Yahoo Finance | EN590 Commodities
EN590 Commodities GroupMarket Analysis 2026-09-02T09:02:25+00:00
In the course of two short weeks, tech titans Dell (DELL) and Nvidia (NVDA) have managed to stomp on the bearish AI-is-peaking thesis. The proof is in the numbers, more importantly, the long-term outlook numbers. Dell stock rose nearly 10% in premarket trading on Wednesday as the server and PC maker issuedfiscal year 2027 revenue guidancesome $25 billion above analyst estimates. The company's ticker page is themost visited on the Yahoo Finance platform. For perspective on how impressive that guidance is, Macy's (M) is estimated to report $22 billion in sales for all of 2026. "Guidance embeds supply constraints leaving potential for upside," Citi analyst Asiya Merchant said. "Momentum should sustain ahead, driven by infrastructure modernization and expanding enterprise AI adoption. Dell's b
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