Dell Earnings, Outlook Were Fantastic. Why the Stock Is Down. - Barron's

1. Dell reported $23.4 billion revenue, exceeding Wall Street's expectations. 2. Adjusted earnings of $1.55 per share fell short of the $1.70 estimate. 3. Strong fiscal second-quarter guidance suggests high demand for AI-optimized servers. 4. Stock initially rose 5.6% but later declined by 1.3%. 5. Investors seek improved full-year guidance from Dell's management.