🌟🌟🌟$Dell Tech(DELL.US)was the big winner today when its shares soared 16 % post earnings. It announced that its AI server backlog has exploded to a staggering USD 95 billion, triples its earnings per share and upgrades its full year road map by USD 25 billion. Absolute euphoria!
In contrast $Broadcom(AVGO.US)dropped 3.93%. The drop reflects the market processing its softer than expected 4th quarter revenue guidance. This is despite stellar Q3 numbers and robust multi year AI sales projections.
Expect the unexpected when it comes to Earnings season.
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