Notícias

AI valuation worries are shifting focus to dividend growth. DELL joins four stocks highlighted for earnings growth, rising sales and steady payouts.

The AI infrastructure build-out has entered a new phase, as more companies seek control over their own systems.

Hewlett Packard Enterprise Co (NYSE:HPE) is one of the best stocks to buy according to David Greenspan’s Slate Path Capital. HPE stock has gained more than 80% year-to-date and more than doubled over the past year. Analysts see more upside potential in the stock, projecting a 50% rise from the current level. Some 58 hedge […]

Amazon, Alphabet, and Hewlett-Packard Enterprise benefit from the AI infrastructure spending boom as demand for data centers, cloud expansion, and AI hardware continues to accelerate.

The company is telling a powerful story about leaving its volatile past behind, but one figure reveals just how much of the business is still exposed to the old risks.

While the market debates the company's growth prospects, its unusual cash flow mechanics are quietly compounding value for owners.

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Hewlett Packard Enterprise (HPE) stock is drawing fresh attention after Qblox announced a collaboration with the company to build hybrid classical and quantum computing testbeds tied to high-performance computing and AI infrastructure. See our latest analysis for Hewlett Packard Enterprise. For context, Hewlett Packard Enterprise shares closed at US$43.15 after a 4.7% daily gain, even though the 30 day share price return is down 12.3%. The 90 day share price return of 75.2% and 1 year total...

The company is seeing the best demand in its history as AI buildouts accelerate, but it's also warning that severe supply shortages could cap that growth for years.

MU is among four technology solutions stocks highlighted as industry tailwinds in AI, cloud and integrated systems support growth despite ongoing supply challenges.

Hewlett Packard Enterprise (NYSE:HPE) has entered a collaboration with Qblox to connect quantum processors with classical high-performance and AI systems. The partnership focuses on integrating scalable quantum control hardware into HPE’s high-performance computing environments. The goal is to support hybrid classical quantum workflows for scientific and industrial users as quantum systems move closer to production use. Hewlett Packard Enterprise comes into this collaboration with Qblox...

A number of stocks jumped in the afternoon session after the ISM Services PMI Report showed the business services sector continued to expand in June.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 17, Hewlett Packard Enterprise Company (NYSE:HPE) announced that Vultr had selected the company and NVIDIA to build Vultr’s next-generation AI data center infrastructure. Vultr is the world’s largest privately held […]

If you hold shares in this networking giant, you are already exposed to a notably large potential swing in its value over the next year.

Lumentum Holdings Inc. (NASDAQ:LITE) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 12, Saiyi He of CMB International Securities started coverage of Lumentum Holdings Inc. (NASDAQ:LITE) with a Buy rating. The analyst set a price target of $1070 for the stock. The firm’s assigned price target […]

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Dell Technologies' AI server boom and expanding customer base support prospects, but supply constraints, margin pressure and competition loom.

CSCO's networking business is gaining momentum as AI infrastructure demand, campus refresh projects and hyperscaler deployments fuel a broader growth cycle.

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Amid supply-chain woes, Computer - Integrated Systems players like MU, STX, HPE and AGYS benefit from the demand for integrated solutions and multi-cloud model adoption.

Hewlett Packard Enterprise's AI and traditional server demand, record backlog, improving margins and rising free cash flow support the case for investors to accumulate shares.

Dell Technologies is rising sharply after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 15 Best Data Center Stocks to Buy and Hold for the Next Decade. On July 1, 2026, ScanSource (SCSC) announced an expanded partnership with Hewlett Packard Enterprise Company (NYSE:HPE), including HPE Juniper Networking. The expanded HPE Networking portfolio is meant to help ScanSource connect networking and […]

DELL's ISG is powering growth as AI server demand, a $51.3B backlog and infrastructure refresh cycle reinforce its fiscal 2027 outlook.

Wall Street is drooling over Hewlett Packard Enterprise (NYSE:HPE) because the Juniper Networks deal detonated a 148.2% Networking revenue surge in the most recent quarter and management just yanked FY26 EPS guidance to $3.35 to $3.45 from a prior $2.25 to $2.45. But here’s what you should actually be watching. The HPE Story Is a ... Forget Hewlett Packard Enterprise: 1 Dividend-Rich Tech Giant to Buy Hand Over Fist on the Structural Pivot

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

Management put a stunningly large number on its AI future, and investors are piling in. But the real story is what this growth costs.

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 Hot Stocks with the Highest Upside Potential. On June 16, Hewlett Packard Enterprise Company (NYSE:HPE) announced that it has been selected by Siemens Energy to help Siemens Energy improve its engineering operations with AI as global demand for power continues to rise. According to […]

Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.