AI demand fears clash with strong earnings from Dell and Nvidia

EarningsAnalyst Impact 4
โดย Yahoo Finance·US·Read original
Summary · why it matters

Investors in AI stocks are increasingly worried that demand is peaking, but new data suggests otherwise. Deutsche Bank analyst Melissa Weathers noted a discrepancy between management teams' upbeat fundamental outlooks and investors' bearish share-price expectations, with "peak cycle" fears common. However, Dell Technologies issued fiscal year 2027 revenue guidance about $25 billion above analyst estimates, sending shares up nearly 10% in pre-market trading, after fiscal second-quarter sales surged 58% to a record $47 billion and earnings per share jumped 273%. Nvidia also forecast 70% revenue growth for fiscal year 2028, above the 45% analysts expected, and PWC projected global data center spending could reach $31.6 trillion through 2050, potentially $50 trillion if the AI buildout exceeds historical infrastructure cycles.

Impact on stocks 5

Artificial Intelligence▲ · 3 stocks
Dell Technologies Inc
DELL
▲ PositiveDemandrelevance

Dell's fiscal 2027 revenue guidance beat by $25B and Q2 sales surged 58% to record $47B, indicating strong AI server demand.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia forecast 70% revenue growth for fiscal 2028, above analyst expectations, reflecting sustained AI chip demand.

Financials▲ · 1 stocks
Semiconductors▲ · 1 stocks

Theme Impact 4

Off-coverage companies 1

PricewaterhouseCoopersPrivate± Mixed
relevance

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