سجلت شركة ديل تكنولوجيز نتائج قوية دفعت أسهمها للارتفاع بنسبة تجاوزت 30 بالمئة. وقد رفعت الشركة توقعاتها للإيرادات للسنة المالية 2027 بمقدار 27 مليار دولار، وما يقرب من 5 دولارات في ربحية السهم. كما قفزت إيرادات خوادم الذكاء الاصطناعي بنسبة 757 بالمئة على أساس سنوي.
أغلقت وول ستريت عند مستويات قياسية يوم الجمعة بعد أن تجاوزت أرباح ديل التوقعات. وسلطت النتائج الضوء على تحول الشركة نحو خوادم الذكاء الاصطناعي، مما أدى أيضاً إلى ارتفاع أسهم شركات الرقائق والبرمجيات.
أشارت ردود الفعل الأولية على منصة إكس إلى حالة من الحماس بشأن النتائج الهائلة لشركة ديل، لا سيما القفزة بنسبة 757 بالمئة في إيرادات خوادم الذكاء الاصطناعي، مما أدى إلى ارتفاع السهم بأكثر من 30 بالمئة وزيادة التوقعات، حيث أشار المستخدمون إلى وجود طلب أوسع على البنية التحتية للذكاء الاصطناعي يتجاوز شركة إنفيديا.
We don't think many people saw this coming...$DELL is up 30% today. One of the biggest single-day moves in the stock's history.
— 1000xSTOCKS (@1000xStocks) ٢٩ مايو ٢٠٢٦
The earnings weren't just good.
They were ridiculous.
- Revenue: $43.8B vs $35.4B expected
- EPS: $4.86 vs $2.94 expected
Then it gets…
We don't think many people saw this coming...$DELL is up 30% today. One of the biggest single-day moves in the stock's history.
— 1000xSTOCKS (@1000xStocks) ٢٩ مايو ٢٠٢٦
The earnings weren't just good.
They were ridiculous.
- Revenue: $43.8B vs $35.4B expected
- EPS: $4.86 vs $2.94 expected
Then it gets…
This is bigger than people think. 🚨$DELL did not just report strong earnings.
— FX Team_Nasdaq|S&P500|US stock pick Trades (@DavidKWilliams) ٢٩ مايو ٢٠٢٦
It showed the market that AI infrastructure demand is exploding.
AI-optimized server revenue was up 757% YoY.
That number tells you everything.
The AI trade is moving beyond $NVDA .
It is spreading… pic.twitter.com/NHkleGuC5W
$DELL just posted record earnings - $43.8B in revenue, up 88% YoY, and beat estimates by $8.4B.
— Jason Luongo (@JasonL_Capital) ٢٩ مايو ٢٠٢٦
AI server revenue hit $16.1B. Up 757% year over year. $24.4B in AI orders in a single quarter.
Here are 5 companies that are direct beneficiaries you should keep on your watchlist:… pic.twitter.com/XfVPL0a03f
Buckle up! $DELL earnings triggered a major market reaction. Why?
— Daily Investing Note (@investing_note) ٢٩ مايو ٢٠٢٦
Key points:
- $43.8B in revenue, up +88% YoY
- AI-optimized servers orders jumped to +757% YoY
- Raised full-year guidance, now expecting $ 165-169B
- AI server revenue forecast for 2027 to 60B
Dell stock did… pic.twitter.com/nN4aWwEjLM
من إعداد الذكاء الاصطناعي صورة مولدة بواسطة الذكاء الاصطناعي
Tesla's shares fell about 2% on Friday, with options traders paying up to protect against further declines. Wall Street analysts remain cautious on the electric vehicle maker's pivot toward artificial intelligence and robotics, citing recent revenue drops and production changes. Despite the concerns, some see potential in Tesla's energy business, particularly Megapack batteries for AI data centers.
Nvidia posted record first-quarter revenue of 81.62 billion dollars, beating Wall Street expectations as artificial intelligence infrastructure demand surged. The results lifted shares of some bitcoin miners with data center exposure.
من إعداد الذكاء الاصطناعي
Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
Microsoft has outlined a $190 billion capital expenditure budget for artificial intelligence in fiscal year 2026. The plan highlights ongoing heavy investments in AI amid competitive pressures in the sector. Analysts express caution over the sustainability of such spending.
من إعداد الذكاء الاصطناعي
Shanghai-listed Yuanjie Semiconductor Technology reported a 1,153% year-on-year jump in net profit for the three months ended March 31, reaching 179 million yuan (US$26.2 million), fueled by demand for laser chips in AI data centres. Revenue grew 321% to 355 million yuan. The company’s share price has risen elevenfold over the past year.