The AI Trade Just Broke Out Beyond Chips: 3 Stocks Powering the Next Leg Higher
Key takeaways
- The move did more than reward Dell s shareholders.
- Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need.
- Here s a look at three companies riding that broadening.
Daniel Sparks, The Motley Fool Mon, June 1, 2026 at 6:10 AM GMT+7 5 min read DELL NVDA INTC Shares of Dell Technologies (NYSE: DELL) soared about 33% on Friday, marking the stock s best day ever after the computer and server maker reported its fiscal first quarter of 2027 (the period ended May 1, 2026).
The move did more than reward Dell s shareholders. It lit up a swath of stocks tied to artificial intelligence (AI) infrastructure, from server makers to enterprise software. For more than a year, the best way to bet on the AI build-out was to own the chipmakers. Friday was a reminder that the money flowing to those chips has to land somewhere: in the servers that house them and the software that puts all that compute to work.
Will AI create the world s first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »