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NVIDIA and Microsoft are back in the headlines following the unveiling of a recent 'superchip', namely RTX Spark, which is designed to completely reinvent Windows PCs for the AI era.
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.
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.
A Storage Devices Stock with Estimates on an Upward Trajectory and a Computer Stock with Blockbuster Earnings Results.
Shares of Hewlett Packard Enterprise soared on Tuesday after AI demand boosted its quarterly results. It joins Dell, Cisco and Intel among Dotcom Bubble survivors that are once again being boosted by a massive tech infrastructure buildout.
HPE sees 31% fiscal-year revenue growth as AI demand lifts servers, networking, and earnings expectations.
Data from Autopilot, Unusual Whales and the president’s trust shows he’s holding stocks like DELL, PLTR that Trump himself publicly told America to go buy.
Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.
The AI revolution is driving HPE stock higher.
IREN raises its ARR target to $4.4 billion as a major Blackwell deployment supports expanded AI cloud capacity and growth plans.
Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss how longtime tech companies such as Dell (DELL), Hewlett Packard Enterprise (HPE), and Intel (INTC) are benefiting from the AI boom and helping drive the broader market higher. They also explore where the next wave of AI-related opportunities could emerge.
Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.
Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
Even the strongest bull markets can move too far, too fast. Select AI giants are in the crosshairs.
G rides on AI, agentic operations and large deal wins as its ATS segment grows rapidly. Its talent costs and slower-growth dynamics remain concerns.
Dell stock could have more upside after a sizzling run.
Nvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips
HPE enters the AI stock discussion in a big way.
Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Dell Wins Over Morgan Stanley as AI Demand and Market Share Surge
Anthropic files confidential IPO paperwork, Marvell can be the next trillion-dollar company, IBM stock notches record high, and more news to start your day.
Hewlett Packard Enterprise (NYSE:HPE) delivered record second-quarter results on Monday, prompting the company to bring forward key long-term financial objectives by two years as surging investment in AI data centres drives demand for its server and networking solutions. The strong performance sent HPE shares up around 28% in premarket trading on Tuesday.