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Dell (DELL) surged 33% post-Q1'27 earnings, driven by explosive demand for AI-optimized servers and record Infrastructure Solutions Group performance. Q1'27 revenues reached $43.8B, beating consensus by $8.1B, with non-GAAP EPS of $4.86, surpassing estimates by $1.90. AI server backlog soared to $51.3B (+19.3% Q/Q), and free cash flow rose 40% year-over-year to $3.1B.