How Schwab Network’s view on $DELL changed

Channel profile →This channel has 3 credited speakers: Morgan Stanley, Truist, UBS6 entries

2026-09-02Bullish

“NVDA Earnings Raised Bar for AVGO, Stock Valuation Brings it Back Down”

Dell is preferred over Broadcom due to confirmed AI capex and revenue growth.

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.

Watch the source01:17

2026-09-02Bullish

“DELL Surges on Earnings, Analysts See Long-Term Growth Thanks to AI”

Speaker is bullish on Dell long-term ('love it for down the road') but cautious short-term due to market nerves and need to sustain gains.

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.

Watch the source00:02

2026-09-02Bullish

Subscribe or start a trial to unlock this step

2026-09-01Bullish

Subscribe or start a trial to unlock this step

2026-08-31Bullish

Subscribe or start a trial to unlock this step

2026-08-31Bullish

Subscribe or start a trial to unlock this step

4 earlier entries need a subscription

The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.

Subscribe · 30-day full trial