On June 15, Dell Technologies rose 4.14% in pre-market trading, trading at $412.8/share, with turnover of $2.9312 million.

On the news front, Goldman Sachs recently published a research report significantly raising its AI server market size forecast, projecting the AI-related server market to reach $1.24 trillion by 2030, citing Dell's recent strong performance as core validation of sustained explosive demand for AI computing power.

Dell previously reported Q1 revenue of $43.8 billion, up 88% year-over-year, with AI server revenue surging 757% to $16.1 billion. The backlog exceeded $51.3 billion, and management raised full-year AI server revenue guidance from $50 billion to $60 billion. Morgan Stanley subsequently issued a note titled An Incredibly Impressive Quarter; Eating Our Humble Pie, acknowledging the magnitude of AI demand spillover from GPU servers into broader compute and storage infrastructure. The company also raised its FY27 full-year revenue guidance midpoint to $167 billion and EPS guidance to $17.90, representing approximately 39% upward revisions.

Within the Technology Hardware, Storage & Peripherals sector, peer stocks showed broad strength: Western Digital up 5.70%, SanDisk up 5.47%, Seagate Technology up 5.47%, Super Micro Computer up 5.06%, and Apple up 0.79%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)