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DELL, MPWR and HPE pair AI infrastructure momentum with strong long-term EPS growth and notable short-term price upside.

Investing.com -- Morgan Stanley has raised its server market total addressable market forecast to $809 billion for 2026, representing 82% year-over-year growth, as enterprise compute demand proves more resilient than expected despite significant price increases.

Over the past week, Hewlett Packard Enterprise and partners including Veeam, Rocket Software, Citrix, Vultr, Schneider Electric, and CloudCasa announced expanded collaborations and product launches spanning AI data centers, private cloud, networking, security, and disaster recovery, while HPE also detailed unified partner programs and hybrid quantum-HPC initiatives. Together with management’s disclosure of very large AI-driven revenue growth and accelerated earnings targets, these moves...

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Shares of semiconductor testing company FormFactor (NASDAQ:FORM) jumped 3.4% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Before the stock more than tripled, the company’s official guidance was solid but sleepy, but the real story was hiding in the raw demand figures.

Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.

After an 87% run over the last year (as of June 18), it’s hard to find much fault with Cisco Systems (CSCO) stock. The company is posting record revenue, and its AI-related orders are surging. But when a stock is priced for perfection, sitting near its high, the most important signals are often the quiet ones that run counter to the main story.

Murphy, DaVita, Hewlett Packard and Vishay have been highlighted in this Screen of The Week article.

BorgWarner, Caterpillar and United Rentals have been highlighted in this Market Edge article.

AI, chipmakers, robotics, autonomous vehicles, and defense technologies attracted strong investor attention, while U.S.-Iran talks progressed.

Hewlett Packard Enterprise, Micron, and Palantir blew away analysts' expectations last quarter.

Earlier this week, TD SYNNEX expanded its role in artificial intelligence and security distribution by adding new independent software vendor solutions to the HPE Unleash AI portfolio and collaborating with EigenQ to help AMD EPYC-based environments prepare for post-quantum security requirements. Together, these moves deepen TD SYNNEX’s position at the intersection of AI infrastructure and quantum-resilient cybersecurity, areas that many enterprise and public-sector buyers are actively...

CSCO's AI infrastructure orders, network refresh cycle and security momentum support its premium valuation and long-term growth prospects.

HP Enterprise announced its partnership with several companies on quantum computing.

NVIDIA Corporation (NASDAQ:NVDA) is one of the best US stocks to buy and hold for the next 5 years. On June 16, HPE expanded its “HPE AI Factory with NVIDIA (NVDA)” portfolio to better support agentic AI, adding the NVIDIA Vera CPU for agent orchestration and the NVIDIA Agent Toolkit to safely manage autonomous multi-agent […]

Analysts also report on Boot Barn Holdings, Roper Technologies, Sphere Entertainment, and Hewlett Packard Enterprise.

Forget NVIDIA. These companies are winners in the AI Revolution too.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 10% in on Thursday, June 18, trading at $30 and change. The move makes Super Micro Computer stock the clear standout among major AI server names on the tape today. By contrast, Dell Technologies (NYSE:DELL) stock is flat at $417, while Hewlett Packard Enterprise (NYSE:HPE) stock is ... Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?

Dow, Hewlett Packard, StoneCo and Intercorp lead a PEG-based value screen highlighting discounted valuations and earnings growth potential.

Here, we have picked three AI stocks, MU, DELL and HPE, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Investors target stocks that have been on a bullish run. Stocks like MUSA, DVA, HPE and VSH are seeing price strength, and the momentum is likely to continue.

Great things are happening to the stocks in this article. They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.

Super Micro Computer's planned capital raise aims to fund AI server demand, debt repayment and expansion as it scales datacenter infrastructure capacity.

Nvidia Wins One of the Biggest Battles in the AI Infrastructure Race

Rigetti Computing (RGTI) is back in focus after signing a letter of intent with the U.S. Department of Commerce for up to US$100 million in superconducting quantum R&D funding and joining HPE’s hybrid quantum supercomputing consortium. See our latest analysis for Rigetti Computing. For context, Rigetti Computing’s share price has been volatile, with a 1 month share price return of 21.81% and a 3 month share price return of 31.38%. Yet year to date the share price is down 14.22%, while the 1...