News Summary

• Dell Technologies (NYSE:DELL) reported a set of Q2 2025 earnings that exceeded expectations last week, fueled by a surge in demand for artificial intelligence (AI) servers.
• Revenue reached $29.8 billion, a 19% increase year on year and surpassing projections, while adjusted earnings per share stood at $2.32.
• The markets overlooked the solid Q2 results, as the company's forecast for Q3 fell short of expectations, with margins continuing to face pressure.
• Dell’s stock dropped nearly 9% during Friday's trading session.