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Super Micro Stock Surges 15% on Gross Margin Expansion
The Wall Street Journal14d agobullish
Super Micro Stock Surges 15% on Gross Margin Expansion

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.

HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat | Stock Movers
Bloomberg63d agobullishVIDEO
HPE Rises on Sales Outlook; Victoria's Secret Soars on Profit Beat | Stock Movers

On this episode of Stock Movers with Alexis Christoforous: - Victoria's Secret (VSXY) shares are soaring after the lingerie maker, now trading under symbol VSXY, reports profit metrics and net sales for its first quarter that topped expectations, including adjusted operating income that was nearly twice the consensus estimate. Management boosted its annual forecasts. - Hewlett Packard Enterprise (HPE) shares are higher in early trading after the company gave an outlook for annual sales that topped estimates, citing massive growth in AI-fueled demand for its servers and networking. - Marvell Technology (MRVL) is rising after Nvidia Corp.'s Jensen Huang predicted the company will hit a $1 trillion valuation. Huang said Marvell's valuation will soar now that the age of "useful AI has arrived", and was joined by Marvell CEO Matt Murphy on stage at Computex trade show in Taipei.

Hewlett Packard Enterprise shares surge on earnings beat, raised guidance
Proactive64d agobullish
Hewlett Packard Enterprise shares surge on earnings beat, raised guidance

Hewlett Packard Enterprise Co (NYSE:HPE, XETRA:2HP) shares jumped about 25% on Tuesday after the company reported fiscal second quarter results that topped expectations and significantly raised its full-year outlook, fueled by strong demand for AI infrastructure, servers and networking...

As HPE surges on Q2 earnings, are we seeing the start of AI mania?
Yahoo Finance Video64d agobullishVIDEO
As HPE surges on Q2 earnings, are we seeing the start of AI mania?

Hewlett Packard Enterprise (HPE) shares are surging by over 30% in Tuesday trading after roaring past fiscal second quarter estimates on adjusted earnings and revenue. HPE is finally being hailed as a competitive name in the AI infrastructure arena, alongside the likes of Dell Technologies (DELL). EMJ Capital founder and president Eric Jackson speaks with Yahoo Finance Executive Editor Brian Sozzi about whether he believes the AI trade is reaching a mania-level amid these euphoric stock moves.

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

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.

HPE Stock Jumps 30% After Earnings Beat. It’s Another AI Beneficiary.
Barrons.com64d agobullish
HPE Stock Jumps 30% After Earnings Beat. It’s Another AI Beneficiary.

Hewlett Packard Enterprise stock soared after the information technology company reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit growth. HPE’s earnings follow strong financial results from peer Dell Technologies proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

HPE expects to achieve 2028 financial targets this year after record quarter on AI boom
Reuters64d 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.

HPE Earnings Beat. It’s Another AI Beneficiary.
Barrons.com64d agobullish
HPE Earnings Beat. It’s Another AI Beneficiary.

Hewlett Packard Enterprise reported better-than-expected financial results and raised its fiscal year outlook as artificial intelligence demand continues to benefit the company’s growth. HPE’s earnings follow strong financial results from peer Dell Technologies, proving yet again that demand for servers is strong as customers buy up the hardware needed to power AI. Dell reported much better-than-expected financial results for its first-quarter and boosted its revenue outlook for the fiscal year on May 28.

Hewlett-Packard (HPE) on All-Time High Ahead of Q2 Earnings
Insider Monkey67d agobullish
Hewlett-Packard (HPE) on All-Time High Ahead of Q2 Earnings

Hewlett-Packard Enterprise Co. (NYSE:HPE) is one of the 10 Stocks With Explosive Returns. Hewlett-Packard finished the trading week soaring to a new all-time high, as investors repositioned portfolios ahead of the results of its earnings performance in the second quarter of the fiscal year. In intra-day trading, the stock surged to its highest price of […]

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
24/7 Wall St.74d agobullish
Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Cisco Soars on Sales Forecast, AI-Focused Restructuring Plan
Bloomberg83d agobullish
Cisco Soars on Sales Forecast, AI-Focused Restructuring Plan

(Bloomberg) -- Cisco Systems Inc. gained as much as 19% in late trading after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in