$Dell Technologies (DELL.US)$ After the market closed on November 26 (local time), they announced the earnings reports for the 8-10 month period. Immediately after in after-hours trading, the stock price11.3％急落（11月27日日本時間18時過ぎは12％近く下落）した。AI servers are performing wellhowever, PC division is a burden.Moreover,Performance may fall short of market expectationsandSelling Factors.
Unimpressive short-term performance outlookmay be a drag on the stock price for a while. On the other hand, as shown from Dell's earnings callThe outlook for 2025 and beyond is positive.So, Recent events in the AI server market.With that in mind, the correction phase may be an opportunity to buy on dips.
Earnings Highlights
3Q results: AI servers performing well, but PC division is holding back.
◇In the 3rd quarter (August-October period), revenuerevenue was $24.4 billion, a 10% increase year-on-year, falling short of the market estimate of $24.6 billion.
◇Revenue from the infrastructure division including serversAt 11.37 billion dollars, the revenue increased by 34% compared to the same period last year, surpassing market expectations of 11.34 billion dollars, but the PC division は...

Key Points for Next Week
This week's Japanese stock market $NVIDIA (NVDA.US)$With earnings reports approaching,attention is focused on semiconductor-related stocks.As domestic corporate earnings wrap up and new material becomes scarce, the performance of Nvidia could determine the market direction for the Tokyo market, where semiconductor-related stocks hold significant weight. In the first half of the week, it is difficult to deal with semiconductor stocks under the circumstances of wanting to ascertain this content.Overall, the market is increasingly adopting a wait-and-see attitude.If the earnings reaction is positive, investors can expect a bullish shift in sentiment, while a negative reaction could lead to a risk-off scenario. However, amid the continued rise in long-term interest rates in the United States,there are concerns about headwinds facing growth stocks.Furthermore, if the Nikkei Stock Average reaches the 90,000 yen range,there may be increased selling pressure,making the path to recovery at 40,000 yen both near and far.
Nvidia's earnings report is scheduled for November 20th. Market estimates project Nvidia's revenue to increase by 82.27% year-on-year to $33.027 billion.revenue will increase by 82.27% year-on-year to 33.027 billion dollars.、With a 87.25% increase in profit per share to 0.69...

$NVIDIA (NVDA.US)$ I want to call people who are making strong sales to the back of the gymnasium...