On Friday, Dell's stock price rose against the market trend, up 8% at the open and over 5% as of press time.

老虎证券2026/03/20 15:26

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At the same time, its direct competitor, a certain exchange, plummeted more than 27% during trading. Dell and the exchange are direct competitors in the enterprise-level and AI infrastructure sectors, with their servers, storage, and other solutions serving as substitute products for each other. As the exchange faces legal and operational uncertainties, investors believe Dell is likely to capture some of the lost market demand.

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