TMTB: DELL MDB MRVL First takes
DELL -13%: Revenue beat but AI backlog of $3.8B misses more bullish bogeys of $4.5B vs. street at $3.5B
AI backlog the main KPI here and came in light which is hitting the stock. Move seems pretty justified to me here given big run up as expectations got ratcheted up.
"Servers and networking hit record revenue in Q1, with our AI-optimized server orders in…
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