In a previous column, I stated that Dell (DELL) had “reported excellent fiscal first-quarter results and (has) multiple, powerful catalysts,” while “the company is benefiting tremendously from the AI Revolution in multiple areas.” Here, I'll explain in more detail how the firm is being boosted by the expansion of AI and explain why the latter trend looks poised to continue for the foreseeable future.
With the shares still changing hands at a very attractive valuation and the Street continuing to be bullish on the name, I still believe, as I wrote in my previous piece, that Dell is “worth considering for value and growth investors looking for increased exposure to the AI boom.”