By Zacks Equity Research
Publication Date: 2026-06-04 07:56:00
For immediate publication
Chicago, IL – June 4, 2026 – Today, Zacks Investment Ideas highlights Nvidia NVDA, Alphabet GOOGL, Meta Platforms META, Dell Technologies DELL, Hewlett Packard HPE and Oracle ORCL.
The AI boom is even bigger than we thought
As earnings season comes to a close, I’m still blown away by the magnitude of some of these pullbacks, many of which come from names close to AI that few would have expected to lead the cycle. While the marquee players like Nvidia, alphabet And Metaplatforms raise enormous numbers and invest billions in the expansion, I am always surprised by the results of names like Dell Technologies And Hewlett Packardwho play comparatively smaller roles in the broader technology ecosystem, but are still beneficiaries of the massive expansion.
The story of 2026 is not just the sheer scale of AI infrastructure spending, but also the rapid and steady evolution of expectations…
