Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Dell reported Q1 results that beat analysts’ expectations by a wide margin, and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.
Dell Technologies (DELL) stock has surged 30% in just the last five trading days. And whenever a move like that happens, the instinct for a lot of investors is obvious: chase the momentum before it disappears.
Arista Networks Inc. (NYSE: ANET) has climbed 8.5% in just the last five trading days, which naturally gets momentum traders excited. A move like that in a high-growth tech stock tends to attract attention fast — especially in a market still obsessed with anything tied to AI infrastructure and cloud demand.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
Hewlett Packard Enterprise heads into Q2 earnings results with strong networking and AI demand, Juniper integration gains and rising enterprise modernization spending.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Hewlett Packard Enterprise (HPE), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended April 2026.
Vertiv's international growth and AI data center wins are fueling strong sales momentum, but rising competition from HPE and SMCI remains a challenge.
Dell Technologies heads into fiscal Q1 earnings with revenues seen near $35.5 billion, AI server demand surging, yet macro challenges and PC competition may pinch margins.
Orla Mining's rising earnings estimates and expanding gold production pipeline stand out as BitFuFu faces volatile mining economics.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Wondering if Hewlett Packard Enterprise at US$37.58 is still offering value after a strong run, or if you are late to the story? This article focuses squarely on what that price may or may not reflect. The stock has recently shown strong share price moves, with returns of 13.5% over 7 days, 33.5% over 30 days, 55.5% year to date, 121.2% over 1 year, 165.9% over 3 years, and 172.5% over 5 years. Recent coverage around Hewlett Packard Enterprise has highlighted its role in core enterprise...
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 10% in the afternoon session after analysts raised their price targets on the company, citing increased demand for servers driven by artificial intelligence (AI) workloads.
CSCO rides on AI networking demand as hyperscaler orders surge and campus upgrades accelerate, boosting revenue growth and AI outlook.
DELL's AI server business surges with a $43B backlog and $50B revenue target as enterprise and hyperscale AI demand accelerates.
CSCO shares jump 33% in a month as AI networking orders surge and its hyperscaler AI outlook improves despite margin pressure.
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
Investing.com -- Hardware and networking stocks are well-positioned heading into earnings season, Evercore ISI said, flagging Dell as its top pick and arguing that resilient demand and higher average selling prices are likely to drive upside across much of its coverage.
Hewlett Packard Enterprise (NYSE:HPE) has been named a Leader in the 2026 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure. This is HPE’s fifth consecutive year in the Leader quadrant and its twentieth overall recognition. The company is positioned furthest for Completeness of Vision and highest for Ability to Execute. HPE reports strong customer adoption of its AI-native, self-driving network solutions. The recognition comes as HPE simplifies global distribution...
Activist hedge fund Elliott Management increased its position in Hewlett Packard Enterprise while exiting investments in Bill Holdings and Sensata Technologies during the first quarter.
IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain
Shares of International Business Machines (NYSE:IBM) are up 8% in mid-morning trading Thursday, while three legacy enterprise tech peers don’t have the same rocket fuel today. Oracle (NYSE:ORCL), Cisco Systems (NASDAQ:CSCO), and Hewlett Packard Enterprise (NYSE:HPE) are providing mixed results and falling behind IBM stock. The setup is striking because IBM stock has been the ... IBM Rallies 8% While Oracle, Cisco, HPE Drift: Is the Laggard Finally Bouncing?
(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas
Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?
Ocean, an agentic email security platform, raised funding from Lightspeed Venture Partners.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 8 Best Affordable AI Stocks to Buy Right Now. On May 15, JPMorgan raised its price target on Hewlett Packard Enterprise Company (NYSE:HPE) to $37 from $27. It maintained an Overweight rating on the shares. The firm cited easing memory-related concerns and expected earnings estimate increases to […]
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 2.9% in the afternoon session as investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.
In May 2026, Ingram Micro announced it had been appointed one of two global distributors for Hewlett Packard Enterprise, gaining full access to HPE’s networking, cloud, and AI portfolio and expanding its HPE Partner Growth Accelerator Program worldwide through the Xvantage digital platform. By consolidating distribution around Ingram Micro and TD SYNNEX while rolling out new GreenLake, private cloud, networking, and high-memory server offerings, HPE is tightening alignment between its...
Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
