戴尔此次发布"长期财务框架"，预计未来四年营收年均增长率将达7%至9%，剔除部分项目后的每股收 益(EPS)年均增幅则不低于15%。回溯2023年，该公司曾预计营收增长率为3%至4%，调整后每股收益增 幅不低于8%。 智通财经APP获悉，周三，戴尔科技(DELL.US)涨8%，报163.03美元。消息面上，戴尔科技将未来四年 的营收与利润增长预期近乎翻倍，并表示人工智能(AI)产品需求将推动这一高增长预期至少延续至2030 财年。 ...

Signage with logo at the Silicon Valley headquarters of computer hardware manufacturer Intel, Santa Clara, California, August 17, 2017. (Photo via Smith Collection/Gado/Getty Images).Getty ImagesIntel (INTC) stock has risen by 10.8% in 5 trading days. Do you already possess the stock? You might want to think about securing some profit as there is risk regarding growth, profitability and resilience during downturns. Reflect on the following information:Size: Intel has a valuation of $162 Bil and generated $5 ...

Group 1 - Dell Technologies' stock price increased by 3.51% on October 7, marking a total rise of 7.20% over two days, reaching a new high [1] - The company raised its annual sales growth forecast from 3%-4% to 7%-9%, and non-GAAP diluted earnings per share growth expectation from 8% to at least 15%, boosting investor confidence [1] - Strong demand for artificial intelligence products is expected to drive Dell's growth until fiscal year 2030, highlighting the importance of its strategic positioning in the AI sector [1] Group 2 - Dell Technologies emphasized its expansion in the AI server market during its Q2 2026 financial report, securing orders from multiple clients, which solidifies its market position and lays the groundwork for future revenue growth [1] - The company plans to double its AI server business revenue and has committed to increasing shareholder returns, extending its dividend growth promise to fiscal year 2030, enhancing its attractiveness to investors [2] - Dell's market performance and strategic initiatives position it as a focal point for investors, especially with the ongoing development of AI technology [2]

Core Insights - The demand for data center infrastructure is robust, with no signs of overbuilding despite significant growth in server networking business, which grew 58% last year and 69% last quarter [5][7] - Dell Technologies has increased its annual revenue target by 4-5 percentage points, indicating strong confidence in long-term revenue growth prospects for its AI servers and traditional servers [6][7] - The company has doubled its earnings per share (EPS) target to over 15% annually, reflecting a solid business performance and commitment to returning at least 80% of adjusted free cash flow to shareholders [8][9] Demand and Infrastructure - There is a substantial increase in demand for computing power driven by advancements in AI, particularly with large language models and multimodal systems [4][12] - Energy availability is a critical constraint for data center operations, with many customers unable to proceed with infrastructure deployment due to power limitations [11][13][14] - Dell Technologies is focused on optimizing energy consumption through innovative cooling solutions, which is essential given the rising energy costs and demand for computing power [10][11] Market Position and Strategy - The company is positioned to benefit from the growing adoption of AI technologies across various sectors, including tier 2 cloud service providers and enterprise customers [12][18] - Dell Technologies emphasizes its role in providing foundational computing power and infrastructure necessary for AI applications, rather than directly engaging in consumer-facing AI products [17][18] - The company anticipates creating more data in the next few years than ever before, highlighting the importance of its infrastructure in managing and utilizing this data effectively [18][19]

Supermicro (SMCI) stock has gained steam, surging over 35% over the past month as the company’s growth rate is expected to accelerate. The rebound comes after a post-earnings slump, when slowing sales momentum and lower-than-expected outlook briefly cooled enthusiasm for one of the market’s favorite AI hardware plays. SMCI Stock: From Post-Earnings Slump to Renewed Optimism Notably, Supermicro has seen its sales and earnings skyrocket thanks to artificial intelligence (AI)-driven demand. Its high-perform ...

Dell, What do we know. Sure. Yeah.Very simply, that basically roughly doubling that their outlook for sales and earnings through fiscal 2030. So top line growth is going to be between seven and 9%, EPS growth, 15%. But the story's kind of changing, Fidel.So in the build out of datacenters and infrastructure, somebody has got to put the server design together. And that's basically what Dell does. And right now, that's kind of a mid-single digits business, in part because of how aggressive the rollout is.Some ...

(Reuters) -Dell on Tuesday nearly doubled its annual profit growth target for the next four years, betting on robust demand for its servers that power artificial intelligence workloads. The company, whose customers include Elon Musk's AI startup xAI and CoreWeave, lifted its expectations for annual growth in adjusted earnings per share to at least 15% from around 8%. Its shares surged nearly 3% in early trading after the company also said it expects compounded annual revenue growth between 7% and 9% for ...

Summary of Dell Technologies Analyst Meeting - October 07, 2025 Company Overview - **Company**: Dell Technologies (NYSE: DELL) - **Event**: 2025 Securities Analyst Meeting - **Date**: October 07, 2025 Key Industry Insights - **AI's Economic Impact**: AI technology is driving 45% of U.S. GDP growth, with projections indicating it could add $15 trillion to the global economy by 2030, raising global GDP to $150 trillion [6][10] - **Data Growth**: The overwhelming majority of the world's data is created in data centers or at the edge, with a significant increase in data generation expected [6][20] - **AI Adoption**: 85% of enterprises plan to move Generative AI on-prem within the next 24 months, indicating a strong demand for AI infrastructure [8][19] Core Company Strategies - **AI Factory**: Dell's AI Factory supports customers at every step of their AI journey, providing a comprehensive playbook for deploying AI at scale [20][59] - **Investment in AI**: AI CapEx is expected to exceed $400 billion in 2025, significantly higher than previous estimates, indicating a rapidly growing market [12][13] - **Infrastructure Needs**: Data centers will require nearly $7 trillion in investment by 2030 to meet the demand for compute, highlighting the need for advanced infrastructure solutions [46] Financial Performance - **Earnings Growth**: Dell has roughly doubled earnings per share over the last five years, with a target to double EPS again over the next five years [9][10] - **Shareholder Returns**: $14.5 billion has been returned to shareholders, with 97% of adjusted free cash flow returned since the inception of the capital return program [9][10] Market Position and Competitive Advantage - **Leading Market Share**: Dell is number one in compute and storage, with significant market share gains over the last decade [48][49] - **AI-Optimized Portfolio**: Dell's AI-optimized portfolio has grown to at least $20 billion in just two years, servicing over 3,000 enterprise customers [49] - **Engineering Expertise**: Dell's engineering capabilities allow for the creation of bespoke, optimized solutions tailored to customer needs, enhancing performance and efficiency [23][24] Technological Innovations - **Disaggregated Storage Architecture**: Customers are seeing 83% faster read throughput with disaggregated storage architectures, essential for supporting AI workloads [21][20] - **PowerEdge Servers**: The latest generation of PowerEdge servers is designed for high performance and efficiency, crucial for AI and data-intensive workloads [51][52] - **Cooling Solutions**: Dell has introduced advanced cooling solutions to manage the increasing power density in data centers, ensuring optimal performance [50][36] Customer Engagement and Use Cases - **Enterprise Engagement**: Dell has engaged with over 3,000 enterprise customers, with many in the piloting and testing phase of AI deployment [9][33] - **Real-World Applications**: Examples include partnerships with CSX for operational efficiency and Hudson River Trading for high-performance AI workloads in finance [60][61] Future Outlook - **Growth Projections**: Dell is raising its long-term growth framework revenue CAGR from 6%-8% to 11%-14%, driven by AI as a significant tailwind [49] - **Continued Innovation**: The company is committed to staying ahead of industry demands through continuous innovation and customer-centric solutions [45][38] Conclusion - **Strategic Positioning**: Dell Technologies is well-positioned to capitalize on the growing demand for AI infrastructure, leveraging its engineering expertise, market leadership, and comprehensive solutions to drive future growth [47][59]

Shares of Dell Technologies climbed more than 3% on Tuesday after the company boosted its long-term financial guidance, signaling growing optimism about its role in powering artificial intelligence (A... ...

智通财经APP获悉，戴尔科技(DELL.US)将未来两年的营收与利润增长预期近乎翻倍，并表示人工智能 (AI)产品需求将推动这一高增长预期至少延续至2030财年。受此消息影响，公司股价上涨。截至发稿， 戴尔股价上涨约6%。 克拉克于今年7月开始负责PC部门的运营，他还将在投资者活动中阐述公司为扭转疫情后PC市场份额流 失所采取的举措——此前戴尔的市场份额被惠普(HP Inc.)、联想(Lenovo Group Ltd.)等竞争对手抢占。 克拉克表示，尽管戴尔在面向消费者与企业客户的高端PC市场(约占整体市场的四分之一)表现不俗，但 在中低端设备领域，公司未能针对买家需求精准调整产品与定价策略。 戴尔此次发布"长期财务框架"，预计未来四年营收年均增长率将达7%至9%，剔除部分项目后的每股收 益(EPS)年均增幅则不低于15%。回溯2023年，该公司曾预计营收增长率为3%至4%，调整后每股收益增 幅不低于8%。戴尔首席运营官杰夫·克拉克(Jeff Clarke)在活动前的采访中透露，公司将于周二在纽约举 行的投资者活动上公布这组更新后的数据，其适用周期将覆盖至2030财年。 克拉克表示："两年前，我们所有人都低估 ...