Dell is preferred over Broadcom due to confirmed AI capex and revenue growth.
Bullish
“NVDA Earnings Raised Bar for AVGO, Stock Valuation Brings it Back Down”
Schwab NetworkPublished Sep 2 · 2 passages
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Well, I think when you look at Nvidia and Dell, their numbers confirm that capital spending on artificial intelligence and revenue growth are still ongoing.
There is a lot of good news from Dell, and a lot of good news from Nvidia. You have to choose one, and if I had to choose, I would choose Dell and Nvidia over Broadcom at this point.
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2026-09-02BullishThis one
Well, I think when you look at Nvidia and Dell, their numbers confirm that capital spending on artificial intelligence and revenue growth are still ongoing.
2026-09-02Bullish
Let's focus on the [music] one-day chart for Dell, the company getting some reaction after reporting earnings late yesterday. Remembering this has run up 250% this year into the print. So, there had been a lot of high expectations. It cleared the bar. We're up another 4% right now.
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