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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...

The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been “on the wrong side” of the enterprise hardware trade and now sees a stronger setup for HPE’s server business. Morgan Stanley’s shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supp

RGTI expands global quantum deployments, advances its 108-qubit system and targets roughly 1,000 qubits as it scales technology and commercial adoption.

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

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

The mean of analysts' price targets for Hewlett Packard Enterprise (HPE) points to a 25.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

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%.

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

Arista keeps raising its revenue outlook as it locks up components, which makes its supply agreements the real driver of the upside case.

The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

Some names to play for 'chipflation'.

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Rigetti Computing posts a second-quarter adjusted per-share loss that meets analysts’ expectations and slightly higher revenue than expected.

The case for the run sat in chip commitments and unrecognized product revenue quarters before Arista Networks stock caught up.

Hewlett Packard Enterprise and NVIDIA deepen their AI alliance in various domains as HPE competes with Dell Technologies and Super Micro Computer.

Both hardware giants are riding the AI boom, but one has a dramatically larger backlog and a surprisingly cheaper valuation, making it the cleaner bet on the industry's future.

RGTI joins HPE and PSC on a $5 million NSF-backed hybrid quantum-classical testbed set to begin construction in September 2026.

Why the Hewlett Packard Enterprise stock is back in focus Hewlett Packard Enterprise (HPE) is drawing fresh attention after presenting at the Future of Memory and Storage 2026 conference, where it highlighted its high performance computing storage and IP hardware capabilities to a specialized technology audience. See our latest analysis for Hewlett Packard Enterprise. Hewlett Packard Enterprise has been in the spotlight not only for its AI systems and high performance computing work, but also...

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?

Hewlett Packard Enterprise stock has delivered very strong returns over the past few years, yet the valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while earnings based multiples lean the other way. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still offers a margin of safety. Expectations around the...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]