Dell Technologies is trading 4.04% up at €470.80 after investors continued reacting to September 1 earnings showing record $47.0 billion revenue and sharply higher full-year guidance.

  • AI-server orders reached $60.9 billion, while backlog ended at $95 billion.
  • AI-optimized server revenue guidance rose to $74 billion; the strong AI infrastructure outlook remains the clearest company-specific catalyst.