Dell Stock Could Surge on Nvidia and SpaceX Tailwinds
Dell earnings drop Tuesday with sharp growth expected. Analysts say Nvidia and SpaceX trends could fuel gains well into next year.
Dell is about to drop earnings Tuesday, and Wall Street is already leaning bullish. Analysts expect sharp growth in the report, and the setup looks even better when you zoom out at what's happening across the industry. Two names keep coming up: Nvidia and SpaceX.
Nvidia's AI infrastructure buildout is a direct lift for Dell. As demand for AI servers and high-performance compute explodes, Dell sits in the supply chain sweet spot — building and shipping the hardware that powers these deployments. More Nvidia chips in the world means more Dell servers moving out the door.
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SpaceX adds another wrinkle to the bull case. Analysts see developments at the private space giant as another catalyst that could benefit Dell's financial results going forward. The connection points to data infrastructure and connectivity demands tied to SpaceX's expanding operations — the kind of enterprise hardware play that lands squarely in Dell's wheelhouse.
Here's the tradeable angle: Tuesday's print matters, but the real story is the forward guidance. If management signals that these industry tailwinds — AI server demand, next-gen infrastructure spending — are accelerating into fiscal 2025 and beyond, this stock has room to run. Miss on guidance, though, and none of the hype saves you.
Dell doesn't always get the AI hype that Nvidia or even Super Micro Command. But analysts watching this space think that's exactly the opportunity — an underloved infrastructure play with real revenue tied to the biggest tech themes of the decade. Continue reading at MarketWatch.com
