Dell Hikes Estimates for Next Four Years on Strong AI Demand episode artwork

EPISODE · Oct 7, 2025 · 21 MIN

Dell Hikes Estimates for Next Four Years on Strong AI Demand

from Bloomberg Intelligence · host Bloomberg

Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit for the next two years, citing demand for artificial intelligence products.-Nathan Naidu, Bloomberg Intelligence Technology Research Analyst, discusses the Securities and Exchange Commission probing AppLovin's data-collection practices, according to people familiar with the matter, specifically looking into allegations that the company violated platform partners' service agreements.-Kenneth Shea, Bloomberg Intelligence Senior Consumer Products Analyst, discusses Constellation Brands earnings. The owner of the Corona and Modelo Especial brands in the US reported comparable earnings per share for the second quarter that beat the average analyst estimate. -- Anurag Rana, Bloomberg Intelligence Technology Analyst, discusses IBM saying it will integrate Anthropic’s Claude family of large language models into its software portfolio.  See omnystudio.com/listener for privacy information.

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Dell Hikes Estimates for Next Four Years on Strong AI Demand

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This episode was published on October 7, 2025.

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Watch Scarlet and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Intelligence hosted by Paul Sweeney and Scarlet Fu- Ed Ludlow, BTech Co-Anchor, discusses Dell Technologies roughly doubling its growth estimates for sales and profit...

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