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Schwab Network

DELL's "Margins Story" & Options Trade Ahead of Earnings

7 min25 november 2025

When it comes to Dell Technologies' (DELL) earnings after the close Tuesday, Michelle Connell calls the report a "margins story." She explains where she sees Dell in the overall A.I. trade compared to giants like Nvidia (NVDA) and how the company can hit her price target of $165. Tom White offers an example options trade for Dell.


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