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Dell just added $25 billion to its year. AI servers did it

European gas just hit a 2022-crisis high. Winter isn’t here yet

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The Capitalist
Sep 02, 2026
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Hello Capitalist Insiders!


  • Dell just added $25 billion to its year. AI servers did it

  • European gas just hit a 2022-crisis high. Winter isn’t here yet

  • Food prices just posted their biggest jump since the Arab Spring

  • The yen just spiked off 164. Tokyo’s line in the sand is 160



Dell just added $25 billion to its year. AI servers did it

Dell raised its fiscal-year revenue outlook by $25 billion to $192 billion after a record second quarter driven by AI-optimized servers, well above the prior midpoint of about $167 billion.

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