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News
Wednesday, November 26, 2025
What’s happening: Shares of Dell Technologies gained in after-hours trading on Tuesday, following the release of the company’s third-quarter results.
What happened: The tech hardware provider posted better-than-expected quarterly earnings and raised its full-year forecast.
Dell was unable to meet market expectations for quarterly sales, which limited the gains in the stock.
How were the results: The Round Rock, Texas-based company reported low double-digit sales growth for the quarter.
Why it matters: Servers and Networking revenues jumped 37% year-over-year to $10.1 billion, while Commercial Client revenues rose 5% to $10.6 billion. Storage revenues fell 1% to $4 billion, while Consumer revenue declined 7% to $1.9 billion.
The company shipped servers worth $5.6 billion during the recent quarter. Its AI server backlog surged to $18.4 billion by the close of third quarter.
“AI momentum is accelerating in the second half of the year, leading to record AI server orders of $12.3 billion and an unprecedented $30 billion in orders year to date,” said COO Jeff Clarke.
Dell issued strong projections amid market concerns around its margins, following investment in production and stiff competition in the AI server market from rivals like Super Micro Computer.
Dell guided to revenues of $25 billion from AI server shipments for fiscal 2026, up from its previous outlook of $20 billion. Management also raised their full-year projections to $111.2-$112.2 billion, from their prior forecast of $105-$109 billion. They boosted the adjusted earnings forecast to $9.92 per share, from $9.55 per share.
Dell announced the appointment of David Kennedy as its new CFO.
How shares responded: Dell’s shares rose 3% to $129.75 in extended trading hours on Tuesday following the release of quarterly results. The stock had been under pressure in the past month, losing around 22% in the period.
What to watch: Investors will keep an eye on the AI boom, which is expected to provide a significant boost to the company’s overall results ahead.
Context: The AUD/USD forex pair rose this morning as investors digested the latest economic data.
Details: Data released this morning showed Australia’s annual inflation rose to 3.8% in October, from 3.6% in the previous month. The latest reading came in above market estimates of 3.6%, remaining above the Reserve Bank of Australia’s target range of 2%–3%.
On a monthly basis, Australia’s CPI came in unchanged in October, following a 0.5% rise in September.
Meanwhile, total construction work in Australia declined 0.7% in the third quarter, following a 2.9% rise in the previous quarter. The figure missed market expectations of a 0.4% gain.
Strength in the US dollar weighed on the AUD/USD forex pair. The US dollar index, which measures the greenback’s performance versus a basket of major peers, gained around 0.2% to 99.84 this morning.
The AUD/USD pair rose 0.2% to 0.6483 this morning, while the S&P/ASX 200 added 0.76% to trade at 8,601.60.
What to watch: Investors await the release of data on building capital expenditure (0430 UAE Time), plant machinery capital expenditure (0430 UAE Time) and private capital expenditure (0430 UAE Time) from Australia on Thursday. Private new capital expenditure on buildings and structures in Australia, which grew by 0.2% in the second quarter, is expected to rise by 0.4% in the third quarter.
Analysts expect private new capital expenditure on equipment, plant, and machinery to rise by 0.4% in the third quarter, compared to 0.3% growth in the three months to June. Total new capital expenditure in Australia, which climbed by 0.2% in the second quarter, is projected to surge by 0.5% in the third quarter.
Other Markets: US trading indices closed higher on Tuesday, with the Dow Jones index, S&P 500 and Nasdaq 100 up by 1.43%, 0.91% and 0.58%, respectively.
US President Donald Trump said that an agreement to end the war between Russia and Ukraine was “very close”. The news sent the RUB/USD pair lower in forex trading this morning.
South Korea’s Business Survey Index for the manufacturing sector rose to 70 in November from 68 in the previous month, lending support to the KRW/USD forex pair.
Argentina’s economic activity surged 5% year-over-year in September, accelerating from 2.5% in the previous month. The latest reading coming in above market estimates of 2.1% sent the ARS/USD pair higher in forex trading this morning.
Mexico recorded a current account surplus of $2.32 billion in the third quarter, following a year-ago deficit of $2.04 billion, which lent support to the MXN/USD forex pair.
Canada’s wholesale sales slipped 0.1% in October, following a 0.6% gain in September, which sent the CAD/USD pair lower in forex trading this morning.
Italy’s 6-month BOT auction (1410 UAE Time), Germany’s 10-year Bund auction (1430 UAE Time), Brazil’s bank lending (1530 UAE Time) and IPCA mid-month CPI (1600 UAE Time), India’s M3 money supply (1530 UAE Time), US MBA mortgage applications (1600 UAE Time), durable goods orders (1730 UAE Time), initial jobless claims (1730 UAE Time), continuing jobless claims (1730 UAE Time), Chicago PMI (1845 UAE Time), EIA crude oil stocks change (1930 UAE Time), EIA gasoline stocks change (1930 UAE Time), EIA Cushing crude oil stocks change (1930 UAE Time), EIA distillate stocks change (1930 UAE Time), EIA heating oil stocks change (1930 UAE Time), 17-week Bill auction (2030 UAE Time), 4-week Bill auction (2030 UAE Time), 7-year Note auction (2030 UAE Time), 8-week Bill auction (2030 UAE Time), 15-year mortgage rate (2100 UAE Time), 30-year mortgage rate (2100 UAE Time), EIA natural gas stocks change (2100 UAE Time), Baker Hughes oil rig count (2200 UAE Time), Baker Hughes total rigs count (2200 UAE Time) and Fed Beige book (2300 UAE Time), Russia’s corporate profits (2000 UAE Time) and industrial production (2000 UAE Time), Canada’s 2-year Bond auction (2100 UAE Time), as well as Argentina’s retail sales (2300 UAE Time).
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