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Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Dell and HPE surge as Oracle reveals what AI demand really looks like
Sept 11 (Reuters) - U.S. stock index futures bounced back as oil prices cooled on Friday and investors pinned their hopes on the consumer inflation report to end a rough week on a positive note.
AI infrastructure demand drives record quarterly results and expanded guidance.
Albertsons named former eBay and Hewlett Packard chief Meg Whitman to the newly created post of executive chair, as the grocery-store operator grapples with falling sales and cautious consumer spending.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...
Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance
Hewlett Packard Enterprise lifts fiscal 2026 and 2027 targets as enterprise AI demand broadens and networking orders surge beyond available supply.
Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.
By Rocky Swift TOKYO, Sept 3 (Reuters) - Shares and bonds staged a relief rally in Asia on Thursday while the yen added to gains as investors awaited fresh U.S. data and central banker comments for
Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.
Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out
HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.
HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.
HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.
Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...
Today Earnings (a.m.): Brown-Forman, Ollie’s Bargain Outlet Earnings (p.m.): Broadcom, Hewlett Packard Enterprise, Snowflake, Five Below Economic data: ADP national employment report (August), July durable-goods and factory orders, Federal Reserve Beige Book, EIA weekly petroleum status report Central banks: Bank of Canada interest rate announcement Tomorrow Fed speakers: Fed governor Christopher Waller.
Today's heavy volume in out-of-the-money (OTM) options in Hewlett Packard Enterprise Co. (HPE) shows investors are bullish ahead of its Q3 earnings release tomorrow. Moreover, analysts have higher price targets.
Enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) will be reporting earnings this Wednesday after market close. Here’s what to expect.
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
Today Executive Moves: John Ternus takes the helm at Apple, succeeding Tim Cook Fed speaker: Fed governor Michael Barr, 9:05 a.m. ET Earnings (a.m.): Medtronic, Alimentation Couche-Tard Earnings (p.
Today Meetings: G20 finance ministers and central-bank governors meeting Economic data: Texas manufacturing outlook survey, agricultural prices, portfolio holdings of foreign securities, preliminary results Tomorrow Executive Moves: John Ternus succeeds Tim Cook as Apple’s CEO Fed speaker: Fed governor Michael Barr, 9:05 a.
MDB heads into Q2 fiscal 2027 earnings with Atlas momentum, expanding AI capabilities and stronger RPOs, while EA deal timing remains a risk.
HP's Q3 earnings and revenues beat estimates as Personal Systems growth offset PC unit declines, while AI PCs expand and FY26 guidance increases.
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
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