Dell, Workday, and HP have all reported disappointing guidance, leading to significant declines in their respective stock prices. Dell's stock has fallen due to weak guidance, as customers are reportedly delaying purchases of next-generation AI servers. Analysts suggest that Dell's success in the upcoming quarter will hinge on its ability to stimulate demand for AI PCs. Similarly, Workday's guidance fell just short of analysts' expectations, which resulted in a sharp decline in its stock price. However, Workday has shown improved profitability due to effective cost discipline. Meanwhile, HP's stock has also dropped following lower guidance, despite some positive sentiment surrounding growth in its printing business. Analysts noted that while HP's printing segment is seeing a return to growth, it remains limited and may not offset the overall decline in guidance.