🟢 Dell Technologies is trading 3.6% up today after record AI-server orders and higher revenue guidance

Dell Technologies is trading 3.6% up at $553.37 as investors continue responding to its September 1 earnings update, including record AI-server orders and a $25 billion increase to full-year revenue guidance.

• Reuters said strong AI-server demand drove the forecast increase, with a $95 billion backlog.
• Michael Dell is scheduled to speak at Goldman Sachs’ technology conference on September 9.
• Broader markets are modestly lower, suggesting Dell-specific AI optimism; Bank of America’s $600 target may reinforce bullish sentiment.