Ron Westfall and Dan O’Brien break down Dell (DELL) earnings. Dan thinks “the story here is in the raised guidance,” and stresses the “insatiable” demand for AI infrastructure. “Really solid print, really solid guidance,” he adds. However, he notes some weakness on consumer PC demand. Ron says Dell is “really executing” and says the spotlight is on their ability to meet their own targets. He thinks the company can play both the infrastructure and consumer sides, though the former will be stronger.

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