Furious investments in data centers are spurred by our growing need for data storage and processing power and the tremendous requirements of artificial intelligence (AI) programs. While some data centers are relatively small, others are larger than 100,000 square feet (often millions of square feet). Tech titans like Microsoft, Amazon, Alphabet, and Meta typically construct these hyperscale data centers.For instance, in 2025, Meta will break ground on an $800 million, 715,000-square-foot campus in South Car ...

CNBC's Jim Cramer on Friday previewed next week's important Wall Street action, suggesting it's wise to pay attention to a slew of retail earnings as well as reports from Dell and CrowdStrike. He also said that the coming week is typically a good one for the market and advised investors to ring the register on some of their more volatile stocks that have seen significant gains."If you have huge profits in the month of November, could you do me a favor?" he said. "I would show a little thanks next week and t ...

Dell Technologies (DELL) is scheduled to report its third-quarter fiscal 2025 results on Nov. 26.Dell expects third-quarter revenues in the range of $24-$25 billion, with a midpoint of $24.5 billion, indicating 10% growth. Earnings are expected to be $2 per share (+/- 10 cents).The Zacks Consensus Estimate for revenues is pegged at $24.53 billion, suggesting 10.25% growth from the figure reported in the year-ago quarter.The consensus mark for quarterly earnings is pegged at $2.05 per share, unchanged over t ...

公司2024年股票表现 - 戴尔科技公司（DELL）在2024年股市表现强劲截至撰写时上涨了76%这得益于人工智能芯片服务器解决方案需求增长带来的命运转机[1] 即将发布的财报预期 - 11月26日戴尔将发布2025财年第三季度财报其第二季度财报时管理层指出下半年增长可能加快指引第三季度营收中点为245亿美元较去年同期增长10%[3] - 戴尔预计调整后每股收益中点为2美元雅虎财经共识估计营收247亿美元每股收益2.04美元鉴于人工智能服务器需求强劲戴尔超出华尔街预期也不奇怪[4] - 第二季度戴尔售出价值32亿美元的人工智能服务器第一季度为26亿美元第二季度末人工智能服务器订单积压达38亿美元若供应链改善发货更多有望超出预期[5] 竞争对手因素 - 竞争对手超微电脑（SMCI）面临会计操纵指控审计师辞职未按时提交年报等问题股价暴跌[6] - 超微电脑的客户正在转移订单马斯克的xAI已将价值60亿美元的人工智能服务器订单从超微电脑转走戴尔可能是最大受益者之一[7] - 戴尔据报掌握马斯克旗下公司一半的人工智能服务器订单若超微电脑失去订单戴尔更有可能交出好于预期的业绩和指引[8] 长期前景 - 全球人工智能服务器市场预计到2032年营收将达1770亿美元较去年的380亿美元增长戴尔管理层称人工智能服务器客户渠道稳固大于积压若转化为实际营收有望长期加速营收和盈利增长[9][10] - 戴尔2024财年每股收益较上年下降6%至7.13美元2025财年预计每股收益7.80美元较上年增长9%未来几年预测显示利润将有更大跃升[11] 估值情况 - 戴尔目前的市盈率为25倍预期市盈率为13倍投资者现在买入很划算财报发布后可能起飞[13]

Key TakeawaysShares of Supermicro, Dell, and other Nvidia partners surged Thursday after the chipmaker’s third-quarter results blew past analysts’ expectations.Supermicro and Dell were both among the other companies mentioned in Nvidia's earnings call Wednesday.In a sign of Nvidia's growing influence, mentions of the chipmaker have also climbed in other companies' earnings calls and other corporate events, according to transcript data compiled by AlphaSense. Shares of Super Micro Computer (SMCI), Dell (DELL ...

Wall Street analysts forecast that Dell Technologies (DELL) will report quarterly earnings of $2.05 per share in its upcoming release, pointing to a year-over-year increase of 9%. It is anticipated that revenues will amount to $24.53 billion, exhibiting an increase of 10.3% compared to the year-ago quarter.The current level reflects a downward revision of 0.2% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reapprai ...

Advertisement Dell has agreed to pay $2.3 million to settle claims that it violated the False Claims Act.Dell and reseller Iron Bow overcharged the US Army for computers over four years, the DOJ said.Fraud in the government contract process costs taxpayers, said a US attorney involved in the case.Dell has agreed to pay $2.3 million to resolve allegations it violated the False Claims Act in its business with the US Army.The Department of Justice said the Texas-based tech giant and one of its resellers, Iron ...

ROUND ROCK, Texas, Nov. 20, 2024 /PRNewswire/ -- Dell Technologies (NYSE: DELL) announces that Arthur Lewis, president of Infrastructure Solutions Group, will present in a fireside chat at the following conference:UBS Global Technology and AI Conference – Scottsdale, AZTuesday, Dec. 3, 20242:15 p.m. MT / 4:15 p.m. ETA live webcast and a replay of all conference webcasts will be available on Dell Technologies' Investor Relations page at investors.delltechnologies.com.About Dell TechnologiesDell Technologies ...

I focus on long term growth and dividend growth investing. I follow both the US and the European stock markets, looking for undervalued stock and/or for high quality dividend growing companies that provide me with cash to reinvest. Over time, I have come to realize that profitability is a much safer driver of gains than low valuation. As a result, I give utmost importance to margins, free cash flow stability and growth, and returns on invested capital. I research stocks within my areas of competence and whe ...

公司产品与服务创新 - 戴尔推出针对微软环境的APEX File Storage for Microsoft Azure，将提供戴尔管理选项，具备高性能、可扩展性和数据服务，可满足多云计算环境中的AI工作负载需求，提供突发容量、降低管理复杂性、加快获取数据洞察[4] - 戴尔推出新服务助力企业简化AI采用并创建定制AI解决方案，如Accelerator Services for Copilot+ PCs、Services for Microsoft Copilot Studio和Azure AI Studio、Implementation Services for Microsoft Azure AI Service等[5][6] - 戴尔推出针对微软客户的数据保护、网络弹性和安全创新，包括APEX Protection Services for Microsoft Azure，可提供戴尔管理的AI驱动的云数据保护和网络弹性，还有新的安全服务如Advisory Services for Cybersecurity Maturity Model Certification (CMMC) for Microsoft、Managed Detection and Response with Microsoft[7][8] 产品与服务优势 - 戴尔APEX Protection Services for Microsoft Azure可通过高级数据缩减功能提高资源利用率，增强网络弹性（零信任安全等），有效抵御勒索软件和网络威胁，借助AI驱动的CyberSense威胁情报可减少80%的恢复时间[8] - 戴尔PowerScale是行业排名第一的企业文件存储，其APEX File Storage for Microsoft Azure可利用PowerScale的企业级性能、可扩展性和数据服务满足AI工作负载需求[4] 产品可用性 - 戴尔管理的Dell APEX File Storage for Microsoft Azure将于2025年上半年开始公开预览，Accelerator Services for Copilot+ PCs、Services for Microsoft Copilot Studio、Services for Microsoft Azure AI Studio、Implementation Services for Microsoft Azure AI Service、Advisory Services for Cybersecurity Maturity Model Certification (CMMC) for Microsoft、Managed Detection and Response with Microsoft已可用，Dell APEX Protection Services for Microsoft Azure将于2025年上半年开始可用[9]