Wall Street expects Dell Technologies Inc. DELL to report quarterly earnings at $2.52 per share on revenue of $24.57 billion after the closing bell, according to data from Benzinga Pro. Dell shares gained 0.

After opening higher, Nvidia stock quickly gave up its post-earnings gains. The stock was down 3.3%, in early morning trading. Other AI-related names like Super Micro were falling sharply, as well. The AI server make was down 12% in early morning trading.

Shares of Super Micro were climbing Wednesday after the server maker filed its long-awaited detailed financial statements with U.S. regulators, and Nvidia's earnings report could be another catalyst for the stock.

Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and HPE benefiting. This year has shown no let-up in demand with more than a half-trillion dollars in investment was pledged in January 2025.

Amazon finally upped the ante on AI with Alexa+, to pretty good reviews. Dell aims to help telecom providers finally move to the cloud and its shares got a one-day boost as a result. DOGE looks more and more like ransomware,

As Nvidia gears up for its highly anticipated earnings report, market participants are keenly focused on any insights regarding the shipment progress of its latest server chip, Blackwell.

Nvidia stock rises after its largest post-earnings daily percentage since November 2018, Dell falls after issuing mixed guidance, and HP Inc. is laying off 2,000 more employees under a cost-cutting plan.

As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.

Dell Chief Operating Officer Jeff Clarke (pictured) said on a call with analysts that the company had sold about $10 billion worth of AI-optimized servers in fiscal 2025, and expects that number to increase to $15 billion in the current year. So far, it has already accumulated more than $4.1 billion in AI server orders that are yet to be fulfilled.

When Dell Technologies Inc. completes a $5 billion deal to supply servers to Elon Musk’s xAI startup, it will mark an immense win for the 40-year-old computer seller.Most Read from BloombergThe Trump Administration Takes Aim at Transportation ResearchNYC’s Congestion Pricing Pulls In $48.

Dell reported fiscal fourth-quarter earnings that exceeded analysts’ expectations, as the PC and server maker benefitted from growing demand for artificial intelligence infrastructure.

Dell Technologies is tackling the challenges of modern content creation head-on. With high-performance NVIDIA GPUs, Dell Pro Max, Precision