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tz-plus logo AI Shockwaves on the Stock Market: Dell Explodes, Micron Shortages, Okta and ServiceNow Revalued!

L. Kulikov
Reading Time: 3 minutes

A single trading week in May 2026 has reshuffled the tech stock exchanges . Several heavyweights reported quarterly results that not only surpassed analysts' estimates but completely rolled over them — revealing a common foundation: the AI infrastructure revolution has entered its next, much broader phase. The most spectacular performance was delivered by Dell Technologies . The Texas-based company reported revenues of $43.84 billion for its first fiscal quarter — 88% higher than the previous year and about $8 billion above expectations. The...

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