Dell stock skyrockets 32% for its best day ever as AI server revenue soars

https://www.cnbc.com/2026/05/29/dell-stock-earnings-ai-servers.html ^ | 5/29/26

[CFW]

Shares of Dell Technologies rocketed 32% after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018.

The stock closed its best day ever.

AI server revenue increased 757% from last year.

Shares of Dell Technologies closed 32.76% higher on Friday, wrapping its best day ever after the company reported its fastest pace for revenue growth for any period since returning to the public market in 2018.

The stock narrowly beat its previous record from March 1, 2024, when it popped 31.6%. Shares are now up 234% in 2026.

Dell, which reported first-quarter earnings after the bell on Thursday, saw a flood of artificial intelligence-related demand for its servers, which contain graphics processing units from companies like Nvidia .

Quarterly revenue soared nearly 88% year over year, with AI server revenue alone increasing 757% from a year earlier to $16.1 billion. Adjusted earnings per share came in at $4.86, beating expectations of $2.94.

Ben Reitzes, head of technology research at Melius, said he’d “never seen anything like” Dell’s latest quarter.

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TOPICS: Business/Economy; Culture/Society; US: Texas
KEYWORDS: ai; computer; dell; stockmarket; tech; techstocks

[CFW]

That's quite a day for Dell shareholders.

Also, Hewlett Packard Enterprise(HPE) closed up $4.83 or 12.6%

[wally_bert]

Out of my price range.

[OrangeHoof]

The AI server predicted this...

[CFW]

Out of my price range.

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Dell is out of my price range as well. However I do have some shares of HPE that I bought at around $18. It’s now at $43.49.

We have some OTC stocks (4 or 5) that we bought below $1. My hope for getting rich is that one of them will skyrocket to about $50 to $75 per share. LOL!

[wally_bert]

I despise HP to no end and I can other stuff for the same price range.

[calljack]

Next one in line is Oracle

[Libloather]

[dfwgator]

Didn’t that dude get a “cell” for drugs?

[jimwatx]

My biotech ‘SLS’ has more than quadrupled in value in the last 8 months and P3 results are due any day now which will send this stock into orbit. The buyout will make me a million dollars before taxes. Still not too late to get in.

[Libloather]

Ben Curtis

Curtis’s tenure with Dell ended shortly after he was arrested and accused of buying a bag of marijuana in 2003. According to Curtis, he was blacklisted from the entertainment community, and it was difficult for him to find work.[1]

https://en.wikipedia.org/wiki/Ben_Curtis_(actor)

[bobcat62]

Eventually, the AI bubble pops....

[CFW]

“My biotech ‘SLS’ has more than quadrupled in value in the last 8 months and P3 results are due any day now which will send this stock into orbit. The buyout will make me a million dollars before taxes. Still not too late to get in.”

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Thanks for the tip. I’ll check it out. LOL!

[Teflonic]

Good time to sell then! Dell has lost most of their government customers in recent years. They are overpriced, employ underhanded salespeople, and rake techs over the coals for any warrantee claims.

[poconopundit]

That makes good sense, calljack.  Oracle databases and technology are everything in the corporate IT world -- much more so than Dell whose legacy is PC and server systems.

And I had a question about your tagline.  My angle would be the Democrats lost the trust of the American public, revealing themselves as fraudsters.  And that led to Trump's huge electoral victory in 2024 and his team's catapulting America into a new era of world leadership, freedom and prosperity.

Is that what you had in mind, or something different? 

Cheers, poconopundit