Evercore adds Dell Tech to its outperform list$TRUMP
$XAU
For superior performance ahead of earnings announcement
Evercore ISI has added Dell Technologies (NYSE: DELL) to its “Tactical Outperformers” list, ahead of the company’s announcement of its quarterly results next month. The move is based on strong demand for AI servers and supply constraints that could support expectations.
Evercore expects Dell to deliver a strong quarterly performance that exceeds estimates, while raising its guidance for fiscal year 2027. It noted that discussions about the company’s AI infrastructure business may shift from questioning whether the demand is real to assessing Dell’s ability to actually ship the equipment.#BrentDrops1.87% #AlibabaRaises$10.2BInHKShareSale #GoldNearsThreeMonthHigh #SamsungFalls6.4%OnReturnPlanMiss #CanadaUSTradeTalksCollapse
$XAU
For superior performance ahead of earnings announcement
Evercore ISI has added Dell Technologies (NYSE: DELL) to its “Tactical Outperformers” list, ahead of the company’s announcement of its quarterly results next month. The move is based on strong demand for AI servers and supply constraints that could support expectations.
Evercore expects Dell to deliver a strong quarterly performance that exceeds estimates, while raising its guidance for fiscal year 2027. It noted that discussions about the company’s AI infrastructure business may shift from questioning whether the demand is real to assessing Dell’s ability to actually ship the equipment.#BrentDrops1.87% #AlibabaRaises$10.2BInHKShareSale #GoldNearsThreeMonthHigh #SamsungFalls6.4%OnReturnPlanMiss #CanadaUSTradeTalksCollapse