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Dell's Best Day Ever: AI Orders Surge 88 Percent as Tech Giant Posts Record $43.8 Billion Quarter

Dell Technologies reported record first-quarter fiscal 2027 results on May 28, 2026, with revenue surging 88 percent year over year to $43.8 billion, driven by $24.4 billion in AI server orders. Non-GAAP earnings per share rose 214 percent to $4.86. Shares surged nearly 33 percent on May 29 -- their biggest single-day gain in the company's history -- as Wall Street recognized Dell as a central beneficiary of the AI infrastructure boom.