Dell shares jump 5.2% on the back of strong outlook for the AI server sector

 

Dell Stock Rises as Super Micro Raises Revenue Forecast

Shares of Dell Technologies climbed 5.20% in pre-market trading, buoyed by Super Micro’s decision to raise its revenue forecast for the first quarter of fiscal year 2027 to a range of $18.5 billion to $19.5 billion—up from its previous projection of $14.5 billion to $15.5 billion—signaling sustained strong demand for AI servers.

This development reinforces optimism regarding Dell’s server business, particularly given its growing order backlog and AI-related partnerships. Broader gains in the technology sector also provided a lift, with the Nasdaq rising 0.60% and the S&P 500 climbing 0.20%, as the sector staged a recovery following the pressures experienced last week.