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Today is Wednesday, November 26, 2025.
The Early Bird Index today is 78.84.
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Dell's AI Shipment Outlook 🤖
Dell Technologies $DELL ( ▲ 5.83% ) posted mixed financial earnings results on Tuesday, yet the stock still jumped 3.48% in after-hours trading.
Financials: Dell reported earnings of $2.59 per share in the past quarter, which were better than expected. However, the revenue of $27 billion was lower than expected.
Quote: “FY26 will be another record year, and we’re raising our AI shipment guidance to roughly $25 billion, up over 150% year over year, and revenue guidance to $111.7 billion, up 17%.” - CFO David Kennedy.
Early Bird’s Nest Egg Gains: Demand for Dell’s AI-optimized servers and emerging AI PCs is running ahead of earlier expectations, supported by a rapidly growing order backlog and broader industry PC refresh tailwinds.
Dell’s customers are ordering more AI infrastructure sooner and at a larger scale.
Final Thoughts: Dell’s stock had been down 22% in the past month. Investors of Dell can feel a little better due to these results.
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Notables
Notable Earnings Today: Deere (NYSE: DE), Li Auto (Nasdaq: LI), CollPlant Biotechnologies (Nasdaq: CLGN), EHang Holdings (Nasdaq: EH), Super Hi International Holding (Nasdaq: HDL).
Notable IPOs Today: GCI Liberty, Inc. Series C Purchase Right (Nasdaq: GLIBR), Bitcoin Infrastructure Acquisition Corp Ltd. Unit (Nasdaq: BIXIU), LaFayette Acquisition Corp. Ordinary Share (Nasdaq: LAFA), SC II Acquisition Corp. Units (Nasdaq: SCIIU), Regentis Biomaterials Ltd. (NYSE American: RGNT).
Notable Equity Crowdfunding Campaigns Ending Today: LUCIA by Pindora (Republic), Solarislate (Wefunder).
Notable Economic Events Today: GDP (8:30 a.m. ET), Jobless Claims (8:30 a.m. ET), Durable Goods Orders (8:30 a.m. ET), Goods Trade Balance (8:30 a.m. ET), Building Permits (8:30 a.m. ET), Core PCE Prices (8:30 a.m. ET), Core PCE Price Index (10:00 a.m. ET), New Home Sales (10:00 a.m. ET), Personal Spending (10:00 a.m. ET), Crude Oil Inventories (10:30 a.m. ET), The Beige Book (2:00 p.m. ET), Fed's Balance Sheet (4:30 p.m. ET).
Urban Outfitters Hits Record
Urban Outfitters $URBN ( ▲ 13.54% ) surged 17.39% in after-hours trading on Tuesday after the retail company posted strong financial earnings results.
Financials: Urban Outfitters reported earnings of $1.28 per share in the past quarter and revenue of $1.53 billion. Both were better than expected.
Powering the Story: It was a record-breaking period for the company. Urban Outfitters reported record net income of $116.4 million. Revenue also grew 12.3% to a record.
Final Thoughts: The stock had already risen 9% earlier on Tuesday due to bullish sentiment in the retail sector.
HP’s New Layoffs
Despite posting good financial earnings results on Tuesday, shares of HP $HPQ ( ▼ 1.4% ) fell 5.18% in after-hours trading.
Financials: HP reported earnings of 93 cents per share in the past quarter and revenue of $14.6 billion. Both were better than expected.
Powering the Story: The company’s outlook for 2026, announced on Tuesday, was lower than expected. HP is also planning to reduce its workforce by 4,000 to 6,000 employees.
Final Thoughts: HP’s stock had already been down 25% this year.
Trends to Watch
New Revenue Opportunity: Walmart Is Exploring Bringing Ads to Sparky, Its New AI Shopping Agent (Wall Street Journal)
Crazy Headline: Campbell’s promises its soups are not made with 3D printed meat (The Verge)
Divergence: Why Bitcoin Is Underperforming Equities Despite Bullish Catalysts (CoinDesk)
Disappointing: Grayscale spot Dogecoin ETF falls under volume expectations on debut (Cointelegraph)
Bragging: Nvidia says its GPUs are a ‘generation ahead’ of Google’s AI chips (CNBC)
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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations, and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.
