Dell's Comeback is the Perfect AI Case Study

In the Loop AI · Jun 2, 2026 · 28m · transcript

We discuss Dell’s incredibly impressive price action rally, after its focus on AI infrastructure, and NVIDIA’s latest hardware announcements. We also cover the push toward local and private AI use, along with Dell’s earnings and strong AI server sales.

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TIMESTAMPS

0:00 Dell’s AI Comeback

1:34 Private…