Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst Quick Read – Dell Technologies (DELL) stock surged 15% to $290.55 on beat-and-raise expectations ahead of May 28 earnings, with Bank of America projecting strong Q1 results and…
raise to FY27 guidance. – Hewlett Packard Enterprise (HPE) stock climbed 9% on similar AI capex tailwinds, with Q1 FY26 Networking revenue up 152% YoY to $2.71B. – Super Micro Computer (SMCI) stock gained only 5% as it continues rebuilding trust after governance issues and customer share migration to Dell. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn’t one of them. Get them here FREE
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 intraday.
A 15% single-day move is unusual for a name with a ~$94 billion market cap and signals real positioning conviction, not just sympathy buying. The analyst who called NVIDIA in 2010 just named his top 10 stocks and Dell Technologies wasn’t one of them. Get them here FREE.