Why Dell's stock is having its best day on record — and lifting Nvidia, AMD shares

Dell Technologies Inc. is becoming cool again, emerging as a beneficiary of the artificial-intelligence trend that has sent shares of chip stocks like Nvidia Corp. and Advanced Micro Devices Inc. soaring over the past year. Wall Street continues to look for AI plays that are already seeing the benefits of frenzied spending in their financial results. Dell DELL, +25.48% looks to be in that camp, disclosing $800 million in shipments of AI-optimized servers for the latest quarter, with orders for them up almos ...