DELL Earnings Growth Hinges on AI Server Backlog & Adaptability

Michelle Connell likes Dell Technologies (DELL) heading into its earnings report, though she's waiting to add more to her portfolio until after earnings. She previews the report and why its AI backlog plays such a critical role in future growth. That said, Michelle says Dell needs to stay nimble to trend changes. 

Morning Movers

26 Feb 2026

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