Dell Has Untapped Upside Risk

Justin Sullivan Dell Technologies Inc. (NYSE:DELL) reported a sequential improvement across their ISG and CSG segments, with AI infrastructure building backlog. In tandem with other IT infrastructure manufacturers, Dell is experiencing a challenging networking equipment market as CIOs focus on cost-savings initiatives across their respective IT departments. I believe this can lead to a strong tailwind in the back-half of eFY25 through eFY26 as CIOs will seek to implement AI/ML applications for performan ...