1. Dell maintains a 'Strong Buy' rating with a one-year target price of $210 per share due to robust AI server growth; 2. Dell reports 9.5% revenue growth and 14% adjusted EPS growth, driven by high AI server orders and strong enterprise customer traction; 3. Despite weaker Consumer PC business growth, Dell's new AI server products and partnerships with Nvidia, AMD, and Intel position it well for future growth.

1. Cloudflare's Q2 FY24 earnings showed a 30% revenue growth and a 180% increase in earnings, driven by a 30% growth in $100K+ ARR customers and double-digit sales productivity expansion. 2. The company's management raised its FY24 guidance, expecting a non-GAAP operating margin of 12%. 3. Despite risks like declining retention rates and tougher comps, the stock remains a 'buy' with a price target of $105.