Actualités

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Hewlett Packard Enterprise (HPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

BioMarin, Invesco, Centene, HPE and Gibraltar Industries stand out as undervalued stocks with low price-to-book ratios.

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

Hewlett Packard Enterprise (HPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.

Get paid a significant income stream now for agreeing to buy this AI networking star at a discount later, an attractive proposition you keep whether the stock soars or stalls.

Information technology hardware companies in the US will likely benefit from accelerated enterprise

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday while raising his price target to $71 from $69. The upgrade comes after HPE shares have soared 130% this year and 169% over the past 12 months.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance

The bank said the market underappreciates the gap between HPE's earnings power and its valuation

ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

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."

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...

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.

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?

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.

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.