High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.
Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.
Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.
The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
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