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Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it.

Morgan Stanley also upgraded its broader U.S. IT Hardware industry view to In-Line from Cautious, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.

Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."

SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive recovery. Here is what has to go right, and what could go very wrong.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

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

Rigetti Computing posts a second-quarter adjusted per-share loss that meets analysts’ expectations and slightly higher revenue than expected.

The case for the run sat in chip commitments and unrecognized product revenue quarters before Arista Networks stock caught up.

Hewlett Packard Enterprise and NVIDIA deepen their AI alliance in various domains as HPE competes with Dell Technologies and Super Micro Computer.

In late July 2026, Rigetti Computing announced it would partner with Hewlett Packard Enterprise and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid quantum-classical supercomputing testbed funded by a US$5.00 million National Science Foundation grant and slated to begin construction in September 2026. HPE’s involvement in TangleLab, alongside its recent focus on AI systems and networking, underscores how the company is positioning itself at the intersection of quantum...

Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.

Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.

RGTI joins HPE and PSC on a $5 million NSF-backed hybrid quantum-classical testbed set to begin construction in September 2026.

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

The AI infrastructure boom, Juniper acquisition, and Elliott Management's growing role at the company have been driving gains for HPE stock.

Hewlett Packard Enterprise surges 21% in a month, but can AI infrastructure demand, cloud momentum and a discounted valuation support further gains?

Why the Hewlett Packard Enterprise stock is back in focus Hewlett Packard Enterprise (HPE) is drawing fresh attention after presenting at the Future of Memory and Storage 2026 conference, where it highlighted its high performance computing storage and IP hardware capabilities to a specialized technology audience. See our latest analysis for Hewlett Packard Enterprise. Hewlett Packard Enterprise has been in the spotlight not only for its AI systems and high performance computing work, but also...

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?

Hewlett Packard Enterprise stock has delivered very strong returns over the past few years, yet the valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while earnings based multiples lean the other way. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still offers a margin of safety. Expectations around the...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

The margin behind its shareholder returns is earned in the stickiest corner of the business, but near the top of its one-year range it is the valuation, not the buyback, that you are underwriting.

AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.

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

Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.

Cisco has quietly transformed from a slow-growth networking dinosaur into one of 2026's biggest mega-cap winners, but the real question is whether the catalyst behind this rally signals a durable shift or a setup ripe for disappointment.

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

Rigetti Computing announced in July 2026 that it will partner with HPE and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid supercomputing testbed funded by a US$5 million National Science Foundation grant and powered by a 9-qubit Novera quantum system integrated with classical high-performance computing. This collaboration reinforces Rigetti’s role in government-backed quantum research infrastructure, giving its Novera hardware a practical foothold in academic and public...