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Dell, Hewlett and Taiwan have been highlighted in this Screen of The Week article.

The pivot to an AI powerhouse is driving record sales, but it comes at a cost to the high-profitability story management once championed.

The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.

AVAH, NEXA, HPE and LNVGY stand out as GARP stock picks with attractive PEG ratios, value metrics and solid growth potential.

There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

Amid AI spending fears and market volatility, DELL stands out among the three dividend-growth stocks highlighted for income and growth.

Before the data storage giant's stock price multiplied, the company was openly describing a fundamental change in how its biggest customers were buying.

VIAV's first UET validation platform targets AI network deployment, helping cloud and neocloud players reduce testing costs and improve scale.

PENG's AI Factory Platform is gaining traction with MemoryAI, new customers and partner recognition as management raises its fiscal 2026 sales outlook.

Super Micro Computer faces rising inventory, weaker cash flow and longer cash cycles as AI demand grows. Can new platform ramps offset mounting pressure?

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best big tech stocks to buy according to Wall Street analysts. Hewlett Packard Enterprise Company (NYSE:HPE) announced on June 16 major advancements expanding its self-driving networking strategy across data centers, AI factories, and the enterprise edge through the introduction of new AI data center networking, Agentic AIOps, […]

DELL, MPWR and HPE pair AI infrastructure momentum with strong long-term EPS growth and notable short-term price upside.

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 3.4% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Before the stock more than tripled, the company’s official guidance was solid but sleepy, but the real story was hiding in the raw demand figures.

Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Murphy, DaVita, Hewlett Packard and Vishay have been highlighted in this Screen of The Week article.

BorgWarner, Caterpillar and United Rentals have been highlighted in this Market Edge article.

AI, chipmakers, robotics, autonomous vehicles, and defense technologies attracted strong investor attention, while U.S.-Iran talks progressed.

Hewlett Packard Enterprise, Micron, and Palantir blew away analysts' expectations last quarter.

Earlier this week, TD SYNNEX expanded its role in artificial intelligence and security distribution by adding new independent software vendor solutions to the HPE Unleash AI portfolio and collaborating with EigenQ to help AMD EPYC-based environments prepare for post-quantum security requirements. Together, these moves deepen TD SYNNEX’s position at the intersection of AI infrastructure and quantum-resilient cybersecurity, areas that many enterprise and public-sector buyers are actively...

CSCO's AI infrastructure orders, network refresh cycle and security momentum support its premium valuation and long-term growth prospects.