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CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Amid supply-chain woes, Computer - Integrated Systems players like MU, STX, HPE and AGYS benefit from the demand for integrated solutions and multi-cloud model adoption.

Hewlett Packard Enterprise's AI and traditional server demand, record backlog, improving margins and rising free cash flow support the case for investors to accumulate shares.

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]

DELL's ISG is powering growth as AI server demand, a $51.3B backlog and infrastructure refresh cycle reinforce its fiscal 2027 outlook.

Wall Street is drooling over Hewlett Packard Enterprise (NYSE:HPE) because the Juniper Networks deal detonated a 148.2% Networking revenue surge in the most recent quarter and management just yanked FY26 EPS guidance to $3.35 to $3.45 from a prior $2.25 to $2.45. But here’s what you should actually be watching. The HPE Story Is a ... Forget Hewlett Packard Enterprise: 1 Dividend-Rich Tech Giant to Buy Hand Over Fist on the Structural Pivot

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

Management put a stunningly large number on its AI future, and investors are piling in. But the real story is what this growth costs.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 Hot Stocks with the Highest Upside Potential. On June 16, Hewlett Packard Enterprise Company (NYSE:HPE) announced that it has been selected by Siemens Energy to help Siemens Energy improve its engineering operations with AI as global demand for power continues to rise. According to […]

Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The company's incredible AI-driven growth is undeniable, but it rests on a surprisingly narrow foundation that every investor should understand.

In late June 2026, Arista Networks, Inc. was added to the Russell Top 50 Index, while multiple research firms highlighted its role in AI-focused networking and public cloud-managed LAN solutions alongside peers such as Cisco, Extreme, HPE, Meter, and Nile. These developments underline how Arista is increasingly tied to AI-related networking demand and institutional index flows, potentially amplifying its exposure to trends in cloud-managed LAN and campus Network-as-a-Service adoption. Next,...

Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 AI Stocks That Are Surging. Hewlett Packard Enterprise Company (NYSE:HPE) has seen some bullish analyst activity recently, with Susquehanna revising its target price upward from $21 to $65 and keeping a Neutral rating on the stock. This is in continuation of the general trend since […]

HPE vs. AMD: Which Stock Is the Better Value Option?

The consensus price target hints at a 54.9% upside potential for Hewlett Packard Enterprise (HPE). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

International Business Machines Corporation (NYSE:IBM) is one of the Best Cloud Computing Stocks to Buy According to Hedge Funds. On June 23, Morgan Stanley lifted its price objective on the company’s stock to $267 from $225, and maintained an “Equal Weight” rating on the shares. As per the analyst, Dell and HPE earnings demonstrate that the enterprise server demand […]

Dell Technologies Inc. (NYSE:DELL) is one of the 15 Best AI Stocks That Will Make You Rich in 10 Years. On June 26, 2026, Dell Technologies Inc. (NYSE:DELL) is ending its decade-long distribution relationship with Arrow Electronics’s (ARW) ECS unit after a formal review and RFP process for its North American distribution business, CRN’s Joseph […]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best future stocks to buy and hold for 10 years. On June 17, Citrix, an American multinational cloud computing and virtualization technology company, and HPE are expanding their strategic partnership to advance private cloud and virtualization solutions. The collaboration focuses on integrating Citrix Desktop-as-a-Service/DaaS with GreenLake […]

The artificial intelligence boom has shifted from a race for chips to a race for electricity. Every new AI data center requires enormous amounts of reliable power, yet the U.S. electric grid is struggling to keep pace. That mismatch is becoming one of the defining investment themes of the decade. While semiconductor companies remain at ... The Insane Number HPE’s CEO Just Threw Out Shows Why Bloom Energy Is a Buy Today

After a strong run, it’s natural for any Cisco Systems (CSCO) shareholder to feel confident. The stock is up 72% over the last year, powered by a story of transformation. The company is capturing surging AI demand, raising its forecast for AI infrastructure orders to $9 billion for the fiscal year. But when a stock has priced in this much success, the risks change. The question is no longer just about whether the company can grow, but whether it can grow in a way that justifies the new, higher e

UI's Q3 fiscal 2026 revenues jump 18.7% as Enterprise Technology demand accelerated. Can product innovation and expansion sustain the momentum?

Hewlett Packard Enterprise (NYSE:HPE) announced a new collaboration with Qblox to advance hybrid classical quantum computing for scientific and industrial workloads. The partnership focuses on integrating quantum technologies with high performance computing and AI infrastructure for potential future enterprise use cases. The move is intended to support scalable, production ready hybrid classical quantum environments in data centers. Hewlett Packard Enterprise is adding this quantum...

Hewlett Packard Enterprise Company (NYSE:HPE) ranks among the best tech stocks to buy now for the “Vera Rubin” chip cycle. On June 3, Argus increased its price target for Hewlett Packard Enterprise Company (NYSE:HPE) to $70 from $30 while retaining a Buy rating on the company’s shares, emphasizing AI momentum and solid quarterly results. Analyst […]

How Hewlett Packard Enterprise’s Valuation Score Stacks Up With Hewlett Packard Enterprise currently in focus for many investors, the key question is whether the recent share price levels make sense when stacked against its underlying value. The company’s stock has recorded returns of 1.1% over the past week, 29.7% over the past month, 101.7% year to date, 169.1% over the past year, 222.0% over three years, and 285.1% over five years. This puts valuation front and center for anyone...

Long before the stock took off, the company's orders for future parts and its backlog of unbooked sales were telling a powerful story about the coming AI demand.

MU's fiscal Q3 earnings and revenues crushed estimates as AI-led memory demand, record business-unit sales and tight supply fueled momentum.