Actualités

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

June S&P 500 E-Mini futures (ESM26) are trending up +0.18% this morning as investors became more confident that the U.S. and Iran are nearing a deal.

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

IT hardware stocks may not fully reflect growing macro and earnings risks despite strong recent gain

Agilysys (AGYS) delivered earnings and revenue surprises of +24.33% and +1.59%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.

Today, May 6, 2026, investors weigh surging AI data center demand against fresh guidance, margin recovery, and past troubles.

Moby summary of Extreme Networks, Inc.'s Q3 2026 earnings call