Podcasts · Wall Street Breakfast
A Dell of a quarter
· 4:53
Episode A Dell of a quarter
An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first domestic first-class cabin. (02:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: DELL, CRDO, and more Michael Burry’s portfolio: How his bullish and bearish bets fared In August Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
Links in the notes 8
- https://seekingalpha.com/news/4639137-dell-surges-after-raising-full-year-revenue-guidance-by-25b-as-ai-demand-takes-off?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4639163-mongodb-delivers-another-solid-quarter-but-ai-infrastructure-costs-weigh-on-shares?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4639060-jetblue-introduces-domestic-first-class-bluefirst?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4639337-biggest-stock-movers-wednesday-dell-crdo-and-more?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4638553-michael-burrys-portfolio-how-his-bullish-and-bearish-bets-fared-in-august?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4639263-palo-alto-ceo-warns-1t-in-cybersecurity-infrastructure-unprepared-for-ai?source=wsb_podcast:a_dell_of_a_quarter
- https://seekingalpha.com/news/4639252-us-diesel-price-soars-to-more-than-four-year-high-as-trump-ramps-up-pressure-on-refiners?source=wsb_podcast:a_dell_of_a_quarter
- https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:a_dell_of_a_quarter
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