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Dell Stock Gains As Hewlett Packard Enterprise's Moonshot Confirms Insatiable AI Server Hunger - Dell Tec

Dell (DELL) stock advances 1.85% premarket to $475.40 as a massive 29% surge from rival HPE validates unbreakable AI server infrastructure demand. See why Goldman Sachs targets $500.

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HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

HPE posted record Q2 revenue ($10.68B) and accelerated 2028 targets to 2026 on enterprise agentic AI infrastructure demand. The $6.3B AI backlog and pricing power mean 2026 EPS targets match prior 2028 guidance, confirming sustained AI hardware momentum.

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Timeline cronologica

lunedì 1 giugno 2026·siliconangle.com
AI hardware boom drives Dell’s data center growth - SiliconANGLE
Dell’s AI hardware surge highlights rising enterprise demand for compute, GPU utilization and data center infrastructure as the AI boom accelerates.
lunedì 1 giugno 2026·benzinga.com
Hewlett Packard Enterprise Earnings: Can It Ride Dell's AI Wave? - Dell Technologies (NYSE:DELL), Hewlett
Shares surges ahead of HPE's Q2 results as investors hope for a repeat of Dell's blockbuster print.

Dell Stock Gains As Hewlett Packard Enterprise's Moonshot Confirms Insatiable AI Server Hunger - Dell Tec

Confronto fonti

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

Timeline cronologica

AI hardware boom drives Dell’s data center growth - SiliconANGLE

Hewlett Packard Enterprise Earnings: Can It Ride Dell's AI Wave? - Dell Technologies (NYSE:DELL), Hewlett

AI Spending Surge Fuels Dell And HPE But Profitability Lags

Hewlett Packard Enterprise shares surge 28% on strong AI demand

SMCI, Dell Catch A Bid After Hours As HPE Stock Soars After Q2 Report - Hewlett Packard (NYSE:HPE)

AI hardware boom drives Dell’s data center growth - SiliconANGLE

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36% - The Economic Times

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

SMCI, Dell Catch A Bid After Hours As HPE Stock Soars After Q2 Report - Hewlett Packard (NYSE:HPE)

AI Spending Surge Fuels Dell And HPE But Profitability Lags

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36% - The Economic Times

HPE shares soar 28% as demand for AI infrastructure powers stellar quarter

HPE surges 29% as AI infrastructure boom boosts server demand

HPE shares soar 30% as demand for AI infrastructure powers stellar quarter

Dell Stock Gains As Hewlett Packard Enterprise's Moonshot Confirms Insatiable AI Server Hunger - Dell Tec

Hewlett Packard Enterprise shares surge 28% on strong AI demand