Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates (opens in new tab)

Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday’s close. The single-session move adds tens of billions in market cap on top of an already historic year for the stock. Sympathy buying is lifting the broader AI ... Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates