Browsing Tag
Hewlett Packard Enterprise
50 posts
HPE stock gained 3%, but its next test goes beyond the AI server rally
HPE shares joined a broader artificial intelligence infrastructure rally while a U.S. Department of Energy selection strengthened the company’s own supercomputing narrative.
IBM Power S1112 lands as the entry point for on-prem AI inference at IBM i shops
IBM (NYSE: IBM) launches Power S1112 server, Autonomous Operations AI agent and Bob Premium for IBM i one day after the disappointing Q2 update.
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
Penguin Solutions (PENG) delivers Q3 fiscal 2026 double beat, raises FY26 revenue growth to 22% on agentic AI demand as Integrated Memory jumps 111%
Penguin Solutions (PENG) posts Q3 double beat, raises FY26 revenue growth to 22% on agentic AI demand. Shares up 8.5% AH, Integrated Memory jumps 111%.
Supermicro (SMCI) stock slide exposes the hidden funding strain behind AI server demand
Find out why Supermicro’s $7bn financing plan hit SMCI stock despite $39bn in AI server orders and what it means for investors.
Can Supermicro justify a $7bn financing plan as SMCI investors weigh AI order demand and dilution risk?
Find out why Supermicro’s $7bn financing plan could reshape SMCI stock sentiment, AI server demand, and dilution risk.
HPE rockets on record quarter as it pulls AI-driven guidance forward two years
HPE soared ~30% after revenue rose 40% to $10.7B, networking jumped 148% on Juniper, and it pulled FY26 guidance forward two years. Elliott's Chris Hsu joins the board.
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Lattice Semiconductor bets $1.65bn on AMI to build secure data centre control platform
Lattice Semiconductor is paying $1.65 billion for AMI's firmware footprint inside every hyperscale server. The integration risk is the only thing standing between LSCC and a $1 billion run rate.