Dell and Rocket Companies Lead Q4 Earnings Gains Amid Surging AI Demand
Key Facts
- •Dell shares surged nearly 12% after beating Q4 estimates, driven by a 39% revenue jump in AI server shipments and a positive FY27 outlook.
- •Rocket Companies (RKT) shares rose 8% in after-hours trading following a 52% year-over-year revenue growth and an EPS beat.
- •D-Wave Quantum (QBTS) posted a wider-than-expected loss, but the stock climbed 2.5% due to surging cash reserves and strong January bookings.
- •Solventum (SOLV) and OPKO Health (OPK) both beat earnings and revenue estimates, but saw their gross margins contract.
Dell Technologies shares surged nearly 12% following a strong Q4 earnings report that exceeded analyst expectations across key metrics. The growth was primarily driven by a 39% jump in revenue from AI server shipments, coupled with an optimistic outlook for fiscal year 2027. In the fintech sector, Rocket Companies saw its shares rise 8% after reporting a significant 52% year-over-year revenue increase and an earnings beat. Meanwhile, D-Wave Quantum gained 2.5% despite a wider-than-expected loss, as investors focused on surging cash reserves and strong January bookings. However, the healthcare sector showed mixed results, with Solventum and OPKO Health beating top-line estimates but facing pressure from contracting gross margins. Overall, the current earnings cycle highlights the transformative impact of AI on tech valuations and robust momentum in the mortgage and financial services markets.
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