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Dell Technologies (DELL) is set to report second-quarter results for its fiscal 2025 after the bell on Thursday, with investors likely watching for margin improvements and any updates on the company's position in the artificial intelligence (AI) server market.
Analysts project revenue to grow to $24.18 billion from $22.93 billion reported the year prior, according toestimates compiled by Visible Alpha. Net income is expected to be $871.01 million, or $1.15 per share, gaining from the year-ago period, but falling sequentially.
Investors likely will be monitoring Dell's margins after the company's first-quarter results showed a double-digit decline in operating income, despite strong demand for AI servers.
Analysts expect operating income to be $1.27 billion, derived from an estimated $24.18 in revenue.
Dell could provide investors with updates Thursday about the company's efforts to support margin improvement to ease their worries about margin pressures. The company could accelerate cost-cutting efforts to improve margins, similar to its peers like Intel (INTC) and Cisco (CSCO).
Despite concerns about margin pressure affecting the legacy computing company, some analysts have highlighted Dell's potential to gain from increased demand for AI server hardware.
Bank of America analysts said last week that "although AI server deals remain lumpy (size & timing)," Dell's management "remains confident in the pipeline and focused on balancing orders, backlog, and shipments growth," a positive indicator for the company's AI opportunity.
The analysts said they "remain confident" in the Dell story despite recent volatility in the stock, writing, "the fundamentals of the stock are strong."
Dell shares were down about 0.6% at $111.35 around 3:30 p.m. ET Monday. The stock has gained 46% year-to-date.
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A man was excited as he uprooted his ‘pumping machine,’ and gets a new ‘box.
The man has done a surgery to remove his p£nis and replaced it with a v@gina.
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The market in recent weeks has been gripped by uncertainty about the state of the economy and the outlook for interest rates. Fed Chair Jerome Powell on Friday put much of that uncertainty to bed when he signaled the central bank would begin cutting interest rates at its next meeting in September.
Now, Wall Street turns its attention to Nvidia (NVDA). The artificial intelligence chipmaker will report second-quarter earnings after markets close on Wednesday, and its report comes at a critical time for the AI craze that has propelled markets to record high after record high this year.
Nvidia, the undisputed star of the AI rally, is the last of the Magnificent Seven to report, and its results could be a big event for markets.
With a market capitalization of more than $3 trillion, the chipmaker has outsized influence in capitalization-weighted indexes like the S&P 500. As such, the performance of the S&P 500 and Nvidia stock tend to be strongly correlated around its earnings reports, as seen in the graph below from a recent Bank of America Securities note.
Markets may be on edge heading into Nvidia’s earnings, especially after a string of disappointing reports from its Magnificent Seven peers. Even as most of the group reported strong earnings growth, their stocks stumbled as Wall Street focused on pockets of weakness and expressed concern about surging AI spending.
Nvidia has reported triple-digit-percentage earnings and sales growth in each of the last four quarters and is expected to do so again on Wednesday. And in each of the last six quarters, it has reported better-than-expected earnings per share and revenue, as well as raised its earnings outlook.
What’s more, massive spending on AI infrastructure, including Nvidia chips, has been one of the defining narratives of this past round of corporate earnings. Cloud hyperscalers like Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOGL) spent more than $50 billion on infrastructure in the second quarter, a more than 50% increase from the same period a year ago.
With Nvidia accounting for an estimated 70% to 95% of the AI chip market, that spending has surely been a boon to the company’s top line.
And yet the stock, along with its Magnificent Seven peers, has run into some resistance in recent months. Shares fell more than 25% through July and early August as investors rotated out of big tech into small-cap stocks that stand to benefit most from imminent interest rate cuts.
Though the stock has since recovered to trade just 6% off its June all-time high, it continues to exhibit notable volatility. Shares climbed more than 1% at the open on Monday before taking a turn and falling as much as 3.8% about an hour into the session.
Beyond earnings, the stock and its tech peers also remain vulnerable to sell-offs amid substantial economic and geopolitical uncertainty. The upcoming presidential election and conflicts in the Middle East could compound the seasonal weakness stocks usually experience in September.
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A pharmacist has revealed that as a man, having 19 bødy counts is too much.
It’s cr@zy for someone to have 19 body count, even as a man.
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