Investopedia
02 Jun 2026, 20:11 UTC · 4h ago
AI Bubble or Not, These Dotcom Darlings Are Soaring Like It's 1999
Investopedia
02 Jun 2026, 20:11 UTC · 4h ago
Story key points
5 claims · impact-rated
Dell reported a more than 700% increase in AI-optimized server sales, with quarterly earnings more than tripling. — Direct, massive revenue and earnings growth in a core AI product line serves as a strong bullish signal for the AI hardware sector.
+0.80Hewlett Packard Enterprise (HPE) reported quarterly results that exceeded estimates due to strong demand from AI data centers. — Positive earnings surprises from server manufacturers confirm that the AI infrastructure buildout is translating into immediate corporate profits.
+0.70Cisco nearly doubled its full-year AI-related orders forecast in May. — Upward revisions of future guidance indicate sustained and growing demand for AI networking equipment.
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Intel's stock has risen nearly 200% year-to-date, driven by a partnership with Nvidia and its status as a domestic chip manufacturer. — A partnership with the industry leader (Nvidia) and geopolitical advantages (domestic production) improve the outlook for a struggling legacy giant.
Some investors are drawing parallels between the current AI data center boom and the speculative internet buildout of the late 1990s Dotcom Bubble. — This represents a sentiment-based headwind or risk factor, suggesting potential overvaluation and the risk of a future correction.
-0.30Ticker attribution
Model heads
Quarterly results beat estimates with shares jumping 20% on strong AI data center demand.
Earnings more than tripled and AI-optimized server sales increased by over 700%.
Nearly doubled its full-year AI-related orders forecast and stock is up 70%.
Stock up nearly 200% year-to-date due to an Nvidia partnership and optimism over domestic manufacturing.
Mentioned as an AI chip giant driving partnerships and industry growth.
Mentioned as a survivor of the Dotcom bubble without specific current news.
Mentioned as a survivor of the Dotcom bubble without specific current news.
Mentioned as a survivor of the Dotcom bubble without specific current news.
Mentioned as a survivor of the Dotcom bubble without specific current news.
[mutual] Both companies are identified as server market players benefiting from AI data center demand.
[mutual] Intel's stock price was lifted by a partnership with AI chip giant Nvidia.
[mutual] Cisco and HPE both provide networking and infrastructure equipment for AI data centers.
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Zacks Investment Research
43m ago
[mutual] Cisco and Dell both provide hardware infrastructure for AI data centers.
