デル・テクノロジーズが発表した好調な決算を受け、同社の株価は30%以上急騰した。同社は2027年度の売上高見通しを270億ドル、1株当たり利益見通しを約5ドル引き上げた。人工知能(AI)サーバーの売上高は前年同期比で757%の急増となった。
金曜日のウォール街は、デルの決算が市場予想を上回ったことを受け、史上最高値で取引を終えた。今回の決算は、同社がAIサーバー事業へ軸足を移していることを浮き彫りにし、半導体メーカーやソフトウェア企業の株価押し上げにも寄与した。
デル・テクノロジーズが発表した好調な決算を受け、同社の株価は30%以上急騰した。同社は2027年度の売上高見通しを270億ドル、1株当たり利益見通しを約5ドル引き上げた。人工知能(AI)サーバーの売上高は前年同期比で757%の急増となった。
金曜日のウォール街は、デルの決算が市場予想を上回ったことを受け、史上最高値で取引を終えた。今回の決算は、同社がAIサーバー事業へ軸足を移していることを浮き彫りにし、半導体メーカーやソフトウェア企業の株価押し上げにも寄与した。
X上の初期反応では、デルの決算が予想を大幅に上回ったこと、特にAIサーバーの売上高が757%急増したことに大きな注目が集まった。これが株価の30%超の上昇と業績見通しの上方修正につながっており、ユーザーからはNvidia以外にもAIインフラ需要が広がっているとの指摘が上がっている。
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) 2026年5月29日
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) 2026年5月29日
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) 2026年5月29日
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) 2026年5月29日
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) 2026年5月29日
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
AIによるレポート AIによって生成された画像
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.
AIによるレポート
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.
AIによるレポート
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.
AIによるレポート
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.