Super Micro and These Stocks Pop as Dell Drives AI Server Excitement -- Barrons.com

Dow Jones

May 29

By Adam Clark

Super Micro Computer and Hewlett Packard Enterprise were surging early on Friday. Earnings from artificial-intelligence server peer Dell Technologies have investors excited about what could come next for hardware stocks.

Super Micro shares were up 10% while HPE was rising 18% in the premarket.

Dell was soaring after it said quarterly revenue for its AI-optimized servers rose 757% from the prior year. Super Micro and HPE are the other big U.S.-listed players in the AI server market. HPE is set to report its own earnings on Monday.

"While customer pull-forward is clearly evident as customers are looking to secure future supply amid pricing volatility, [Dell] framed demand as broad-based and structurally supported across neoclouds and enterprise deployments, with agentic AI driving more use cases," wrote KeyBanc analyst Brandon Nispel in a research note.

The effect wasn't limited solely to server companies. HP -- which focuses on consumer-facing devices such as notebook computers -- was rising 5.6%. HP reported better-than-expected earnings on Wednesday but the initial market reaction was muted with investors noting concerns about the rising cost of memory components.

Write to Adam Clark at adam.clark@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

(END) Dow Jones Newswires

May 29, 2026 07:11 ET (11:11 GMT)

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Earnings from artificial-intelligence server peer <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies have investors excited about what could come next for hardware stocks. \n</p>\n<p>\n  Super Micro shares were up 10% while HPE was rising 18% in the premarket. \n</p>\n<p>\n  Dell was soaring after it said quarterly revenue for its AI-optimized servers rose 757% from the prior year. Super Micro and HPE are the other big U.S.-listed players in the AI server market. HPE is set to report its own earnings on Monday. \n</p>\n<p>\n  \"While customer pull-forward is clearly evident as customers are looking to secure future supply amid pricing volatility, [Dell] framed demand as broad-based and structurally supported across neoclouds and enterprise deployments, with agentic AI driving more use cases,\" wrote KeyBanc analyst Brandon Nispel in a research note. \n</p>\n<p>\n  The effect wasn't limited solely to server companies. HP -- which focuses on consumer-facing devices such as notebook computers -- was rising 5.6%. HP reported better-than-expected earnings on Wednesday but the initial market reaction was muted with investors noting concerns about the rising cost of memory components. \n</p>\n<p>\n  Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 29, 2026 07:11 ET (11:11 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4535","symbol_name":"淡马锡持仓","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2639873624","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2639873624","pubTimestamp":1780053060,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Super Micro Computer and Hewlett Packard Enterprise were surging early on Friday. 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Earnings from artificial-intelligence server peer Dell Technologies have investors excited about what could come next for hardware stocks. \n\n\n  Super Micro shares were up 10% while HPE was rising 18% in the premarket. \n\n\n  Dell was soaring after it said quarterly revenue for its AI-optimized servers rose 757% from the prior year. Super Micro and HPE are the other big U.S.-listed players in the AI server market. HPE is set to report its own earnings on Monday. \n\n\n  \"While customer pull-forward is clearly evident as customers are looking to secure future supply amid pricing volatility, [Dell] framed demand as broad-based and structurally supported across neoclouds and enterprise deployments, with agentic AI driving more use cases,\" wrote KeyBanc analyst Brandon Nispel in a research note. \n\n\n  The effect wasn't limited solely to server companies. HP -- which focuses on consumer-facing devices such as notebook computers -- was rising 5.6%. HP reported better-than-expected earnings on Wednesday but the initial market reaction was muted with investors noting concerns about the rising cost of memory components. \n\n\n  Write to Adam Clark at adam.clark@barrons.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 29, 2026 07:11 ET (11:11 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}