#dellrisesnearly9%gitlabjumps20%afterhours ๐จ DELL + GITLAB just confirmed that AI is no longer just a โsliceโ story ๐ค๐
Two companies. Two completely different plays.
One strong signal: AI demand is turning into real revenue.
๐ฅ DELL TECHNOLOGIES
โข Q2 revenue: $46.97 billion
โข Adjusted earnings per share (EPS): $7.04
โข AI server orders: $60.9 billion โ record high
โข AI server revenue: $16.4 billion
โข Backlog: $95 billion
โข Full-year revenue forecast: ~ $192 billion
Then thereโs GITLAB ๐
๐ป Quarterly revenue: ~ $286 million
๐ Year-over-year (YoY) growth: +21%
Dell sells AI infrastructure.
GitLab captures AI adoption inside software development workflows.
And this is the bigger picture:
AI spending is spreading across the entire tech stack. ๐
Servers โ Infrastructure โ Memory โ Cloud โ Enterprise software
So the next question isnโt:
โ โIs AI spending still strong?โ
The real question is:
โ
โHow much of this AI spending can translate into sustainable profit growth?โ
The AI boom is expanding.
Now investors need to know who is actually pocketing the profits. ๐ฐ
#AI #Dell #GitLab #TechStocks Click to continue below for trading๐
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