Notícias

Super Micro Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

US equity indexes closed mixed on Wednesday, as communication services and technology led sectors am

US equity indexes were mixed ahead of Wednesday's close as communication services and technology top

CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.

Hewlett Packard Enterprise (NYSE:HPE) has introduced what it describes as the industry's first fully autonomous, AI native self-driving network capabilities. The company has also expanded its ProLiant edge portfolio to support resilient, secure edge AI workloads in extreme environments. These updates are aimed at use cases such as national security and telecom, where reliability and performance at the edge are critical. For investors watching enterprise infrastructure, this move puts...

ANET beat Q1 expectations, but supply shortages could squeeze margins for 1-2 years as it locks in multi-year vendor commitments.

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VRT expands its AI data center portfolio with acquisitions spanning liquid cooling and modular infrastructure as revenue growth remains strong.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best AI stocks under $50 to buy right now. On April 30, HPE expanded its HPE ProLiant edge portfolio to bring AI inferencing and mission-critical workloads to ruggedized, remote, and size-constrained environments. The launch is anchored by the new HPE ProLiant Compute EL2000 chassis, a modular […]

QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.

Cisco Systems Inc (NASDAQ: CSCO) is currently flashing a signal that usually makes value investors flinch: a 33x trailing earnings multiple, its highest in three years. Historically, Cisco finds its comfort zone closer to 21x, leading many to wonder if the stock has finally hit a valuation ceiling. While high-growth peers like Arista Networks (NYSE: ANET) and Palo Alto Networks (NASDAQ: PANW) frequently command even loftier premiums. Cisco has traditionally been valued as a more mature, lower-mu

Hewlett Packard Enterprise recently reported strong fiscal Q1 2026 results, including 18% year-over-year revenue growth, rising annual recurring revenue of US$2.87 billion, and a record AI systems backlog supported by its expanded Networking division following the Juniper integration. At the same time, large passive investors such as Vanguard disclosed multi-billion-share positions and HPE launched new AI-focused security and rugged edge-compute products, underscoring growing institutional...

Hewlett Packard Enterprise (HPE) has drawn fresh investor attention after reporting strong Q1 2026 results, with significant year over year revenue growth, record AI systems demand, and an earnings guidance upgrade following the Juniper Networks integration. See our latest analysis for Hewlett Packard Enterprise. Beyond the Q1 results, HPE’s share price has climbed 19.1% over the past month and 32.8% over the past 90 days, while its 1 year total shareholder return of 73.7% and 3 year total...

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of Dell Technologies (NYSE:DELL) closed the month up 28%, pulling away from Hewlett Packard Enterprise (NYSE:HPE) at 21% and Super Micro Computer (NASDAQ:SMCI) ... Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

ANET heads into Q1 earnings with strong AI networking momentum, XPO platform launch, and rising estimates, though premium valuation clouds the outlook.

Jackson Square Capital managing partner Andrew Graham takes a magnifying glass to the state of the AI trade — as the latest batch of Magnificent Seven earnings came out this week — and the factors that are creating "downstream winners" like Dell Technologies (DELL).

Hewlett Packard Enterprise Company (NYSE:HPE) is included among the 10 Innovative Dividend Stocks to Buy Right Now. On April 27, Bank of America raised its price recommendation on Hewlett Packard Enterprise Company (NYSE:HPE) to $38 from $32. It reiterated a Buy rating on the shares. The analyst pointed to the next phase of AI shifting toward […]

Seagate (NASDAQ: STX) is sold out. Management confirmed that nearline capacity is almost fully allocated through calendar 2027, a level of forward visibility that is rare for a hardware company. AI infrastructure buildout has consumed supply faster than the industry can respond, and Seagate's Mozaic HAMR (Heat-Assisted Magnetic Recording) technology is the primary reason hyperscalers are locking in multi-year contracts. That demand lock-in is now flowing directly into financials: Q4 2026 (June f

While Hewlett Packard Enterprise has surpassed relative to the broader market over the past year, Wall Street analysts remain cautiously optimistic about the stock’s prospects.

Moby summary of Extreme Networks, Inc.'s Q3 2026 earnings call

HPE stock is getting a boost with Bank of America setting a new Street-high bet.