Published Sep 2, 2026, 8:45 PM ET · Updated 2 months ago · 1 source

Nvidia's rally post-Dell earnings may be an overreaction

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Original Report

The aggressive call buying in Nvidia following Dell's earnings report, which showed a significant jump in AI server backlog and raised guidance, might be an overreaction, as there is skepticism that call buyers directly linked Dell's report to a bullish outlook for Nvidia.