PC & AI Server Business Backs DELL Earnings, NVDA Partnership's Potential
Schwab Network · Schwab Network
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Show Notes
Ahead of Dell Technologies' (DELL) earnings after Thursday's close, Jim Kelleher explains the tailwinds and headwinds facing the legacy tech company into its report. The tailwinds: strong PC and AI server businesses. The headwinds: supply constraints and rising costs. However, Jim adds that Dell isn't as connected to the AI trade, a double-edged sword given its partnership with Nvidia (NVDA). Tom White offers an example options trade for Dell.
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