By Yuvraj Malik
Publication Date: 2026-05-29 08:18:00
Dell reported first-quarter results that beat analysts’ expectations by a wide margin and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.
- Hewlett-Packard and Super Micro are Dell’s main competitors in servers, storage, networking and enterprise infrastructure.
- Dell sells ServiceNow tools included with its products.
- Stocktwits sentiment for HPE, SMCI and NOW rose on Friday.
Shares of Hewlett Packard Enterprise, Super Micro and ServiceNow rallied in early premarket trading Friday in a surge of sympathy after a spectacular report from Dell Technologies.
HPE gained a whopping 21%, while NOW rose more than 6%, sparking great interest among retail traders on Stocktwits. SMCI won more than 11%.
Hewlett-Packard and Super Micro are Dell’s main competitors in servers, storage, networking and enterprise infrastructure, and they target many of the same customer groups.
On Thursday, Dell reported first-quarter results that beat analysts’ expectations by a…