Carol Massar
speaker
1,353 appearances
37 recordings
3 series
first heard Dec 2024
last heard 12 Sep
Carol Massar’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.
Appearances
It boosted its full-year sales outlook to a massive $167 billion.
Shares up right now by 31.5%.
It's the top performer in the S&P 500.
It's having its best day ever.
It's all fueled by a $60 billion forecast for AI servers alone.
Here's what Dell CFO David Kennedy had to say post-earnings.
88%
was Dell CFO David Kennedy speaking with Bloomberg's Ed Ludlow just yesterday.
Well, Dell's message was clear.
AI spending is not slowing.
Let's bring in Janet Mui, head of market analysis over at RBC Bruin Dolphin, who says that we're moving from the build phase of AI to the deployment phase.
I want to talk about what the deployment phase looks like.
But first, I just want to talk a little bit about big picture deployment.
You know, results that you'd see from a company like Dell when you see shares up this year by 232%.
You look at the chart here, Janet, this thing is parabolic.
Does this give you any pause when you look at historically the way valuations have risen in the past in such a short time, and then what happens afterward?
theme.
Where are the investable areas right now?
I mean, if somebody looks at what Dell is doing today, for example, up 32%, maybe they think, okay, well, maybe I missed that boat.
But where else, if this is indeed broadening out, and if it's broadening out from the build phase to the deployment phase, as you view it, where are the opportunities?
Showing 861–880 of 1,353 · page 44 of 68
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