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Ai Backlog

All articles tagged with #ai backlog

Cramer Bets Dell Is the AI Hardware Leader, Not Nvidia, in 2026
investing1 month ago

Cramer Bets Dell Is the AI Hardware Leader, Not Nvidia, in 2026

Jim Cramer says Dell is the most important stock today, arguing its AI-server momentum outpaces Nvidia in 2026. Dell posted Q2 FY27 revenue of $46.97B (up 57.8% YoY) and EPS of $7.04, with net income up 255%. The AI story is supported by a record $95B AI backlog, $60.9B in AI-server orders, and $16.4B AI-server revenue. Dell raised its full-year outlook to about $192B in revenue and $25.50 in non-GAAP EPS. Valuation favors Dell (roughly 23x vs Nvidia’s ~44x), as the company’s AI-infrastructure push — including Vera Rubin-based systems and more than 6,500 AI customers — underscores a non-chipmaker leadership in AI deployment. Dell is up about 240% in 2026, while Nvidia has risen around 17%, making Cramer’s Dell-centric call particularly notable.

via 24/7 Wall St.|
#ai-backlog#ai-servers#dell-technologies
Oracle Poised for 3x Upside on AI Backlog, Says Guggenheim
markets2 months ago

Oracle Poised for 3x Upside on AI Backlog, Says Guggenheim

Oracle has fallen about 35% year-to-date, but Guggenheim’s John DiFucci argues the stock could rise roughly 2x–3x thanks to a massive $638 billion remaining backlog and strong cloud growth, with a $400 price target signaling potential upside despite a current price around $124 and a consensus near $252. The bull case rests on backlog conversion and a long-term FCF recovery, while the bear case highlights negative FY2026 free cash flow, heavy ongoing capex and debt plans, and risks from OpenAI concentration and data-center energy costs. Analysts’ views remain bullish on Oracle’s AI/cloud trajectory, even as credit concerns and execution risk linger.

via 24/7 Wall St.|
#ai-backlog#cloud-computing#markets
Oracle’s AI Ambition Faces Backlash: Debt-Funded Growth With OpenAI Dependency
business3 months ago

Oracle’s AI Ambition Faces Backlash: Debt-Funded Growth With OpenAI Dependency

Oracle is funding aggressive OCI expansion through debt to chase AI growth, boasting a $638 billion AI backlog largely tied to OpenAI. That customer concentration increases risk versus cash-rich rivals like Microsoft, Alphabet, and Amazon. The stock trades around 14x forward earnings; if Oracle can convert a sizable portion of its backlog into recurring revenue and diversify its customer base, the valuation could become attractive; otherwise, investors are pricing in the elevated financing risk.

via 24/7 Wall St.|
#ai-backlog#business#cloud-computing
AI Backlog Pushes Microsoft Toward a $600+ Target Within a Year
business6 months ago

AI Backlog Pushes Microsoft Toward a $600+ Target Within a Year

Microsoft trades around $369 with a 12-month price target of $491.47; bulls say Azure’s 39% growth and OpenAI-backed Azure AI spend could lift the stock to about $601 within a year, while a bear case sits near $436.41. Longer-term projections rise to $570 (2027), $650 (2028), $761.92 (2029) and $818.04 (2030) as AI monetization and Azure backlog provide multi-year revenue visibility, though heavy AI-related capex and macro headwinds pose risks.

via 24/7 Wall St.|
#ai-backlog#azure#business