Bloomberg Intelligence Deere’s Disappointing Outlook Shows Farm Recovery Is Elusive
Nov 26, 2025
Chris Chialino, a Senior US Machinery Analyst, reveals Deere's challenging forecast and the ongoing struggles in the US farm economy. Woo Jin Ho discusses Dell's promising AI server market prospects while addressing HP's disappointing outlook and major workforce cuts. Diana Rosero Pena shares insights on Petco's earnings boost and service strategies in the pet industry. Meanwhile, Matt Britton highlights how AI is reshaping consumer behavior and the shopping experience for Generation Alpha, marking a shift in holiday shopping trends.
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Episode notes
Look For China And Crop Prices To Signal Recovery
- Watch crop-price stabilization and consistent Chinese buying for a recovery signal.
- Only when China consistently purchases will farmers regain confidence to replace aged equipment.
AI Servers Fuel Dell's Revenue Upgrade
- Dell raised AI server market guidance from $20B to $25B, with big clustered deals driving demand.
- These large contracts should carry momentum into fiscal 2027.
Margin Pressure From Commodities And AI Mix
- AI server margins are lower but improving as supply chains normalize.
- Higher DRAM and commodity costs are dragging gross margins across PC and server lines.
