Scripture accompanies each story for the reader's reflection. It is not presented as God's judgment on the people or events reported.

Lead story

Dell posts a record $47 billion quarter as its AI server backlog reaches $95 billion

Record AI server orders left a backlog worth roughly two full quarters of company revenue, and Dell raised its outlook anyway.

Dell Technologies reported second-quarter fiscal 2027 revenue of $47.0 billion, up 58% year over year, with non-GAAP diluted earnings of $7.04 per share, up 203%. AI server orders reached $60.9 billion in the quarter and AI server revenue doubled to $16.4 billion, leaving a record ending backlog of $95.0 billion. Its Infrastructure Solutions Group brought in $31.8 billion, up 89%, while the client business rose 20% to $15.0 billion. Dell now guides full-year revenue to about $192.0 billion at the midpoint and expects roughly $74 billion of AI server revenue for the year.

Scripture for Reflection

“Instruct those who are rich in the present age not to be conceited and not to put their hope in the uncertainty of wealth, but in God, who richly provides all things for us to enjoy.”

1 Timothy 6:17 · BSB

We can read a very large number without letting it become the thing we quietly trust.

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Tech & AI →

Nvidia's $3.5 billion MediaTek investment extends its NVLink Fusion ecosystem

Custom silicon pact The two companies will work together on custom chips for AI firms and cloud providers, on the DGX Spark and RTX Spark desktop systems, and on software-defined vehicles, while MediaTek expects $2 billion in custom data center ASIC revenue this year.

Scripture for Reflection

“Plans fail for lack of counsel, but with many advisers they succeed.”

Proverbs 15:22 · BSB

We can invite real counsel into our own plans before we commit to them.

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OpenAI says its coming Astra model can find and exploit unknown software flaws

Cybersecurity threshold Astra scored a perfect result on ExploitBench and, in OpenAI's modified version of the test, discovered and exploited two previously unknown vulnerabilities, so the company says access to its most advanced security capabilities will be more limited.

Scripture for Reflection

“I, wisdom, dwell together with prudence, and I find knowledge and discretion.”

Proverbs 8:12 · BSB

We can ask that prudence grow alongside every new capability placed in our hands.

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Business & Markets →

Palo Alto Networks closes fiscal 2026 with $11.48 billion in revenue

Recurring revenue climbs Fourth-quarter revenue rose 34% to $3.41 billion with non-GAAP earnings of $1.02 per diluted share, next-generation security annual recurring revenue grew 63% to $9.10 billion, and fiscal 2027 revenue is guided to $14.10 billion to $14.20 billion.

Scripture for Reflection

“Do you see a man skilled in his work? He will be stationed in the presence of kings; he will not stand before obscure men.”

Proverbs 22:29 · BSB

We can give our own ordinary work the care that skilled work deserves.

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MongoDB revenue rises 30 percent to $771.8 million and full-year guidance goes up

Guidance lifted Subscription revenue climbed 31% to $747.1 million, non-GAAP earnings reached $1.90 per share, free cash flow nearly doubled to $137.6 million, and the company now expects fiscal 2027 revenue of $2.99 billion to $3.03 billion.

Scripture for Reflection

“Whoever is faithful with very little will also be faithful with much, and whoever is dishonest with very little will also be dishonest with much.”

Luke 16:10 · BSB

We can be faithful in the small work in front of us today.

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Science →

Simulations suggest a giant impact could have formed an intact Moon within five hours

Strength and heat Southwest Research Institute and University of Arizona researchers found that adding material strength and starting temperatures from roughly 400 to 2000 kelvin changes the outcome entirely, reporting the work in The Astrophysical Journal Letters.

Scripture for Reflection

“Great are the works of the LORD; they are pondered by all who delight in them.”

Psalm 111:2 · BSB

We can let a careful look at the sky become wonder and not just information.

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Researchers model ancient stretches when the Sun's protective bubble shrank

Interstellar crossings NASA-funded SHIELD researchers based at Boston University modeled passages through dense interstellar clouds 2 to 3, 6 to 7, and 13 to 14 million years ago, pointing to interstellar dust markers found in deep-sea sediment cores, Antarctic snow and lunar samples.

Scripture for Reflection

“Lift up your eyes on high: Who created all these? He leads forth the starry host by number; He calls each one by name. Because of His great power and mighty strength, not one of them is missing.”

Isaiah 40:26 · BSB

We can lift our eyes from the screen and remember how small and how carefully kept we are.

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Letters to the King

When you counted your fighting men and it grieved you afterward, what had you actually wanted?

From the Baker's own shelf

Friend, you have found the bruise and pressed it, and I will not pretend you missed. What did I want? A number I could hold. I had come a long way from a field of sheep, and somewhere on that road I began wanting proof that the road had been worth walking. Once I faced a giant with a sling and five smooth stones, and the LORD was the whole of my confidence. Later I had a kingdom, and a kingdom can be counted. A tally is a warmer thing to sleep beside than a memory of mercy, so I counted. I wanted to say: this much is mine, this much is safe, this is how large I have become. The grief came after because the number answered nothing I had actually asked. It told me my strength and said not one word about my God. A man may build a strong fence around a field he does not own and feel very secure inside it. So if you are counting something tonight, and I suspect you are, ask what the counting is for. Counting is not the sin. Counting instead of trusting is. Keep your books, tally your savings, weigh your work; only ask also for a heart that numbers its days. And when you find you have counted the wrong thing, do what I did far too slowly: say so plainly, and turn back to the One who was never in the arithmetic to begin with.

– David, son of Jesse

Letters answered in the voice of the biblical King David.

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