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NetApp (NTAP) has spent years quietly retiring its own stock while the attention went to its flash arrays and AI deals. The stock is not quiet now: it has gained about 92% over the trailing six months and sits roughly 5% below its 52-week high. Fewer shares mean each one carries more of the profit. The question is what that is worth at this price.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
CSCO's 8% three-month drop reflects margin and recurring-growth concerns, but surging AI demand and networking refresh opportunities support its outlook.
Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.
Dell Technologies (DELL) stock trades at about $588, and the options market has already priced where it is most likely to sit twelve months from now: there is a two-in-three chance it lands between roughly $290 and roughly $1,180. That band is what a holder is carrying, in dollars. It prices the size of the move and says nothing about the direction. The size is the part worth your attention.
Arista Networks (ANET) has gained 5.6% over the last five trading days while the S&P 500 added 0.6%. A gap like that pulls buyers in. But the five-day move is not the question. The real one is what owning Arista does to your money every time the market moves, because it travels much further than the index in both directions.
Toward the end of the lightning round on September 14, when a caller inquired about Hewlett Packard Enterprise Company (NYSE:HPE), Mad Money host Jim Cramer said: Neri’s good. Neri’s good… I didn’t think they had the horses. They do have the horses. The fact is that I’m just a Dell fan, I guess, in the […]
A stock with low volatility can be reassuring, but it doesn’t always mean strong long-term performance. Investors who prioritize stability may miss out on higher-reward opportunities elsewhere.
Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.
Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.
NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.
A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.
SanDisk (SNDK) has returned nearly 1,600% over the past twelve months and still trades at 19.5 times earnings, against an S&P 500 median of 22.4. It sits about 35% below its 52-week high. A cash-generative business priced under the market is where value buyers start. The question is whether those earnings are a new normal or the top of a memory cycle.
NTAP expands its NFL ties with the Buccaneers, bringing secure data infrastructure to the fan experience and digital platforms.
Here is how Hewlett Packard Enterprise (HPE) and ASE Technology Hldg (ASX) have performed compared to their sector so far this year.
Broadcom sees AI driving private cloud demand for its VMware software business, but IDC, Kyndryl, and HPE data offer a mixed picture of that trend’s actual strength.
Hewlett Packard Enterprise (NYSE:HPE) expanded its global AI infrastructure partnership with Oracle, involving HPE Juniper Networking in Oracle AI data centers. The firm also agreed to a large-scale digital modernization project with Tottenham Hotspur Football Club, focused on stadium hybrid cloud and AI infrastructure. Both collaborations highlight new client deployments for HPE across AI data centers and digitally enabled sports venues. The Oracle data center expansion and Spurs stadium...
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
Hewlett Packard Enterprise has rallied other technology stocks, and analysts remain moderately bullish about the stock’s outlook.
Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.
Hewlett Packard is well positioned as AI infrastructure demand accelerates, potentially creating another leg of growth ahead.
Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.
Arista Networks (ANET) stock rose 40.6% between mid-March and mid-September 2026, against 15.5% for the S&P 500. Arista sells the Ethernet switches, its Etherlink line among them, that tie AI accelerators together inside a data center, largely for its biggest customers, the cloud and AI titans. The August guidance raise, the third of 2026, rested on supply, a bottleneck management had described since the autumn of 2025.
Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.
SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.
Dell Technologies (DELL) has returned more than 330% over the past twelve months, and it still cannot build as much as its customers want. You can be paid today for agreeing to buy the stock well below today's price, and the payment is yours whether or not you ever own the shares. The catch is whether you would want the shares at that lower price.
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