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Dell Surges on Oracle AI Capex Guidance Boost to Server Demand

Hewlett Packard Enterprise logoHewlett Packard Enterprise
Sig1.60Sen+2.60Env0.00Soc0.00Gov0.00
Dell logoDell
Sig1.60Sen+2.80Env0.00Soc0.00Gov0.00
Oracle logoOracle
Sig3.20Sen+5.10Env0.00Soc0.00Gov0.00
Supermicro logoSupermicro
Sig2.70Sen+3.30Env0.00Soc0.00Gov0.00

Oracle said it will ramp capital spending heavily to build AI data centers, including rack, cooling, power, and networking infrastructure. Dell shares rose about 11% in a read-through tied to Dell’s AI server franchise and the expected flow of rack build work. The moves were concentrated in server stocks rather than the broader market.

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