings expectations and guided Q1 revenue to $78 billion, surpassing the $72 billion estimate [1] - Dell Technologies is set to report fiscal Q4 with a record $18.4 billion AI server backlog, with Wall Street expecting $31.7 billion in revenue and $3.52 in adjusted EPS [1][2] Dell's Earnings Call Expectations - The earnings call is scheduled for 3:30 p.m. CST, with Polymarket indicating a 92% chance of Dell beating the $3.52 EPS consensus [2] - The focus will be on insights from Michael Dell and COO Jeff Clarke regarding future strategies [2] Market Sentiment and Trading Insights - Traders on Kalshi have placed $56,000 in volume betting on specific phrases from Dell's team, with "EPS Growth" leading at 86% and "Nvidia" at 77% [3] - There is speculation that Dell may downplay its GPU dependency and emphasize its own intellectual property [3] Analyst Ratings and Market Position - Morgan Stanley has an Underweight rating on Dell with a $110 target, citing rising memory costs as a margin pressure [4] - Evercore ISI added Dell to its Tactical Outperform list, while Barclays upgraded to Overweight at $148, indicating mixed market sentiment [8] Financial Metrics and Stock Performance - Dell returned $1.6 billion to shareholders last quarter, indicating a focus on capital return rather than growth [5] - The stock is currently around $123, down over 4% in 2026, with a P/E of 15.52 compared to the industry average of 35.22 [8] Product Developments - Dell announced the PowerEdge XR9700, a rugged liquid-cooled server designed for edge AI and telecom workloads, highlighting its commitment to innovation [5] China Market Exposure - Dell has significant consumer and commercial PC exposure in China, but lacks a strong AI server narrative like Nvidia [6] - Any mention of China in the earnings call is expected to focus on retail demand or supply chain issues rather than export controls [6]

U.S. stocks traded mostly lower this morning, with the Nasdaq Composite dipping more than 350 points on Thursday.The Dow traded down 0.10% to 49,432.55 while the NASDAQ dipped 1.57% to 22,788.62. The S&P 500 also fell, dropping, 0.88% to 6,884.75.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsFinancial shares gained by 1.2% on Thursday.In trading on Thursday, information technology stocks fell by 2.2%.Top HeadlineU.S. initial jobless claims r ...

Dell Technologies Inc. (NYSE:DELL) will release earnings results for its fourth quarter, after the closing bell on Thursday, Feb. 26.Analysts expect the Round Rock, Texas-based company to report quarterly earnings at $3.53 per share, up from $2.68 per share in the year-ago period. The consensus estimate for Dell's quarterly revenue is $31.75 billion, versus $23.93 billion a year earlier, according to data from Benzinga Pro.On Wednesday, Dell introduced the Dell PowerEdge XR9700, a rugged, liquid-cooled serv ...

American Airlines Group Inc (NASDAQ:AAL) shares are trading higher Thursday morning after the company announced a $1 billion investment to expand its facilities at Miami International Airport. Here’s what investors need to know.American Airlines Group stock is showing exceptional strength. Why is AAL stock surging?American Airlines Expands Miami HubAmerican Airlines announced plans to construct a new three-level concourse D extension at Miami International Airport, which will accommodate larger aircraft and ...

Investors expect AI giants to command the market's richest valuations. But right now, Warren Buffett's favorite soda is trading at a premium to one of the most important technology companies in the world. Coke's Valuation Quietly Surpasses MicrosoftYet investors are now paying a higher premium for Coca-Cola's earnings.This suggests valuation isn't being driven purely by growth — but by certainty.Buffett's $28 Billion Bet Reflects The Power Of PredictabilityThat consistency reflects Coca-Cola's most valuable ...

Shares of Avalon GloboCare Corp (NASDAQ:ALBT) are trading sharply higher Thursday morning after Benzinga exclusively reported that the company joined Advanced Micro Devices Inc’s (NASDAQ:AMD) AI Developer Program. Here’s what investors need to know.Avalon Globocare stock is charging ahead with explosive momentum. Why is ALBT stock up today?Avalon Quantum AI Joins AMDIn the release, the Freehold, N.J.-based company said its AI-focused subsidiary, Avalon Quantum AI LLC, has been accepted into the AMD AI Devel ...

Financial giants have made a conspicuous bearish move on Intel. Our analysis of options history for Intel (NASDAQ:INTC) revealed 22 unusual trades.Delving into the details, we found 40% of traders were bullish, while 59% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $326,302, and 15 were calls, valued at $1,342,343.Expected Price MovementsAnalyzing the Volume and Open Interest in these contracts, it seems that the big players have been eyeing a price window from $ ...

Deep-pocketed investors have adopted a bullish approach towards Advanced Micro Devices (NASDAQ:AMD), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in AMD usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 21 extraordinary options activities ...

Shenandoah Q4 2025 Earnings Call: Complete Transcriptby Benzinga Insights Benzinga Staff WriterFollowOn Thursday, Shenandoah (NASDAQ:SHEN) discussed fourth-quarter financial results during its earnings call. The full transcript is provided below.This content is powered by Benzinga APIs. For comprehensive financial data and transcripts, visit https://www.benzinga.com/apis/.Access the full call at https://edge.media-server.com/mmc/p/9gvqeu6y/Full TranscriptLizThank you for standing by. My name is Liz and I'll ...

PENN Entertainment, Inc. (NASDAQ:PENN) shares are trading higher Thursday after the company reported fourth-quarter financial results.Penn stock is surging to new heights today. What’s fueling PENN momentum?Beat On EPS, Revenue As Interactive Segment Gains TractionThe company reported adjusted earnings per share of 7 cents, beating the consensus estimate of a 5-cent loss. Revenue totaled $1.80 billion, exceeding the consensus estimate of $1.76 billion.Retail segment revenue was $1.4 billion in the fourth-qu ...