#DellSurgesCostcoSlows

About DellSurgesCostcoSlows

Dell Q1 FY2027: revenue $43.8B (+26% beat), EPS $4.86 vs. $2.88 expected (+69%). AI server revenue $16.1B, up 757% YoY; backlog at record $51.3B. Full-year AI server target raised to $60B. Stock up 30%+ post-market. Costco Q3: revenue $70.5B (slight beat), EPS $4.93 (in line), but same-store growth 6.6% missed 8.1%, flagging consumer fatigue. If AI orders convert, Nvidia and supply chain re-rate higher. If comps stay soft, appetite splits between AI and consumer. COST and DELL perps live on OKX.