As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.

Dell shares fell Friday as the company’s sales and outlook disappointed. Analysts said it could be an opportunity to buy the dip.

Dell shares fell 5.4% on Friday. Dell also announced an 18% increase to its annual dividend to $2.10 per share. Earlier this month, Morgan Stanley analyst Erik Woodring reaffirmed

Morgan Stanley chimed in with encouraging words as well, saying Dell Technologies' report was 'better than feared across the board.' The round-number $100 level, which captured DELL's early-February and September pullbacks,

Dell Technologies (NYSE: DELL) saw its stock climb over 5% Thursday despite reporting mixed Q4 earnings and issuing a weaker-than-expected outlook for Q1. The company also announced an 18% dividend increase and a

Dell Technologies stock rose after the company posted better-than-expected earnings late Thursday. “Our prospects for AI are strong,” Dell Chief Operating Officer Jeff Clarke said in the news release.

Dell Technologies beat estimates for earnings in its fiscal fourth quarter but sales were lighter than expected. Still, Dell stock rose in extended trading.