On June 18, Dell rose 3.08% in regular trading, trading at $430.95/share, with turnover of $821 million. The rally was driven by continued bullish sentiment surrounding AI server demand and strong sector-wide momentum.

On the news front, Goldman Sachs recently issued a report significantly raising its AI server market forecast, projecting the AI-related server market to reach $1.24 trillion by 2030. Dell's previously reported fiscal Q1 results served as core validation, with total revenue of $43.8 billion (up 88% YoY) and AI server revenue surging 757% YoY to $16.1 billion. Backlog orders exceeded $51.3 billion, and management raised full-year AI server revenue guidance from $50 billion to $60 billion. IDC data confirmed Dell holds 16.5% of the global server market with a 244.1% YoY increase, firmly securing its position as the top server OEM. Within the sector, Super Micro Computer rose 7.7% on the same day, reinforcing the trend of AI compute demand accelerating from tech giants into the enterprise segment.

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