We just covered Donald Trump Stock Portfolio: 10 Best AI and Tech Stock Picks in 2026. Dell Technologies (NYSE:DELL) ranks #6 (see Donald Trump Stock Portfolio: 5 Best AI and Tech Stock Picks in 2026). The stocks identified in this article are based on Trump’s financial disclosure filings released by the U.S. Office of Government Ethics and reported by Reuters. According to a statement from the Trump Organization cited by Reuters, Trump’s investment holdings are maintained through fully discretionary accounts managed by third-party financial institutions, which have sole authority over investment decisions.
Stock Performance Since Trade Date: +200%
Dell Technologies (NYSE:DELL) is one of the top performers in Donald Trump’s stock portfolio. Since the position was initiated in February, shares have gained 196%, a run fueled by the company’s deepening role in the AI infrastructure buildout.
Dell Technologies (NYSE:DELL) was once dismissed as a legacy PC hardware vendor with limited growth prospects. That narrative is obsolete. The company has reinvented itself as one of the world’s largest integrators of high-performance AI infrastructure, and its Q1 FY27 results put hard numbers behind that claim. Revenue jumped 88% year over year, the highest quarterly sales figure in company history. AI-optimized server revenue surged 757% year over year to $16.1 billion, a figure that now exceeds Dell’s entire Client Solutions Group revenue of $14.6 billion.
Bulls point to the backlog as the most durable part of the thesis. Dell Technologies (NYSE:DELL) booked $24.4 billion in AI orders during the quarter and exited Q1 with a record $51.3 billion AI backlog, up from $43 billion at the end of fiscal Q4 FY26. Fiscal 2027 guidance calls for AI-optimized server revenue growth of approximately 144% year over year. Dell Technologies (NYSE:DELL) is not chasing spot orders. It is converting enterprise, neocloud, and sovereign customer demand into a multi-quarter revenue pipeline with over 5,000 AI customers now on its books.
While we acknowledge the risk and potential of DELL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than DELL and that has 10,000% upside potential, check out our report about the cheapest AI stock.
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