DELL reports massive Q4 and full-year 2026 results fueled by AI servers. FY2027 guidance beats Wall Street with $140B revenue expected. 20% dividend hike + $10B more buybacks.
Micron Technology reports an accelerating memory chip shortage through 2026 as AI infrastructure demand surges. The company invests $1.8B in Taiwan expansion while building $100B US production site.
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
Dell boosts AI server shipment guidance to $25B as Q3 orders hit record $12.3B. Company raises full-year revenue outlook to $111.7B on strong data center demand.
Morgan Stanley cuts Dell and HP ratings, citing rising memory costs and weak demand threatening hardware maker profits through 2026.
IREN secures a historic $9.7 billion GPU cloud services contract with Microsoft to power AI infrastructure with NVIDIA's latest technology at their Texas facility.
