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It's been a big year so far, at least for these 15 companies.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

Does Hewlett Packard Enterprise (HPE) have what it takes to be a top stock pick for momentum investors? Let's find out.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

PENG is expanding its AI partner network as Dell and NVIDIA ties drive customer growth and support full-stack AI Factory deployments.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility.

Hewlett Packard Enterprise, Coherent and Amphenol are in bases as funds load up. Eli Lilly is also among big money's favorites.

Super Micro Computer's 67% monthly surge is backed by AI demand and a record backlog, but inventory, competition and execution risks cloud the outlook.

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

A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.

Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commission and in U.S. District Court regarding DDR5 memory module technology. The ITC case seeks an investigation into alleged infringement and potential exclusion of certain Super Micro DDR5 products from the U.S. market. The federal lawsuit requests damages and other remedies tied to Super Micro Computer's use and sale of the disputed DDR5 memory related products. The...

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Morgan Stanley has adopted a more constructive stance on U. S.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

Five stocks stand out as potentially undervalued by price-to-book measures, including BioMarin Pharmaceutical, Invesco and Centene.

Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit Cepheus 1 108Q system, and highlighting deeper ties with Hewlett Packard Enterprise. See our latest analysis for Rigetti Computing. Rigetti Computing's recent headlines around the potential US$100 million grant and Cepheus-1-108Q progress have arrived alongside a 12.64% 7-day share price return and 15.58% 30-day share price return, although the...

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.

Check out the companies making headlines yesterday:

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

Super Micro shares jump as $60 billion AI backlog powers stock rally