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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.

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.

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.

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.

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

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

(Article updated to include consolidated revenue figures in the fourth paragraph, as confirmed by Op

S&P 500 companies' quarterly earnings growth held steady at nearly 28% compared with financials repo

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.

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?

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