Dell Technologies $DELL and other companies like Ulta Beauty $ULTA and Costco $COST are set to release their quarterly results after the bell. Dell's stock has been up ahead of its earnings, with options activity indicating expectations. Dell's AI momentum has been a focus, with the company outperforming Nvidia $NVDA this year. However, Dell's stock plunged nearly 20% after reporting earnings, with revenue up 6% and adjusted profits in line with expectations.