Why Dell’s stock stands to gain from developments at Nvidia and SpaceX
Reported by MarketWatch · marketwatch.com · August 31, 2026
Dell is expected to report sharp growth when it posts earnings on Tuesday, and analysts are upbeat about industry developments that could benefit financial results into next year.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA +0.84%, $DELL +1.50%
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