Quick Read Dell raised FY27 revenue guidance to $192 billion and holds a $95 billion AI backlog, but free cash flow fell 47% despite record revenue. Broadcom dropped the day Cramer called it the narrative leader, and HPE is down nearly 5% for the month, exposing his cherry-picked evidence. Cramer's fungibility argument holds only when a single buyer steps back. If total hyperscaler capex contracts, every slot in the queue empties at once. Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor) Jim Cramer used his Stop Trading segment on CNBC to argue that Dell Technologies (NYSE:DELL) proves the AI spending slowdown story is overblown.
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