Observed Signal · Aug 31, 2026 · Earnings Report · Source: CNBC Investing · Impact: 1/5 · Sentiment: Positive
Financials Market: Josh Brown Updates Trading Strategy for Winners Amphenol and Dell
Josh Brown and Sean Russo of Ritholtz Wealth Management have updated their risk management strategies for portfolio winners Amphenol Corp. (APH) and Dell Technologies (DELL). Amphenol recently reported its largest quarter in its 94-year history with Q2 record sales of $8.8 billion, driven by 63% organic growth in its IT datacom segment, and has approved a 2-for-1 stock split. Meanwhile, Dell Technologies continues to experience massive demand from the global AI build-out, reporting a 757% increase in AI-optimized server revenue to $16.1 billion and accumulating an AI order backlog of $51.3 billion. Brown and Russo outlined technical support zones, including the 50-day and 200-day moving averages, to guide traders and investors managing their existing positions ahead of Dell's upcoming earnings release.
The article is primarily a stock-market technical analysis and financial advisory piece for retail investors, offering low direct relevance to programmatic ad technology despite highlighting massive hardware demand for AI infrastructure.
Key Takeaways & Evidence Grounding
- Amphenol reported record Q2 sales of $8.8 billion, representing a 55% overall increase and 30% organic growth.
- Amphenol's board approved a 2-for-1 stock split distributed on September 2, 2026.
- Dell Technologies registered Q1 FY27 revenue of $43.8 billion, with AI-optimized server revenue surging 757% to $16.1 billion.
- Dell has accumulated a record $51.3 billion backlog with its AI customer count exceeding 5,000.
- Dell's management raised its FY27 revenue guidance to a range of $165 billion to $169 billion.
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3 Entities mappedDell
Enterprise infrastructure, devices, cloud subscriptions and IT services provider.
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