Dell Reports Earnings Today. What Wall Street Wants From the AI Server Maker. - Barron's

1. Dell will report earnings, with expectations of positive AI server outlook. 2. Revenue for January quarter projected at $24.6 billion; earnings at $2.52/share. 3. Morgan Stanley reiterated Overweight rating but lowered price target to $128. 4. Near-term guidance might be mixed due to AI server demand fluctuations. 5. Dell's AI server demand remains strong, supported by major clients like xAI.