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Hewlett Packard Enterprise Company (NYSE:HPE) has gained more than 60% during the last month, making it one of the Best Performing Stocks in May. Recently, on June 3, Goldman Sachs raised the price target on the stock from $32 to $79 and maintained a Buy rating on the shares. The increased price target comes after […]
Retail investors have outperformed Wall Street benchmarks in 2026 by concentrating on leading AI stocks like Micron and Nvidia, raising the question of whether their winning streak can continue.
Both companies posted record quarterly results amid unprecedented demand.
A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.
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.
Hewlett Packard Enterprise recently reported past second-quarter 2026 results showing US$9,774 million in sales versus US$6,771 million a year earlier, swinging from a US$1,050 million net loss to a US$624 million net profit and prompting higher full-year revenue and earnings guidance. At the same time, HPE advanced its AI and data center ambitions with the upcoming ProLiant Compute DL394 Gen12 server launch and continued large-scale share repurchases that have retired 51.89% of its stock...
HPE shares have more than doubled in 2026.
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For much of the AI boom, investors focused on the obvious winners: Nvidia Corp. and memory-chip makers such as Micron Technology Inc.. But a quieter trend has emerged over the past month. Some of the biggest stock-market winners have been...
David Hughes, Senior Vice President of SASE & Security, Networking at HPE speaks with Bloomberg's Kate Moriarty about enterprise technology and infrastructure strategy at Bloomberg Tech 2026 in San Francisco.
Dell’s record earnings prove that the corporate AI hardware buildout is finally in full swing. As new localized data centers plug in, they will inevitably need open-source "brains" to protect corporate data, making Meta's Llama the default and setting up META stock for a long-term breakout.
HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.
When Hewlett Packard Enterprise (HPE) reported its Q2 results, (Oct. year), it delivered a report card so strong that it fundamentally reset market expectations. Driving that shift was a massive pivot in guidance: management announced it now expects to generate “at least $3.5 billion” in free cash flow this year. Those are the same milestones the company had originally targeted for the long term, now pulled forward a full two years.
Why is the market pricing a company with one of the strongest technology moats ever built at the same multiple as the companies that integrate its chips into servers.
HPE’s AI-fueled growth is accelerating as strong earnings, rising guidance, and Wall Street optimism continue to drive the stock higher.
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.
Dell Technologies is transforming global artificial intelligence infrastructure by expanding operating margins and securing massive institutional investments.
Jensen Huang has spent the last three years declaring various inflections, factories, and platforms, and the market has spent those same three years front-running every one of them. So when the NVIDIA (NASDAQ:NVDA) CEO reportedly called Marvell Technology (NASDAQ:MRVL) the next trillion-dollar company, traders treated the comment as gospel. Marvell shares have now shot up ... Marvell Keep Surging After Nvidia CEO Calls It the Next Trillion-Dollar Company
Dell Technologies surged after a strong earnings beat, fueled by booming AI demand, record orders and a growing AI server outlook.
A record quarter sent the enterprise-hardware company's stock soaring, but can the stock hold onto these gains?
ANET is riding the AI networking demand and surging cash flow, but competition, AI spending reliance and customer concentration remain key risks.
Check out the companies making headlines yesterday:
The size of the AI boom has been well demonstrated by hyperscalers like Alphabet and Nvidia, but when stocks like Dell Technologies and Hewlett Packard transform into AI players, you know the cycle has taken on a new dimension.
Dell Technologies surges after Q1 FY27 non-GAAP EPS hit $4.86, with $24.4B AI orders and a $60B AI-server outlook driving $165B-$169B guidance.
QCOM battles margin pressure and weak handset demand, but Snapdragon and automotive bets offer hope - should investors rethink now?