Dell Technologies (DELL) in our Pivotal Point Check: Record Order Backlog of $95 Billion in AI Servers Drives the IT Infrastructure Specialist to an All-Time High!
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Dell benefits massively from the global boom in AI servers and data centers. Record order backlog of $95 billion in AI hardware provides high visibility. Management significantly raises annual revenue and earnings forecasts. Dell Technologies, the provider of IT infrastructure and personal computers, made a strong statement on the stock market in early September 2026. Following the release of the figures for the second quarter on September 1, the stock surged on September 2, expanding its gains until September 9 to a new all-time...
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