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DELL, ORCL, ZS & This Week's Tech Earnings to Gauge Lasting AI Strength
Source: youtube.com
Artificial IntelligenceCorporate EarningsTechnology & InnovationAnalyst Insights
Analyst Michael Monaghan said he will monitor the durability of the AI trade through upcoming earnings from Dell (DELL), Oracle (ORCL), and ZScaler (ZS). For Dell, he argues the company’s AI server revenue surge is likely sustainable over the long term. The piece is primarily a forward-looking commentary rather than a new financial result.
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