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.
/ 16 items
#HPE↓
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.
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.