AI Stocks Are a Bet on the Future. Markets Are Ignoring the Now. [Yahoo! Finance]
Dell Technologies Inc. Class C (DELL)
Last dell technologies inc. class c earnings: 2/27 04:25 pm
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Source: Yahoo! Finance
In reality, the shares of most AI winners have traded on hopes for the far-flung future during this bull market, rather than the here, now, or near future, notes Trivariate Research President Adam Parker. As Parker details in a note Friday, his firm created three baskets of AI plays back then—10 semiconductor stocks, 19 software, and 20 “other” companies, which included a mix of names like Amazon.com Dell Technologies, and Snowflake Those baskets were then further divided into companies with high, low, and negative free cash flow. After tracking these stocks, Parker found that the market doesn't care about free cash flow.
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DELL
Earnings
- 11/25/25 - Beat
DELL
Sec Filings
- 12/11/25 - Form 4
- 12/9/25 - Form 144
- 12/9/25 - Form 10-Q
- DELL's page on the SEC website