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Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 4.8% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
President Donald Trump denied reports that communications between the United States and Iran had stalled, calling the claims “fake news.”
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 17.7% in the afternoon session after the company reported Q2 FY2026 results that produced its biggest earnings beat since February 2018.
AI investors have a bad case of FOMO. Marvell Technology’s massive stock rally Tuesday is the latest signal that the “fear of missing out” on artificial intelligence is driving a lot of investors’ decisions these days. After all, just a few words from Nvidia CEO Jensen Huang sent Marvell’s shares soaring toward a record close.

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.
HPE sees 31% fiscal-year revenue growth as AI demand lifts servers, networking, and earnings expectations.
Super Micro Surges as Arm Partnership Ignites Fresh AI Growth Optimism
HPE Stock Explodes as AI and Networking Growth Crush Wall Street Estimates
Why Hewlett Packard Enterprise (HPE) is on investors’ radar Hewlett Packard Enterprise (HPE) has drawn attention after a strong run in its stock, with returns over the past month and past 3 months far outpacing its recent one-day move. See our latest analysis for Hewlett Packard Enterprise. HPE’s recent surge has been rapid, with a 30 day share price return of 64.51% and a 1 year total shareholder return of 177.89%. This indicates strong momentum rather than a short lived spike. If you are...
Hewlett Packard tops Q2 estimates as networking demand surged, driving record backlog and a stronger fiscal 2026 outlook.
US equity indexes ground higher in midday trading on Tuesday as investors weighed the response from
HP Enterprise shares surged to a new high Tuesday after the AI server maker posted quarterly results that topped analyst' estimates.
Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.
On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei.
The AI revolution is driving HPE stock higher.
Hewlett Packard Enterprise (NYSE:HPE) is the loudest stock on Wall Street this morning. Shares are up 25% in early trading to $58.75 after the company posted a quarter that pulled its multi-year roadmap forward by two full years. The rally extends a stunning run: HPE is up 96.84% year to date and 178.65% over the ... HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?

Marvell Technology (MRVL) stock has rocketed higher by over 25% after Nvidia (NVDA) CEO Jensen Huang declared the custom chipmaker to be “the next trillion-dollar company" at Computex Taipei 2026. Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma and EMJ Capital founder and president Eric Jackson examine the latest headlines moving stocks in the AI trade landscape. This news comes as Hewlett Packard Enterprise (HPE) shares surge by over 30% in response to the tech company beat past fiscal second quarter estimates on adjusted earnings and revenue.