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DELL earnings

Sep 07 2026

AI Infrastructure Runs Hot into September

August closed with robust corporate earnings, and nowhere was that clearer than in the AI trade stocks. Last week’s standout report came from Dell (DELL), which jumped 16% after beating estimates and raising guidance. Dell is a leading server provider for AI data center infrastructure. Its results echoed what Nvidia (NVDA) showed a week earlier: […]

Written by Sherry An · Categorized: Market Analysis, SpotGamma Weekly · Tagged: AI data center stocks, bull call spread, call skew, dealer gamma, DELL earnings, Gamma Exposure, implied volatility, Options Calculator, options positioning, options skew, semiconductor rotation, spotgamma weekly, theta decay

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