Bernstein believes that Dell's AI server revenue could reach $50 billion by fiscal year 2027.
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The bank upgraded the PC and server stock to overweight from equal weight.
Dell Technologies raised its AI server revenue guidance to $60 billion after booking $24.4 billion in new orders, with Bitcoin…
The company booked $24.4 billion in AI orders and raised its full-year AI server revenue forecast to $60 billion, up from $50…
Dell stock hit a new record as analysts raised AI server targets before earnings, extending its 2026 rally.
The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value at the current share…
Dell Technologies shares jumped nearly 40% after AI server demand exploded, shocking Wall Street. The Dell stock rally came as AI…
