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Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked:
Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning for the connecting fiber as well as Arista, Ciena, Cisco for the networking equipment.
Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. During the April 17 episode, a club member noted that they had taken Cramer’s suggestion to switch to DELL instead of SMCI. In response, he said:
That’s, you know, I really gotta tell you, this Super Micro always left me cold because they have an SEC investigation, and Michael Dell is probably about the best there is.
While we acknowledge the potential of DELL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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