Description: Dell Technologies' margins dip in the fiscal third quarter, but ISG's AI server surge, record backlog, and strong shipments could help fuel a rebound.

Description: On Jan. 13, 2026, fresh analyst skepticism clashed with big AI infrastructure ambitions, putting Super Micro's profit outlook in focus.

Description: AMD upgraded, Arm downgraded: Wall Street's top analyst calls

Description: NEW YORK, January 12, 2026--NRF 2026: Retail’s Big Show – HPE (NYSE: HPE) today announced an expansion of its retail-ready portfolio to help customers improve connectivity, security, insight, and performance across their operations. The expanded solutions help retailers manage transactions, data, and shopping experiences with confidence across their entire landscape, from the back office and warehouse to the front of the store and curbside.

Description: Event context and recent share performance Hewlett Packard Enterprise (HPE) shares have been under pressure recently, with the stock showing a 1 day return of a 1.83% decline and a past week return of an 8.33% decline. This sets the backdrop for investors assessing current levels. See our latest analysis for Hewlett Packard Enterprise. That short term share price weakness, including the 11.10% 30 day share price return and 8.90% year to date share price return, sits against a 5 year total...

Description: In recent days, Hewlett Packard Enterprise reported that shares sold short rose by 27.47%, reaching 68.07 million shares, or 5.8% of its float, even though this remains below the 9.98% peer-group average. This sharp acceleration in short interest comes as HPE contends with slower historical revenue growth and a weaker free cash flow margin, highlighting growing investor focus on its competitive and capital intensity challenges. We’ll now examine how this rapid increase in short interest fits...

Description: Analysts see upside from strong iPhone cycle and AI-powered Siri upgrade.

Description: Investors Eye Apple as AI and iPhone Momentum Drive Confidence

Description: Dell Technologies shares are down nearly 18%, hurt by PC and supply-chain issues, but strong AI server demand, big orders, and solid fiscal 2026 guidance offer support.

Description: Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

Description: Key Insights Using the 2 Stage Free Cash Flow to Equity, Hewlett Packard Enterprise fair value estimate is US$35.59...

Description: Extreme Codesign Across NVIDIA Vera CPU, Rubin GPU, NVLink 6 Switch, ConnectX-9 SuperNIC, BlueField-4 DPU and Spectrum-6 Ethernet Switch Slashes Training Time and Inference Token Generation CostNews Summary: The Rubin platform harnesses extreme codesign across hardware and software to deliver up to 10x reduction in inference token cost and 4x reduction in number of GPUs to train MoE models, compared with the NVIDIA Blackwell platform.NVIDIA Spectrum-X Ethernet Photonics switch systems deliver 5x

Description: VRT rides on accelerating AI infrastructure demand as its expanding portfolio and strategic partnerships strengthen its position in data center markets.

Description: QCOM's 8.2% stock rise trails the industry, as margin pressure, China risks and fierce chip competition weigh on growth.

Description: Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the Best AI Stocks to Buy under $50. In the past few months, HPE has achieved several key milestones. The company completed its acquisition of Juniper Networks, divested its Telco-Solutions unit, and confirmed plans to sell its remaining 19% H3C stake for an estimated US$1.40 billion. The acquisition […]

Description: The costs of memory chips — especially those used in consumer devices — are expected to see a sharp rise in 2026 as more mega-cap tech companies ramp up their CapEx spending into AI infrastructure and data center projects. Yahoo Finance tech editor Dan Howley discusses the pricing pressures and demand surrounding these memory chip manufacturers and DRAM (Dynamic Random Access Memory). Also catch Dan Howley lay out what to expect in Nvidia CEO Jensen Huang's keynote address at the 2026 Consumer Electronics Show (CES) event on Monday, January 5. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: Coming into Tuesday, shares of the server maker, once a darling of the artificial-intelligence trade, had fallen 1.3% this year. Super Micro’s performance also pales in comparison to how other tech companies have done this year. Shares surged more than 45% in February, when Super Micro narrowly avoided delisting from the Nasdaq Stock Market capping months of speculation that a failure to file its financial results on time might cost the company its spot in the exchange.

Description: IBM leads a list of high-yield S&P 500 picks for 2026 as steady cash flow, dividends and AI exposure appeal amid market volatility.

Description: High-yield S&P 500 stocks are gaining traction for 2026 as AI investment accelerates and investors seek income amid trade and geopolitical uncertainty.

Description: Dell Technologies gains from rising AI infrastructure demand as AI server orders, shipments, and backlog grow, despite intensifying competition.

Description: In recent months, Hewlett Packard Enterprise completed its Juniper Networks acquisition, divested its Telco-Solutions unit, and confirmed plans to sell its remaining 19% H3C stake for about US$1.40 billion to cut leverage, while also lifting its fiscal 2026 earnings and free cash flow guidance after a record fiscal Q4. These moves show HPE reshaping its portfolio toward higher-margin networking, AI, and as-a-service offerings, even as at least one research firm stepped back from a short-term...

Description: VRT's AI-focused portfolio is fueling rapid data center growth, lifting orders, backlog, and sales outlook as global AI adoption accelerates.

Description: CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.

Description: Super Micro Computer is scaling rack-scale AI to 6,000 racks a month, betting rising demand offsets near-term margin pressure from custom platform upgrades.

Description: Hewlett Packard Enterprise's latest narrative shift comes with a steady fair value near $26.28 per share, but subtle changes under the surface are reshaping how investors view its risk and growth profile. A slightly higher discount rate and marginally stronger revenue growth outlook reflect the market's attempt to balance optimism around networking momentum and the Juniper deal with caution on broader hardware exposure. Stay tuned to see how you can track these evolving assumptions and keep...

Description: ANET teams up with Fortinet to deliver a secure, high-speed AI data center solution, boosting scalable, zero-trust AI infrastructure.

Description: Morgan Stanley says SNX is one of their top "Overweight" positions going into the new year.

Description: Hewlett Packard Enterprise Company (NYSE:HPE) is included among the 13 Top Tech Stocks Paying Consistent Dividends. On December 11, Evercore ISI removed Hewlett Packard Enterprise Company (NYSE:HPE) from the firm’s “Tactical Outperform” list after the company released its October-end quarterly results last week. Though there was “some noise” around the fiscal Q4 numbers and January […]

Description: Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the best growth stocks to buy in 2026. On December 16, Bank of America lowered the firm’s price target on AMD to $260 from $300 and maintained a Buy rating on the shares. This sentiment was posted as BofA revised its targets for US semiconductor stocks, identifying […]

Description: Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.

Description: Initiative aims to harness AI for national security and scientific innovation.

Description: HCLTech, a leading global technology company, today signed an agreement to purchase HPE's Telco Solutions business, further strengthening its market-leading position in the telecom industry.

Description: If you are wondering whether Hewlett Packard Enterprise is still good value after its strong multi year run, you are not alone. This article is going to unpack exactly what the current price is really telling us. Even after a recent 4.9% pullback over the last week, the stock is still up 13.1% over the past month, 11.9% year to date and 135.6% over five years, which suggests investors have been steadily warming to the story. Those gains have come alongside ongoing demand for HPE's hybrid...

Description: IT hardware companies face growing cyclical challenges in 2026, but pockets of opportunity remain, M

Description: Super Micro Computer's AI GPU platforms drive more than 75% of Q1 FY26 revenues as new NVIDIA Blackwell liquid-cooled systems ramp for volume shipments.

Description: Unified, cost-efficient storage platform with flash performance and HDD economics on HPE hardwareNew York, NY, Dec. 17, 2025 (GLOBE NEWSWIRE) -- StorONE, developer of the only cost-efficient enterprise storage platform, today announced that the StorONE platform has been validated through the HPE Partner Ready for Technology Partner Program. The validation confirms seamless performance on HPE ProLiant Gen11 servers and gives enterprises a fully supported path to deploy StorONE technology on trust

Description: Arista's AI networking push, from 800G shifts to broad ecosystem partnerships, gains momentum with rising demand and reaffirmed AI revenue targets.

Description: CSCO rides a 33.8% surge with booming AI demand, but high valuation and macro risks may limit upside in 2026.

Description: Hewlett Packard Enterprise (HPE) just backed up its AI and networking story with numbers, reaffirming its 2026 guidance after reporting strong networking growth, launching new products, and securing a $931 million government cloud contract. See our latest analysis for Hewlett Packard Enterprise. Against that backdrop of raised guidance, networking momentum, and new AI infrastructure launches, Hewlett Packard Enterprise’s 1 month share price return of 5.34% and 5 year total shareholder return...

Description: At a recent conference, Mark Patterson criticized Hewlett Packard Enterprise’s Juniper integration as a source of customer uncertainty.

Description: Aible exhibited in NVIDIA's booths at HPE Discover Barcelona and AWS Re:Invent Demonstrating Aible running air-gapped on NVIDIA DGX Spark, creating agents that can then be published to AWS to run serverless at scale or to HPE ProLiant Compute servers ...

Description: Hewlett Packard Enterprise Company (NYSE:HPE) is included among the 11 Best Low Priced Dividend Stocks to Buy According to Analysts. On December 10, Argus bumped its price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $30 from $25 while keeping a Buy rating on the shares. The company missed Wall Street’s revenue estimates in Q4 […]

Description: Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 3.4% in the afternoon session after the company was removed from Evercore ISI's "Tactical Outperform" list following a recent earnings report that missed revenue expectations. The action from Evercore ISI came after the company reported October quarter revenue of $9.679 billion, falling short of the $9.901 billion analysts had expected. Management pointed to several factors for the miss, including delayed shipment

Description: Hewlett Packard Enterprise recently reported fourth-quarter 2025 results showing sales rising to US$9,679 million while net income fell sharply to US$175 million, alongside a maintained dividend and raised fiscal 2026 earnings guidance. At the same time, HPE is leaning heavily into AI, hybrid cloud, and advanced networking through GreenLake, Juniper integration, and large AI infrastructure wins such as the US$931 million DISA contract. We’ll now examine how HPE’s raised earnings outlook,...

Description: Oracle’s latest earnings have stoked further anxiety around the artificial-intelligence trade. The stock is down more than 16% in early trading Thursday, and is taking much of the AI data-center hardware trade with it. Shares of Nvidia Advanced Micro Devices Broadcom Dell Technologies and Hewlett Packard Enterprise were all down at least 2%.

Description: Super Micro Computer's shares slide as expansion strains margins and cash flow, even as AI server demand and new platforms fuel long-term growth ambitions.

Description: ANET unveils VESPA to boost campus Wi-Fi with seamless roaming, massive scale support, and upgraded AI-driven AVA for smarter network operations.

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the addition of Juniper's revenue leaves HPE in a neck-and-neck race with Huawei for second place in the campus switch market.

Description: Hewlett Packard Enterprise’s third quarter was met with a negative market reaction as revenue missed Wall Street’s expectations despite strong year-over-year growth. Management attributed the mixed performance to the delayed timing of AI server shipments and a decline in U.S. federal spending, while emphasizing robust order momentum in networking and storage. CEO Antonio Neri described the quarter as “transformative,” highlighting the completed Juniper Networks acquisition and the integration pr

Description: Vertiv stock surges as booming AI-driven data center demand lifts sales, orders, and backlog, with a big liquid-cooling acquisition bolstering its momentum.

Description: Hewlett Packard Enterprise has notably underperformed the Nasdaq Composite over the past year, yet analysts remain optimistic about the stock’s prospects.

Description: Luxor’s GPU service comes on the heels of its cloud compute marketplace Tenki, another AI-adjacent product.

Description: Assured Data Protection (Assured), the prominent IT managed services provider (MSP) for cyber-resiliency, disaster recovery, and business continuity today announced a new disaster recovery (DR) service powered by Zerto, an HPE company. The solution is designed for organizations running diverse hypervisor environments that need highly aggressive recovery point and recovery time objectives (RPO/RTO), regardless of their underlying compute or storage hardware.

Description: In early December 2025, Vultr revealed it is building an AI supercluster in Springfield, Ohio using 24,000 AMD Instinct MI355X GPUs, while AMD separately announced an expanded collaboration with HPE around its “Helios” rack-scale AI platform powered by next-generation EPYC CPUs and Instinct GPUs. Together, these moves highlight how AMD’s AI roadmap is starting to anchor full-stack, rack-scale deployments at cloud providers and supercomputing centers, rather than only supplying standalone...

Description: The board of Hewlett Packard Enterprise Company ( NYSE:HPE ) has announced that it will be paying its dividend of...

Description: SAN FRANCISCO, December 08, 2025--Lambda, the Superintelligence Cloud, today announced the appointment of Heather Planishek as Chief Financial Officer. Planishek brings deep experience scaling high-growth technology companies and will lead Lambda’s global finance organization as the company continues to expand its infrastructure footprint and operations.

Description: DELL rides surging demand for AI servers and a record backlog, even as competition from CSCO, HPE and SMCI intensifies.

Description: CrowdStrike Holdings (CRWD) just delivered a record third quarter, with net new annual recurring revenue and operating income both accelerating as demand for its AI native Falcon platform spreads across cloud, identity, and SIEM security. See our latest analysis for CrowdStrike Holdings. The latest results land after a flurry of product launches and partnerships with AWS, HPE, and Kroll, and the market has largely rewarded that execution, with a roughly 47% year to date share price return and...

Description: We came across a bullish thesis on Hewlett Packard Enterprise Company on CopyCat Invest’s Substack. In this article, we will summarize the bulls’ thesis on HPE. Hewlett Packard Enterprise Company’s share was trading at $22.90 as of December 4th. HPE’s trailing and forward P/E were 26.19 and 9.43 respectively according to Yahoo Finance. Hewlett Packard Enterprise Company […]

Description: ↘️ DocuSign (DOCU): The digital document-signing company reported quarterly results that topped forecasts, but the stock fell 7.6% as several analysts cut their price target amid concerns about the outlook.

Description: FEATURE Stocks rose on Friday after the Federal Reserve’s preferred inflation gauge came mostly in line with economists’ expectations in September, which will likely pave the way for an interest-rate cut next week.

Description: HPE (HPE) reported fiscal fourth quarter earnings that topped Wall Street estimates, but revenue fell a little short. In an interview with Yahoo Finance Executive Editor Brian Sozzi, HPE CEO Antonio Neri breaks down the results and how higher costs are impacting the business. To watch more expert insights and analysis on the latest market action, check out more Market Domination.

Description: HPE CEO Antonio Neri discusses the company's earnings as its sales for AI servers fall short. He joins Caroline Hyde and Ed Ludlow on "Bloomberg Tech".

Description: Nvidia Gains Amid Investor Optimism on AI Chip Growth

Description: Rising memory costs push industry toward widespread increases

Description: A record-breaking Q4 and bold 2026 guidance suggest HPE is quietly becoming an AI and networking powerhouse.

Description: Dell Technologies' record AI server backlog, accelerating FY26 growth, and expanding portfolio underscore mounting momentum amid competitive pressures.

Description: All three major US stock indexes were up in late-morning trading Friday, as Wall Street processed th

Description: Shares of server company Hewlett Packard Enterprise have gained 7.3% this year, lagging behind the market.

Description: Hewlett Packard Enterprise shares fall despite an earnings beat and solid revenue growth in the fourth quarter of fiscal 2025.

Description: The focus is on the delayed September PCE report on consumer inflation, the gauge favored by the Fed, to sanity-check rate-cut bets.

Description: HPE Weak Guidance Sends Shares Lower Even With Strong Networking Growth

Description: Morning Brief host Julie Hyman takes a closer look at some of the trending tickers on Yahoo Finance's platform, including Southwest (LUV), HPE (HPE), and Victoria's Secret (VSCO). To watch more expert insights and analysis on the latest market action, check out more Morning Brief.

Description: US equity futures were little changed ahead of Friday's opening bell as traders awaited the Federal

Description: The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2% and the actively trad

Description: News of the day for Dec. 5, 2025

Description: The benchmark US stock measures were pointing higher before the open Friday as investors await Septe

Description: Hewlett Packard Enterprise (HPE) shares fell early Friday as the information technology firm issued

Description: The company logged lower-than-expected revenue in the fiscal fourth quarter because customers are hitting delays in the development of their AI products, Chief Financial Officer Marie Myers said.

Description: We appear to still be wallowing in some of that good feeling regarding next week's interest rate cut.

Description: Hewlett Packard Enterprise reported fiscal fourth-quarter earnings that topped estimates while revenue missed. HPE stock fell amid January-ending quarterly sales guidance that came in well below expectations.

Description: Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of +5.08% and -2.63%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Investing.com--Hewlett Packard Enterprise (NYSE:HPE) on Thursday delivered a soft revenue outlook for the current quarter following mixed Q4 results as revenue was weighed down by weakness in its server and hybrid cloud businesses.

Description: Asking for a Trend host Josh Lipton eyes several stocks making moves in after-hours trading, including SoFi Technologies (SOFI), Ulta Beauty (ULTA), and Hewlett Packard Enterprise (HPE). To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Moor Insights & Strategy founder and CEO Patrick Moorhead reacts to Hewlett Packard Enterprise's sales outlook on "Bloomberg The Close." HPE said revenue will be $9 billion to $9.4 billion and profit, excluding some items, will be 57 cents to 61 cents in the period ending in January. Analysts, on average, projected sales of $9.88 billion and profit of 53 cents, according to data compiled by Bloomberg.

Description: US equities ended mixed on Thursday as markets digested the latest labor market data, while keeping

Description: Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell short of the markets revenue expectations in Q3 CY2025, but sales rose 14.4% year on year to $9.68 billion. Next quarter’s revenue guidance of $9.2 billion underwhelmed, coming in 6.4% below analysts’ estimates. Its non-GAAP profit of $0.62 per share was 6.5% above analysts’ consensus estimates.

Description: The third quarter earnings season has been mostly positive, with most of the reports in the rearview mirror.

Description: SPRING, Texas (AP) — Hewlett Packard Enterprise Co. (HPE) on Thursday reported fiscal fourth-quarter profit of $175 million. The Spring, Texas-based company said it had profit of 11 cents per share. Earnings, adjusted for one-time gains and costs, were 62 cents per share.

Description: Hewlett Packard Enterprise forecast first-quarter revenue below Wall Street estimates on Thursday, as it sees ​a fall in AI server income due to ‌customers shifting their orders to the second half of the year. Shares of HPE, ‌which provides AI-optimized servers that run on high-end Nvidia processors, fell over 9% in extended trading. "In cloud and AI, we continue to see the impact of lumpiness and AI server revenue ⁠and expect a ‌sequential decline in the AI server revenue with the majority of AI deals shipping in the ‍latter half of the year," CFO Marie Myers said on a post-earnings call.

Description: HOUSTON, December 04, 2025--HPE (NYSE: HPE) today announced financial results for the fourth quarter ended October 31, 2025.

Description: US benchmark equity indexes were higher intraday as investors assessed the latest labor market data.

Description: This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Thursday. This is TheStreet’s Stock Market Today for Dec. 4, 2025. You can follow the latest updates on the market ...

Description: US equity futures were flat ahead of Thursday's opening bell as traders stayed on the sidelines befo

Description: QCOM's earnings estimates are rising on Snapdragon and auto strength, but China risks and margin pressure loom.

Description: Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.

Description: US equity markets mostly edged higher before the opening bell Thursday amid growing expectations for

Description: New Helios platform targets massive data-center deployments

Description: Asking for a Trend host Josh Lipton previews several of the biggest stories to come tomorrow, Thursday, December 4, including earnings results from Dollar General (DG), Hewlett Packard Enterprise (HPE), and Ulta Beauty (ULTA); commentary from Federal Reserve Vice Chair for Supervision Michelle Bowman; and the latest reading on initial jobless claims. To watch more expert insights and analysis on the latest market action, check out more Asking for a Trend.

Description: Shares of electronic component manufacturer Belden (NYSE:BDC) jumped 5.7% in the afternoon session after investors reacted to positive news from the broader networking sector, following key innovation announcements from industry peers.

Description: The United States wireless mouse market is projected to grow from US$ 635.11 million in 2024 to US$ 1.08 billion by 2033, driven by a CAGR of 6.11%. Key growth drivers include rising demand for ergonomic devices, advanced wireless technology, and the expanding remote work and gaming sectors. As wireless technology innovations continue, and the popularity of high-performance gaming mice rises, the market's trajectory is set to accelerate. Dominant players like Logitech and Microsoft are focusing

Description: NVDA Gains Momentum as AI Factory Labs and Robot Deals Fuel Optimism

Description: BARCELONA, Spain, December 03, 2025--Expanded GreenLake cloud help enterprises modernize their virtualization strategy and accelerate AI outcomes with a flexible operating platform.

Description: BARCELONA, Spain, December 03, 2025--HPE Discover Barcelona 2025 – HPE (NYSE: HPE) today accelerated its AI infrastructure leadership with an expansion of its secure, AI-native networking portfolio that leverages HPE Aruba Networking and HPE Juniper Networking for self-driving operations to maximize performance and scale for AI workloads. Today's portfolio expansion marks a key milestone in the integration of Juniper Networks with HPE, taking place only five months after closing the Juniper acqu

Description: BARCELONA, Spain, December 03, 2025--HPE and Veeam unleash transformative, integrated solutions designed to empower enterprises with simplified data resilience for the modern enterprise

Description: Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be reporting results this Thursday after market hours. Here’s what you need to know.

Description: Okta (OKTA) delivered earnings and revenue surprises of +9.33% and +1.64%, respectively, for the quarter ended October 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Nvidia stock has been hit by a perceived threat from Google but a number of industry partnerships could restore confidence in the chip maker.

Description: NVDA Gains Momentum as AI Factory Labs and Robot Deals Fuel Optimism

Description: VRT's six-month surge, booming AI-driven orders, and rapid portfolio expansion set the stage for a strong 2025 outlook.

Description: Advanced Micro Devices (AMD) said Tuesday it is expanding its work with Hewlett Packard Enterprise (

Description: News Highlights HPE will be one of the first OEMs to adopt the AMD “Helios” architecture, an open, full-stack AI platform engineered for large-scale AI workloads.HPE will leverage purpose-built HPE Juniper Networking switches in “Helios” in collaboration with Broadcom, to deliver high-bandwidth, low-latency connectivity across massive AI clusters.AMD and HPE to power “Herder,” supercomputer built on the HPE Cray GX5000 platform with AMD Instinct™ MI430X GPUs and next generation AMD EPYC™ “Venice

Description: BARCELONA, December 02, 2025--HPE Discover Barcelona 2025 – HPE (NYSE:HPE) today announced it is speeding up deployment of at-scale artificial intelligence (AI) training and inferencing for cloud service providers (CSPs), including neoclouds, by offering the first AMD "Helios" AI rack-scale architecture with integrated scale-up Ethernet networking. The solution, leveraging purpose-built HPE Juniper Networking hardware and software along with Broadcom’s Tomahawk 6 networking chip, is based on the

Description: The announcement includes the launch of an AI Factory Lab in Grenoble, France.

Description: HPE, Nvidia Forge AI Lab in Grenoble -- Transforming Data into Enterprise Value

Description: HPE, Nvidia Forge AI Lab in Grenoble -- Transforming Data into Enterprise Value

Description: Ever catch yourself wondering if Hewlett Packard Enterprise is a bargain, or if its latest run is just the beginning? You are not alone. Today we are going to dig deeper into what really drives its value. The stock has seen a modest 3.7% bump this week, but it is still up 1.9% for the year and an impressive 110.7% over five years. This hints at both momentum and the need to rethink risk. Much of this recent movement can be linked to positive sentiment around the company's expanding cloud...

Description: Hewlett Packard Enterprise's Q4 outlook faces pressure from lower-margin AI systems, Juniper integration costs and delayed enterprise spending despite areas of growth.

Description: Besides Wall Street's top-and-bottom-line estimates for Hewlett Packard Enterprise (HPE), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended October 2025.

Description: BARCELONA, Spain, December 01, 2025--HPE Discover Barcelona 2025 – HPE (NYSE: HPE) today announced an expansion of the NVIDIA AI Computing by HPE portfolio, introducing new solutions for secure and scalable AI factories, new AI datacenter interconnect to optimize AI workload performance across clusters operating over long distances or within multiple clouds, and the first AI factory lab in the European Union (EU) for customers worldwide to test and validate their sovereign AI factories.

Description: BARCELONA, Spain, December 01, 2025--Fortanix, a global leader in data security for an AI world, today announced it has joined the HPE Unleash AI partner program. Now, customers using HPE’s portfolio of integrated AI solutions can also leverage NVIDIA Confidential Computing and Fortanix Armet AI, a turnkey platform for running secure and sovereign agentic AI in AI factories and highly regulated environments.

Description: AUSTIN, Texas & BARCELONA, December 01, 2025--CrowdStrike (NASDAQ: CRWD) today announced that HPE has selected CrowdStrike for the HPE Unleash AI partner program, recognizing the AI-native CrowdStrike Falcon® platform for securing the agentic era. The collaboration integrates industry-leading protection from CrowdStrike into HPE Private Cloud AI, a turnkey AI factory co-developed with NVIDIA as part of NVIDIA AI Computing by HPE portfolio.

Description: US equity investors will focus on Federal Reserve Chair Jerome Powell's speech this week and the cen

Description: While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Description: As the market moves into December, investors will be watching for Fed updates and a steadier performance environment than they got in November.

Description: Hewlett Packard Enterprise (HPE) has secured a $931 million, 10-year contract with the Defense Information Systems Agency to overhaul key federal data centers using its GreenLake hybrid cloud platform. This significant award highlights HPE’s growing role in federal IT modernization efforts. See our latest analysis for Hewlett Packard Enterprise. HPE’s $931 million federal contract comes at a pivotal moment, with the stock building momentum on renewed confidence in its hybrid cloud strategy as...

Description: Market Domination Overtime host Jared Blikre previews several of the biggest stories to come throughout next week, including earnings results from companies like Salesforce (CRM), Macy's (M), and Hewlett Packard Enterprise (HPE); the release of September's long-delayed PCE index (Personal Consumption Expenditures), the Federal Reserve's preferred inflation gauge; and the latest reading of auto sales. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.

Description: Dell Technologies' record AI server orders and surging ISG revenue showcase how accelerating demand is fueling its fiscal 2026 growth momentum.

Description: NVDA results and commentary from CEO Jensen Huang support a continued bull market for AI stocks. Dell and HPE are both expected to benefit.

Description: The North America Photo Printing and Merchandise Market is on track to grow significantly, reaching US$ 12.85 billion by 2033 from US$ 9.15 billion in 2024, with a CAGR of 3.84%. This growth is driven by a rising consumer desire for personalization in photo books, calendars, and apparel, enhanced by digital printing advancements. The convenience of digital platforms and e-commerce expands market reach, allowing consumers to personalize items seamlessly. Despite competitive pricing pressures and

Description: Super Micro Computer targets $36B in FY26 revenues despite a quarterly dip, betting on AI demand and its modular data center strategy to drive growth.

Description: Hewlett Packard Enterprise (HPE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Description: Vertiv surges on soaring AI infrastructure demand as strong orders, backlog, and high-density designs fuel its growth momentum.

Description: Hewlett Packard Enterprise’s stock has recently seen a slight dip in its consensus analyst price target, moving from $26.51 to $26.50. This marginal adjustment comes as analysts balance optimism about the company’s growth prospects, especially following the Juniper acquisition, with caution over near-term headwinds in some hardware segments. Stay tuned to discover how you can keep pace with these shifting market expectations and stay ahead as the company’s narrative continues to...

Description: Hewlett Packard Enterprise and Cisco Systems battle for networking dominance as AI demand surges, with fundamentals and valuation revealing which stock has clearer upside.

Description: U.S. President Donald Trump has ordered the department to rename itself ⁠as the Department ‌of War, a change that will require action by Congress. The contract ‍to HPE, aimed at creating a cloud environment to improve outcomes for "warfighters", underscores ​federal confidence in the company's cloud ‌capabilities as the government accelerates efforts to modernize infrastructure, investing billions in AI and signing contracts with leading industry players. HPE's cloud will enable the ‍Defense Information ⁠Systems Agency to accelerate communications and application deployment, as well as benefit from enhanced ⁠AI and data analytics, the company said.

Description: HOUSTON, November 25, 2025--HPE (NYSE: HPE) announced that the Defense Information Systems Agency, a combat support agency of the Department of War, has awarded HPE with Production Other Transaction Authority, a 10-year period of performance worth life cycle value of $931 million, for a distributed hybrid multi-cloud solution to modernize their data centers.

Description: A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly. The rally built on mo

Description: The effort aims to better coordinate research done by agencies across the government and more effectively integrate AI tools to achieve more scientific breakthroughs, according to Michael Kratsios, the director of the White House Office of Science and Technology Policy, who spoke to reporters on the order ahead of Trump’s signature. The mission will harness the computing resources of the Department of Energy’s national labs to tap federal datasets and enable more experiments utilizing AI, Kratsios added, predicting the effort would help shorten the timelines for scientific discoveries.

Description: Arista Networks posts strong revenue growth fueled by AI networking leadership and rising demand for its Etherlink portfolio, boosting momentum.

Description: CSCO's networking revenues surge on AI and campus demand, with new edge tech and rising orders boosting its fiscal 2026 momentum.

Description: In the past week, Morgan Stanley downgraded Hewlett Packard Enterprise, citing challenges from the Juniper Networks acquisition and the impact of rising memory costs on future profit margins and earnings forecasts. This development highlights analyst concerns around HPE’s ability to manage integration risks while maintaining margin expansion and earnings growth amid industry-wide cost pressures. We’ll look at how margin pressure from higher memory costs and the recent Juniper integration...

Description: A number of stocks jumped in the afternoon session after comments from a key Federal Reserve official hinted at a potential interest rate cut in December.

Description: AMD's soaring Data Center sales, fueled by EPYC processors and Instinct GPUs, highlight robust demand and strong growth expectations into late 2025.

Description: DELL readies Q3 results as surging demand for AI-optimized servers and a broadening partner ecosystem shape expectations for growth.

Description: The data center services market is set to expand significantly, with its valuation expected to soar from USD 115.94 billion in 2025 to USD 320.89 billion by 2030, exhibiting a CAGR of 22.6%. Growth is fueled by demand for digital infrastructure, cloud computing, AI, and high-performance workloads. The market spans colocation, managed hosting, cloud solutions, and more, prioritizing operational efficiency and sustainability. Commissioning and testing services are forecasted to witness the fastest

Description: Dell Technologies' Q3 results are likely to benefit from solid AI-server momentum and double-digit growth forecasts despite market headwinds.

Description: AVGO Gains Momentum Amid Industry-First AI Data Center Products

Description: CSCO's 35% rally rides surging AI infrastructure demand and expanding networking wins, but valuation concerns keep expectations in check.

Description: The data center networking market is poised for rapid growth due to cloud service expansion, increased data traffic, and digital transformation. Opportunities arise from rising adoption of virtualization, edge computing, and AI analytics. Challenges include deployment costs and complexity, while SDN and automation offer solutions.Dublin, Nov. 20, 2025 (GLOBE NEWSWIRE) -- The "Data Center Networking Market Size, Market Share, Application Analysis, Regional Outlook, Growth Trends, Key Players, Com

Description: CSCO's AI-fueled order surge, new products and upbeat 2026 outlook lift momentum, even as valuation risks keep the stock in focus.

Description: Super Micro Computer stock slide deepens as margin pressure, cash flow strains and rapid expansion raise fresh concerns for investors.

Description: DELL's soaring AI server shipments, expanding backlog and upgraded AI Factory offerings underscore its accelerating growth in the AI market.

Description: The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Truist upgraded Block (XYZ) to Hold from Sell with a price target of $68, up from $67, ahead of the Investor Day on Wednesday. The risk/reward has improved following the recent pullback in the shares, and while Truist continues to worry about credit risk and the outsized growth of their Cash App Borrow

Description: Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.

Description: Soaring memory chip prices are likely to take a bite out of profit margins for computer makers, including Dell stock.

Description: Dell Technologies stock slumped following a double downgrade from analysts at Morgan Stanley even though another bank counseled investors to buy the stock ahead of next week’s earnings report. JPMorgan on the other hand, placed Dell on a Positive Catayst Watch. Morgan Stanley slashed its rating for Dell stock to Underweight from Overweight and lowered its price target to $110 from $144 in a research note Sunday.

Description: Morgan Stanley downgraded computer hardware makers because of the impact of soaring memory chip prices. Shares of Dell Computer, Hewlett Packard Enterprise and HP Inc. tumbled Monday.

Description: Julie Hyman examines some of the top stories on Wall Street on Yahoo Finance's Market Minute. Big Tech stocks are mixed, with Alphabet (GOOG, GOOGL) gaining as Nvidia (NVDA) is under pressure. Morgan Stanley analysts downgrade hardware stocks, like Dell Technologies (DELL), HP (HPQ), and Hewlett Packard Enterprise (HPE). Vita Coco (COCO) stock climbs after the company updated its tariff impact expectations. Catch Yahoo Finance's interview with Vita Coco co-founder and executive chairman Michael Kirban. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

Description: Hewlett Packard Enterprise's hybrid cloud momentum accelerates as private cloud, AI Factory growth and rising GreenLake adoption drive strong third-quarter gains.

Description: Block upgraded, Dell downgraded: Wall Street's top analyst calls

Description: HOBOKEN, N.J., November 17, 2025--NiCE (Nasdaq: NICE), the world’s leading AI-powered customer experience (CX) platform provider, today announced the appointment of Arun Chandra as Chief Operating Officer (COO), effective December 1, 2025. In this newly created role, Chandra will lead NiCE’s Global Customer Operations division, driving greater alignment, execution, and operational excellence across the organization. He will report directly to Scott Russell, Chief Executive Officer of NiCE, and s

Description: Investing.com -- Rising memory costs and weakening non-AI hardware demand have prompted Morgan Stanley to cut ratings on several major technology hardware makers, including Dell Technologies, HP Inc., and Hewlett Packard Enterprise, as the brokerage warned of mounting margin pressure across the sector.

Description: Nvidia and its AI partners saw their stocks surge on Monday after the chip giant announced plans to invest $100 billion in OpenAI.

Description: Hewlett-Packard Enterprise Company (NYSE:HPE) is one of the Trending AI Stocks on Wall Street. On November 10, Evercore ISI maintained its Outperform rating on the stock with a $28 price target. The firm has also added HPE to its Tactical Outperform List, anticipating robust Jan-quarter guide, Juniper synergies, and AI compute margin lift to drive continued […]

Description: Hewlett Packard Enterprise (HPE) has drawn attention with two major developments this week. The company unveiled its next-generation HPE Cray supercomputing portfolio, and also played a leading role in launching the Quantum Scaling Alliance. See our latest analysis for Hewlett Packard Enterprise. HPE’s string of partnerships and launches, including the boost to its AI-powered Cray supercomputing portfolio and new quantum consortium role, have kept the spotlight on the stock. Momentum has...

Description: HOUSTON, November 13, 2025--HPE (NYSE:HPE) today announces the newest additions to the next-generation HPE Cray supercomputing portfolio that provide industry-leading compute density1, designed to meet the needs of artificial intelligence (AI) demands while performing at-scale. This HPE Cray Supercomputing portfolio expansion includes three multi-partner, multi-workload compute blades, unified management software and high-performance interconnect support, establishing one of the most powerful su

Description: HOUSTON, November 13, 2025--HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the fourth quarter of fiscal 2025, which ended October 31, 2025.

Description: Cisco also increased its earnings forecast, which similarly topped analysts’ predictions. The outlook sparked fresh optimism that Cisco can benefit from booming AI spending. Demand for Cisco’s technology highlights the need for secure networking “as customers move quickly to unlock the potential of AI,” Chief Executive Officer Chuck Robbins said in a statement.

Description: Intellinetics (INLX) delivered earnings and revenue surprises of +20.00% and -7.38%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: SHIFT 2025 – Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced the winners of its inaugural Commvault Fearless Awards 2025, celebrating partners worldwide who have shown fearless devotion to resilience in the face of cyber threats, market barriers, and business disruption.

Description: A number of stocks jumped in the afternoon session after investors continued to pile into value-oriented names amid growing valuation concerns. This shift reflects growing caution over high valuations within the technology and artificial intelligence (AI) spheres. As market participants reassessed risk, they reallocated capital from growth-heavy indices, like the Nasdaq, to companies in areas like industrials and financials, which were perceived to be more reasonably priced. Contributing to the

Description: Hewlett Packard Enterprise's margin pressures, rising costs, and tough competition cloud its outlook despite recent stock gains

Description: Hewlett Packard Enterprise's stock narrative has evolved in light of new analyst assessments, yet the fair value projection remains steady at $26.51. The discount rate has inched up from 10.03% to 10.28%, which hints at a slightly higher perceived risk or required return, even as revenue growth expectations hold firm around double digits. As analyst sentiment shifts in response to company results and acquisitions, staying informed will be key to understanding where the story leads...

Description: Hewlett Packard Enterprise chair Pat Russo recalls how investor pressure sparked tough but productive debate—and ultimately a breakup that unlocked more value for two very different businesses.

Description: HPE just announced a new quantum computing alliance to focus on tech breakthroughs.

Description: Advanced Micro Devices (AMD) is hosting its analyst day at the Nasdaq on Tuesday, which could prove to be a pivotal moment as the AI chip race with competitor Nvidia (NVDA) tightens. TECHnalysis Research, LLC president Bob O'Donnell sits down with Market Catalysts host Julie Hyman to explain what hybrid AI (artificial intelligence) and why he is bullish on the dynamic of hyperscalers building out AI infrastructure and investing in physical AI data centers and GPUs. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Description: Super Micro Computer's DCBBS, powered by NVIDIA and AMD platforms, drives AI data center growth with high margins despite near-term profit pressure.

Description: SEATTLE, November 11, 2025--New Veeam CMO brings experience from Hewlett Packard Enterprise, McAfee, Intel and Alcatel-Lucent

Description: If you have ever wondered whether Hewlett Packard Enterprise (HPE) is a hidden bargain or an overhyped bet, you are in the right place. Despite a dip of 4.3% in the past week and 3.9% over the past month, HPE shares are still holding onto a solid 9.2% gain for the year and have delivered an impressive 156.8% return over the last five years. There have been headlines around HPE's strategic moves in cloud infrastructure and recent partnerships with major AI companies. This attention seems to...

Description: Hewlett Packard Enterprise said it's forming a quantum computing consortium that will develop a quantum supercomputer.

Description: CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.

Description: ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.

Description: Delray Beach, FL, Nov. 10, 2025 (GLOBE NEWSWIRE) -- According to MarketsandMarkets™, the global Network Automation Market is expected to grow from USD 7.88 billion in 2025 to USD 12.38 billion by 2030, at a compound annual growth rate (CAGR) of 9.4% during the forecast period. Browse in-depth TOC on "Network Automation Market" 150 - Tables 71 - Figures 410 - Pages Download Report Brochure @ https://www.marketsandmarkets.com/pdfdownloadNew.asp?id=156261086 Network Automation Market Dynamics Drive

Description: HOUSTON, November 10, 2025--HPE (NYSE: HPE) and a consortium of seven other leading technology organizations today announced the formation of the Quantum Scaling Alliance, a global initiative dedicated to making quantum computing scalable, practical, and transformative across industries. Dr. Masoud Mohseni from HPE Labs, the applied research arm of HPE, oversees the initiative and serves as quantum system architect, coordinating efforts among eight organizations, each a leader in its field. The

Description: QCOM's Q4 earnings beat estimates as record automotive revenues and strong Snapdragon demand fuel growth, but China tensions and high R&D costs weigh.

Description: In late October 2025, Hewlett Packard Enterprise (HPE) unveiled a series of major AI and supercomputing partnerships and product launches, including collaborations with the U.S. Department of Energy, Oak Ridge National Laboratory, Los Alamos National Laboratory, and several enterprise and municipal clients to deliver next-generation AI and infrastructure solutions. These announcements highlight HPE’s expanding role in powering high-performance, secure, and sustainable technology platforms...

Description: NCR Voyix (VYX) delivered earnings and revenue surprises of +40.91% and +2.32%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: VRT benefits from strategic acquisitions, AI-driven solutions, and an expanding partnership with NVIDIA.

Description: A number of stocks fell in the morning session after markets became increasingly wary of high valuations following a significant AI-driven rally.

Description: DNSFilter, a global leader in protective DNS and content filtering, announced today a strategic partnership with Midis Group to provide enhanced cybersecurity solutions to customers across Eastern Europe, the Middle East and Africa. This partnership will empower organizations in these regions to safeguard their networks against evolving online threats through a cutting-edge, cloud-based platform known for its real-time threat detection and intuitive management.

Description: SPRING, Texas, October 31, 2025--Exxon Mobil Corporation (NYSE:XOM):

Description: Hewlett Packard Enterprise has surpassed the S&P 500’s performance over the last year, and analysts are fairly bullish on the stock’s future potential.

Description: AMD (NASDAQ:AMD) has transformed remarkably in the artificial intelligence (AI) space. Just a few years ago, the company had virtually no presence in artificial intelligence, focusing mainly on CPUs and GPUs for gaming and PCs. Under CEO Lisa Su’s leadership, Advanced Micro Devices pivoted aggressively, launching accelerators like the MI250 and MI300 series to compete ... Is This Where AMD Begins Closing the AI Gap With Nvidia?

Description: Microsoft (NASDAQ:MSFT) unveiled yesterday what it describes as “the next chapter” in its evolving partnership with OpenAI, reaffirming the AI pioneer as its key frontier model collaborator. The announcement revealed Microsoft’s acquisition of approximately 27% of OpenAI’s for-profit OpenAI Group PBC business, valued at around $135 billion, while ushering in a new phase of artificial ... Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off

Description: ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.

Description: ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

Description: Hewlett Packard Enterprise (HPE) is making headlines after announcing a series of major partnerships and product launches, including the buildout of two supercomputing systems for the U.S. Department of Energy and expanded AI solutions with NVIDIA. These moves highlight HPE's growth prospects and strategic positioning within AI and high-performance computing. See our latest analysis for Hewlett Packard Enterprise. HPE’s recent wins with the Department of Energy and its growing AI-focused...

Description: LEMONT, Ill., October 28, 2025--DOE, Argonne, NVIDIA and Oracle announced a landmark public-private partnership to deliver the DOE’s largest AI supercomputer.

Description: WASHINGTON, October 28, 2025--HPE to build 2 new supercomputers "Mission" and "Vision" for U.S. DOE's Los Alamos National Laboratory in collaboration with NNSA and NVIDIA

Description: WASHINGTON, October 28, 2025--NVIDIA GTC DC 2025 – HPE (NYSE: HPE), today announced an expanded NVIDIA AI Computing by HPE portfolio, designed to make AI easier to deploy and scale across governments, regulated industries, and enterprises. The expanded offering helps organizations build secure, private AI infrastructure faster and more efficiently through turnkey AI factory solutions, unified data strategies, and refreshed server platforms featuring the latest NVIDIA AI infrastructure and softwa

Description: HOUSTON, October 28, 2025--The Town of Vail, Colorado, a premier alpine year-around recreational and cultural destination, will adopt the new agentic smart city solution from HPE (NYSE: HPE) to create a sustainable, AI-powered smart city. The deployment advances the town's smart city initiative, running the AI platform on the town’s own solar and wind-powered data center – demonstrating the city’s commitment to innovation and sustainability without adding complexity or cost.

Description: WASHINGTON, October 28, 2025--University of Utah selects sovereign AI solution from HPE and NVIDIA

Description: Hewlett Packard Enterprise’s stock narrative has shifted recently, with the Fair Value Estimate nudging up from $26.26 to $26.51 per share in response to new analyst updates. This increase reflects a constructive tone among analysts, who cite strong momentum in networking and data center segments as well as promising recent acquisitions. Stay tuned to see how you can remain informed as expectations and analyst outlooks continue to evolve for HPE. What Wall Street Has Been Saying Recent...

Description: Nvidia is teaming up with a number of US laboratories.

Description: Hewlett Packard Enterprise's surging ARR, fueled by private cloud AI and GreenLake growth, underscores a strengthening hybrid cloud strategy.

Description: BOSTON, October 28, 2025--HPE Aruba adds to Tufin’s strong support for prominent AI data center technologies including firewalls, switches, and edge devices.

Description: Hewlett Packard Enterprise is expected to announce its Q4 results by early December, and analysts expect a notable drop in earnings.

Description: HOUSTON, October 27, 2025--HPE will build two systems for Oak Ridge National Laboratory and introduces next-generation supercomputing portfolio

Description: Investing.com -- The U.S. Department of Energy (DOE) has struck a $1 billion deal with Advanced Micro Devices to build two powerful supercomputers aimed at advancing nuclear research, fusion energy, and cancer treatment, according to Reuters.

Description: Advanced Micro Devices (AMD) has entered a $1 billion agreement with the US Energy Department to bui

Description: MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

Description: Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.

Description: In October 2025, HPE and Ericsson announced the launch of a joint validation lab to address telecom service provider challenges with deploying multi-vendor, cloud-native 5G core solutions, combining Ericsson's dual-mode 5G Core, HPE's Gen12 servers, HPE Juniper Networking, and Red Hat OpenShift. The lab aims to simplify telco operations and enable faster, real-world validation of advanced network functions, supporting innovation and network efficiency for service providers worldwide. We'll...

Description: The Canadian Computer Charity Golf Classic continues to drive impact for Easter Seals Ontario

Description: VRT's strong AI-driven order growth and NVIDIA tie-ups fuel momentum, but mounting competition clouds its outlook.

Description: Hewlett Packard Enterprise Company (NYSE:HPE) is among the overlooked AI stocks to buy now. On October 16, 2025, KeyBanc reaffirmed its ‘Sector Weight’ rating on Hewlett Packard Enterprise Company (NYSE:HPE) after the company’s Strategic and Analytical Meeting (SAM). While remaining “underwhelmed” with the tech company’s 2026 and long-term financial targets highlighted at the event, the […]

Description: Core Scientific upgraded, HP downgraded: Wall Street's top analyst calls

Description: Investing.com -- Piper Sandler analysts initiated coverage on Dell Technologies (NYSE: DELL) with an Overweight rating and a $172 price target, while starting Hewlett Packard Enterprise (NYSE: HPE) at Neutral with a $24 target, citing contrasting strengths and execution risks between the two enterprise hardware players.

Description: The global hyperscale data center market will see a rise in microgrid deployments, liquid cooling technologies, and sustainable energy adoption. North America leads in investment, with APAC rapidly catching up. Leading players like Microsoft, Google, and AWS are expanding global data center projects. However, geopolitical factors such as US tariffs may affect infrastructure costs. The sector's extensive segmentation underscores its dynamic and evolving landscape. Global Hyperscale Data Center Ma

Description: Super Micro Computer's strong AI-driven growth meets rising competition and margin pressure, leaving the stock a Hold despite its discounted valuation.

Description: ​Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Best Growth Stocks Under $25 to Buy Right Now. Wall Street is bullish on Hewlett Packard Enterprise Company (NYSE:HPE), since the company topped revenue estimates for FQ3 2025 on September 3. ​On October 16, Asiya Merchant from Citi reiterated a Buy rating on Hewlett Packard Enterprise […]

Description: Super Micro Computer stock was on pace to end Monday’s session as the top performer in the index, as bullish attitudes on Wall Street lifted shares higher. The stock snapped a two-day losing streak and rose 6.3% to $55.65, hovering below its 52-week high of $66.44. Super Micro, which makes servers and storage products for data centers, falls into the broader category of artificial intelligence-linked names that have seen explosive gains lately.

Description: If you’re sitting with Hewlett Packard Enterprise shares or considering a move, you’re not alone in wondering if now is really the time to buy, hold, or cash in on recent gains. The stock has had its share of twists this year. After impressive long-term performance, with a 181.9% return over five years, shares have dipped in the short term, down 5.9% in the past week and 7.2% over the last month. Year-to-date, however, the picture looks brighter at a 6.9% gain, and zooming out to the past...

Description: The server maker, focused on new AI opportunities, forecast weaker-than-expected revenue growth for the coming year. It also boosted its dividend by10%.