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 Mei 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 Mei 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.
— FX Team_Nasdaq|S&P500|US stock pick Trades (@DavidKWilliams) 29 Mei 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 Mei 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 Mei 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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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.
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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.
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.
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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.