Morgan Stanley Turns More Positive on IT Hardware, Upgrades HPE and NetApp
Morgan Stanley raises U.S. IT hardware outlook to In-Line, upgrades HPE and NetApp on AI-driven demand, while downgrading Teradata.
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Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Dell and Super Micro Launch Nvidia Vera Rubin AI Servers, Sparking Fresh Market Buzz
Early shipments and bullish analyst targets signal strong 2026 growth.
HPE Skyrockets on Massive Q2 Earnings Beat – AI Servers and Networking Power Record Results
HPE hit record Q2: $10.7B revenue (+40%), strong AI & networking growth, higher profits, raised outlook and cash flow. Two years ahead of plan.
More Activists Rush Into HPE: Elliott’s Pressure Sparks Fresh Investor Battle
HPE is rising as activists invest, push changes, and profits improve after buying Juniper Networks, boosting its stock sharply.
Super Micro Co-Founder Charged in $2.5 Billion AI Server Smuggling Scheme to China
US indicts Super Micro co-founder Wally Liaw for illegally diverting $2.5B Nvidia AI servers to China via Southeast Asia, evading export controls. SMCI shares plunge.