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What Are Dell Stock Investors Overlooking?
요약
The number Dell Technologies (DELL) holders should watch most closely is its AI server revenue. Dell expects $74 billion from these servers in fiscal 2027, three times the year before. The stock returned 320% in the last twelve months, against 17.7% for the S&P 500. News reports tie Dell's rally in 2026 to its rise as one of the top sellers of Nvidia-based servers. So what might Dell stock investors be overlooking.