Notícias

Let’s dig into the relative performance of Hewlett Packard Enterprise (NYSE:HPE) and its peers as we unravel the now-completed Q1 hardware & infrastructure earnings season.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

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

CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.

Quant ratings reveal relative strength across major competitors

Hewlett Packard Enterprise is capitalizing on AI infrastructure demand, strong server upgrades and networking momentum as expanding enterprise adoption fuels growth.

The networking specialist looks expensive at a glance, but a patient investor is buying into future growth at a significant discount.

Management jacked up its forecast in a way that's impossible to ignore, and while the stock has already ripped higher, the real debate is whether this is a new reality or a temporary sugar high.

IBM warns AI infrastructure spending is reshaping enterprise tech budgets, triggering a historic stock selloff and raising questions about software demand.

Harmony, StoneCo, General Motors, Hewlett and Nexa have been highlighted in this Screen of The Week article.

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

A number of stocks jumped in the morning session after IBM issued a revenue warning that suggested enterprise IT budgets are aggressively shifting toward server and memory purchases.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Best Low-Priced AI Stocks to Buy Right Now. Hewlett Packard Enterprise Company (NYSE:HPE), featuring significant analyst and hedge fund interest, is one of the best low-priced AI stocks to buy right now. Wall Street continues to point to the Juniper Networks integration as a key […]

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best AI Stocks to Buy and Hold for the Next 5 Years. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) CEO Antonio Neri told CNBC that quantum computing has “tremendous potential.” He announced a Quantum Scaling Alliance with six quantum technology companies to speed up […]

IBM's warning pointed to stronger demand for servers, storage and cybersecurity.

Five low price-to-book stocks pass our value screens with low P/B, P/S and PEG metrics, highlighting their earnings growth potential.

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.

These leveraged ETFs posted outsized gains last week as Alibaba, HPE and AI stocks rallied, while Rocket Lab's slump boosted an inverse leveraged ETF.

Hewlett Packard Enterprise (NYSE:HPE) has released its 11th annual Living Progress Report, highlighting progress in sustainability and energy efficiency. The report focuses on how HPE is addressing energy use and emissions from compute intensive workloads such as AI and data center operations. HPE outlines the role of next generation servers and expanded liquid cooling solutions in reducing data center footprints and environmental impact. Hewlett Packard Enterprise enters this update with...

Management is signaling its strongest demand ever, yet the stock's reaction suggests investors are waiting for the other shoe to drop.

The memory chip maker is one of the market's hottest names, but its true value lies in how it moves on its own terms.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

ANET's AI networking portfolio and rising cloud demand fueled 35% revenue growth as new Etherlink platforms position the company for further expansion.

SanDisk, Micron, Digital Turbine and HPE surge more than 100% YTD but still trade below the tech sector's forward P/E average.

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

Management went beyond raising the bar, claiming to have rebuilt the entire business model.

Beneath its strong run, the options market is pricing a year of extreme outcomes for Arista Networks, a two-sided risk you already carry in your portfolio.

The company's stock climbed less on the sales it made and more on the mountain of orders it couldn't yet fill.