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CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Netlist has filed new patent infringement proceedings at the US International Trade Commission targeting Hewlett Packard Enterprise (NYSE:HPE) and other companies over DDR5 memory modules. The complaint seeks exclusion orders that could limit imports of certain high performance memory products used in HPE systems. Netlist is also pursuing cease and desist orders that may affect the sale and distribution of accused DDR5 modules in the US market. The ITC process introduces legal and...

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

Hewlett Packard Enterprise (HPE) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Morgan Stanley just upgraded HPE to Overweight after a stock run that most investors missed entirely, and the valuation argument for buying near a 52-week high is more complicated than it looks.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

After a steep sell-off, a key AI infrastructure builder looks cheap, but the market is pricing in a flaw that bargain hunters cannot afford to ignore.

BioMarin, Invesco, Centene, HPE and Gibraltar Industries stand out as undervalued stocks with low price-to-book ratios.

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Dell Technologies (NYSE:DELL), HP Inc. (NYSE:HPQ) and Hewlett Packard Enterprise (NYSE:HPE) shares moved sharply higher in Thursday premarket trading after strong quarterly results from Lenovo (USOTC:LNVGY) boosted sentiment across the computer hardware and enterprise technology sector.

Cisco and Coherent both slide despite solid earnings, while StubHub plummets as higher costs offset a World Cup boost.

Here is a way to get paid a real income now on your Arista Networks shares, cash you keep no matter what, in exchange for capping your gains at a price above today's.

Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. For a broader view on how experienced leadership can shape corporate direction, it is worth exploring companies in the same theme through 19 top founder-led companies. NYSE:LUMN 1-Year Stock Price...

Cisco Systems' (CSCO) shares dropped after the closing bell Wednesday as the company's fiscal fourth

The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.9% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight and set a $69 price target. The firm said it had been “on the wrong side” of the enterprise hardware trade and now sees a stronger setup for HPE’s server business. Morgan Stanley’s shift rests on pricing and order strength. Hardware refresh cycles, customers pulling spending forward, and AI-related demand are supp

RGTI expands global quantum deployments, advances its 108-qubit system and targets roughly 1,000 qubits as it scales technology and commercial adoption.

Hewlett Packard Enterprise (HPE) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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.