Notícias

Netlist has launched new patent infringement proceedings against Micron and other technology companies at the U. S.

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

The mean of analysts' price targets for Hewlett Packard Enterprise (HPE) points to a 25.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

Arista keeps raising its revenue outlook as it locks up components, which makes its supply agreements the real driver of the upside case.

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

The reversal shows that investors still question whether extraordinary server and networking growth can support HPE's elevated expectations.

RGTI's Q2 revenues surge 185% as QPU sales and technology gains boost momentum, but heavy losses and uneven demand keep caution in focus.

NVDA's Vera CPU targets agentic AI with faster performance, integrated AI systems and major tech support, challenging Intel and AMD in server CPUs.

Some names to play for 'chipflation'.

Get paid a significant income stream now for agreeing to buy this AI networking star at a discount later, an attractive proposition you keep whether the stock soars or stalls.

Information technology hardware companies in the US will likely benefit from accelerated enterprise

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

Hewlett Packard Enterprise has benefited greatly from the massive demand for the hardware needed to power artificial intelligence, and Morgan Stanley doesn’t think the demand will slow down soon. Morgan Stanley analyst Erik Woodring upgraded shares of HPE to Overweight from Equal-Weight on Monday while raising his price target to $71 from $69. The upgrade comes after HPE shares have soared 130% this year and 169% over the past 12 months.

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

The bank said the market underappreciates the gap between HPE's earnings power and its valuation

The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. September E-mini S&P futures (ESU26 ) are down -0.04%, and September E-mini Nasdaq futures...

ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.

Apple downgraded, HPE upgraded: Wall Street's top analyst calls

HP Enterprise (NYSE:HPE) shares climbed 5% in Monday’s pre-market trading after Morgan Stanley upgraded the enterprise technology company from “Equalweight” to “Overweight,” citing an increasingly attractive outlook for earnings, cash generation and valuation. The investment bank set a $69 price target on HPE.

Investing.com -- Morgan Stanley has turned more constructive on IT hardware, upgrading its industry view as it argued that memory "chipflation" is accelerating infrastructure demand rather than delaying it.

Morgan Stanley also upgraded its broader U.S. IT Hardware industry view to In-Line from Cautious, citing evidence that the current hardware cycle is being driven by refreshes, pull-forwards and AI demand.

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."

SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive recovery. Here is what has to go right, and what could go very wrong.

Management put a much higher number on its future, and the stock has been on a tear ever since. But is this a fleeting AI boom or a fundamental rewiring of the business.

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.