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Dell’s Enterprise PC Sales 💻

And, Marvell’s weak financial outlook.

August 29, 2025

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Dell’s Enterprise PC Sales 💻

Although Dell $DELL ( â–˛ 1.17% ) posted better-than-expected financial earnings results on Thursday, the technology company fell 5.26% in after-hours trading.

Financials: Dell reported earnings of $2.32 per share and revenue of $29.8 billion in the past quarter. Both were better than expected.

Powering the Story: Revenue for Dell’s Client Solutions Group, which is responsible for the enterprise PC sales, went up just 1% in the past quarter. This was lower than expected.

Early Bird’s Nest Egg Gains: While enterprise PC sales provide stability, they create challenges for Dell due to margin pressure, delayed refresh cycles, unpredictable demand, and limited growth compared to AI infrastructure. This makes them a less attractive area than rapidly expanding segments, such as AI servers and services.

Final Thoughts: Investors were also concerned on Thursday that Dell’s financial outlook for the current quarter was lower than expected.

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Notables

Notable Earnings Today: Alibaba (NYSE: BABA), BRP (Nasdaq: DOOO), Frontline Plc (NYSE: FRO).

Notable IPOs Today: YD Bio Limited Ordinary Shares (Nasdaq: YDES), Picard Medical, Inc. (NYSE American: PMI).

Notable Equity Crowdfunding Campaigns Ending Today: N/A.

Notable Economic Events Today: Core PCE Price Index / PCE Price Index (8:30 a.m. ET), Goods Trade Balance (8:30 a.m. ET), Personal Spending (8:30 a.m. ET), Retail Inventories Excluding Auto (8:30 a.m. ET), Chicago PMI (9:45 a.m. ET), Michigan Consumer Expectations / Sentiment (10:00 a.m. ET).

Marvell’s Weak Financial Outlook

Semiconductor producer Marvell Technology $MRVL ( â–˛ 3.26% ) posted mixed financial earnings results on Thursday and plunged 11.28% in after-hours trading.

Financials: Marvell reported earnings of 67 cents per share in the past quarter, which were in-line. Revenue in the period was $2 billion, which was lower than expected.

Details: The company’s revenue reached a record high in the quarter, thanks to strong demand for AI.

Powering the Story: Marvell anticipates revenue of approximately $2.06 billion for the current quarter, with earnings of around 74 cents per share. This financial outlook was lower than expected.

Final Thoughts: Marvell was already down nearly 32% this year.

Affirm’s Operating Income Profitability

Affirm $AFRM ( â–˛ 3.09% ) (the financial tech company known for buy now, pay later services) jumped 16.68% in after-hours trading on Thursday after posting strong financial earnings results.

Financials: Affirm reported earnings of 20 cents per share and revenue of $876 million in the past quarter. Both were better than expected.

Powering the Story: On Thursday, the company also declared that it achieved operating income profitability in the quarter.

Final Thoughts: Affirm was already up 27% this year.

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