Editor's Note: Larry Benedict — the hedge fund legend who beat the S&P 500 by 18 times in 2025 and made his clients $95 million during the 2008 crisis — says Trump's installation of a new Federal Reserve chair is triggering the most significant shift in U.S. markets in nearly 20 years. He has already identified the one ticker he believes will be at the center of the money flows — and he's revealing it completely free. Click here to see the details or read more below…
Dear Reader,
Move your money as soon as possible.
That is the urgent message from Larry Benedict, the trader who generated $274 million in profits for his clients.
You see, every time the Federal Reserve makes a major move, certain assets move with it, and if you're positioned correctly, the returns can be extraordinary.
When the Fed cut rates in 2020, Larry's readers had the chance to make 62% from a single position.
When it signaled rate hikes in January 2022, they could have made 117% in under a month.
When Fed Chair Jerome Powell spoke at Jackson Hole, Larry had his readers positioned for an 89% gain in just 17 days.
Now, President Trump is installing a new Fed chair and Larry says it's triggering what could be the most significant shift in the U.S. financial system in nearly 20 years.
He has already identified the single ticker he says will be at the center of where the money flows.
Lauren Wingfield Managing Editor, The Opportunistic Trader
P.S. If you want to be positioned ahead of what Larry is calling the best setup he’s seen in 20 years, click here now.
Today’s editorial pick for you
Dell’s AI-Fueled Growth Story Is Just Getting Started
Posted On Jun 01, 2026 by Ian Cooper
Once known primarily as a PC manufacturer, Dell (NYSE: DELL) has emerged as one of the biggest beneficiaries of the artificial intelligence boom, thanks to surging demand for its AI infrastructure and server business.
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Investors have flocked to the stock as demand for AI servers powered by NVIDIA GPUs continues to accelerate, driven by enterprises and hyperscale cloud providers racing to expand their AI capabilities. While the stock may be due for a short-term pullback after its impressive run, Dell’s long-term growth story appears firmly intact.
The AI boom has been stalled for months. But according to legendary tech investor Louis Navellier, that's about to change. How? A $100 trillion breakthrough is about to reset the AI markets in 2026… potentially sending some AI stocks to zero, and one off-the-radar stock soaring.
The company’s latest earnings report highlights just how strong that momentum has become.
In the first quarter, Dell reported earnings per share of $4.86, crushing Wall Street expectations by $1.96. Revenue surged 87.5% year over year to $43.8 billion, exceeding analyst forecasts by $8.46 billion.
Much of that growth came from the company’s booming AI business. Dell booked $24.4 billion in AI orders during the quarter and generated $16.1 billion in AI server revenue.
“Our record Q1 performance reflects strong in-quarter demand, as well as our pace of innovation across the full stack of PCs, compute and storage,” said Vice Chairman and Chief Operating Officer Jeff Clarke.
AI Demand Shows No Signs of Slowing
Management’s outlook suggests the growth isn’t slowing anytime soon. Dell raised its fiscal 2027 AI server revenue forecast to $60 billion, underscoring its confidence in continued AI spending across the industry.
The company expects second-quarter revenue of $44 billion to $45 billion and non-GAAP earnings per share of approximately $4.80. For the full fiscal year, Dell projects revenue of $165 billion to $169 billion and GAAP earnings per share of $17.90, reflecting management’s confidence in both AI demand and broader business performance.
One of the most encouraging aspects of Dell’s AI growth is the breadth of its customer base. Demand is no longer coming solely from a handful of hyperscale cloud providers. Enterprises across healthcare, financial services, manufacturing, and government are investing in AI infrastructure to support new applications and improve productivity.
That diversification could help Dell maintain strong order growth even if spending from any single customer group moderates. Combined with its established enterprise relationships and end-to-end infrastructure offerings, Dell appears well-positioned to capture a growing share of the expanding AI market.
Wall Street Turns More Bullish
Investors weren’t the only ones impressed by the results. Several major Wall Street firms raised their price targets following the earnings release.
Susquehanna upgraded the stock to Positive from Neutral and dramatically increased its price target to $700 from $138.
J.P. Morgan maintained its Overweight rating while boosting its target to $500 from $280, citing stronger-than-expected demand and improved visibility into future revenue growth.
Even the Skeptics Are Taking Notice
The most notable was the reaction from Morgan Stanley, which currently maintains an Underweight rating on the stock.
The firm’s analysts acknowledged that they underestimated Dell’s growth trajectory, describing the quarter as one of the most impressive they have seen in the hardware sector. They pointed to several standout metrics, including nearly 100% growth in traditional servers, the fastest storage growth in 12 quarters, near-record operating margins in the PC business, and a substantial increase in full-year guidance.
The analysts noted that the company is benefiting not only from strong market demand but also from market-share gains and strong execution across its business segments.
Citi Sees More Upside Ahead for DELL
Citi also raised its price target on the stock, increasing it to $475 from $290 while maintaining its Buy rating. According to the firm, revenue growth significantly exceeded expectations, earnings benefited from stronger margins and scale, and demand continues to outpace supply.
That supply-demand imbalance is helping support a healthy backlog that could provide visibility and growth opportunities through the remainder of the year.
In short, Dell is no longer just a PC company.
It has become a major player in AI infrastructure, and its ability to capitalize on one of the biggest technology investment cycles in decades is driving record growth. The company’s expanding AI business, strong financial performance, and growing support from Wall Street suggest the company remains well-positioned for continued long-term growth.
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