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Backlog Mania: Stocks to Watch This Earnings Season
TheStreet12d agoneutral
Backlog Mania: Stocks to Watch This Earnings Season

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...

Option Volatility And Earnings Report For July 13 - 17
Barchart23d agoneutral
Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal62d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
24/7 Wall St.64d agobullish
Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

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

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
24/7 Wall St.75d agobullish
Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

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

Netlist Q1 Earnings Call Highlights
MarketBeat81d agoneutral
Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe