Dell Q3 Earnings: A Massive AI Pipeline And Big Q3 Guidance — But Is The Company Quietly Bracing For A Margin Squeeze? - Dell Technologies (NYSE:DELL)
As Dell Technologies Inc. (NYSE:DELL) approaches its fiscal 2026 third-quarter earnings, investors face a classic good news, bad news scenario. The headline narrative is undeniable growth fueled by an insatiable appetite for AI infrastructure, but the fine print reveals a precarious battle to protect profitability against rising component costs.Check out DELL’s stock price here.The Revenue Engine: Firing On All CylindersManagement has set the bar high, guiding for third-quarter revenue between $26.5 billion ...