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The Latest Breaking News from Jeff Clarke

Dell Stock Skyrockets After Q2 EPS Surges 200%, AI Server Business Secures $60.9B in Orders

Dell Technologies stock surged 15% following a 203% rise in Q2 adjusted EPS, driven by record AI server revenue, as well as a 122% revenue growth in its traditional servers and networking segment.

International Business Times UK

Dell again lifts annual forecasts as AI demand powers record results

Dell raised its annual revenue outlook to $192 billion from $167 billion and adjusted earnings per share forecast to $25.50 from its earlier expectations of $17.90. The company, whose shares have more than tripled this year, now expects fiscal 2027 revenue for AI-optimized servers to be $74 ‌billion, up from…

The Economic Times

Dell Stock Is Likely to Continue to Be a Big Beneficiary of the AI Boom for the Foreseeable Future

Share gains and expanded partnerships are among the positive catalysts boosting Dell.

Barchart

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Michael Dell Just Made $35.8 Billion In A Day — Dell's Historic Rally Sent Him Past Zuckerberg

Dell Technologies' shares soared 33% following a record Q1 revenue of £32.6B, driven by an AI infrastructure boom. Michael Dell's fortune reached £183B, as server stocks surged across the market.

International Business Times UK

Dell Technologies Q1 Earnings Call Highlights

Dell Technologies (NYSE:DELL) reported what executives described as a record fiscal 2027 first quarter, driven by surging demand for AI servers, traditional servers, storage and commercial PCs, while warning that component supply remains the main constraint on further growth. Jeff Clarke said reven

MarketBeat

Should You Buy Dell Stock Before February 26? This Analyst Says Yes.

Evercore ISI has turned bullish on Dell ahead of its earnings release on Feb.26, expecting AI-driven momentum and near-term traditional hardware demand to fuel a solid beat.

Barchart

Dell's CES 2026 chat was the most pleasingly un-AI briefing I've had in maybe 5 years

"A bit of a shift from a year ago where we were all about the AI PC."

PC Gamer

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Dell’s great undoing: XPS returns in 2026 after a year of missteps — and the all-new XPS 14 and XPS 16 might be the company’s smartest move yet

After admitting it “underperformed” and “didn’t listen,” Dell reintroduces XPS with thinner hardware, smarter power management, and a broader portfolio.

Windows Central

Dell is bringing back the XPS – and we couldn’t be happier

Hold the phone, Dell just simplified its confusing lineup with something we all asked for

RAMageddon: Lenovo and Dell tipped to raise prices soon

As the RAM crisis worsens,major PC makers Dell, HP and Lenovo are prepping customers for price hikes.

Tom’s Guide

Dell Q3 Preview: Stock Fell After 5 Of Last 6 Earnings Reports — Will Trend Continue?

Growth in artificial intelligence PCs could be a key topic when Dell Technologies Inc (NASDAQ:DELL) reports third-quarter financial results Tuesday after market close.

Benzinga

Fani Willis Thrown Off Trump Case Over 'Improper' Romance With Prosecutor Nathan Wade, Top Court Rules

Fani Willis has been disqualified from Trump's Georgia election case over her romance with Nathan Wade, as the state's top court upholds her removal.

International Business Times UK

Dell's COO Says, 'We Weathered The Storm' On Tariff-Related Shocks — Input Costs Seen As 'Deflationary' In Q2

Dell Technologies Inc. (NYSE:DELL) is taking a firm stance amid rising trade and tariff-related uncertainties, with COO Jeff Clarke saying that the company does not expect any major impact going forward and does not plan on increasing prices for customers.

Benzinga

Dell Defends Against 'Apple Copycat' Claims In Naming New Computers: 'Pro And Max Are Not Exclusive'

Dell is streamlining its PC lineup, retiring iconic names like XPS and Inspiron in favour of a unified 'Dell' brand, mirroring Apple's naming strategy.

International Business Times UK

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Creative Bloq

So you're telling me Dell's new laptop rebrand isn't a joke?

That's one way to pay Apple a compliment.

Benzinga

Dell Q3 Earnings Preview: Market Expert Says 'It's All About That Guide'

Dell Technologies reports Q3 results after market close Tuesday Nov. 26. A look at key items to watch and where shares could go on a strong report.

TechRadar

Dell plans to raise SSD and DRAM prices by up to 20%

COO Jeff Clarke blames rising supply chain costs and the positive impact that price rises have had on other Dell businesses.

The Guardian - AU

Tacita Dean on Oppenheimer and analogue film: ‘If Hollywood sees profit it will keep film alive’

A new exhibition at Sydney’s Museum of Contemporary Art focuses on the artist’s recent output – including her most personal work to date

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TechRadar

Dell goes back on WFH pledge, forces employees to come back to the office

Dell workers are being told to get back to the office as quickly as possible, if they live near enough.

Fortune

Dell cuts 6,650 jobs to deal with plunging PC demand

Despite losing 5% of its global workforce, Dell's co-chief operating officer is determined the business will "emerge stronger".

Nottingham Post

Nottinghamshire town where residents say they're 'Yorkshire and proud'

It is on the Nottinghamshire and South Yorkshire border

People

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