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The Computer - Micro Computers industry participants like AAPL and DELL are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.
Cisco Systems CSCO and Dell Technologies DELL are key providers of AI-powered enterprise infrastructure solutions. Cisco offers network infrastructure to power AI training and inference workloads for both webscalers and enterprises with high-density routers and switches, improved network management, and high-performance optics.
The PC market growth is led by refresh cycles and enterprise upgrades to Windows 11, but looming tariffs cast shadows over market momentum.
Dell is a critical enabler of the AI infrastructure revolution, with a booming AI server business and multi-billion-dollar backlog fueling strong growth. The scale of AI infrastructure spending is unprecedented, and Dell is well-positioned to capture a significant share from both hyperscaler and mega-project demand. Dell's valuation is deeply discounted versus sector peers, despite superior growth, cash flow, and margin expansion potential from its Infrastructure Solutions Group.
GOOS, PAHC and DELL made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 10, 2025.
In the closing of the recent trading day, Dell Technologies (DELL) stood at $126.63, denoting a +1.8% move from the preceding trading day.
BofA Securities analyst Wamsi Mohan observed that from 2006 to 2024, server market revenues grew at a 9% compound annual rate, while unit volumes rose by 4% annually. Looking ahead, he expects artificial intelligence to drive most of the revenue growth in the server market over the next six years.
Dell Technologies climbs above key moving averages as AI server demand, cloud growth, and strong fiscal second-quarter 2026 guidance fuel investor optimism.
After reaching an important support level, Dell Technologies Inc. (DELL) could be a good stock pick from a technical perspective. DELL recently experienced a "golden cross" event, which saw its 50-day simple moving average breaking out above its 200-day simple moving average.
Here is how Dell Technologies (DELL) and Advantest Corp. (ATEYY) have performed compared to their sector so far this year.