🟢 Dell Technologies is trading 7% up today as AI-infrastructure demand enthusiasm returns

Dell Technologies is trading 6.99% up at €431.65 after strong results and forecasts from Super Micro Computer and CoreWeave renewed investor enthusiasm for AI-infrastructure demand.

• The move appears sector-driven rather than Dell-specific.
• Super Micro projected fiscal 2027 revenue of $65 billion to $72 billion; CoreWeave reported a $104 billion backlog.
• Reuters reported Dell shares were 5% higher alongside the AI-server rally.