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Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance
Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.
Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.
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?
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
Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.
From private ranch vacations to concierge medicine, these are the ultraluxury perks top executives scored last year.
Find insight on Apple, Reach PLC, and more in the latest Market Talks covering technology, media and telecom.
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
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.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
June 15 (Reuters) - Tensordyne said on Monday it expects more than $200 million in orders for its new inference system, as the AI chip startup positions itself as a direct challenger to Nvidia in a
AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.
David Hughes, Senior Vice President of SASE & Security, Networking at HPE speaks with Bloomberg's Kate Moriarty about enterprise technology and infrastructure strategy at Bloomberg Tech 2026 in San Francisco.
Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.
HPE's Q2 call highlights record backlog, early Juniper benefits, and broadening AI demand as it raises FY26 guidance and maps FY27 targets.
June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.
Hewlett Packard Enterprise Co will release its second quarter results after market close on Monday, June 1. Analysts expect the company to report quarterly earnings of $0.54 per share, up 42.11% year-n-year. The consensus estimate for Hewlett Packard's quarterly revenue...
Hewlett Packard Enterprise (HPE) is holding onto major gains ahead of Tuesday's close after topping fiscal second quarter estimates for adjusted earnings ($0.79 per share vs. forecasts of $0.54) and revenue ($10.68 billion vs. forecasts of $9.74 billion). The tech company's stock moves are driven by the growth of its AI server business, now being considered a new contender in the AI infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE's biggest earnings beat seen since 2018, on top of record revenue.
Hewlett Packard Enterprise (HPE) is seeing stronger-than-expected server pricing and demand, driven
June 2 (Reuters) - The S&P 500 and the Nasdaq 100 futures edged lower on Tuesday after hitting a series of record highs, while blowout results from Hewlett Packard Enterprise and a funding commitment
Hewlett Packard Enterprise Co (HPE) reports a 40% revenue surge and a 108% increase in EPS, driven by robust performance in Cloud, AI, and Networking segments.
Hewlett Packard Enterprise (NYSE:HPE) reported what executives described as a record fiscal 2026 second quarter, with revenue and earnings exceeding the company’s outlook and management raising its full-year financial targets on stronger demand across networking, cloud and AI. President and Chief E
36 % That's how much shares of Hewlett Packard Enterprise gained in afterhours trading Monday after the server and networking company reported a 40% increase in revenue during the second quarter to $10.
The server and networking company pulled forward its long-term financial targets by two years after reporting second-quarter earnings that blew past Wall Street expectations, citing rampant compute demand from customers transitioning to artificial-intelligence tools.
S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo