TradingKey – Dell Technologies ( DELL) will release its first-quarter results for fiscal year 2027 after the U.S. market close on May 28. Investors should focus on whether Dell’s AI server demand can continue to exceed expectations and whether profit margins for AI servers can improve.

Market sentiment has warmed up significantly ahead of this earnings report. Dell’s stock price has strengthened substantially of late; trading data shows that Dell’s shares surged over 16% on May 22 to hit a record high, with a year-to-date gain of nearly 140%. The core logic driving the share price higher is that investors remain optimistic about Dell’s potential to benefit in the AI server and infrastructure markets amid the ongoing AI data center…