Dell expected to provide lower guidance next week, but AI servers remain a big bright spot - MarketWatch
1. Dell expected to lower fiscal 2026 earnings guidance due to AI server delays. 2. Analysts remain bullish on Dell's future despite expected lower earnings. 3. Dell won a real $5 billion AI server contract from xAI. 4. Dell still leads in AI server deals despite competitive landscape. 5. Cost-cutting measures will help mitigate tariff and supply chain concerns.