Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) found themselves at the top of the S&P 500 on the back of Oracle's (ORCL) forceful reminder of how much money is still flowing into AI infrastructure. Dell's stock soared 12% on Sept. 11, while HPE was another of the index's best performers. Investors quickly saw the connection: Oracle needs plenty of servers, networking gear, and other data center hardware to keep up with surging AI demand. Oracle's fiscal first-quarter results supported this trend. Total revenue rose 30% to $19.3 billion, while cloud infrastructure revenue surged 121% to $7.4 billion. Even more impressive, remaining performance obligations rose $209 billion to $664 billion.
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