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Yahoo Finance Executive Editor Brian Sozzi and the Opening Bid panel — Sevens Report Research Founder Tom Essaye, Yahoo Finance Senior Business Reporter Ines Ferre, and Markets & Data Editor Jared Blikre discuss the state of the AI trade and whether soaring valuations have left AI stocks overpriced.
Broadcom heads into fiscal Q2 results targeting $22B revenues as AI sales surge, yet flat 77% gross margin and stretched valuation raise risk.
The HPE ProLiant Compute DL394 Gen12, unveiled at Computex in Taiwan, targets agentic AI and data processing workloads
June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.23% this morning as optimism surrounding artificial intelligence helped offset concerns about renewed U.S.-Iran tensions.
The new server boasts Nvidia’s Vera CPUs and HPE’s enterprise-grade security features and dashboard for managing and automating server farms.
Broadcom is set to be the final semiconductor giant to report earnings for the quarter, as a historic rally in chipmaker stocks shows little signs of abating. Investors will also watch Friday’s jobs report—one of the first major economic indicators that will inform the Federal Reserve under its new chairman, Kevin Warsh.
Asking for a Trend Host Josh Lipton previews several of the biggest stories to come for the week of June 1, including fresh labor market data and quarterly results from consumer, retail, and AI sectors.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 21, 2026, Morgan Stanley analyst Erik Woodring raised the firm’s price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $33 from $25 and maintained an Equal Weight rating on the shares. Woodring said IT hardware […]
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be announcing earnings results this Monday after market hours. Here’s what to expect.
Hewlett-Packard Enterprise Co. (NYSE:HPE) is one of the 10 Stocks With Explosive Returns. Hewlett-Packard finished the trading week soaring to a new all-time high, as investors repositioned portfolios ahead of the results of its earnings performance in the second quarter of the fiscal year. In intra-day trading, the stock surged to its highest price of […]
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 12.2% in the afternoon session after rival Dell Technologies reported blowout quarterly results, signaling exceptionally strong demand for artificial intelligence (AI) servers.
Verda gives Super Micro a fresh European AI cloud win at a time when customers are looking for dense, liquid-cooled systems, and regulators are watching advanced server shipments more closely.
Today, May 29, 2026, investors are zeroing in on how AI-fueled server demand and upcoming earnings could reshape this infrastructure leader.
Dell Technologies (DELL) stock is up 30% in Friday trading after reporting first quarter results yesterday that topped earnings estimates, including AI server revenue of $60 billion. TECHnalysis Research, LLC president Bob O'Donnell comments on what investors may have missed heading into this report as the unexpected stock boom catches Wall Street off guard.
Dell has been benefitting from strong AI demand for a while now. Dell’s share price soared nearly 30% Friday morning following the company’s fiscal first-quarter results. Dell’s market capitalization now exceeds the combined value of competitors Hewlett Packard Enterprise, HP, Super Micro and Lenovo.
AI infrastructure stocks rally following Dell resultsHewlett Packard Enterprise (NYSE:HPE) surged 18% on Friday, while Super Micro Computer (NASDAQ:SMCI) advanced 10%, as investors responded positively to Dell Technologies’ (NYSE:DELL) stronger-than-expected earnings and upgraded outlook. The gains reflected growing optimism across the artificial intelligence infrastructure sector, with traders betting that robust demand trends seen by Dell could extend to other server and data centre hardware p
Cisco Systems has outperformed the Technology sector over the past year, and analysts are moderately optimistic about the stock’s prospects.
Shares of Dell Technologies (NYSE:DELL) are up 33% in early Friday trading to roughly $424, capping a blowout reaction to fiscal Q1 2027 results delivered after Thursday’s close. The single-session move adds tens of billions in market cap on top of an already historic year for the stock. Sympathy buying is lifting the broader AI ... Dell Surges 33% on AI Server Boom, Super Micro Computer Adds 16% as Hyperscaler Spend Accelerates
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
↗️ Dell Technologies (DELL): Shares rocketed nearly 40% premarket after the technology company raised its full-year outlook and said first-quarter sales climbed 88% on demand for artificial intelligence products. ↘️ Gap (GAP): Shares fell premarket after the apparel retailer cut its full-year revenue outlook and reported slowing sales for its Old Navy chain. ↘️ American Eagle Outfitters (AEO): The apparel retailer said its core brand isn’t performing as well as management would like, after the segment’s sales fell in the first quarter.
May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a
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