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The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.

If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo

Find insight on Apple, Reach PLC, and more in the latest Market Talks covering technology, media and telecom.

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.

You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.

Before the memory chip maker surged over three thousand percent, its financials painted a picture of a business that was messy, unprofitable, and completely misunderstood.

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

Hewlett Packard Enterprise (HPE) stock is in focus after GTT Communications expanded its global partnership with HPE to offer managed SASE and LAN/WLAN services using HPE Aruba Central. See our latest analysis for Hewlett Packard Enterprise. Against this backdrop, Hewlett Packard Enterprise’s 1 day share price return of 4.85% stands out. This is despite the 7 day share price return declining 5.73% and the 30 day share price return being slightly negative, while the 90 day share price return...

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.

GTT Communications and Hewlett Packard Enterprise (NYSE:HPE) expanded their global partnership to launch new managed secure networking services. The collaboration focuses on delivering secure access service edge (SASE) and managed LAN/WLAN offerings for enterprise customers. The new services combine GTT’s Envision platform with HPE Aruba Central to support simplified network operations and end to end security. Hewlett Packard Enterprise is deepening its role in cloud and enterprise...

Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ

Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.

IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.

Hewlett Packard Enterprise's Private Cloud AI orders and record AI Systems backlog highlight rising enterprise demand for secure on-premises AI deployments.

Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.

The networking giant is on a tear, powered by a genuine business surge, but for investors arriving now, the critical question is what the ticket costs.

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best low priced technology stocks to invest in. On June 30, ScanSource, a technology distributor and channel services provider, announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE) that now includes HPE Juniper Networking. The expansion broadens the distributor’s networking, cybersecurity, and AI-native enterprise solutions […]