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Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).
The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion
Dell Technologies Inc (NASDAQ:DELL) shares jumped 10% in after-hours trading Wednesday after the company posted second-quarter results that blew past Wall Street estimates and raised its full-year outlook, fueled by surging demand for AI-optimized servers. The company reported fiscal...
Computer hardware and IT solutions company Dell (NYSE:DELL) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 57.7% year on year to $46.97 billion. The company’s full-year revenue guidance of $192 billion came in 10.8% above analysts’ estimates. Its non-GAAP profit of $7.04 per share was 43.1% above analysts’ consensus estimates.
Dell Stock Under Pressure Before Earnings as $500 Calls Signal Upside Bets
Options imply an 11% post-earnings move
Find insight on ASML Holding, Tencent, MediaTek and more in the latest Market Talks covering technology, media and telecom.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
News of the day for Sept. 1, 2026
Stock Market Today: The Dow Jones index drops Tuesday as oil prices and Treasury yields jump. Nvidia and Micron are early losers.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Tuesday, Sept. 1, including John Ternus's first day as Apple (AAPL) CEO, quarterly earnings from Dell (DELL) and Palo Alto Networks (PANW), and July's Job Openings and Labor Turnover Survey (JOLTS).
Wall Street analysts reshuffled their ratings on September 1st with some dramatic target price swings, including one major utility stock getting its target slashed nearly in half while a red-hot language app saw its target doubled overnight.
Nvidia’s latest ‘circular’ deal is more complex than ever, Amazon faces an FTC state lawsuit, and changes at the top for Apple.
↘️ Shein (HK:625) had its long-awaited debut in Hong Kong. Shares of the fast-fashion retailer closed just 0.1% off their IPO price, after falling as much as 10% earlier in the session. ↗️ Robinhood Markets (HOOD) climbed premarket after analysts at Morgan Stanley upgraded the stock and raised their price target for the brokerage to $150 a share.
Retail sentiment on Stocktwits remained constructive despite rising geopolitical friction: ‘bullish’ on SPY and ‘neutral’ on QQQ.
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
Chip designers have spent weeks describing what soaring memory prices are doing to their margins. On Tuesday, the company that built $16.1 billion of AI servers last quarter shows its own.
Dell earnings land Tuesday. Options expiring Friday price an 11% swing, and analysts want AI margins, not just revenue.
The width of that range is not the market panicking; it reflects how far and how quickly the stock has already run, not fresh doubt about the setup, and the cost of owning a company whose own revenue guidance moved by billions in a single quarter.
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