TMTB: DELL NTAP ESTC ZS ADSK First takes; EOD Wrap

DELL +16% Looks solid with big EPS beat, better revs, and the all important AI backlog now $2.9B vs $1.6B last q and $800M two quarters ago and orders increasing 40% sequentially.

Magnitude of the move is a bit surprising to me given AI backlog was just slightly above buyside bogeys, but you might recall what an inline with buyside bogeys print did to an…