Dell: Let This Winner Run Dell remains a strong buy, driven by surging AI server demand, robust fin...

Dell: Let This Winner Run Dell remains a strong buy, driven by surging AI server demand, robust financials, and a significant guidance raise. Q2 results showed record revenues, 160% non-GAAP operating income growth, and a 43% EPS surprise, highlighting margin strength and operational discipline. AI server orders and backlog soared—orders up 988% and backlog up 712% YoY—underscoring persistent demand outstripping supply.