Dell jumps nearly 16% as AI stocks diverge after U.S. market rebound

Sep 3, 2026 05:07 (19d ago)

U.S. stocks ended a three-session losing streak as AI shares diverged.
Dell rose nearly 16%, while Nvidia gained more than 3%.
Palantir, MongoDB and Palo Alto software shares fell sharply.

U.S. Treasury bonds found relief as U.S. stocks ended a three-session losing streak, but diverging performance within AI-related equities became more pronounced. Dell surged nearly 16% and Nvidia rose more than 3%, with AI server orders continuing to support demand for computing capacity. Palantir, MongoDB and Palo Alto, meanwhile, fell sharply as software shares moved in the opposite direction.