Dell faces AI earnings test after record run
Dell Technologies shares kept moving higher early Tuesday, up 3.4% at $305.21. Investors are looking for its fiscal first-quarter report to show how strong the AI server demand still is and how much it can keep pushing the stock. Dell matters to Wall Street as a top play on AI infrastructure, outside chipmakers. The company is selling servers for AI data centers, and its stock has more than doubled this year. Investors want evidence that cloud and enterprise demand remains strong, outpacing supply.