News

Hewlett Packard Enterprise (HPE) has drawn fresh attention after outperforming its Computer and Technology sector peers this year, as analysts raised earnings estimates and assigned the stock a top Zacks Rank rating. Recent trading has cooled slightly, with the share price down over the past week, although Hewlett Packard Enterprise still carries a 30-day share price return of 14.36% and a 90-day gain of 28.16% at a latest share price of $60.76. That short term momentum sits on top of a...

NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

NTAP expands its NFL ties with the Buccaneers, bringing secure data infrastructure to the fan experience and digital platforms.

Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.

AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.

SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.

The three are found in the IBD Stock Screener, specifically the list of Stocks That Funds Are Buying.

The operating momentum of these top-rated AI stocks makes them worth considering if the selloff gets overdone.

SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.

Hewlett Packard Enterprise (HPE) stock has run from about $24 to roughly $62 over the past year, a gain of about 159% against close to 19% for the S&P 500. That move was legible in advance, but only one place told you which way. The order book moved long before the profit line did.

Dell Technologies (DELL) has returned more than 360% over the past year and now sits right at the top of its 52-week range. Measured against sales it is still cheaper than the S&P 500. Measured against the cash it produces, it costs about twice the index. Both readings describe the same company, and the gap is the decision.

Hewlett Packard Enterprise (NYSE:HPE) grew its share price by 19.4 percent week-on-week amid the growth opportunities from continued investment outpour in the artificial intelligence sector, which pushed investors to increase their exposure to its stock. Investor optimism was supported by Oracle Corp.’s indication in an earnings call last week that it will continue to pour […]

Hewlett Packard Enterprise (NYSE:HPE) Chief Strategy Officer Shannon Cross said the company is seeing strong demand across networking, storage and traditional servers, while supply availability and order conversion remain key priorities as it targets growth in fiscal 2027. Speaking at the Goldman S

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

A $95 billion backlog and a fresh Wall Street call are pushing Dell higher.

Ciena targets at least 30% fiscal 2027 revenue growth as AI demand rises, but its premium valuation, supply risks and cloud concentration raise the stakes.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Hewlett Packard Enterprise's 26% three-month gain masks a discounted valuation as AI, cloud and networking demand fuel growth and stronger profitability.

Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout.

HIVE Digital Technologies Ltd (TSX:HIVE, NASDAQ:HIVE, FRA:YO0, BVC:HIVECO) has appointed Mark Volk as senior vice president, revenue at its subsidiary BUZZ High Performance Computing, as the company said combined revenue from hashrate services and GPU cloud services has surpassed $1 million per...

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE’s routing and switching platforms to support OCI’s expanding gigawatt-scale GPU […]

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]

NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.