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HPE

2025-11-29

A Look at Hewlett Packard Enterprise’s Valuation After Winning $931 Million Federal Data Center Contract

Publish Time: 2025-11-29 10:13:57

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...

Sentiments: Positive: 0.9431 Neutral: 0.0139 Negative: 0.043

2025-11-28

Salesforce earnings, September PCE, auto sales: What to Watch

Publish Time: 2025-11-28 17:00:12

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.

Sentiments: Positive: 0.0372 Neutral: 0.0353 Negative: 0.9275

DELL's ISG Revenue Rises: Is Solid AI Server Demand the Catalyst?

Publish Time: 2025-11-28 12:36:00

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

Sentiments: Positive: 0.9473 Neutral: 0.0242 Negative: 0.0286

Wall Street Likes Server Stocks After Nvidia’s Q3. Is DELL or HPE Stock a Better Buy Here?

Publish Time: 2025-11-28 07:30:02

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.

Sentiments: Positive: 0.9492 Neutral: 0.0181 Negative: 0.0327

North America Photo Printing and Merchandise Market Report 2025-2033, Profiles of American Greetings Corp, Bay Photo, Card Factory, Cimpress, Digitalab, Eastman Kodak, Hallmark Cards, and HPE

Publish Time: 2025-11-28 05:45:00

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

Sentiments: Positive: 0.9469 Neutral: 0.0122 Negative: 0.041

2025-11-27

SMCI Aims for $36B in FY26 Revenues: Is the Growth Target Realistic?

Publish Time: 2025-11-27 10:06:00

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.

Sentiments: Positive: 0.9302 Neutral: 0.0324 Negative: 0.0374

Hewlett Packard Enterprise (HPE) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Publish Time: 2025-11-27 10:00:03

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.

Sentiments: Positive: 0.0897 Neutral: 0.0333 Negative: 0.877

2025-11-26

VRT Rides on Accelerating AI Infrastructure Demand: What's Ahead?

Publish Time: 2025-11-26 12:36:00

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

Sentiments: Positive: 0.9502 Neutral: 0.0223 Negative: 0.0275

How Recent Moves Are Rewriting the Story for HPE Investors

Publish Time: 2025-11-26 01:12:35

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...

Sentiments: Positive: 0.1665 Neutral: 0.7758 Negative: 0.0577

2025-11-25

HPE vs. CSCO: Which Networking Stock Has an Edge Right Now?

Publish Time: 2025-11-25 09:38:00

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.

Sentiments: Positive: 0.3274 Neutral: 0.1579 Negative: 0.5148

Hewlett Packard Enterprise wins $931 million cloud contract from US Defense Department

Publish Time: 2025-11-25 09:22:38

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.

Sentiments: Positive: 0.8875 Neutral: 0.0088 Negative: 0.1037

HPE Awarded $931M Other Transaction Agreement to Modernize DISA Datacenter

Publish Time: 2025-11-25 09:00:00

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.

Sentiments: Positive: 0.94 Neutral: 0.0143 Negative: 0.0457

2025-11-24

Driven Brands, Benchmark, Amentum, Hewlett Packard Enterprise, and Magnite Stocks Trade Up, What You Need To Know

Publish Time: 2025-11-24 18:50:46

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

Sentiments: Positive: 0.942 Neutral: 0.0239 Negative: 0.0341

Trump Signs ‘Genesis Mission’ Order to Boost Innovation With AI

Publish Time: 2025-11-24 16:58:43

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.

Sentiments: Positive: 0.7096 Neutral: 0.0092 Negative: 0.2812

ANET Gains From Solid Revenue Growth: Will the Uptrend Continue?

Publish Time: 2025-11-24 12:41:00

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

Sentiments: Positive: 0.955 Neutral: 0.0189 Negative: 0.0262

Cisco's Networking Revenue Growth Picks Up: More Upside Ahead?

Publish Time: 2025-11-24 11:48:00

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

Sentiments: Positive: 0.9495 Neutral: 0.028 Negative: 0.0225

2025-11-23

Why Hewlett Packard Enterprise (HPE) Is Down 10.1% After Juniper Deal Challenges and Rising Memory Costs

Publish Time: 2025-11-23 10:10:13

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...

Sentiments: Positive: 0.0364 Neutral: 0.9274 Negative: 0.0363

2025-11-22

No news ...

2025-11-21

Pitney Bowes, CDW, Connection, Diebold Nixdorf, and Hewlett Packard Enterprise Shares Are Soaring, What You Need To Know

Publish Time: 2025-11-21 18:56:06

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.

Sentiments: Positive: 0.5825 Neutral: 0.3502 Negative: 0.0673

AMD Rides on Accelerating Data Center Growth: A Sign of More Upside?

Publish Time: 2025-11-21 10:58:00

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

Sentiments: Positive: 0.9519 Neutral: 0.0182 Negative: 0.0299

The Zacks Analyst Blog Highlights Dell, Hewlett-Packard, NVIDIA and Microsoft

Publish Time: 2025-11-21 05:11:00

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

Sentiments: Positive: 0.9456 Neutral: 0.0241 Negative: 0.0303

Services for Data Center Markets, 2030 by Design & Engineering, FM, Commissioning & Testing, IT Infrastructure Management, Decommissioning & Relocation, Specialized Consulting and Certification

Publish Time: 2025-11-21 04:38:00

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

Sentiments: Positive: 0.9292 Neutral: 0.0097 Negative: 0.0612

2025-11-20

DELL Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Publish Time: 2025-11-20 10:14:00

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

Sentiments: Positive: 0.9559 Neutral: 0.019 Negative: 0.0251

Broadcom Stock Rises -- Unveils Next-Gen AI Data Tech for Enterprise Workloads

Publish Time: 2025-11-20 09:28:24

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

Sentiments: Positive: 0.9389 Neutral: 0.0173 Negative: 0.0438

The Zacks Analyst Blog Highlights Cisco Systems, Hewlett Packard Enterprise, Arista Networks and NVIDIA

Publish Time: 2025-11-20 07:36:00

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

Sentiments: Positive: 0.7068 Neutral: 0.2567 Negative: 0.0365

Data Center Networking Market Analysis Report 2025-2033 Cisco, Arista, Juniper, HPE, Dell, and Huawei Drive Intensifying Competition

Publish Time: 2025-11-20 05:28:00

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

Sentiments: Positive: 0.3356 Neutral: 0.0118 Negative: 0.6526

2025-11-19

Cisco Up 35% in a Year: Is There More Room for the Stock to Rise?

Publish Time: 2025-11-19 11:53:00

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

Sentiments: Positive: 0.9331 Neutral: 0.0406 Negative: 0.0264

SMCI Declines 18% in 6 Months: Should You Hold or Fold the Stock?

Publish Time: 2025-11-19 10:33:00

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

Sentiments: Positive: 0.0125 Neutral: 0.9661 Negative: 0.0214

2025-11-18

Dell Technologies AI Solutions Gain Momentum: A Sign for More Upside?

Publish Time: 2025-11-18 12:28:00

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

Sentiments: Positive: 0.9559 Neutral: 0.0224 Negative: 0.0217

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

Publish Time: 2025-11-18 09:35:30

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

Sentiments: Positive: 0.9562 Neutral: 0.0192 Negative: 0.0246

2025-11-17

These Stocks Are Moving the Most Today: Alphabet, Apple, Dell, HPE, Nvidia, XPeng, Tesla, Quantum Computing, and More

Publish Time: 2025-11-17 16:38:00

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

Sentiments: Positive: 0.9301 Neutral: 0.0398 Negative: 0.0301

Dell, Other Computer Makers Drop On Profit-Margin Concerns

Publish Time: 2025-11-17 16:35:57

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

Sentiments: Positive: 0.0145 Neutral: 0.9652 Negative: 0.0204

Dell Stock Got Crushed After a Rare Double Downgrade. The Case for Buying.

Publish Time: 2025-11-17 16:26:00

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.

Sentiments: Positive: 0.0151 Neutral: 0.9604 Negative: 0.0245

Why Dell Technologies Stock is Plunging to Lead S&P 500 Decliners Monday

Publish Time: 2025-11-17 15:25:18

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.

Sentiments: Positive: 0.0074 Neutral: 0.9695 Negative: 0.0231

Alphabet stock rises, hardware stocks downgraded, Vita Coco climbs

Publish Time: 2025-11-17 12:13:32

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.

Sentiments: Positive: 0.0393 Neutral: 0.7758 Negative: 0.1849

HPE's Cloud Portfolio Gains Momentum: What's Driving the Growth?

Publish Time: 2025-11-17 10:34:00

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

Sentiments: Positive: 0.9538 Neutral: 0.0198 Negative: 0.0263

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

Publish Time: 2025-11-17 09:34:05

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

Sentiments: Positive: 0.0753 Neutral: 0.6784 Negative: 0.2463

NiCE Appoints Arun Chandra as Chief Operating Officer to Lead Newly Formed Global Customer Operations

Publish Time: 2025-11-17 08:30:00

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

Sentiments: Positive: 0.1381 Neutral: 0.0118 Negative: 0.8501

Morgan Stanley slashes ratings on Dell, HP and HPE amid memory spike

Publish Time: 2025-11-17 02:14:17

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.

Sentiments: Positive: 0.0074 Neutral: 0.9706 Negative: 0.0219

2025-11-16

No news ...

2025-11-15

No news ...

2025-11-14

These AI Stocks are Spiking and OpenAI could be the first Trillion Dollar IPO

Publish Time: 2025-11-14 11:55:00

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

Sentiments: Positive: 0.933 Neutral: 0.0398 Negative: 0.0271

HPE Lands on Evercore’s Tactical Outperform List With $28 Target

Publish Time: 2025-11-14 07:47:43

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 […]

Sentiments: Positive: 0.9075 Neutral: 0.0216 Negative: 0.0709

A Look at Hewlett Packard Enterprise’s Valuation Following Cray Supercomputing and Quantum Scaling Alliance News

Publish Time: 2025-11-14 05:20:20

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...

Sentiments: Positive: 0.9077 Neutral: 0.0104 Negative: 0.0819

2025-11-13

Next-generation HPE Cray Supercomputing portfolio introduces industry-leading compute density to boost AI productivity

Publish Time: 2025-11-13 09:00:00

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

Sentiments: Positive: 0.8596 Neutral: 0.0072 Negative: 0.1332

HPE to Present Live Audio Webcast of Fiscal 2025 Fourth Quarter Earnings Conference Call

Publish Time: 2025-11-13 07:45:00

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.

Sentiments: Positive: 0.0299 Neutral: 0.0353 Negative: 0.9348

2025-11-12

Cisco Shares Surge After AI-Fueled Outlook Exceeds Estimates

Publish Time: 2025-11-12 18:06:36

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.

Sentiments: Positive: 0.9498 Neutral: 0.0154 Negative: 0.0348

Intellinetics, Inc. (INLX) Reports Q3 Loss, Lags Revenue Estimates

Publish Time: 2025-11-12 17:55:03

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?

Sentiments: Positive: 0.0547 Neutral: 0.0303 Negative: 0.915

Commvault Honors the Fearless Few - Announcing Global Partner of the Year Award Winners at SHIFT NYC

Publish Time: 2025-11-12 16:45:00

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.

Sentiments: Positive: 0.8216 Neutral: 0.0104 Negative: 0.168

Hewlett Packard Enterprise, Ibotta, and Insight Enterprises Shares Are Soaring, What You Need To Know

Publish Time: 2025-11-12 15:21:06

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

Sentiments: Positive: 0.6173 Neutral: 0.3366 Negative: 0.0462

Should You Hold or Fold HPE Stock After a 27.7% Rise in 6 Months?

Publish Time: 2025-11-12 08:23:00

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

Sentiments: Positive: 0.0169 Neutral: 0.9595 Negative: 0.0236

What Could Change the Narrative for HPE After New Analyst Insights and Strategic Moves

Publish Time: 2025-11-12 00:10:39

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...

Sentiments: Positive: 0.9483 Neutral: 0.0162 Negative: 0.0355

2025-11-11

Inside One of the Most Dramatic Corporate Breakups in Tech

Publish Time: 2025-11-11 15:40:00

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.

Sentiments: Positive: 0.8989 Neutral: 0.0402 Negative: 0.061

This Super Micro Computer Rival Is Betting Big on Quantum Computing. Should You Buy Its Stock Now?

Publish Time: 2025-11-11 11:43:47

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

Sentiments: Positive: 0.4541 Neutral: 0.0082 Negative: 0.5377

What is hybrid AI? Analyst explains what more companies are doing

Publish Time: 2025-11-11 11:15:00

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.

Sentiments: Positive: 0.0669 Neutral: 0.0165 Negative: 0.9166

How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?

Publish Time: 2025-11-11 10:24:00

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.

Sentiments: Positive: 0.9314 Neutral: 0.0114 Negative: 0.0572

Veeam Names Allison Cerra as Chief Marketing Officer

Publish Time: 2025-11-11 09:00:00

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

Sentiments: Positive: 0.3643 Neutral: 0.0083 Negative: 0.6274

2025-11-10

Does Recent AI Partnerships Signal Upside Ahead for Hewlett Packard Enterprise in 2025?

Publish Time: 2025-11-10 14:10:54

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...

Sentiments: Positive: 0.9479 Neutral: 0.026 Negative: 0.0261

HPE Forms Quantum Computing Consortium To Develop Supercomputer

Publish Time: 2025-11-10 12:52:12

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

Sentiments: Positive: 0.3724 Neutral: 0.0085 Negative: 0.6191

Should You Buy, Sell, or Hold Cisco Stock Before Q1 Earnings?

Publish Time: 2025-11-10 12:01:00

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

Sentiments: Positive: 0.3595 Neutral: 0.5879 Negative: 0.0526

Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?

Publish Time: 2025-11-10 09:19:00

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

Sentiments: Positive: 0.9493 Neutral: 0.0331 Negative: 0.0175

Network Automation Market Surges to $12.38 billion by 2030 - Dominated by Cisco (US), IBM (US), HPE (US), Huawei (China)

Publish Time: 2025-11-10 09:00:00

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

Sentiments: Positive: 0.1942 Neutral: 0.0099 Negative: 0.796

HPE and Partners Launch Quantum Scaling Alliance to Accelerate Quantum Computing Breakthroughs

Publish Time: 2025-11-10 09:00:00

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

Sentiments: Positive: 0.3039 Neutral: 0.0088 Negative: 0.6874

Should QCOM Stock Be Part of Your Portfolio Post Robust Q4 Earnings?

Publish Time: 2025-11-10 08:58:00

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.

Sentiments: Positive: 0.9312 Neutral: 0.0484 Negative: 0.0204

2025-11-09

Should HPE’s Government AI and Supercomputing Partnerships Spark Strategic Moves From Hewlett Packard Enterprise (HPE) Investors?

Publish Time: 2025-11-09 07:13:59

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...

Sentiments: Positive: 0.8996 Neutral: 0.0087 Negative: 0.0917

2025-11-08

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2025-11-07

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2025-11-06

NCR Voyix (VYX) Beats Q3 Earnings and Revenue Estimates

Publish Time: 2025-11-06 08:00:02

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?

Sentiments: Positive: 0.0573 Neutral: 0.0299 Negative: 0.9128

2025-11-05

Vertiv Soars 29% in Three Months: Should Investors Buy VRT Stock?

Publish Time: 2025-11-05 12:35:00

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

Sentiments: Positive: 0.9062 Neutral: 0.0076 Negative: 0.0861

2025-11-04

Arlo Technologies, Kyndryl, CDW, Grid Dynamics, and Hewlett Packard Enterprise Shares Plummet, What You Need To Know

Publish Time: 2025-11-04 14:00:53

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

Sentiments: Positive: 0.0088 Neutral: 0.9715 Negative: 0.0197

DNSFilter Expands Global Reach through Strategic Partnership with Midis Group to Enhance Cybersecurity Solutions

Publish Time: 2025-11-04 08:03:00

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.

Sentiments: Positive: 0.8283 Neutral: 0.0069 Negative: 0.1648

2025-11-03

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2025-11-02

No news ...

2025-11-01

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2025-10-31

ExxonMobil Announces Third-Quarter 2025 Results

Publish Time: 2025-10-31 06:30:00

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

Sentiments: Positive: 0.0265 Neutral: 0.0219 Negative: 0.9517

Are Wall Street Analysts Bullish on Hewlett Packard Enterprise Stock?

Publish Time: 2025-10-31 05:32:30

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.

Sentiments: Positive: 0.9296 Neutral: 0.0254 Negative: 0.0451

2025-10-30

Is This Where AMD Begins Closing the AI Gap With Nvidia?

Publish Time: 2025-10-30 13:51:34

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?

Sentiments: Positive: 0.2846 Neutral: 0.0124 Negative: 0.7029

2025-10-29

Microsoft Just Lit a Fuse Under Nebius (NBIS). Buy Now Before It Takes Off

Publish Time: 2025-10-29 13:26:17

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

Sentiments: Positive: 0.6717 Neutral: 0.0089 Negative: 0.3194

ANET Rides on Strong Operating Margin Expansion: Will it Persist?

Publish Time: 2025-10-29 12:03:00

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

Sentiments: Positive: 0.9591 Neutral: 0.017 Negative: 0.0239

Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

Publish Time: 2025-10-29 10:39:00

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

Sentiments: Positive: 0.9506 Neutral: 0.0186 Negative: 0.0308

2025-10-28

A Look at Hewlett Packard Enterprise’s Valuation Following Landmark AI and Supercomputing Partnerships

Publish Time: 2025-10-28 23:10:36

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...

Sentiments: Positive: 0.9319 Neutral: 0.0098 Negative: 0.0583

Argonne Expands Nation’s AI Infrastructure With Powerful New Supercomputers and Public-Private Partnerships

Publish Time: 2025-10-28 19:51:00

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.

Sentiments: Positive: 0.9028 Neutral: 0.0111 Negative: 0.0861

HPE to Build "Mission" and "Vision" Supercomputers for Los Alamos National Laboratory in Collaboration With NVIDIA, to Support AI Research and National Security

Publish Time: 2025-10-28 15:00:00

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

Sentiments: Positive: 0.6248 Neutral: 0.0088 Negative: 0.3664

HPE Advances Government and Enterprise AI Adoption Through Secure AI Factory Innovations with NVIDIA

Publish Time: 2025-10-28 14:30:00

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

Sentiments: Positive: 0.7341 Neutral: 0.0085 Negative: 0.2574

Town of Vail to Deploy HPE AI Solution to Make City Smarter, Safer, and More Sustainable

Publish Time: 2025-10-28 14:30:00

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.

Sentiments: Positive: 0.7316 Neutral: 0.0084 Negative: 0.26

University of Utah and the State of Utah to Accelerate Medical Research and Expand Regional Economic Development With a Sovereign AI Factory Powered by HPE and NVIDIA

Publish Time: 2025-10-28 14:30:00

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

Sentiments: Positive: 0.5271 Neutral: 0.0099 Negative: 0.463

How Recent Developments Are Rewriting the Story for HPE

Publish Time: 2025-10-28 13:15:11

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...

Sentiments: Positive: 0.9472 Neutral: 0.0169 Negative: 0.0359

Nvidia to sell thousands of GPUs to US labs as part of sovereign AI push

Publish Time: 2025-10-28 12:44:08

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

Sentiments: Positive: 0.8385 Neutral: 0.008 Negative: 0.1535

HPE's ARR Grows 40% Organically: Is the Growth Thesis Strengthening?

Publish Time: 2025-10-28 10:44:00

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

Sentiments: Positive: 0.954 Neutral: 0.0163 Negative: 0.0297

Tufin Strengthens AI Data Center Security Capabilities with Addition of HPE Aruba Networking Support

Publish Time: 2025-10-28 09:02:00

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.

Sentiments: Positive: 0.9473 Neutral: 0.0147 Negative: 0.038

Earnings Preview: What To Expect From Hewlett Packard Enterprise's Report

Publish Time: 2025-10-28 01:59:13

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

Sentiments: Positive: 0.0072 Neutral: 0.9752 Negative: 0.0176

2025-10-27

HPE to Build Two Systems for Oak Ridge National Laboratory: Next-generation Exascale Supercomputer "Discovery" and AI Cluster "Lux"

Publish Time: 2025-10-27 15:00:00

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

Sentiments: Positive: 0.3867 Neutral: 0.0092 Negative: 0.6041

U.S. establishes $1bn supercomputer and AI partnership with AMD, Reuters reports

Publish Time: 2025-10-27 12:09:37

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.

Sentiments: Positive: 0.9308 Neutral: 0.0148 Negative: 0.0544

Market Chatter: AMD Enters $1 Billion Agreement With US Energy Department to Build AI Supercomputers

Publish Time: 2025-10-27 11:54:07

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

Sentiments: Positive: 0.9063 Neutral: 0.0122 Negative: 0.0815

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

Publish Time: 2025-10-27 11:42:00

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.

Sentiments: Positive: 0.9512 Neutral: 0.0117 Negative: 0.0371

SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?

Publish Time: 2025-10-27 11:15:00

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.

Sentiments: Positive: 0.9501 Neutral: 0.0164 Negative: 0.0335

2025-10-26

No news ...

2025-10-25

Could HPE’s (HPE) 5G Lab Partnership Reveal Deeper Questions About Its Next Phase of Networking Growth?

Publish Time: 2025-10-25 22:11:36

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...

Sentiments: Positive: 0.8381 Neutral: 0.0071 Negative: 0.1548

2025-10-24

41 years of giving

Publish Time: 2025-10-24 14:00:06

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

Sentiments: Positive: 0.1131 Neutral: 0.0151 Negative: 0.8718

Vertiv Gains From Strong Orders: Is the Growth Thesis Strengthening?

Publish Time: 2025-10-24 13:46:00

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

Sentiments: Positive: 0.1329 Neutral: 0.8364 Negative: 0.0307

2025-10-23

Hewlett Packard Enterprise Company (HPE)’s 2026 Outlook Disappoints but KeyBanc Maintains Rating

Publish Time: 2025-10-23 06:48:36

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 […]

Sentiments: Positive: 0.7357 Neutral: 0.1798 Negative: 0.0845

2025-10-22

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

Publish Time: 2025-10-22 09:34:05

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

Sentiments: Positive: 0.1553 Neutral: 0.5649 Negative: 0.2798

Piper Sandler: Dell a beneficiary of the upcoming datacenter refresh

Publish Time: 2025-10-22 08:29:53

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.

Sentiments: Positive: 0.5855 Neutral: 0.04 Negative: 0.3745

Hyperscale Data Center Market Outlook 2025-2030 | Sustainable Data Hubs - Microgrids and Liquid Cooling Lead the Way

Publish Time: 2025-10-22 04:07:00

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

Sentiments: Positive: 0.8483 Neutral: 0.0086 Negative: 0.1432

2025-10-21

Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 23.39X?

Publish Time: 2025-10-21 09:22:00

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

Sentiments: Positive: 0.0379 Neutral: 0.9357 Negative: 0.0264

Wall Street Bullish on ​Hewlett Packard Enterprise Company (HPE)

Publish Time: 2025-10-21 05:52:54

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 […]

Sentiments: Positive: 0.6028 Neutral: 0.0456 Negative: 0.3516

2025-10-20

Super Micro Is the S&P 500’s Biggest Gainer. The Stock Could Break Out.

Publish Time: 2025-10-20 15:14:00

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.

Sentiments: Positive: 0.7924 Neutral: 0.1478 Negative: 0.0598

2025-10-19

Assessing HPE’s Value After Recent Price Dip and Strong Full Year Guidance in 2025

Publish Time: 2025-10-19 14:06:56

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...

Sentiments: Positive: 0.0095 Neutral: 0.9738 Negative: 0.0168

2025-10-18

No news ...

2025-10-17

HPE Stock Drops. Wall Street Hates Surprises.

Publish Time: 2025-10-17 15:58:00

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%.

Sentiments: Positive: 0.5772 Neutral: 0.382 Negative: 0.0408