Dell lifted its forecasts on September 1, 2026, driven by record AI server demand. Snowflake's shares surged on September 3, 2026, as the company reported strong growth in the same AI-driven market.
Dell Technologies boosted its annual sales forecast by $25 billion on September 1–2, 2026, citing surging demand for servers powering artificial intelligence workloads. The company's shares jumped in extended trading following the announcement.