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Super Micro shares jump as $60 billion AI backlog powers stock rally

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Hewlett Packard Enterprise (HPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

NCR Voyix (VYX) delivered earnings and revenue surprises of +13.33% and +1.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

IQM Quantum Computers (NASDAQ:IQMX) reported its first results as a public company, outlining a growing order backlog, a second-half-weighted revenue outlook and continued investment in superconducting quantum systems for high-performance computing environments. The company began trading on the Nas

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

Let’s dig into the relative performance of Hewlett Packard Enterprise (NYSE:HPE) and its peers as we unravel the now-completed Q1 hardware & infrastructure earnings season.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

MU's fiscal Q3 earnings and revenues crushed estimates as AI-led memory demand, record business-unit sales and tight supply fueled momentum.

Hewlett Packard Enterprise, Micron, and Palantir blew away analysts' expectations last quarter.

The past six months have been a windfall for Hewlett Packard Enterprise’s shareholders. The company’s stock price has jumped 82.6%, hitting $44.82 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Hewlett Packard Enterprise’s (HPE) first quarter was marked by robust demand across AI, networking, and cloud infrastructure, helping the company deliver results well above Wall Street’s expectations. Management pointed to a surge in orders—outpacing even the strong 40% revenue growth—as evidence of broad customer investment in modernizing IT environments. CEO Antonio Neri highlighted rapid progress integrating Juniper Networks and noted that the combined networking portfolio’s traction, especia

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.

Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.

HPE's Q2 call highlights record backlog, early Juniper benefits, and broadening AI demand as it raises FY26 guidance and maps FY27 targets.

Hewlett Packard Enterprise Co will release its second quarter results after market close on Monday, June 1. Analysts expect the company to report quarterly earnings of $0.54 per share, up 42.11% year-n-year. The consensus estimate for Hewlett Packard's quarterly revenue...

Hewlett Packard Enterprise (HPE) is holding onto major gains ahead of Tuesday's close after topping fiscal second quarter estimates for adjusted earnings ($0.79 per share vs. forecasts of $0.54) and revenue ($10.68 billion vs. forecasts of $9.74 billion). The tech company's stock moves are driven by the growth of its AI server business, now being considered a new contender in the AI infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE's biggest earnings beat seen since 2018, on top of record revenue.

Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) shares jumped about 25% on Tuesday after the company reported fiscal second quarter results that topped expectations and significantly raised its full-year outlook, fueled by strong demand for AI infrastructure, servers and networking...

Hewlett Packard Enterprise (HPE) is seeing stronger-than-expected server pricing and demand, driven