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'Nobody wants to be left behind' in AI adoption: HPE CEO on Q2 earnings
Yahoo Finance Video70d agoneutralVIDEO
'Nobody wants to be left behind' in AI adoption: HPE CEO on Q2 earnings

Hewlett Packard Enterprise (HPE) is holding onto major gains ahead of Tuesday's close after topping fiscal second quarter estimates for adjusted earnings ($0.79 per share vs. forecasts of $0.54) and revenue ($10.68 billion vs. forecasts of $9.74 billion). The tech company's stock moves are driven by the growth of its AI server business, now being considered a new contender in the AI infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE's biggest earnings beat seen since 2018, on top of record revenue.

A Look At Hewlett Packard Enterprise (HPE) Valuation After Its Recent Share Price Surge
Simply Wall St.71d agobullish
A Look At Hewlett Packard Enterprise (HPE) Valuation After Its Recent Share Price Surge

Why Hewlett Packard Enterprise (HPE) is on investors’ radar Hewlett Packard Enterprise (HPE) has drawn attention after a strong run in its stock, with returns over the past month and past 3 months far outpacing its recent one-day move. See our latest analysis for Hewlett Packard Enterprise. HPE’s recent surge has been rapid, with a 30 day share price return of 64.51% and a 1 year total shareholder return of 177.89%. This indicates strong momentum rather than a short lived spike. If you are...

HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat | Stock Movers
Bloomberg71d agobullishVIDEO
HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei.

HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?
24/7 Wall St.71d agoneutral
HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?

Hewlett Packard Enterprise (NYSE:HPE) is the loudest stock on Wall Street this morning. Shares are up 25% in early trading to $58.75 after the company posted a quarter that pulled its multi-year roadmap forward by two full years. The rally extends a stunning run: HPE is up 96.84% year to date and 178.65% over the ... HPE Will Hit Its 2028 Targets 2 Years Early. Unstoppable Juggernaut or AI Hype?

Marvell stock among the gainers in latest AI trade upswing
Yahoo Finance Video71d agoneutralVIDEO
Marvell stock among the gainers in latest AI trade upswing

Marvell Technology (MRVL) stock has rocketed higher by over 25% after Nvidia (NVDA) CEO Jensen Huang declared the custom chipmaker to be “the next trillion-dollar company" at Computex Taipei 2026. Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma and EMJ Capital founder and president Eric Jackson examine the latest headlines moving stocks in the AI trade landscape. This news comes as Hewlett Packard Enterprise (HPE) shares surge by over 30% in response to the tech company beat past fiscal second quarter estimates on adjusted earnings and revenue.

Hewlett Packard Enterprise shares surge on earnings beat, raised guidance
Proactive71d agobullish
Hewlett Packard Enterprise shares surge on earnings beat, raised guidance

Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) shares jumped about 25% on Tuesday after the company reported fiscal second quarter results that topped expectations and significantly raised its full-year outlook, fueled by strong demand for AI infrastructure, servers and networking...

Where the AI trade goes next
Yahoo Finance Video71d agoneutralVIDEO
Where the AI trade goes next

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.

As HPE surges on Q2 earnings, are we seeing the start of AI mania?
Yahoo Finance Video71d agobullishVIDEO
As HPE surges on Q2 earnings, are we seeing the start of AI mania?

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.

Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
24/7 Wall St.71d 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