Chip and AI Stocks Drop After CEOs Urge Caution on Development Pace
AI leaders including Amodei, Altman and Musk call to pace the frontier. Chip, memory and networking stocks fall as investors weigh spending and IPOs.
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#HPE↓
Oracle Spending Hold Lifts Server and Rack Stocks
Oracle kept its $90–95B AI capex plan as Microsoft targets 38 GW by 2032. HPE and Dell jumped on the infrastructure read-through.
Inventory Build and Tighter FY27 Margins Overshadow HPE’s Strong Quarter
HPE beat Q3 estimates and raised FY26/FY27 outlook, but the stock slipped after hours on inventory build, mixed margins, and sell-the-news trading.
Lenovo’s 43% Revenue Surge on AI Boom Lifts Dell and HP Stocks
World’s largest PC maker reports $26.94B revenue, beating forecasts. AI drives 60% growth and $54B server pipeline. Stocks of Dell and HP rise.
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.
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.