Dell, Nokia, Lenovo and other 1990s tech icons surge on AI infrastructure demand, with seven stocks averaging 158% gains in 2026

Dell, Nokia, Lenovo, Micron Technology Inc., Intel Corp., Texas Instruments Inc. and Cisco Systems Inc.—tech stars from the dot-com era—have soared an average of 158% in 2026, adding a combined $1.7 trillion in market value.

AI infrastructure buildout has driven surging demand for computer servers, storage components, networking gear and legacy chips, fueling a global stock rally among companies with exposure to these areas.

These seven companies, which include members of the so-called 'Four Horsemen' (a group considered equivalent to the Magnificent Seven cohort of the 1990s), have regained prominence after fading when the dot-com bubble burst.