MarketPR

Magnificent Seven split in premarket as Dell's AI server demand lifts order book outlook

9/2/2026

Dell Technologies jumped 8% in premarket after raising its annual sales forecast by $25 billion, citing high demand for AI-optimized servers, a throughput signal the market will carry into the Nvidia (NVDA) regular-session open.

The Magnificent Seven split: Apple (AAPL) gained 0.2%, Alphabet (GOOGL) and Tesla (TSLA) each added 0.1%, while Microsoft (MSFT) fell 0.4%, Amazon (AMZN) and Meta each shed 0.2%, and Nvidia slipped 0.1%.

The AI server order book read-through Dell's $25 billion upward revision to its annual sales outlook, driven by AI-optimized server demand, frames the supply-chain setup for Nvidia heading into the open.

NVDA held to a 0.1% decline despite the implied capacity signal, a response suggesting Dell's raised guidance was already priced into the stock.