{"id":238320,"date":"2026-06-28T10:42:00","date_gmt":"2026-06-28T14:42:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/28\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/"},"modified":"2026-06-28T11:10:11","modified_gmt":"2026-06-28T15:10:11","slug":"this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/06\/28\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/","title":{"rendered":"This Overlooked AI Infrastructure Stock Could Be 2026&#8217;s Biggest Winner"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/DELL\/pressreleases\/3023410\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/\">This Overlooked AI Infrastructure Stock Could Be 2026&#8217;s Biggest Winner<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/DELL\/pressreleases\/3023410\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/DELL\/pressreleases\/3023410\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-06-28 10:42:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li>Most artificial intelligence (AI) stocks are showing signs of struggle, with notable declines in shares of major players like Amazon and Microsoft.<\/li>\n<li>In contrast, Dell Technologies (NYSE: DELL) is emerging as a surprisingly resilient player in the AI industry, particularly in the AI infrastructure business.<\/li>\n<li>The resilience of Dell&#8217;s stock is largely attributed to the company&#8217;s simple, cost-effective AI offering through its newly introduced Dell AI Factory and AI-optimized servers.<\/li>\n<li>These turnkey solutions, which integrate seamlessly with Dell\u2019s existing technologies, have seen significant demand, driven by a preference among institutions to shift from public to private cloud for cost efficiency.<\/li>\n<li>Dell&#8217;s infrastructure solutions experienced record-breaking growth, with a 40% increase in revenue in the previous year, and an 88% increase in Q1 this year. The backlog for its AI servers has also climbed sharply.<\/li>\n<li>Despite broader concerns in the AI sector, Dell\u2019s strong market presence and the sustained demand for its AI infrastructure solutions suggests it could be well-positioned to perform well, even if the AI market faces challenges.<\/li>\n<li>Dell\u2019s stock has surged more than 300% since the end of last year, and its future upside potential remains promising at its current valuation.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This Overlooked AI Infrastructure Stock Could Be 2026&#8217;s Biggest Winner https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/DELL\/pressreleases\/3023410\/this-overlooked-ai-infrastructure-stock-could-be-2026s-biggest-winner\/ Publish Date: 2026-06-28 10:42:00&#8230;<\/p>\n","protected":false},"author":1,"featured_media":238321,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/60f9caaf5af827cfc5f00cbaff687b06\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f874051%252fdata-center-worker.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-238320","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238320"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=238320"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238320\/revisions"}],"predecessor-version":[{"id":238322,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/238320\/revisions\/238322"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/238321"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=238320"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=238320"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=238320"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}