Sep 1, 2026 · 7 min

Dell lifts AI-server outlook as markets weigh uneven tech demand

Dell Surged, Palo Alto Networks Gains, Credo Technology Declines

The episode connects immediate earnings signals from technology companies with the longer-term challenge of building infrastructure for fast-growing cities.

3 key takeaways

1Dell raises its sales and AI-server forecasts, signaling stronger demand for infrastructure tied to artificial intelligence.
2Palo Alto Networks posts a stronger-than-expected profit outlook while Credo falls despite beating revenue expectations.
3A smart-city discussion examines how AI and long-term planning could help cities such as Dubai manage rapid growth.

Don't miss

The episode pivots from Dell’s AI-server outlook to Dubai’s long-term urban planning, linking near-term technology demand with future infrastructure needs.

The brief

After-hours trading delivers a split verdict on technology demand: Dell raises its sales and AI-server forecasts, while Credo declines despite beating revenue expectations.

Tim Stenebeck and Kristine Aquino examine why Dell’s stronger outlook matters, then turn to Palo Alto Networks’ better-than-expected profit forecast and Credo’s investor concerns.

The market segment gives way to a wider question: can rapidly growing cities use AI and disciplined long-term planning to keep infrastructure ahead of demand?

Jacob Greaves introduces a discussion with Rohit Krishnan and Estefanía Tapias on urban innovation, using Dubai as a key example of planning for population growth.

The episode’s through line is an uneven AI economy: companies are being repriced now, while cities are planning for the systems that technology may soon transform.

What was said on this episode

8 statements · 6 positive · 2 negative

Kristine Aquinoon AI supply chainPositive1:08
AI-supply-chain companies’ earnings and shares are insulated from doubts.
“if you are part of that supply chain, that a lot of your earnings and your share performance is very much insulated”
Listen at 1:08
Kristine Aquinoon CybersecurityPositive2:52
Cybersecurity is relatively resilient to changes in market sentiment.
“cyber is one of these areas where it's a little bit more resilient to changes in sentiment.”
Listen at 2:52
Tim Stenebeckon Credo Technology stock rallyNegative3:40
Credo’s earnings results failed to justify its stock rally.
“results fail to justify this rally”
Listen at 3:40
Kristine Aquinoon Communications equipment demandNegative4:45
Communications-equipment demand is relatively elastic.
“the demand for that is a little bit more elastic than some of the other tech companies.”
Listen at 4:45
Estefanía Tapiason AI in smart citiesPositive5:42
AI will accelerate and compress smart-city processes.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 5:42
Rohit Krishnanon DubaiPositive6:03
Dubai learned substantially from its sudden population increase.
“Dubai has learned a lot from a sudden increase in population”
Listen at 6:03
Rohit Krishnanon Dubai response to population growthPositive6:09
Dubai responded very effectively to rapid population growth.
“they reacted very well to it.”
Listen at 6:09
Rohit Krishnanon Dubai urban planningPositive6:10
Dubai has a long-term urban-planning vision.
“They have a long-term urban planning vision”
Listen at 6:10

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Featuring

TSTim Stenebeck KAKristine Aquino JGJacob Greaves RKRohit Krishnan ETEstefanía Tapias

Mentioned

Dell Technologies PAPalo Alto Networks, Inc.

Credo Technology UNUnited Nations

Bloomberg L.P.

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