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July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.
You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.
Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.
Hewlett Packard Enterprise (HPE) stock is in focus after GTT Communications expanded its global partnership with HPE to offer managed SASE and LAN/WLAN services using HPE Aruba Central. See our latest analysis for Hewlett Packard Enterprise. Against this backdrop, Hewlett Packard Enterprise’s 1 day share price return of 4.85% stands out. This is despite the 7 day share price return declining 5.73% and the 30 day share price return being slightly negative, while the 90 day share price return...
Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.
GTT Communications and Hewlett Packard Enterprise (NYSE:HPE) expanded their global partnership to launch new managed secure networking services. The collaboration focuses on delivering secure access service edge (SASE) and managed LAN/WLAN offerings for enterprise customers. The new services combine GTT’s Envision platform with HPE Aruba Central to support simplified network operations and end to end security. Hewlett Packard Enterprise is deepening its role in cloud and enterprise...
Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ
Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.
IBM just suffered its worst single-week collapse since 1968, yet one prominent analyst refuses to budge from a price target that implies more than 60% upside. What he sees in the wreckage that the sellers are missing could reshape the entire enterprise AI trade.
Hewlett Packard Enterprise's Private Cloud AI orders and record AI Systems backlog highlight rising enterprise demand for secure on-premises AI deployments.
Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best low priced technology stocks to invest in. On June 30, ScanSource, a technology distributor and channel services provider, announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE) that now includes HPE Juniper Networking. The expansion broadens the distributor’s networking, cybersecurity, and AI-native enterprise solutions […]
Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.
The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.
Let’s dig into the relative performance of Hewlett Packard Enterprise (NYSE:HPE) and its peers as we unravel the now-completed Q1 hardware & infrastructure earnings season.
AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.
HPE vs. AMD: Which Stock Is the Better Value Option?
CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.
Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.
