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SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.
Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) have become two of the most important names in enterprise infrastructure.
Dell Technologies (DELL) trades at $524.14, right at its 52-week high, after a 321.7% run over the past year. The easy read is that you are late to an AI server trade, and that the $95 billion AI backlog is the number deciding what happens next. The analysts who cover the company full-time barely used their questions on the backlog: two of the nine touched on it.
AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.
Harbor Funds, an investment management company, released its Q2 2026 investor letter for “Harbor Mid Cap Value Fund”. The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial […]
NetApp's fiscal Q1 beat and raised 2027 outlook spotlight AI storage demand, record flash and cloud sales, and the margin test ahead.
NetApp enters fiscal 2027 with stronger AI, flash and cloud demand, but premium valuation and margin pressure leave less room for execution missteps.
NetApp's 14.8% three-month gain rides record all-flash growth, rising AI deal sizes and a higher fiscal 2027 outlook, even as margin risks build.
Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.
HPE issued Oracle warrants tied to a $70 billion infrastructure deal as its networking revenue jumped 75%, even as supply chain concerns pressured shares after earnings.
Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Dell and HPE both delivered record results and raised guidance, but only one showed it can turn AI-driven growth into expanding margins.
Hewlett Packard Enterprise said on September 2 that Oracle may deploy its Juniper networking equipment across Oracle Cloud Infrastructure data centers under a multi-year collaboration. The potential footprint includes PTX and MX routing plus QFX and EX switching, along with support and financing. Hewlett Packard Enterprise Company (NYSE:HPE) also issued warrants to Oracle Corporation (NYSE:ORCL), […]
Dell reported on September 1 and jumped nearly 10% in extended trading; HPE reported a day later, finished September 3 up 5%, then gave back 4.5% on September 4. Both described record AI demand, but the market treated backlog quality, margins, and execution differently. Dell Technologies Inc. (NYSE:DELL) and Hewlett Packard Enterprise Company (NYSE:HPE) are […]
HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.
Arrow Electronics (ARW) recently secured distribution rights for the full Hewlett Packard Enterprise networking portfolio across North America and selected EMEA markets, giving investors a fresh data point on the company’s role in enterprise IT channels. The Hewlett Packard Enterprise networking win lands at a time when Arrow Electronics’ share price has moved to US$215.97, with a 1-month share price return of 6.12% and a year-to-date share price return of 91.06%. The 1-year total shareholder...
Hewlett Packard Enterprise stock has delivered a very strong 5 year run, yet the latest valuation work points to the shares still trading at a discount to an intrinsic value estimate based on a Discounted Cash Flow model and to earnings and cash flow multiples that lean cheap. Over 5 years, Hewlett Packard Enterprise has returned 315.1%, which puts the recent pullback into context as a move within a much longer period of strong gains. Strong demand for AI servers and related infrastructure...
Cisco Systems (CSCO) stock has returned about 64% over the past year, against roughly 21% for the S&P 500. The easy explanation is that Cisco sells the switches and optics that hyperscalers are buying for AI. That business is real, and it is the smaller part of the story. The larger part is that the rest of Cisco started growing again, much of it as customers ready their networks for AI.
Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
Arista Networks has surged 37.3% in six months as AI demand, supply-chain gains and strong cash flow fuel its growth outlook.
A needed Nvidia deal.
Oracle’s AI infrastructure push and surging cloud backlog are fueling optimism, but investors will look for proof that spending is translating into durable revenue growth and cash flow.
The AI trade remains alive and well, with Hewlett Packard Enterprise (HPE), Broadcom (AVGO), and Dell Technologies (DELL) all recently posting strong quarterly results.
Today, Sept. 3, 2026, the enterprise infrastructure provider posted $12.2 billion in quarterly revenue, while analysts raised price targets, signaling sustained momentum in AI infrastructure.