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Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

NetApp stock slid late Wednesday despite the enterprise data storage firm reporting fiscal Q1 results easily ahead of views.

MongoDB crushed estimates and lifted guidance, then watched investors punish the stock anyway. The reason comes down to a single line buried in the earnings report that separates what the company reported from what it actually earned.

NVIDIA and Dell are both surging on separate catalysts today, but the chip sector fund is barely moving, and that split reveals something important about where the real AI buildout money is actually flowing.

All three major US stock indexes were up in late-morning trading Wednesday, as the recent run-up in

Dell Technologies Inc. (NYSE:DELL) blowout fiscal second-quarter results drew an emphatic "WOW" from Jim Cramer, while analyst Ben Bajarin said investors who like Nvidia Corp.’s (NASDAQ:NVDA) growth trajectory will "really" like Dell’s. Jim Cramer Says ‘WOW’ After Dell Earnings Dell closed at $425, down 6.80%, while its shares jumped 8.01% to $459.03 in after-hours trading, according to Benzinga Pro. Cramer took to X after Dell’s earnings report and said, "Dell–on tonight!! WOW." Dell–on tonight

Asking for a Trend Host Josh Lipton eyes several stocks making moves in extended hours trading after releasing second quarter earnings results, including Dell Technologies (DELL), MongoDB (MDB), and GitLab (GTLB).

The company now expects $192 billion in annual revenue and $74 billion from AI server sales, up from prior guidance of $167 billion

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.

Dell is expected to deliver strong revenue and earnings in Q2, and the momentum will sustain through fiscal 2027 and beyond.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Apple (AAPL) delivered earnings and revenue surprises of +1.60% and +0.62%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

TECHnalysis Research President Bob O'Donnell joins Josh Lipton on Market Domination to break down Micron's (MU) strong earnings beat and what it could mean for a broader tech rally rebound.

SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

Today, June 1, 2026, investors are weighing a revenue and earnings beat against surging AI infrastructure demand and record trading volume.

Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

Dell shares skyrocketed after blockbuster AI-driven earnings and a massive guidance hike. These Dell-heavy ETFs could benefit next.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Dell’s strong growth trajectory, massive AI backlog, and expanding earnings support its bull case.

Dell reported earnings results considerably above consensus estimates, and raised guidance.

A key opportunity in the artificial intelligence space is rising demand for power and related equipment. This AI stock is eyeing a fresh entry.

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of Palantir (NASDAQ:PLTR) are up 10% in Friday morning trading, changing hands near $158. The pop follows a blockbuster quarter from Dell Technologies (NYSE:DELL), reported Thursday evening, that validated a high-profile partnership the two companies unveiled earlier this month. Even with today’s rally, Palantir stock is still down 12% year to date (YTD), so ... Palantir Soars 10% as Dell Earnings Beat Validates Their AI Factory Partnership, Snowflake Lifts Software Rally

Dell Technologies Inc (NASDAQ:DELL) shares surged by 32% at Friday’s opening bell after the company reported first quarter results that significantly exceeded Wall Street expectations across revenue and earnings, alongside sharply higher guidance driven by accelerating AI demand. For the...