Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
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Investing.com -- Shares of HP Enterprise (NYSE: HPE) caught a major tailwind in Monday’s pre-market session, jumping 5% after Morgan Stanley upgraded the stock from "Equalweight" to "Overweight."
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?
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
Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.
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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.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.
Marc Chaikin of Chaikin Analytics breaks down bank earnings, mega-cap tech divergence, oversold chip stocks, SpaceX's post-IPO slide and mid-cap names like Avnet this earnings season.
The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.
On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
Hewlett Packard Enterprise, Micron, and Palantir blew away analysts' expectations last quarter.
June 15 (Reuters) - Tensordyne said on Monday it expects more than $200 million in orders for its new inference system, as the AI chip startup positions itself as a direct challenger to Nvidia in a
AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.
David Hughes, Senior Vice President of SASE & Security, Networking at HPE speaks with Bloomberg's Kate Moriarty about enterprise technology and infrastructure strategy at Bloomberg Tech 2026 in San Francisco.

Broadcom (AVGO) stock sinks further in Thursday trading despite topping estimates for fiscal second quarter earnings and revenue, while also outpacing forecasts on third quarter guidance. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma in assessing Broadcom's post-earnings stock reaction compared to other AI players.
HPE's Q2 call highlights record backlog, early Juniper benefits, and broadening AI demand as it raises FY26 guidance and maps FY27 targets.
June S&P 500 E-Mini futures (ESM26) are trending down -0.05% this morning as oil prices and bond yields climbed after the U.S. and Iran exchanged heavy fire in the Persian Gulf.
Hewlett Packard Enterprise Co will release its second quarter results after market close on Monday, June 1. Analysts expect the company to report quarterly earnings of $0.54 per share, up 42.11% year-n-year. The consensus estimate for Hewlett Packard's quarterly revenue...

Hewlett Packard Enterprise (HPE) is holding onto major gains ahead of Tuesday's close after topping fiscal second quarter estimates for adjusted earnings ($0.79 per share vs. forecasts of $0.54) and revenue ($10.68 billion vs. forecasts of $9.74 billion). The tech company's stock moves are driven by the growth of its AI server business, now being considered a new contender in the AI infrastructure race. HPE CEO Antonio Neri sits down with Yahoo Finance Executive Editor Brian Sozzi to talk more about the earnings results, 2027 guidance, AI infrastructure, and supply constraints. This was HPE's biggest earnings beat seen since 2018, on top of record revenue.
HPE sees 31% fiscal-year revenue growth as AI demand lifts servers, networking, and earnings expectations.
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 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...
Hewlett Packard Enterprise (HPE) is seeing stronger-than-expected server pricing and demand, driven

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.