DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical @SchwabNetwork
DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical  @SchwabNetwork
Uploaded September 2026 | Updated September 2026, 2 weeks ago
Ryan Shrout of Signal65 expects Dell Technologies (DELL) to remain in a strong position in the AI buildout. He says the company owning its AI server business outright gives Dell an advantage, so long as backlog order delivery confirms prior guidance forecasts. Tom White offers an example options trade for Dell.

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DELL Earnings Justifying Stock Rally? AI Growth & Backlog Delivery Critical

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