logo
episode-header-image
Yesterday
37m 16s

Dell Hikes Estimates on Strong AI Demand

bloomberg
About this episode

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.

Dell Technologies Inc. roughly doubled its growth estimates for sales and profit for the next two years, and said demand for artificial intelligence products will extend those higher projections at least through the 2030 fiscal year.
The company unveiled a “long-term financial framework” that calls for sales to rise at a rate of 7% to 9% annually for the next four years, while earnings per share, excluding some items, will increase 15% or more. The company in 2023 had estimated revenue growth of 3% to 4% and adjusted EPS of 8% or better. Dell is announcing the updated numbers, which apply through fiscal year 2030, at an investor event Tuesday in New York, Chief Operating Officer Jeff Clarke said in an interview ahead of the event.

Today's show features:

  • Woo Jin Ho, Bloomberg Intelligence Senior Hardware and Networking Analyst
  • Erin Harkless Moore, Vice President and Managing Director, Investments, Pivotal Ventures
  • Eric Clark, Accuvest Global Advisors CIO
  • Brandon Scott, the Mayor of Baltimore

See omnystudio.com/listener for privacy information.

Up next
Yesterday
AI for Online Cycling
Zwift is a massively multiplayer online cycling and running physical training program that enables users to interact, train, and compete in a virtual world. Eric Min is co-founder and CEO of Zwift. He discusses using AI for the online cycling and running physical training program ... Show More
8m 5s
Yesterday
Paramount Buys the Free Press, Names Bari Weiss CBS News Chief
Paramount Skydance Corp. acquired the online news site the Free Press and named founder Bari Weiss editor-in-chief of CBS News, a move likely to stir controversy inside and outside of the venerable news organization.Weiss, 41, will report to Paramount Chief Executive Officer Davi ... Show More
7m 9s
Oct 6
AMD Inks Chip Deal With OpenAI That Triggers Explosive Rally
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Advanced Micro Devices Inc. landed a blockbuster deal with OpenAI to build artificial intelligence infrastructure, giving the chipmaker a chance to show it can mount a challenge to Nvidia Corp. in the AI comput ... Show More
44m 48s
Recommended Episodes
Aug 2024
Harris Touts Economic Agenda in North Carolina
 Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the latest headlines from the White House and Capitol Hill, including conversations with influential lawmakers ... Show More
43m 53s
Sep 30
SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25
A possible government shutdown less than 24 hours away: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour in addition to the movers you should know as the quarter comes to a close. Bespoke's Paul Hickey joined Post 9 with his bull and be ... Show More
41m 53s
Sep 18
Jimmy Kimmel, Trump’s royal welcome, Fed and smart glasses
ABC pulls Jimmy Kimmel off air after comments by the late-night show host about the assassination of Charlie Kirk. President Donald Trump’s new Fed appointee calls, in vain, for a half-point rate cut. U.S. President Donald Trump pays tribute to King Charles during his historic se ... Show More
12m 14s
Sep 18
US TV host Jimmy Kimmel suspended over Charlie Kirk shooting comments
The American television network ABC has suspended late-night talk show host, Jimmy Kimmel, indefinitely over comments he made about the shooting of the right-wing influencer, Charlie Kirk. The announcement has reignited the debate about free speech in the US. Also: the latest on ... Show More
27m 34s
Sep 19
F.C.C. Head Says Kimmel Not ‘the Last Shoe to Drop,’ and Musk Goes All In on A.I.
Plus, your Friday news quiz. On Today’s Episode:Trump Pressures Broadcasters Over Critical Coverage, Escalating Attack on Speech, by Zolan Kanno-YoungsKennedy’s Advisory Panel Votes to Limit M.M.R.V. Vaccine for Children Under 4, by Apoorva MandavilliSince Leaving Washington, Elo ... Show More
14m 40s
Mar 2025
BOJ’s Ueda Signals Little Concern Over Highest Yields Since 2008
On today's episode, we break down the latest messaging from the Bank of Japan with Paul Jackson, Asia Economy Editor for Bloomberg News in Tokyo. Plus - a discussion on the latest round of tariffs from the Trump Administration with Michele Martin, President of Prosperity, the wea ... Show More
19m 10s
Dec 2023
Big Law Salary Wars, SCOTUS-Related Subpoenas
On this edition of the Bloomberg Law Show, Lydia Wheeler and Kimberly Robinson speak with Bloomberg News Reporter Emily Birnbaum on the latest SCOTUS-related subpoenas approved in Congress. Plus, Bloomberg Law's Meghan Tribe joins to talk about this year's big law salary wars.  S ... Show More
34m 49s
Aug 2024
Tech Outperforming and Elon Musk's Interview with Donald Trump
Bloomberg's Caroline Hyde and Ed Ludlow bring full market coverage with tech back outperforming as traders brace for a big week in economic data. Plus, a preview of Elon Musk's interview with former President Donald Trump on X, and more earnings coverage with the CEO of Expedia.S ... Show More
40m 48s
Feb 2025
Trump 2.0: The Art of the Deal
This week, President Trump proposed two deals that would require allies to put his needs ahead of their own.Times’ Journalists Michael Barbaro, Catie Edmonson, Maggie Haberman, and Zolan Kanno-Youngs discuss how, in both cases, Trump got what he wanted.Guest: Catie Edmondson, a c ... Show More
29m 21s
Apr 2025
Is Elon Musk’s Role in the White House Over?
In today’s episode, we cover the news that Elon Musk is planning to step back from his government role, the latest from the Ukraine negotiations, a major attack in Kashmir, and the EU’s fining of Apple and Meta.Watch TLDR’s latest videos here:https://www.youtube.com/watch?v=FfrIc ... Show More
6m 36s