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Data from Autopilot, Unusual Whales and the president’s trust shows he’s holding stocks like DELL, PLTR that Trump himself publicly told America to go buy.

Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.

The AI revolution is driving HPE stock higher.

IREN raises its ARR target to $4.4 billion as a major Blackwell deployment supports expanded AI cloud capacity and growth plans.

Morning Brief host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Investopedia Editor-in-Chief Caleb Silver to discuss how longtime tech companies such as Dell (DELL), Hewlett Packard Enterprise (HPE), and Intel (INTC) are benefiting from the AI boom and helping drive the broader market higher. They also explore where the next wave of AI-related opportunities could emerge.

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

Even the strongest bull markets can move too far, too fast. Select AI giants are in the crosshairs.

G rides on AI, agentic operations and large deal wins as its ATS segment grows rapidly. Its talent costs and slower-growth dynamics remain concerns.

Dell stock could have more upside after a sizzling run.

Nvidia (NASDAQ: NVDA) stunned the tech world when it launched its RTX Spark chip for PCs. The company called it “the most efficient PC chip ever built.” In its announcement, it said it has partnerships with PC companies Dell Technologies, Lenovo, Microsoft (NASDAQ: MSFT), HP, Asus, and MSI. Apple (NASDAQ: AAPL) was not on the ... Apple Loses Big Because Of Nvidia PC Chips

HPE enters the AI stock discussion in a big way.

U.S. stocks ended marginally higher on Monday, the first trading day of June, led by a tech rally following the launch of a new chip for PCs, while investors closely watched developments in negotiations with Iran.

Zacks.com users have recently been watching Dell Technologies (DELL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Dell Wins Over Morgan Stanley as AI Demand and Market Share Surge

Anthropic files confidential IPO paperwork, Marvell can be the next trillion-dollar company, IBM stock notches record high, and more news to start your day.

Hewlett Packard Enterprise (NYSE:HPE) delivered record second-quarter results on Monday, prompting the company to bring forward key long-term financial objectives by two years as surging investment in AI data centres drives demand for its server and networking solutions. The strong performance sent HPE shares up around 28% in premarket trading on Tuesday.

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

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

The world’s only $5 trillion company can sell the concept that AI computing won’t be confined to data centers.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered ‌the AI server maker pulling forward its long-term financial ‌targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with ​Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon ‌are set to spend ⁠more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking ⁠products.

MSFT is benefiting from AI momentum, Copilot adoption and accelerating Azure growth, even as capacity constraints persist.

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

Chip stocks, led by Intel and Qualcomm fell sharply, while PC stocks, led by Dell Technologies and HP jumped. A new kind of PC, even one armed with an Nvidia chip, will be an uphill climb. Amid a memory shortage, it could hardly be a worse moment to be launching a new PC platform.

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Dell Technologies Inc. (NYSE:DELL) is one of the stocks discussed by Jim Cramer. Computer hardware firm Dell Technologies Inc. (NYSE:DELL) was in the news earlier this week after its latest financial results saw the firm post meteoric revenue and net income […]

A number of stocks jumped in the afternoon session after software stocks extended their rally, carrying momentum from one of the sharpest sector reversals of 2026.

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Hewlett Packard Enterprise Company (NYSE:HPE) is one of the stocks discussed by Jim Cramer. Enterprise hardware firm Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by 149% over the past year and by 78% year-to-date. JPMorgan discussed the firm on May […]

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Super Micro Computer Inc. (NASDAQ:SMCI) is one of the stocks discussed by Jim Cramer. Server hardware firm Super Micro Computer Inc. (NASDAQ:SMCI)’s shares are up by 48% year-to-date and by 15% over the year. Recently, the firm is once again under […]

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks even though the shares have remained lackluster this year. Year-to-date, the stock is up by a […]