---
title: "Dell, HPE and HP surge on AI enterprise demand and PC, server refresh"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298749461.md"
description: "Dell, HPE, and HP stocks surged over 8% driven by strong enterprise AI demand and PC/server refresh cycles. HPE benefited from Oracle's expanded partnership and $209B growth in performance obligations. RBC Capital Markets initiated coverage on Dell with an 'Outperform' rating, citing a $95bn AI server backlog and supply constraints. HP received a 'Sector Perform' rating, with analysts highlighting benefits from AI PC adoption and edge computing trends."
datetime: "2026-09-11T15:16:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298749461.md)
  - [en](https://longbridge.com/en/news/298749461.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298749461.md)
generator: "portal-rs"
---

# Dell, HPE and HP surge on AI enterprise demand and PC, server refresh


### Related Stocks

- [HPQ.US](https://longbridge.com/en/quote/HPQ.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [HPE.US](https://longbridge.com/en/quote/HPE.US.md)
- [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
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- [ORCU.US](https://longbridge.com/en/quote/ORCU.US.md)
- [ORCS.US](https://longbridge.com/en/quote/ORCS.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**