Notícias

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

Everpure (P) stock soared 11% on Thursday, finishing as the S&P 500's top gainer after the data-storage specialist unveiled a much stronger long-term growth outlook.

Netlist is seeking exclusion and cease-and-desist orders that could restrict imports of infringing products into the U.S.

Dell Technologies' record AI orders, $95B backlog and higher server revenue outlook highlight stronger demand visibility than Hewlett Packard Enterprise.

Seagate Technology, Hewlett Packard Enterprise and Silicon Motion benefit from AI, cloud and integrated systems demand, while Infleqtion advances quantum growth.

Hewlett Packard Enterprise (NYSE:HPE) said it will integrate QuEra Computing's fault-tolerant quantum systems with its Cray supercomputers for on premises HPC environments. The collaboration targets national labs, enterprises and high performance computing centers that want quantum and classical workloads on a single infrastructure. QuEra's quantum technology is being positioned for scientific and energy research tasks that run alongside traditional Cray supercomputing jobs inside existing...

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.

Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.

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

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

Gabelli Investment Management Firm recently released its “Global Rising Income and Dividend Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned 5.78% in the second quarter of 2026, trailing the MSCI World Index, which gained 13.90% as global markets rallied broadly during the period. The letter highlighted […]

Tech stocks broke out this week as the QQQ neared record highs. Microsoft, Atlassian, and Hewlett Packard Enterprise show supportive fundamentals and technical setups that could extend gains if the sector's momentum holds.

Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.

Find highly ranked--Zacks Rank #1 (Strong Buy) or #2 (Buy)--value stocks to buy now and hold with the stock market at new highs.

Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.

SanDisk (SNDK) stock has risen nearly 1,700% over the past year, even after falling 18% over the past three months to about 24% below its 52-week high. At a price near $1,770, it trades at about 22.7 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back. Analysts' forecast earnings are defined differently. On forecast earnings, it looks far cheaper, if those earnings last.

Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.

Hewlett Packard Enterprise's networking orders are surging ahead of shipments amid growing AI demand, with major deals and Juniper integration shaping what's next.

Beyond NVIDIA, Vertiv and Arista Networks offer exposure to the AI data-center buildout through power, cooling and networking infrastructure.

Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

Dell Technologies (DELL) remains the "best athlete" among enterprise hardware companies and is best

One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

Hewlett Packard Enterprise (HPE) has drawn fresh attention after outperforming its Computer and Technology sector peers this year, as analysts raised earnings estimates and assigned the stock a top Zacks Rank rating. Recent trading has cooled slightly, with the share price down over the past week, although Hewlett Packard Enterprise still carries a 30-day share price return of 14.36% and a 90-day gain of 28.16% at a latest share price of $60.76. That short term momentum sits on top of a...

Hewlett Packard Enterprise has turned into a headline stock after a rapid multi‑year run, which naturally puts the focus on whether the current share price lines up with the cash it can generate over time. With fresh enthusiasm around its role in enterprise infrastructure and AI spending, the question now is whether those expectations are fully backed by the company’s underlying cash flows. Over the past 5 years, Hewlett Packard Enterprise has returned about 418.9%, which makes the gap...

Albertsons Cos. this month named Meg Whitman, former CEO of eBay and Hewlett Packard Enterprise, as executive chair of the company’s board of directors. Whitman — who lives in Albuquerque with her husband, Dr. Griffith Harsh, a professor and chair of the Department of Neurosurgery at the University of New Mexico — was described as an “ideal leader” by the company’s former chair and newly ...

Dell Technologies Inc. (NYSE:DELL)’s shares closed 1.7% higher on September 15th, the day Cramer made these remarks. The day was important for AI stocks as investors were still digesting comments made by Anthropic’s Dario Amodei. Cramer weighed in on the movement and used the stock as an example to point out that sentiment about AI […]

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.