Dell stock surges on record orders for AI servers - Yahoo Finance
Dell Technologies stock surged following record-breaking revenue and earnings driven by high demand for AI servers. The company significantly raised its full-year revenue outlook as enterprise customers continue to invest in local AI infrastructure.
Why it matters
The strong performance of Dell highlights the ongoing massive capital expenditure by corporations into artificial intelligence hardware.
Dell stock surges on record orders for AI servers Ines Ferré · Senior Business Reporter Wed, September 2, 2026 at 10:53 AM EDT 1 min read DELL +15.81% Trade DELL on Coinbase Trading disclosure Trading disclosure The above button links to Coinbase. Yahoo Finance is not a broker-dealer or investment adviser and does not offer securities or cryptocurrencies for sale or facilitate trading. Coinbase pays us for certain activity generated through this link. Prices displayed are informational.
What happened: Dell Technologies ( DELL ) stock surged as much as 10% before trimming gains on Wednesday.
What's behind the move: The maker of laptops and servers raised guidance and posted record revenue and adjusted earnings for its fiscal 2027 second quarter amid a booming AI server business.
The company said it booked a record $60.9 billion in AI server orders and exited the quarter with a record $95 billion backlog.
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