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After months of AI-led momentum, the push came to a halt and reversed. Broadcom’s $AVGO ( ▼ 0.83% ) results and AI commentary didn’t tell investors what they wanted to hear. As we’ve seen before, even when a company beats revenue and earnings expectations, the outlook of the company is a more important driver of how the market reacts.

Broadcom reported that it didn’t expect to sell as many AI chips as wall street analysts have predicted. Analysts projected $17.2B of AI chip sales in the next quarter, Broadcom said they expected to sell $16B. This is hardly a 7% decrease but people are believing this can be a trend. Have expectations outpaced AI demand and infrastructure spending?

One Broadcom stock began to fell, so did the stocks of their peers. $PHLX Semiconductor Futures Index dropped 10% in one day. This is a signal of broader concern rather than an earnings miss. Reuters framed it as a “lofty expectations” problem. As many of the popular AI firms are strong businesses, turning in strong results, any concerning news can trigger a selloff. There were steep declines across multiple large-cap names, reinforcing that this was not a single-stock story but a repositioning being reduced across the theme.

Be on the lookout for the earnings release of Oracle $ORCL ( ▼ 1.5% ) on June 10th and the last week in July where the hyperscalers such as $META ( ▲ 2.55% ) , $GOOGL ( ▲ 0.16% ) , $MSFT ( ▲ 0.54% ) , and $AMZN ( ▲ 0.75% ) are scheduled to release earnings.

Dell Technologies operates two segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG).
ISG is the AI infrastructure engine: servers, storage, and networking.
CSG is the PC business. ISG was 54% of revenue in FY26 and is now 66% of Q1 FY27 revenue. Dell isn't a PC company anymore — it's one of the most important hardware providers in the global AI buildout.

Dell's top-line trajectory tells a story of transformation. After peaking at $102.3B in FY23 and falling to $88.4B in FY24 as the post-pandemic PC boom cooled and enterprise IT spending froze, revenue has ripped back — $95.6B in FY25, then $113.5B in FY26 (+18.8%). They've now guided to $167B for FY27.

Long-term debt of $23.5B against FCF of $8.552B = 2.7× debt-to-FCF. That's a 'Great' reading on our framework (≤3× = Great). The ratio was 41× just three years ago during the FCF trough. Dell has $11.5B in cash and interest coverage of 5.2×. The balance sheet is solid and continues to improve.

Dell's ROIC has expanded from 9.2% in FY22 to 15.0% in FY26 against a stable WACC of 3.7%. The spread — the value created per dollar of invested capital — has widened from 5.5 points to 11.3 points. The five-year average spread is 8.2 points. Dell is creating value, and the pace is accelerating.