MU and DELL surge more than 200% in 2026 as AI infrastructure demand grows beyond NVDA's GPUs.
Shares of Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%.
Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand.
Dell's ISG revenues surge 181% to $29B on AI partnerships, while total revenues rise 88% as AI server demand and backlog fuel a strong growth outlook.
On February 19, 2026, President Donald Trump stood at a rally in Rome, Georgia and told the crowd to “go out and buy a Dell computer.
Dell's recent rally has CEO Michael Dell climbing the ranks of the world's richest people—and ahead of some big names.
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
Dell Technologies NYSE: DELL has evolved from a legacy PC assembler into an indispensable tollbooth for global AI infrastructure, and this realization has triggered an upward re-rating across Wall Street.
The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.
Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.
Dell Technologies (NYSE:DELL | DELL Price Prediction) looks stretched at $435.31, and the case strengthens every time momentum traders push the stock back through the $460 line it touched this past week.
DELL and GCO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on June 3rd, 2026.