Nvidia’s stock is climbing as investors get more confidence in an expanding base of AI customers
Reported by MarketWatch · marketwatch.com · September 2, 2026
Dell’s earnings showed that demand for AI hardware extends beyond major cloud providers.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA +0.84%, $DELL +1.50%
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