17:I[66739,["/_next/static/chunks/0.3dg.jzl0xwf.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/05hx6kuf6-oy4.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0~heydqc5smtk.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0juapqyy99ga..js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0mb4-6jpfhd0o.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/06dn~uer6.43l.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"default"] 19:I[38632,["/_next/static/chunks/0qqtp3r0h7kah.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX","/_next/static/chunks/0iukvycbd42rl.js?dpl=dpl_HxkEdW1svcQjgbrN1tU7t1UmY5CX"],"IconMark"] 18:T521,

Jim Kelleher talks about the massive earnings beat and guidance raise in Dell Technologies' (DELL) report and why agentic AI gets the credit for the surge. He notes Dell's "massive backlog" with products like Nvidia's (NVDA) Vera Rubin and Blackwell AI chips backing the growth picture. Jim also likes the company's growth in its more traditional businesses.

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From Legacy Tech to AI: Ways DELL Shows Significant Earning Strength

Schwab Network

From Legacy Tech to AI: Ways DELL Shows Significant Earning Strength