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Dell and Super Micro shares soared 10%, while HP Enterprise rose 6%, as AI server stocks surged amid a rebound in risk appetite.
AI server-related stocks surged on Tuesday afternoon, with Dell (DELL) up 10% to $471, Super Micro Computer (SMCI) up 9% to $31, and Hewlett Packard Enterprise (HPE) up 6% to $53. This rally was primarily driven by a broader market recovery in risk appetite, as traders actively bought stocks related to enterprise AI infrastructure development, especially server manufacturers equipped with NVIDIA (NVDA) GPUs. Furthermore, bullish analyst reports on AI memory this week, including positive outlooks for Micron Technology (MU), also boosted market sentiment and spilled over to server integrators.
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Source：Yahoo财经 · Source Link
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