🟢 Dell Technologies is trading 7.08% up today after record results and upgraded fiscal 2027 guidance

Dell Technologies is trading at €404.80, up +7.08%, after reporting record fiscal second-quarter results and raising fiscal 2027 guidance.

• AI-optimized server revenue reached $16.4 billion, with AI orders totaling $60.9 billion.
• Management raised fiscal 2027 revenue guidance by $25 billion to $192 billion and adjusted EPS guidance to $25.50, well above analyst expectations.
• Semiconductor-tariff concerns and broader technology weakness remain risks, but the earnings and guidance upgrade are the stronger catalyst.