News

Dell Technologies (DELL), HP (HPQ) and NetApp (NTAP) face the toughest earnings setups due to higher

Nvidia grabs the AI headlines, but a 69% gain over the past year hints that a quieter networking giant may be capturing just as much of the buildout. The question is whether Cisco's biggest surge is still ahead or already priced in.

OKTA's Q2 earnings are likely to benefit from AI product demand, strong RPO growth and new partnerships, offset by competition and cautious IT spending.

WDAY's AI expansion is expected to support fiscal Q2 revenue growth, while higher costs, competition and cautious enterprise spending may pressure margins.

Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.

SNPS' AI-driven chip design demand is supporting Q3 growth, while weak industrial and automotive starts and China remain key risks.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

Earlier in August 2026, Netlist filed new patent infringement actions with the U.S. International Trade Commission and a California federal court targeting HPE and others over DDR5 memory modules, while HPE also presented its enterprise technology roadmap at the OCP APAC Summit in Taipei. At the same time, HPE’s recognition as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Storage highlights how its unified data platform and AI-focused infrastructure are gaining traction with...

Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers buried in its latest report tell a very different story.

Hewlett Packard Enterprise stock has nearly quadrupled investors' money over the past five years, yet its valuation checks are pulling in different directions, with a Discounted Cash Flow (DCF) estimate pointing to a sizable gap to intrinsic value while earnings based multiples look less generous. Hewlett Packard Enterprise has returned 299.2% over five years, which puts extra focus on whether the current share price still leaves room for a reasonable margin of safety. Rising interest in...

A shrinking share count has handed Dell holders faster earnings growth than the business itself produced, and the stock's run has just made that machine much costlier to keep running.

ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.

HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.

HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Semtech heads into Q2 with revenues and EPS expected to rise sharply, as data centers, LoRa and premium handsets drive growth.

Analog Devices, Hewlett Packard and NVIDIA have been highlighted in this Investment Ideas article.

Here is a way to collect an attractive income on DELL now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Arista has placed a nearly ten-billion-dollar bet on its future. The company's multiyear purchase commitments have almost tripled from a year ago, reaching approximately $9.7 billion. This is not just managing inventory; it is an aggressive move to secure years of components for an unprecedented demand cycle.

For those seeking strong exposure to AI trends paired with dividend-paying traits - Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and NVIDIA (NVDA) - fit the criteria. Importantly, each sports a favorable Zacks Rank.

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

Super Micro Computer (SMCI) is back in focus after Netlist filed a complaint at the US International Trade Commission that names the server maker alongside Micron, HPE, and Lenovo over alleged DDR5 memory patent infringement. See our latest analysis for Super Micro Computer. The Super Micro Computer share price has pulled back 2.2% over the last day and 2.7% over the past week. However, the 30-day share price return of 53.5% and 5-year total shareholder return of more than 9x point to strong...

Arista's operating line runs far ahead of the market, but the margin on the volume it is locking in depends on which customers show up.

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

The options are charging only their usual premium, which makes the width of the price range a fact about the business rather than a mood in the market.

Rigetti Computing, Inc. reported its second-quarter 2026 results, with sales rising to US$5.14 million from US$1.80 million a year earlier while net loss increased to US$52.61 million from US$39.65 million, alongside a U.S. Department of Commerce letter of intent for up to US$100.00 million in quantum R&D support. The combination of rapid revenue growth, deeper U.S. government engagement, and new commercial system deliveries with partners such as Nvidia and HPE highlights Rigetti’s growing...

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

ANET is riding surging AI networking demand as Etherlink customers top 100 and diverse AI architectures expand its opportunity.

Hewlett Packard Enterprise (HPE) stock is in focus after Netlist initiated new intellectual property actions that include the company in an expedited United States International Trade Commission investigation involving DDR5-related memory modules. See our latest analysis for Hewlett Packard Enterprise. At a share price of US$55.69, Hewlett Packard Enterprise has seen strong momentum recently, with a 30 day share price return of 21.54% and a 90 day share price return of 64.76%. The 1 year...

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.