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Goldman lifts AI server outlook, shares jump

Dell Technologies shares rose 4% Wednesday as investors focused on Goldman Sachs’ higher projections for the AI server market and Dell’s data-center infrastructure position.

DELL

Dell Technologies NYSE:DELL shares climbed 4% Wednesday as investors focused on Goldman Sachs' higher projections for the AI server market and Dell's position in data-center infrastructure. Goldman expects AI-related infrastructure spending to remain a major driver of server demand. Its research has…