#pc-demand

[ follow ]
#memory-prices #dram-nand #lenovo-earnings #ai-servers #backlog-conversion #margins
Tech industry
fromTheregister
1 week ago

Memory price explosion triggers PC buying spree

Rising DRAM and NAND prices are prompting corporate buyers to accelerate PC purchases, boosting vendor revenues while potentially constraining unit demand later in 2026.
from24/7 Wall St.
5 months ago

Live: Will Dell Pop After Tonight's Earnings?

Dell ( NYSE: DELL) reports fiscal Q2 2026 earnings after the close. The PC and server giant has become a key player in the AI infrastructure buildout, booking more than $12 billion in AI server orders in Q1 alone. However, profitability pressures in PCs and traditional servers weighed on results, with EPS missing by 8% despite record revenue. The key question tonight is whether Dell can turn that $14B+ backlog into profitable growth. Here are the figures Wall Street is expecting.
Business
[ Load more ]