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2 Shining Lights in Market's Bond-Yield Gloom","url":"https://stock-news.laohu8.com/highlight/detail?id=2664819627","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664819627?lang=en_us&edition=fundamental","pubTime":"2026-09-02 19:48","pubTimestamp":1788349680,"startTime":"0","endTime":"0","summary":"Good morning. I'm Rupert Steiner, Barron's London Bureau Chief. You might see my name pop up in your inbox occasionally to help you make sense of market moves when Callum Keown is otherwise engaged. So let's dive in!Dell boosts annual sales outlook on surging server demandDell Technologies raised its annual revenue forecast by $25 billion, to $192 billion, fueled by massive demand for servers that run AI tasks. The company exited the quarter with a record $95 billion backlog in its AI server business. COO Jeff Clarke noted that in the past 12 months, Dell has booked more than $130 billion in server orders as IT environments shift from cost centers to value drivers.&#128738;?Palo Alto results confirm AI is a tailwind for cybersecurityLike last week's earnings for its competitor CrowdStrike, Palo Alto Networks' results confirm that cybersecurity stands out as a likely winner from AI among 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Dell's order backlog of $95 billion supports a sharp rise in its AI-server revenue outlook to $74 billion for the fiscal year, the analysts say. Elsewhere, the company's traditional infrastructure business remains strong, they say. \"The net result is demand tailwinds compounding across multiple vectors at once, paired with Dell's best-in-class execution.\" JPMorgan ups its price target for Dell from $565 a share to $635. 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Dell Technologies on Tuesday boosted its annual revenue forecast by $25 billion while also raising its profit outlook for the second time...","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":"330240692f324d079ccf839d9e4180bf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRD","MDBX","HPE","HPEL","CRDO","CRDU","DLLL","DELL","GTLB","MDB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1153952680","title":"Movement Alert｜Dell Technologies Inc. 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Dell shares fell 4.44% to close at $435.76 on the day, marking a third consecutive session of decline. However, following the release of the better-than-expected results, the stock surged over 8% in after-hours trading, reflecting a recovery in bullish market confidence and suggesting the stock may resume its previous upward trend.","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240306/01b54cda166c0caeae9061d228e14ac3.jpg"],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262145431-dell-stock-price-forecast-earnings-beat-ai-price-target-600-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WLDR","LU1804176565.USD","DELL","LU0496365809.HKD","LU1823568750.SGD","LU0345770308.USD","LU1046421795.USD","BK4535","BK4515","LU0211326839.USD","BK4585","LU2065169927.USD","LU0128525689.USD","LU2065171311.SGD","BK4543","LU0976567544.SGD","LU0267386448.USD","LU1235294995.USD","LU0310800965.SGD","LU2065170008.USD","LU2065171402.SGD","LU1267930227.SGD","BK4588","LU2265009873.SGD","LU0052756011.USD","LU0211326755.USD","LU0345770993.USD","FXL","BK4170","DLLL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156139398","title":"Dell’s $95 Billion AI Backlog Is Exploding, And Investors Are Watching One Thing","url":"https://stock-news.laohu8.com/highlight/detail?id=1156139398","media":"Earnings Spotlight ","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156139398?lang=en_us&edition=fundamental","pubTime":"2026-09-02 10:36","pubTimestamp":1788316579,"startTime":"0","endTime":"0","summary":"","market":"hk","thumbnail":"https://static.tigerbbs.com/0d43fe62636117bf335ba7b79a418c32","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/0d43fe62636117bf335ba7b79a418c32"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Dell’s $95 Billion AI Backlog Is Exploding, And Investors Are Watching One Thing","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DELL","DLLL"],"isVideo":true,"video":{"duration":302,"video_url":"https://news-video-sg.skytigris.cn/videos/remotion/879/render_879_1788315813751.mp4","video_thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/879.webp","audio_url":"https://news-video-sg.skytigris.cn/videos/remotion/879/tts/voiceover_c68bd0627c462cd0.mp3","isAI":true},"gpt_icon":0},{"id":"2664898324","title":"Dell's Record Results Signal Continued Enterprise Infrastructure Spending","url":"https://stock-news.laohu8.com/highlight/detail?id=2664898324","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664898324?lang=en_us&edition=fundamental","pubTime":"2026-09-02 10:13","pubTimestamp":1788315180,"startTime":"0","endTime":"0","summary":"0213 GMT - Artificial-intelligence infrastructure spending is set to remain resilient as enterprises expand deployments beyond pilot projects, according to Forrester Research analyst Naveen Chhabra, after Dell reported record AI server orders, revenue and backlog. Dell's higher full-year guidance indicates customers are committing capital to AI infrastructure despite economic uncertainty, Chhabra says. He adds that enterprise AI investment is increasingly driving broader infrastructure upgrades, including networking, storage, security, observability and end-user computing. While the results underscore strong demand for AI-related systems, Chhabra warns that the gap between companies' AI aspirations and actual achievements continues to widen.","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0345770308.USD","LU0345770993.USD","BK4543","LU1804176565.USD","LU0496365809.HKD","LU0267386448.USD","LU1267930227.SGD","DELL","BK4515","WLDR","LU1235294995.USD","LU0211326755.USD","LU0052756011.USD","DLLL","LU2065169927.USD","BK4585","LU0128525689.USD","LU2065170008.USD","LU2265009873.SGD","BK4535","FXL","LU1046421795.USD","LU0976567544.SGD","BK4588","LU1823568750.SGD","LU2065171402.SGD","BK4170","LU0211326839.USD","LU2065171311.SGD","LU0310800965.SGD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":11,"totalSize":400,"code":"91000000","status":"200"}]}}