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Despite the rally, markets remain somewhat below all-time highs, reflecting ongoing uncertainty. As earnings season takes a backseat during the holiday period, focus remains squarely on major themes that could shape the trajectory of technology, energy, and economic growth in the near term.

Dell’s Strong Revenue Guidance Signals AI Demand

Among the few earnings reports during this quiet week, Dell Technologies stood out with a significant positive outlook. Reporting its fiscal third-quarter results, Dell announced a revenue estimate of approximately $31.5 billion for Q4, far surpassing analyst projections of $27.6 billion—a remarkable jump that raised eyebrows across the industry.