May. 29 at 3:21 PM
$DELL: Dell (+32.1%) is surging after a massive beat-and-raise quarter, with AI server revenue up 757% and a record
$51.3 bln AI backlog. The key now is whether supply constraints, especially memory availability, cap near-term upside even as demand continues to outstrip supply. See full analysis: https://www.briefing.com/story-stocks/archive/2026/5/29/dell-powers-up-ai-boom-with-massive-beatandraise-quarter-(dell)?utm_campaign=storystocks&utm_medium=social&utm_source=st&utm_content=link
$NVDA $SMCI $HPE #AI #Earnings #tech