Dell and Palo Alto Networks crushed earnings expectations, with Dell's AI server revenue reaching $16.4B and full-year guidance raised to $192B.

Dell Technologies reports Q2 FY27 earnings on September 1 with analysts expecting $45B in revenue as AI server demand drives record growth and a

Dell and HPE report earnings this week with shares up 260% and 120% respectively. Can AI server demand justify the sky-high expectations?