Social Media Ideas for Dell'oro

Tuesday (telco diary) | About open RAN, c/o Dell’Oro…

From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operat...

AT&T takes OTel 2.0 into production

Dell and AMD supply the hardware behind OTel 2.0’s live deployment In sum – what we know: AT&T has taken OTel 2.0, the open-source telecom AI model developed under the…

Dell or Palo Alto: Which Earnings Report Will Expose Overvaluation?

Dell Earnings Preview: Fiscal Q2 2027

Dell: The $95 Billion AI Backlog Is Not The Number I Am Watching

Dell: $95B Backlog And A New Blowout FY27 Guide

Dell (DELL) Q2 2027 Earnings Call Transcript

Record AI server orders of $60.9 billion fuel record revenue and earnings growth.

Hewlett-Packard Enterprise: The Surprising Top Choice In Networking

Dell Q2: $51.3 Billion In Backlog; Now Show Me The Profits

Dell's Earnings: Be Balanced While The Stock Explodes (Rating Downgrade)

Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B es...

Jordan Novet / CNBC: Dell reports Q2 revenue up 58% YoY to $46.97B, vs. $44.92B est., and forecasts $192B in FY 2027 revenue, vs. $172.67B est.; DELL jumps 9%+ after hours  —  Dell...

Arista Network: Beating The Incumbents

Dell Technologies vs. NVIDIA: Which Artificial Intelligence Stock Is a Better Buy in 2026?

Dell's $8.6B free cash flow and Pentagon contracts clash with NVIDIA's 55.6% net margins and $96.7B cash generation, a stark contrast in scale and profitability.

Analyst Report: Sanmina Corp

Hewlett Packard Enterprise: Overshadowed By Dell, But More Attractive (Earnings Review)

Dell’s AI servers drive a stellar earnings performance, and a raised outlook

The company’s backlog has reached $95 billion as demand accelerates for its AI servers

Dell stock jumps on rival Supermicro’s strong margin guidance

Stock Market Today, Sept. 2: Dell Surges 16% on Soaring AI Backlog

On Sept. 2, 2026, the infrastructure giant posted stronger-than-expected results backed by a $95 billion AI backlog, keeping investors focused on order conversion.

Optimum Beats on Broadband Losses, but Debt Looms

The company expanded its MVNO deal with T-Mobile

CrowdStrike vs. Dell Technologies: Which Technology Stock Is a Better Buy in 2026?

One trades at a 167 forward P/E on cloud-native dominance; the other at 21x with $8.6B in free cash flow.

Honestly, Who Buys SOTA?

State of the art models are two-thirds smarter than last November & labs ship two new models every three days. But 84% of tokens on OpenRouter are not state of the art. The six...

Honestly, Who Buys SOTA?

State of the art models are two-thirds smarter than last November & labs ship two new models every three days. But 84% of tokens on OpenRouter are not state of the art. The six...

Huawei Named Sole Leader in GlobalData 2026 Microwave Backhaul: Competitive Landscape Assessment

Huawei was named a Leader for its technical strengths and market performance in the latest 'Microwave Backhaul: Competitive Landscape Assessment' report released by GlobalData—a gl...

Dell’s stock has beaten Micron and AMD this year — and now it’s adding to its gains

Shares of Dell have roughly quadrupled in price this year, with Lenovo’s earnings report helping to drive the latest bout of momentum for the PC and server maker.