Exactly why Nvidia and AMD stock has been rising together with Dell's record-breaking stock price  

 Analyst: 'Dell has further strengthened its AI credibility and possibly wins over more believers'  

 Dell Technologies Inc. is becoming cool again, benefiting from the artificial-intelligence movement that has driven chip stocks like Nvidia Corp.  

 and Advanced Micro Devices Inc. upward over the last year.  

 Wall Street looks for AI investments that are already experiencing financial benefits from frenetic investing.   

 In the previous quarter, Dell (DELL) shipped $800 million in AI-optimized servers, with orders increasing over 40% sequentially.  

 Related: Dell's good quarter, powered by AI-server demand, boosts stock 19%  

 "With several quarters of solid AI momentum and healthy backlog growth, Dell has further solidified its AI credibility and likely wins over more believers," stated Raymond James analyst Simon Leopold.  

 Leopold said Dell's AI metrics "exceed what we anticipated, and likely surprised investors as well."  

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