Jim Cramer Says Dell's Blowout Quarter Could Mark A Turning Point For AI Stocks Like Nvidia And Intel: 'I

Dell's AI-Fueled Surge May Be Far From Over, Analysts Argue - Dell Technologies (NYSE:DELL)

Dell beat on AI servers, traditional infrastructure, and PCs; analyst targets now reach $700, with 20%+ long-term EPS growth projected and multiple upgrades issued May 29. $3B+ quarterly FCF and stable margins validate Dell as a durable AI infrastructure vendor for enterprise capex decisions, countering margin-compression concerns.