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Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Albertsons Cos. this month named Meg Whitman, former CEO of eBay and Hewlett Packard Enterprise, as executive chair of the company’s board of directors. Whitman — who lives in Albuquerque with her husband, Dr. Griffith Harsh, a professor and chair of the Department of Neurosurgery at the University of New Mexico — was described as an “ideal leader” by the company’s former chair and newly ...

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.

Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.

Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.

Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.

Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri’s good. Neri’s good… I didn’t think they had the horses. They do have the horses. The fact is that I’m just a Dell fan, I guess, in the […]

A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.

SanDisk (SNDK) has returned nearly 1,600% over the past twelve months and still trades at 19.5 times earnings, against an S&P 500 median of 22.4. It sits about 35% below its 52-week high. A cash-generative business priced under the market is where value buyers start. The question is whether those earnings are a new normal or the top of a memory cycle.

Here is how Hewlett Packard Enterprise (HPE) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.

Broadcom sees AI driving private cloud demand for its VMware software business, but IDC, Kyndryl, and HPE data offer a mixed picture of that trend’s actual strength.

Dell Technologies (DELL) stock has returned 334% over the past year, against 16% for the S&P 500. The easy explanation is AI orders, but it is incomplete. The bigger change is what happened to the rest of Dell.

Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.

Hewlett Packard Enterprise has rallied other technology stocks, and analysts remain moderately bullish about the stock’s outlook.

Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.

Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

The company is pushing to meet AI server demand by signing multiyear pacts to reduce lead times and improve backlog conversion, EVP and CFO Marie Myers said.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) fell 8.6% in the afternoon session after Evercore ISI analyst Amit Daryanani downgraded the company from Outperform to In Line. According to StreetInsider, the move shifts the firm's outlook from a bullish stance to a neutral position. An In Line rating generally indicates that the analyst expects the stock to perform in line with the broader market or industry peers, rather than outperforming them. Analyst downgrades

The tech hardware company, which targets corporate clients, was hit with an analyst downgrade.

Walmart's omnichannel strength, UnitedHealth's raised 2026 EPS outlook and Wells Fargo's asset-cap removal highlight today's reports.

Hewlett Packard Enterprise (HPE) trades near $62, at the top of its 52-week range and up about 160% over the past year. The company just reported record revenue of $12.2 billion for fiscal Q3 2026 and a raised outlook for fiscal 2027. The easy read is that you are early in an AI cycle. The harder question is what paid for it.

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.