Taiwan's Wistron gained ground as Dell's earnings beat lifted confidence in AI server demand — good news for AI hardware suppliers and their investors.

• Dell reported strong results, and Wistron builds its AI servers, so the stock jumped and closed higher.
• All three major institutional investor groups bought the stock on the same day, with local investment trusts leading the buying.
• Wistron says customer demand is still strong and expects its AI server business to grow in the second half of the year.
• New enterprise and cloud customers are joining alongside existing ones, some starting on Nvidia's GB platform.
• Even with newer AI systems costing more per unit, the company is confident it can hold its profit margins.

Outlook: Wistron already sees demand extending into the first half of 2027, pointing to a continued run for AI server makers.