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.
Ask the AI about this article →
For example, today's edition would include:
AI-summarized, only the topics you pick — one digest a day via Email, Slack, or Discord.
Free · takes 30 seconds · unsubscribe anytimeWhat is AIToday? →
Ask AI anything about this article. Q&As are published on this page for other readers too.
