Wall Street Breakfast

A Dell of a quarter

Mittwoch, 2. September 2026 · 5 min

MP3

Shownotes

An AI server boom (seekingalpha.com/news/4639137-dell-surges-afte…) helped Dell (DELL) crush estimates. () MongoDB (MDB) beat (seekingalpha.com/news/4639163-mongodb-delivers…) estimates, raised guidance. () JetBlue (JBLU) unveils its first domestic seekingalpha.com/news/4639060-jetblue-introduc… cabin. ()

Episode transcripts seekingalpha.com/wsb?source=wsb_podcast:a_dell….

Show links:

Biggest stock movers Wednesday: DELL, CRDO, and more (seekingalpha.com/news/4639337-biggest-stock-mo…)
Michael Burry’s portfolio: How his bullish and bearish bets fared In August (seekingalpha.com/news/4638553-michael-burrys-p…)
Palo Alto CEO warns $1T in cybersecurity Infrastructure unprepared for AI (seekingalpha.com/news/4639263-palo-alto-ceo-wa…)
U.S. diesel price soars to more than four-year high as Trump ramps up pressure on refiners (seekingalpha.com/news/4639252-us-diesel-price-…)

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