The Motley Fool
25 Jun 2026, 01:23 UTC · 3h ago
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Jabil expects AI-related revenue to reach $13.6 billion in fiscal 2026, representing a 51% increase from the previous year. — Significant upward revision of specific AI revenue targets suggests strong demand for data center and semiconductor infrastructure.
+0.60Dell's revenue grew 88% year-over-year to $43.8 billion in its fiscal 2027 first quarter, driven by a 181% spike in its infrastructure solutions group. — Massive growth in the ISG segment validates the high market demand for AI-optimized servers.
+0.50Jabil raised its full-year fiscal 2026 revenue forecast to $35 billion and non-GAAP EPS guidance to $12.70. — Raised guidance typically triggers positive price action as it signals operational strength and growth acceleration.
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The company is seeing strong growth in AI-related revenue and has raised its full-year financial forecasts.
The company reported a massive revenue jump and strong growth driven by booming demand for AI servers.
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Seeking Alpha
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