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Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and […]
Micron, SanDisk, NVIDIA and Hewlett Packard Enterprise pair strong AI infrastructure growth with below-sector valuations.
Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.
Hewlett Packard Enterprise will release its third-quarter earnings soon, and analysts anticipate a triple-digit bottom-line growth.
From private ranch vacations to concierge medicine, these are the ultraluxury perks top executives scored last year.
Elliott Management's latest 13F filing exposes five positions spanning gold streamers to AI infrastructure, but not all of them still make sense to buy. One has already tripled expectations while another has aged past the thesis entirely.
Rising oil prices and market jitters put dividend growth in focus as stocks like GormanRupp stand out for resilient payouts.
PENG's ClusterWareAI is driving software and services growth as customers expand AI deployments across its full-stack platform.
Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.
Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...
MSA Safety (NYSE:MSA) has elected Octavio Marquez to its Board of Directors. Marquez brings leadership experience from Diebold Nixdorf, Dell EMC, Hewlett Packard Enterprise, IBM, and NCR. The appointment introduces additional banking and technology sector expertise to the company’s board. MSA Safety, trading at $169.99, has seen the stock decline 2.4% over the past year, while showing a 5.0% return over three years and 11.2% over five years. For investors tracking longer term governance and...
While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.
Infleqtion received three Department of Energy research projects and led gains among the companies tied to the initiative.
Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.
NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.
If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo
Find insight on Apple, Reach PLC, and more in the latest Market Talks covering technology, media and telecom.
Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.
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