SpaceX IPO Countdown: It’s just 2 weeks until Elon Musk’s space giant goes public. And that means the Pre-IPO window is closing quickly. |
Simply go here to secure Pre-IPO shares today. |
Everyone watches Nvidia. But the AI buildout is minting winners well beyond the chipmaker. |
Dell (Nasdaq: DELL) is absolutely crushing it. |
The company reported earnings Thursday afternoon, and the stock jumped 28% on Friday — its largest one-day percentage gain on record. It was the best performer in the S&P 500. |
Here's the news behind the move. |
Dell posted adjusted earnings of $4.86 per share on revenue of $43.8 billion. Wall Street had modeled $2.96 per share on $35.7 billion. That's not a beat — that's a different league. |
Revenue grew 88% from a year ago. |
The engine behind it is AI servers. Dell's AI-optimized server revenue hit $16.1 billion in the quarter — a 757% jump from last year. The company exited the quarter with a record $51 billion AI backlog and more than 5,000 AI customers. |
Then there's the guidance. |
Dell raised its fiscal 2027 revenue forecast to $165–$169 billion, up sharply from its prior $138–$142 billion outlook. It now expects $60 billion in AI server revenue for the year. |
COO Jeff Clarke put it plainly: demand was stronger than anticipated across every business line and region. |
There was a second piece of news too. The Defense Department awarded Dell a five-year, $9.7 billion contract to consolidate software purchasing across the department, intelligence community, and Coast Guard. |
Analysts moved fast. Mizuho lifted its target to $435. Melius went to $565, with one analyst writing that in years of following Dell, he'd never seen anything like this. |
Here's what this means. |
The AI trade is broadening. Nvidia supplies the chips, but someone has to build, deploy, and service the systems around them. Dell is emerging as a core pick-and-shovel play on that buildout — and the backlog gives real visibility into the next several quarters. |
The stock has had a huge run – it’s up 222% this year. |
Dell has been on my watchlist for several months. Unfortunately, I never pulled the trigger. After a move like this – I’m kicking myself. And wondering whether it’s too late to start a position. I’ll let you know where I end up. |
The SpaceX Pre-IPO is the most obvious trade for today. And most folks remain on the sidelines – waiting for June 12. |
Here’s how to invest – before it starts trading. |
Have a great weekend! |
Ian Wyatt
Editor, Daily Profit |
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