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Dell again lifts annual forecasts as AI demand powers record results

Dell again lifts annual forecasts as AI demand powers record results

By Jaspreet Singh Sept 1 (Reuters) - Dell Technologies on Tuesday boosted its annual revenue forecast by $25 billion while also raising its profit outlook for the second time this year, driven by soaring demand for its AI servers. Dell's shares rose 7% in extended trading.
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Dell Technologies CFO David Kennedy Discusses Quarterly Results and AI Factory Growth

Dell Technologies CFO David Kennedy Discusses Quarterly Results and AI Factory Growth

Dell Technologies CFO David Kennedy Discusses Quarterly Results and AI Factory Growth
TheStreet TheStreet
Broadcom's earnings loom, but this reveal came first

Broadcom's earnings loom, but this reveal came first

Days before its Q3 report, Broadcom made a move that could matter more than the headline numbers.
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Study Reveals Critical Shortage of 'Elite' Forward-Deployed Engineers for AI Implementation

Study Reveals Critical Shortage of 'Elite' Forward-Deployed Engineers for AI Implementation

Study Reveals Critical Shortage of 'Elite' Forward-Deployed Engineers for AI Implementation
FactFable FactFable
Jensen Huang's Supply-Chain Strategy Is Central to Nvidia's Earnings Story

Jensen Huang's Supply-Chain Strategy Is Central to Nvidia's Earnings Story

Nvidia's record earnings aren't just about great chips; they're driven by a masterclass in supply-chain strategy orchestrated by CEO Jensen Huang.
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Palo Alto Networks Stock Declines Ahead of Earnings Report, Cybersecurity ETF Also Drops

Palo Alto Networks Stock Declines Ahead of Earnings Report, Cybersecurity ETF Also Drops

Palo Alto Networks Stock Declines Ahead of Earnings Report, Cybersecurity ETF Also Drops
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Palo Alto Networks Acquires Console to Enhance AI-Native Security Capabilities

Palo Alto Networks Acquires Console to Enhance AI-Native Security Capabilities

Palo Alto Networks Acquires Console to Enhance AI-Native Security Capabilities
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Baidu's AI Revenue Expected to Match Search Business Profitability, CFO Reports

Baidu's AI Revenue Expected to Match Search Business Profitability, CFO Reports

Baidu's AI Revenue Expected to Match Search Business Profitability, CFO Reports
TheStreet TheStreet
Nvidia’s $96 billion quarter revealed a surprising constraint

Nvidia’s $96 billion quarter revealed a surprising constraint

Nvidia’s AI demand isn’t the problem anymore
TheStreet TheStreet
Morgan Stanley points to the good news in Marvell's data centers

Morgan Stanley points to the good news in Marvell's data centers

Marvell just gave Wall Street a strong quarter, and one major bank became more confident about where the money is coming from.
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Palo Alto Networks Seeks Senior Staff Software Engineer for Internet Security in Santa Clara

Palo Alto Networks Seeks Senior Staff Software Engineer for Internet Security in Santa Clara

Palo Alto Networks Seeks Senior Staff Software Engineer for Internet Security in Santa Clara
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GTS Securities LLC Significantly Increases Stake in Oracle Corporation

GTS Securities LLC Significantly Increases Stake in Oracle Corporation

GTS Securities LLC Significantly Increases Stake in Oracle Corporation