News

Why the Hewlett Packard Enterprise stock is back in focus Hewlett Packard Enterprise (HPE) is drawing fresh attention after presenting at the Future of Memory and Storage 2026 conference, where it highlighted its high performance computing storage and IP hardware capabilities to a specialized technology audience. See our latest analysis for Hewlett Packard Enterprise. Hewlett Packard Enterprise has been in the spotlight not only for its AI systems and high performance computing work, but also...

NCR Voyix (VYX) delivered earnings and revenue surprises of +13.33% and +1.95%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Hewlett Packard Enterprise stock has delivered very strong returns over the past few years, yet the valuation checks now point in different directions, with the Discounted Cash Flow (DCF) intrinsic value estimate suggesting the shares trade below fair value while earnings based multiples lean the other way. Hewlett Packard Enterprise has returned 307.1% over the past 5 years, which puts extra focus on whether the current price still offers a margin of safety. Expectations around the...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

IQM Quantum Computers (NASDAQ:IQMX) reported its first results as a public company, outlining a growing order backlog, a second-half-weighted revenue outlook and continued investment in superconducting quantum systems for high-performance computing environments. The company began trading on the Nas

Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Amid the AI-driven Nasdaq correction, Datadog, HPE, Dell, NetApp, and Cisco have shown relative technical strength, with most trading near highs ahead of earnings due within six weeks.

Cisco has quietly transformed from a slow-growth networking dinosaur into one of 2026's biggest mega-cap winners, but the real question is whether the catalyst behind this rally signals a durable shift or a setup ripe for disappointment.

If you hold shares in this AI networking leader, the options market says you're already signed up for a remarkably wide range of outcomes over the next year.

Rigetti Computing announced in July 2026 that it will partner with HPE and the Pittsburgh Supercomputing Center to build TangleLab, a hybrid supercomputing testbed funded by a US$5 million National Science Foundation grant and powered by a 9-qubit Novera quantum system integrated with classical high-performance computing. This collaboration reinforces Rigetti’s role in government-backed quantum research infrastructure, giving its Novera hardware a practical foothold in academic and public...

HPE vs. SIMO: Which Stock Is the Better Value Option?

HPE vs. SIMO: Which Stock Is the Better Value Option?

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, together […]

Hewlett Packard Enterprise has rallied the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Harmony Biosciences leads a screen of undervalued price-to-book stocks, highlighting companies with low valuations and projected long-term earnings growth.

The market has priced a notably wide range of outcomes for the memory chip maker, a risk every shareholder already carries whether they trade options or not.

The networking giant's shares carry a premium, but a look two years into the future reveals a valuation that is far more ordinary.

Harmony Biosciences, Invesco, GM, HPE and Quanex made the screen of low price-to-book stocks that also met multiple value metrics.

The networking giant's shares carry a premium price tag, but a look at future earnings reveals a different story about what investors are actually paying for growth.

Pasqal, a global leader in neutral-atom quantum computing, today announced the appointment of Mark Armstrong as Chief Commercial Officer for Europe, the Middle East, and Africa (EMEA) and the Asia-Pacific region (APAC). Armstrong, a former Hewlett Packard Enterprise (HPE) executive who led HPE’s High Performance Computing and AI business across EMEA, aims to drive Pasqal’s commercial strategy, sales execution and customer expansion in those regions across the EMEA and APAC regions. Armstrong joins Pasqal at a pivotal moment as the company accelerates the commercial deployment of its neutral-atom based quantum systems and expands its global customer base.

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]

Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.

From private ranch vacations to concierge medicine, these are the ultraluxury perks top executives scored last year.

Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.

You might think a stock jumps on its own news, but Wednesday's surge was a lesson in how the AI hardware frenzy is lifting all boats.

The networking giant is standing out in a weak market, but what it really offers your portfolio is a powerful, and volatile, dose of something new.

PENG's ClusterWareAI is driving software and services growth as customers expand AI deployments across its full-stack platform.