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AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.
Super Micro Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.
FIVE, CRDO and HPE made it to the Zacks Rank #1 (Strong Buy) growth stocks list on July 30, 2026.
ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.
Rigetti Computing, Hewlett Packard Enterprise and the Pittsburgh Supercomputing Center are teaming up to build TangleLab, a new hybrid quantum classical supercomputer. The system is being developed under a U.S. National Science Foundation grant and is planned as an open testbed for researchers and educators. The collaboration extends Rigetti Computing's existing work with HPE and embeds its hardware into a major academic and government backed computing project. Rigetti Computing...
Micron, SanDisk, NVIDIA and Hewlett Packard Enterprise pair strong AI infrastructure growth with below-sector valuations.
Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.
Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.
Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.
Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.
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
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 […]
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.
CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.
Five low price-to-book stocks pass our value screens with low P/B, P/S and PEG metrics, highlighting their earnings growth potential.
SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.
AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.
Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
Dell Technologies' AI server boom and expanding customer base support prospects, but supply constraints, margin pressure and competition loom.