AI hardware myth losing its shine? Dell (DELL.US) plunges 11%, Barclays downgrades three server giants in one fell swoop

date
15/10/2026
Zhitong Finance APP notes that Dell (DELL.US) shares plunged 11% on Wednesday, dragging down other data center equipment stocks, amid growing market concerns that corporate spending on artificial intelligence (AI) may not be enough to sustain this AI construction boom.