"DELL's AI server momentum remains strong, with our recent checks pointing to ~$20B of AI server revs in FY26, 56% higher than prior [Morgan Stanley estimates], driving $10.50 of EPS in FY26, 12% ...

Along with its results, Dell highlighted the surging demand for its AI-optimized servers powered by Nvidia’s (NVDA) cutting-edge chips. Chief Operating Officer Jeff Clarke described the demand ...

Dell Technologies (NYSE:DELL) shares rose 1% on Monday as Morgan Stanley upped its price target on the IT giant, citing a ramp up in artificial intelligence server sales. "DELL's AI server ...