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Gorilla Technology closes $2B Supermicro AI supply deal in India
Proactive64d agoneutral
Gorilla Technology closes $2B Supermicro AI supply deal in India

Gorilla Technology Group Inc. (NASDAQ:GRRR) has closed an artificial intelligence infrastructure supply arrangement valued at approximately $2 billion in India with Super Micro Computer Inc (NASDAQ:SMCI), covering delivery of 20,736 B300 cards, 5,120 B200 cards, networking equipment and related...

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 Stock Has Doubled in Just 8 Days and It’s Not Done Yet
Barrons.com64d agobullish
Dell Stock Has Doubled in Just 8 Days and It’s Not Done Yet

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

HPE surges 29% as AI infrastructure boom boosts server demand
Reuters64d agobullish
HPE surges 29% as AI infrastructure boom boosts server demand

Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered ‌the AI server maker pulling forward its long-term financial ‌targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with ​Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon ‌are set to spend ⁠more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking ⁠products.

Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout
Simply Wall St.65d agoneutral
Super Micro Pushes Deeper Into AI Factories With Verda Europe Rollout

Super Micro Computer (NasdaqGS:SMCI) has introduced new AI data center solutions, including Data Center Building Block Solutions Blueprints for NVIDIA Vera Rubin. The company also released 12 new server platforms built on Intel Xeon 6+ processors, aimed at next generation AI workloads and high density deployments. Super Micro announced a large scale partnership with Verda to roll out its advanced AI systems across Europe, targeting sustainable, high performance cloud infrastructure. The new...

Jim Cramer Predicts Super Micro (SMCI) Will Go Up
Insider Monkey65d agoneutral
Jim Cramer Predicts Super Micro (SMCI) Will Go Up

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Super Micro Computer Inc. (NASDAQ:SMCI) is one of the stocks discussed by Jim Cramer. Server hardware firm Super Micro Computer Inc. (NASDAQ:SMCI)’s shares are up by 48% year-to-date and by 15% over the year. Recently, the firm is once again under […]

Jim Cramer Can’t Understand Why NVIDIA (NVDA) Won’t Go Up
Insider Monkey65d agoneutral
Jim Cramer Can’t Understand Why NVIDIA (NVDA) Won’t Go Up

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks even though the shares have remained lackluster this year. Year-to-date, the stock is up by a […]

HPE expects to achieve 2028 financial targets this year after record quarter on AI boom
Reuters65d agobullish
HPE expects to achieve 2028 financial targets this year after record quarter on AI boom

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by ‌two years, as expansion of AI data centers boosts demand for its servers ‌and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on ‌AI infrastructure this year, which would ⁠bolster demand for suppliers such as HPE.

3 Growth Stocks Insiders Are Betting On
Simply Wall St.65d agoneutral
3 Growth Stocks Insiders Are Betting On

Over the last 7 days, the United States market has risen by 1.6%, contributing to a substantial 28% increase over the past year, with earnings expected to grow by 17% annually in the coming years. In this favorable environment, growth companies with high insider ownership can be particularly appealing as insiders often have unique insights into their company's potential and are willing to invest alongside other shareholders.

Is Super Micro Computer (SMCI) Among the Most Undervalued AI Stocks to Buy According to Hedge Funds?
Insider Monkey65d agobullish
Is Super Micro Computer (SMCI) Among the Most Undervalued AI Stocks to Buy According to Hedge Funds?

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) reported that a leading European AI cloud provider, Verda, selected its NVIDIA GPU-accelerated, rack-scale systems to power AI cloud infrastructure across Europe. It is targeting customers […]

AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other
TipRanks65d agoneutral
AVGO vs. SMCI: Analysts See Upside in One AI Stock, but 24% Downside in the Other

Broadcom (AVGO) and Super Micro Computer (SMCI) have both been major beneficiaries of the AI boom, though they play very different roles in the market. Broadcom has benefited from rising demand for AI chips and networking products used in large data centers, while Super Micro has seen strong demand for its AI servers. However, according to the TipRanks comparison tool, Wall Street is currently far more bullish on Broadcom ahead of its June 3 earnings report. The average analyst price target impl

‘Something New For a Change,’ Says Investor About Super Micro Computer Stock
TipRanks66d agoneutral
‘Something New For a Change,’ Says Investor About Super Micro Computer Stock

Super Micro Computer (NASDAQ:SMCI) ended the week on quite the roll, gaining double digits in Friday’s trading session. Part of the reason was no doubt due to the strong earnings of rival Dell, which boosted shares across the AI server sector.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart