Core Viewpoint - Dell Technologies Inc. is highlighted as a stock to watch, with expectations that it will perform well despite potential challenges related to semiconductor prices [1]. Group 1: Company Overview - Dell Technologies Inc. offers a range of products including storage systems, servers, networking gear, consulting services, laptops, desktops, workstations, and accessories [2]. Group 2: Market Sentiment - There is skepticism in the market regarding Dell's ability to manage rising raw material costs, particularly semiconductors, but there is confidence in the company's leadership and sourcing capabilities [1]. - The company is expected to continue performing strongly in the data center and enterprise sectors, suggesting a positive outlook for its stock ahead of the upcoming quarterly report [1].

Core Insights - Dell Technologies Inc. is expected to report earnings on November 25, 2025, with an anticipated EPS of $2.48 and revenue of approximately $27.29 billion [1][6] Financial Performance - The expected revenue range for Dell in the third quarter is between $26.5 billion and $27.5 billion, with a midpoint of $27 billion, reflecting an 11% increase from the previous year [3] - The Zacks Consensus Estimate aligns with Wall Street's projections, suggesting revenue of $27.27 billion and an EPS of $2.48, indicating a growth of 11.93% from the same quarter last year [3] - Dell's market valuation includes a price-to-earnings (P/E) ratio of 17.68, a price-to-sales ratio of 0.81, and an enterprise value to sales ratio of 1.02 [5] - The enterprise value to operating cash flow ratio is 13.76, while the debt-to-equity ratio is notably negative at -10.37, indicating a higher level of debt compared to equity [5][6] - The current ratio of 0.83 suggests that Dell's current assets are not sufficient to cover its current liabilities [5] Market Dynamics - Dell's performance is expected to be driven by strong demand for AI-optimized servers and robust expectations for its Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG) [4][6] - The company is benefiting from an expanding partner base and advancements in AI platforms, which are anticipated to enhance its momentum in the third quarter [4]

Core Insights - Earnings season is beginning to slow down, providing some relief after recent market volatility, with key companies like Alibaba, Zscaler, Deer & Company, and Dell Technologies set to report this week [1] Earnings Reports - This week features earnings reports from: - Alibaba (BABA) with an expected move of 7.2% - Dell Technologies (DELL) with an expected move of 9.4% - Zscaler (ZS) with an expected move of 9.9% - Deer & Company (DE) with an expected move of 5.5% [4] Implied Volatility - Implied volatility tends to be high before earnings reports due to market uncertainty, leading to increased demand for options [2] - After earnings announcements, implied volatility typically decreases to normal levels [2] Trading Strategies - Traders can utilize expected moves to structure trades: - Bearish traders may consider selling bear call spreads outside the expected range - Bullish traders might sell bull put spreads or look at naked puts for higher risk tolerance [4] - Neutral traders can explore iron condors, ensuring short strikes remain outside the expected range [5] Stock Screening - A stock screener can identify stocks with high implied volatility, using filters such as: - Total call volume greater than 5,000 - Market cap greater than 40 billion - IV Rank greater than 40% [6][7] Previous Earnings Performance - Last week's earnings move for TCOM was +2.2%, compared to an expected move of 6.2% [9]

计算机硬件和IT解决方案公司戴尔(DELL.US)将于本周二收盘后公布财报。分析师预计三季度戴尔营收 将同比增长11.2%至271亿美元，较去年同期9.5%的增幅有所提升。调整后每股收益预计为2.48美元。 过去30天内，覆盖该公司的分析师普遍重新确认了预估，表明他们预计业绩将符合预期。过去两年中， 戴尔已有三次未达到华尔街营收预期。 上一季度，戴尔营收达到297.8亿美元，同比增长19%，较分析师预期高出1.9%。这个季度表现强劲， 其下一季度营收指引超出分析师预期，全年营收指引也高于预测。 从硬件和基础设施领域的同业表现看，部分公司已公布第三季度业绩，这为市场提供了参考。迪堡金融 设备(DBD.US)营收增长2%，较预估高出1.7%，财报发布后迪堡金融设备累计涨幅达16.6%。 2025年行业前景仍因潜在贸易政策变动和企业税制讨论而蒙上阴影，这些因素可能影响商业信心与增 长。 虽然部分硬件和基建股在动荡环境中表现稳健，但该板块整体表现不佳，过去一个月股价平均下跌 8.3%。同期戴尔股价下跌24%，当前分析师平均目标价为162.38美元(现价123.06美元)。 ...

智通财经APP获悉，计算机硬件和IT解决方案公司戴尔(DELL.US)将于本周二收盘后公布财报。分析师 预计三季度戴尔营收将同比增长11.2%至271亿美元，较去年同期9.5%的增幅有所提升。调整后每股收 益预计为2.48美元。 过去30天内，覆盖该公司的分析师普遍重新确认了预估，表明他们预计业绩将符合预期。过去两年中， 戴尔已有三次未达到华尔街营收预期。 从硬件和基础设施领域的同业表现看，部分公司已公布第三季度业绩，这为市场提供了参考。迪堡金融 设备(DBD.US)营收增长2%，较预估高出1.7%，财报发布后迪堡金融设备累计涨幅达16.6%。 2025年行业前景仍因潜在贸易政策变动和企业税制讨论而蒙上阴影，这些因素可能影响商业信心与增 长。 虽然部分硬件和基建股在动荡环境中表现稳健，但该板块整体表现不佳，过去一个月股价平均下跌 8.3%。同期戴尔股价下跌24%，当前分析师平均目标价为162.38美元(现价123.06美元)。 上一季度，戴尔营收达到297.8亿美元，同比增长19%，较分析师预期高出1.9%。这个季度表现强劲， 其下一季度营收指引超出分析师预期，全年营收指引也高于预测。 ...

Group 1 - The article highlights that the upcoming Thanksgiving week will feature the release of September economic data [1] - Earnings reports are expected from several companies including Best Buy, Smucker, and Zscaler [1]

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Economic Data Releases - The delayed September retail sales report will be released just before Black Friday, indicating consumer spending trends leading into the holiday season [2][7] - Other economic data to be released includes weekly jobless claims, pending home sales, durable-goods orders, and the Producer Price Index for September, which will provide insights into inflation [2][7] Earnings Reports - Key companies reporting earnings this week include John Deere, Alibaba, Applied Digital, Dell Technologies, and others, with significant attention on their performance amid rising costs and market conditions [4][5][6] - Workday is expected to report quarterly earnings for the first time since Elliott Investment Management took a stake in the company, indicating potential shifts in company strategy or performance [5] Market Activity - Stock markets will close early on Friday at 1 p.m. ET, and bond markets will close at 2 p.m. ET due to the Thanksgiving holiday, impacting trading volumes and market dynamics [2][11] - The upcoming Federal Reserve interest rate decision on December 10 may be influenced by the delayed economic data, complicating the outlook for monetary policy [7]

Core Insights - The article discusses the significant growth in data center infrastructure spending driven by AI training and inference cluster architectures, which also positively impacts the HPC (High-Performance Computing) architecture [1][2]. HPC-AI Market Overview - According to Hyperion Research, the global HPC spending over the past three years and future five-year forecasts indicate a robust market [2]. - The HPC-AI market is projected to generate $59.93 billion in total sales in 2024, reflecting a 23.5% growth compared to 2023, with on-premises HPC-AI systems contributing $50.39 billion (up 22.9%) and cloud HPC-AI systems contributing $9.54 billion (up 4.9%) [4][5]. Future Projections - For 2025, the overall HPC-AI market is expected to bring in $58.963 billion, a 17% increase from 2024, with cloud consumption at $12.38 billion and on-premises systems at $57.75 billion [5][6]. - The growth rate is anticipated to stabilize at around 7% to 8% annually by the end of the decade, which is still double the historical average [6]. Spending Breakdown - In 2024, cloud computing consumption will account for 15.9% of the HPC-AI product spending, with 30% of cloud spending allocated to storage, compared to 21.7% for on-premises HPC-AI centers [8]. - Services constitute a significant portion of the HPC-AI budget, primarily for system installation, maintenance, and technical support, while software accounts for only 5% of the total budget [8]. Revenue by Vendor - In 2024, the leading vendors in the HPC-AI market include HPE with $7.151 billion (28.2% market share), Dell Technologies with $3.916 billion (15.5%), and Lenovo with $1.450 billion (5.7%) [13][14]. - Non-traditional suppliers, referred to as Original Design Manufacturers (ODMs), have revenue nearly equal to HPE, indicating a competitive landscape [14]. Market Segmentation - The HPC-AI market is segmented into various price ranges, with the largest share (27.9%) coming from large HPC systems priced between $1 million and $10 million, while entry-level HPC systems (under $250,000) account for 24.3% [15]. Investment Trends - Investment in HPC-AI systems is accelerating, as evidenced by new supercomputers announced by the US Department of Energy, which are expected to stabilize revenue over time due to a shift towards cloud models [17].

Core Insights - Investors will have a break next week due to the market closure on November 27 for Thanksgiving, allowing time for assessment and reflection after a challenging week for Wall Street [2] - Despite the end of the U.S. government shutdown, some key economic reports are still being canceled due to insufficient survey data, impacting market expectations [3] Earnings Reports - Several companies are scheduled to report earnings next week, including Alibaba Group (BABA), Dell (DELL), Deere & Company (DE), Analog Devices (ADI), Best Buy (BBY), HP (HPQ), and DICK'S Sporting Goods (DKS) [4] - Specific earnings highlights include: - Monday: Agilent Technologies (A), Zoom Communications (ZM), Symbotic (SYM) [5] - Tuesday: Alibaba, Analog Devices (ADI), Dell Technologies, Best Buy (BBY), Autodesk (ADSK), Workday (WDAY), Zscaler (ZS), HP (HPQ), DICK'S Sporting Goods, J.M. Smucker (SJM), and NIO (NIO) [5] - Wednesday: Deere, Li Auto (LI) [5] - Thursday: Intuitive Machines (LUNR) [6] - Friday: Frontline Plc (FRO), Buckle, Inc. (BKE) [6]