Notícias

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

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.

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.

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Investing.com -- Evercore ISI cut its rating for Hewlett Packard Enterprise to In Line from Outperform on Monday following a sharp rally in the shares, keeping its $65 price target on the stock.

Dell and HPE surge as Oracle reveals what AI demand really looks like

Today, Sept. 11, 2026, enterprise server demand from AI spending drove the stock up over 12%, with record quarterly revenue and networking strength fueling investor confidence.

On Sept. 11, 2026, oil prices retreated intraday, helping investors look past sticky inflation data and fueling risk-on sentiment.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Sept 11 (Reuters) - U.S. stock index futures bounced back as oil prices cooled on Friday and investors pinned their hopes on the consumer inflation report to end a rough week on a positive note.

AI infrastructure demand drives record quarterly results and expanded guidance.

Albertsons named former eBay and Hewlett Packard chief Meg Whitman to the newly created post of executive chair, as the grocery-store operator grapples with falling sales and cautious consumer spending.

The HPE CEO weighs in with his outlook for AI demand.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...

Hewlett Packard Enterprise's Q3 earnings and revenues beat estimates as AI, networking and server demand surge, driving record backlog and higher fiscal 2026 guidance

Hewlett Packard Enterprise lifts fiscal 2026 and 2027 targets as enterprise AI demand broadens and networking orders surge beyond available supply.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Hewlett Packard Enterprise (NYSE:HPE) reported quarterly revenue and earnings above expectations on Wednesday and raised its full-year guidance for both 2026 and 2027. Separately, the company expanded its collaboration with Oracle and issued warrants allowing Oracle to purchase HPE common shares.

AI demand is powering growth across software and infrastructure, but investors are taking very different views on the valuations.

By Rocky Swift TOKYO, Sept 3 (Reuters) - Shares and bonds staged a relief rally in Asia on Thursday while the yen added to gains as investors awaited fresh U.S. data and central banker comments for

Hewlett Packard Enterprise Co (HPE) delivered record Q3 results with revenue up 34% and raised its fiscal 2027 outlook, driven by accelerating AI infrastructure demand.

Hewlett Packard Enterprise posted record revenue and profitability as AI demand drives growth across its portfolio.

Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out

HPE is set to report, offering a fresh data point amid a deluge of big AI reports touting wins from record data center spending.

HPE lifted its long-term growth targets after revenue gains across both of its segments. The technology company now expects revenue to rise between 34% and 37% in the current fiscal year, up from a previous range of 29% to 33%.

HPE stock wavered amid fiscal Q3 earnings and revenue that topped estimates with high expectations for AI infrastructure growth.

HPE reported fiscal third-quarter adjusted earnings of $1.11 per share, which was a major jump from the earnings of 44 cents per share in the prior year period and ahead of analyst estimates of 93 cents per share, according to FactSet. “We are turning what I call exceptional demand into durable, profitable growth for a company and shareholders,” CEO Antonio Neri told Barron’s on Wednesday. HPE also raised its revenue outlook for the year.

HPE lifted its long-term growth targets after revenue gains across both of its segments drove a more than fivefold increase in its profit during the third quarter.

Hewlett Packard Enterprise Co. (NYSE:HPE) reports fiscal third-quarter earnings after the bell Wednesday, and prediction traders see little suspense over whether it clears Wall Street’s earnings bar. The bigger question may be what CEO Antonio Neri says about HPE’s AI...