Dell Technologies reported robust results that drove its stock up more than 30 percent. The company raised its fiscal 2027 revenue guidance by 27 billion dollars and nearly 5 dollars in earnings per share. Artificial intelligence server revenue jumped 757 percent year over year.
Wall Street closed at record highs on Friday after Dell's earnings beat expectations. The results highlighted the company's shift toward AI servers and lifted shares of chip and software makers as well.
Initial reactions on X highlight excitement over Dell's massive earnings beat, particularly the 757% surge in AI server revenue, leading to a 30%+ stock jump and raised guidance, with users noting broader AI infrastructure demand beyond Nvidia.
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) 29 Mayu, 2026
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) 29 Mayu, 2026
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.
— Nasdaq|S&P500|US stock pick Trades——Ryan (@DavidKWilliams) 29 Mayu, 2026
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) 29 Mayu, 2026
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) 29 Mayu, 2026
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
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Adobe posted strong second-quarter results for fiscal 2026, with revenue reaching a record $6.62 billion. The company beat estimates and increased its full-year revenue outlook amid accelerating AI-driven growth.
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.
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Advanced Micro Devices posted first-quarter results that topped expectations, with revenue climbing 38 percent on robust server chip sales tied to artificial intelligence.
Nvidia is scheduled to release its FQ1 2027 earnings after the market close on May 20. Analysts forecast around 80 percent sales growth overall and 105 percent growth in sales outside China. The report comes as the company maintains its position as the world's most valuable firm with a market capitalization of $5.5 trillion.
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Cisco reported record revenue for its fiscal third quarter while announcing it will cut fewer than 4,000 jobs starting immediately. The moves come as the company shifts resources toward artificial intelligence and related technologies.
Alphabet reported second-quarter results that exceeded analyst expectations, with revenue rising 24 percent year over year and operating income up 30 percent. Cloud revenue grew roughly 80 percent while search revenue increased 17 percent. Heavy capital spending pushed free cash flow to negative $5 billion.
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Europe's largest software maker SAP saw robust growth in its cloud business in the second quarter. The Current Cloud Backlog rose 27 percent to 22.92 billion euros. However, the company lowered its annual forecast for operating profit due to two acquisitions.