Browsing: Boom

Dell Technologies’ stock price is soaring (chart). The company delivered a major beat across the board for its fiscal 2027 second quarter (ended July 31), driven by massive, accelerating demand for AI infrastructure and strong legacy hardware performance. Revenues and earnings rose 58% y/y and 203%, respectively. AI server revenue rose 100%, while traditional servers…

In recent years, neither global crises nor geopolitical turmoil have prevented the logistics market serving e-commerce from posting annual growth rates in the double digits. The biggest catalyst of the past decade was, of course, the pandemic, but even after it ended the sector continued to deliver solid growth in both domestic and international order…