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21.07.26 - 19:42
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Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ (24/7 Wall St.)
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Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ...
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06.07.26 - 19:48
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The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x. (24/7 Wall St.)
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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....
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06.07.26 - 17:30
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Are Investors Undervaluing Hewlett Packard (HPE) Right Now? (Zacks)
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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....
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01.07.26 - 12:06
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Nvidia GPU-network ecosystem tops data center Ethernet switches (Digitimes)
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According to IDC's latest data, Nvidia's networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for the first time in the first quarter of 2026. This is an arena traditionally contested by network equipment vendors such as Arista Networks, Cisco, Huawei, and HPE, with switch chip suppliers such as Broadcom deeply involved....
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