Dell Technologies and Hewlett Packard Enterprise shares surged 4% and 8% respectively due to strong demand for AI servers, with Dell reporting a record $95 billion AI order backlog. Both companies face supply bottlenecks, especially in memory chips like DRAM and NAND, which limit how fast they can fulfill orders. This supply constraint is critical for Dell's raised revenue forecast and will influence whether the current stock rally continues. Investors should watch upcoming reports on memory supply to gauge execution risks amid strong AI-driven demand.
Dell Technologies shares are up 4.49% on Pluang as of Oct 03, 2026 00:11 WIB, trading at USD 565.83. Hewlett Packard Enterprise is also rising sharply, gaining 7.76% to USD 69.63. Despite strong buying interest in Dell with 77% buy orders, HPE sees more selling pressure with 68% sell orders on the platform.
AI server stocks, including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies, rallied strongly following a steep selloff last week. Super Micro led the gains with a 4% rise, supported by strong revenue growth and a new CFO focu...
Dell Technologies has secured a record $60.9 billion in AI server orders, ending Q2 with a $95 billion backlog, driving its stock up 313% year-to-date despite a recent dip. Analysts are bullish, raising fiscal 2027 EPS estimates and setting an averag...
Shares of Hewlett Packard Enterprise fell 5% amid concerns about how AI infrastructure investments will be financed, extending a selloff in hardware stocks. Super Micro Computer and Dell also dropped 7% and 3%, respectively, as investors question the...
Dell's stock fell 18.2% this week after Barclays downgraded it from "Overweight" to "Equal-Weight," citing stretched valuation and uncertain AI spending benefits. Despite the downgrade, Dell's recent quarterly results showed record revenue growth dri...
NVIDIA has released RTX Spark laptops from major brands like ASUS, Dell, HP, Lenovo, Microsoft, and MSI, combining advanced RTX graphics and AI capabilities in slim Windows PCs. These laptops feature up to 128GB unified memory and 1 petaflop AI perfo...
