Dell Technologies Boosts AI Outlook, Shares Surge

Dell Technologies raised its long-term outlook, projecting 7-9% annual revenue growth and at least 15% EPS expansion through fiscal 2030, driven by accelerating AI infrastructure demand. The company reported a sharp rise in server sales featuring Nvidia GPUs, fueling investor optimism and solidifying Dell’s position as a leading beneficiary of enterprise AI adoption. The stock emerged among the week’s top performers, reflecting strong institutional interest in AI-linked hardware suppliers.