$Dell Technologies Inc.(DELL)$ this quarter showed a "fire and ice" pattern: AI server demand explosion and traditional business decline coexist, PC market dawn but the consumer side is still mired in the quagmire.Short-term catalysts: AI server deliveries driven by improved GPU supply; long-term risks: storage business shrinking faster than expected, APEX transformation not as good as peers (e.g., $Hewlett Packard Enterprise(HPE)$ 's GreenLake).Key indicators to watch: AI server deliveries, commercial PC order growth, APEX subscription revenue share.Performance and market feedbackCore FinancialsRevenue: $22.3B (11% yoy, slightly beat estimates of $22.1B, +0.6%)Adjusted EPS: $1.74 (beat estimate of $1.72,
Market Plunge Across the Board: Buying Opportunity or Red Flag?
The Nasdaq fell more than 1.2%, erasing all gains for the year. The S&P 500 dropped 0.5%, marking its third consecutive day of declines. This week, the market is focused on Nvidia's earnings report and the PCE inflation data. Microsoft has cut two data centers in Wisconsin Kenosha and Georgia Atlanta, raising concerns on Wall Street about AI capital expenditures. With US stocks falling across the board, will you remain bullish? Is it a good time to add to positions, or should you wait for a clearer direction?
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