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Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

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.

Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Morgan Stanley has adopted a more constructive stance on U. S.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

Five stocks stand out as potentially undervalued by price-to-book measures, including BioMarin Pharmaceutical, Invesco and Centene.

Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit Cepheus 1 108Q system, and highlighting deeper ties with Hewlett Packard Enterprise. See our latest analysis for Rigetti Computing. Rigetti Computing's recent headlines around the potential US$100 million grant and Cepheus-1-108Q progress have arrived alongside a 12.64% 7-day share price return and 15.58% 30-day share price return, although the...

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.

Check out the companies making headlines yesterday:

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

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

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

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.

Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint seeks exclusion orders that could limit imports of certain high performance memory products used in HPE systems. Netlist is also pursuing cease and desist orders that may affect the sale and distribution of accused DDR5 modules in the US market. The ITC process introduces legal and...

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

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.

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

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

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Dell Technologies (NYSE:DELL), HP Inc. (NYSE:HPQ) and Hewlett Packard Enterprise (NYSE:HPE) shares moved sharply higher in Thursday premarket trading after strong quarterly results from Lenovo (USOTC:LNVGY) boosted sentiment across the computer hardware and enterprise technology sector.

Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost.

Here is a way to get paid a real income now on your Arista Networks shares, cash you keep no matter what, in exchange for capping your gains at a price above today's.

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...