Dell Technologies continued its strong upward momentum on Tuesday, pushing the PC and server maker toward its longest winning streak in more than eight years as enthusiasm around artificial intelligence infrastructure continues to reshape the hardware sector.

Shares of Dell Technologies rose about 2.7% in premarket trading to around $478.68, extending a remarkable run that has already seen the stock surge roughly 98% over eight consecutive sessions. If gains hold through the close, Dell would mark its longest daily winning streak since March 2018.
The rally has been fueled by strong earnings momentum and growing investor conviction that demand for AI-optimized servers and enterprise computing infrastructure is accelerating rapidly. Dell’s positioning in high-performance servers has made it one of the key beneficiaries of the ongoing build-out of global AI data centers.
Additional support came from peers in the enterprise hardware space. Hewlett Packard Enterprise reported stronger-than-expected fiscal second-quarter results and raised its full-year outlook, citing robust demand for cloud and AI infrastructure. The company posted $7.71 billion in cloud and AI revenue, well above analyst expectations, sending its shares sharply higher in premarket trading.
Fellow server maker Super Micro Computer also advanced, extending a recent surge as investors continued rotating into AI infrastructure plays. The company has benefited from rising demand for GPU-heavy server systems used in training and deploying large-scale AI models.

The broader trend underscores how the artificial intelligence boom is increasingly extending beyond chipmakers and software firms into the physical backbone of computing—servers, networking equipment, and data center infrastructure. As enterprises scale AI deployment, hardware providers are emerging as central beneficiaries of the investment cycle.
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