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Seeking Alpha
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vor etwa einem Monat
Dell Technologies delivered a historic Q1, with 88% revenue growth and a 22% revenue beat, driven by surging AI server demand. The company's AI server backlog soared 256% to $51.3B, but gross margins contracted to 17.7% due to AI product mix and supply-side pressures. Meanwhile, valuation multiples have expanded sharply after a 36-37% overnight share price jump, diminishing the near-term risk/r...