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Dell and HPE Stocks Are Surging on the AI Spending Boom

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

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Indices· September 11, 2026 at 06:00 PM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

AI summary

Dell Technologies and HPE stocks are leading the S&P 500 higher as Oracle’s massive spending plans reinforce optimism about demand for AI data-center hardware.

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