Nvidia confirmed Dell's commentary on memory shortages, indicating the broader trend in AI and memory stocks.
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Dell Earnings SURGE 58% — AI & Memory Stocks Are Taking Off 🚀
Sep 2, 2026
Dell's quarterly earnings surged 58% to a record high, significantly beating analyst estimates and leading to a raised guidance, despite sales being constrained by a memory shortage. This surge, confirmed by Nvidia, highlights the ongoing AI revolution and presents a buying opportunity in AI and memory stocks.
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