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[Close-up text of AI - artificial intelligence, machine learning concepts, and agentic AI technology.] MF3d/iStock via Getty Images A single investment theme is once again closing in on half the U.S. stock market. A JPMorgan basket of 41 c…
Arista Networks, Inc. ANET has gained 64.7% year to date compared with the Internet software industry's growth of 8.8%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.Zacks Inve…
Super Micro Computer SMCI has been at the forefront of the AI infrastructure boom led by worldwide AI investments. Annual spending is surging, and long-term projections suggest that cumulative AI data center and infrastructure spending wil…
NetApp, Inc.'s NTAP shares have surged 147.2% in the past six months, outperforming the Zacks Computer & Technology sector and the Zacks Computer- Storage Devices industry, which gained 28.2% and 59.2%, respectively. The S&P 500 composite…
[Hands holding up columns of bar graph] We Are UBS Global Research has constructed a 56-stock basket of U.S. companies with higher forward growth, stronger cash-flow profitability and improving earnings momentum, arguing that valuations fo…
Ryder Cup tech spotlight and AI data center win put Hewlett Packard Enterprise in focus Hewlett Packard Enterprise (HPE) has drawn fresh attention after a US$1.2 billion AMD Helios AI Rack order from Vultr and plans to run self-driving net…
New infrastructure underpins Mizuho Securities' expanding global business strategy and future AI ambitions In this article Mizuho Securities selects HPE Cray XD2000 featuring direct liquid cooling to support financial simulations involving…
Company Logo Boost ROI with AI-driven predictive analytics, automated root-cause analysis and cloud-based ITOA to prevent downtime, optimize resources and strengthen resilience. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "IT Operations Anal…
Company Logo Boost IT ROI with HCI: consolidate compute, storage and networking, automate operations, scale by adding nodes, and optimize hybrid-cloud and edge workloads. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Hyper-Converged Infrastru…
Company Logo Boost ROI with MEC by cutting data transmission costs, accelerating processing, improving operational efficiency, and unlocking low-latency services and new revenue streams. Dublin, Oct. 07, 2026 (GLOBE NEWSWIRE) -- "Mobile Ed…
Caterpillar and Deere trade lower. The Federal Trade Commission launches a probe into competition and business practices within the agricultural equipment and technology industries. Continue Reading
HPE launched a new line of enterprise servers powered by AMD’s latest processors. Continue Reading
Super Micro Computer SMCI is trading at a discount at a forward 12 Month P/S multiple of 0.41X compared with the industry's P/S multiple of 3.05X. SMCI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Inv…
Four new HPE ProLiant Gen13 Servers, powered by 6th Gen AMD EPYC Server CPUs, feature automated security and management, optimized performance for agentic AI and inference, and reliability rooted in more than 30 years of innovation In this…
Dell Technologies Inc. (NYSE:DELL) was named the better operator of the two by Jim Cramer on Mad Money on October 6, in a segment that still called Hewlett Packard Enterprise the cheaper stock. Dell traded at around $573 on October 6, up 3…
Artificial intelligence stocks remain among the market's strongest performers, with several industry leaders recently pushing to new 52-week highs. While there can often be reluctance to buy a stock near its highs, these top-rated AI stock…
The explosive growth of unstructured data is creating a new challenge for enterprises: storing data is no longer enough. The challenge seems acute in media and entertainment, semiconductor design, life sciences, and other industries built…
Dell Technologies DELL shares have jumped 32.4% in the past three months, outperforming the broader Zacks Computer and Technology sector's rise of 9.2%. The appreciation can be attributed to a combination of accelerating AI infrastructure…
2 Momentum Stocks with Solid Fundamentals and 1 We Brush Off Great things are happening to the stocks in this article. They're all outperforming the market over the last month because of positive catalysts such as a new product line, const…
Company Logo Players: Microsoft, IBM, Broadcom, HPE and AWS. Profiles cover change and configuration management software, services, segments, trends, regional shares and opportunities. Dublin, Oct. 06, 2026 (GLOBE NEWSWIRE) -- "Change and…
Hardware & Infrastructure Stocks Q2 Highlights: Hewlett Packard Enterprise (NYSE:HPE) Let's dig into the relative performance of Hewlett Packard Enterprise (NYSE:HPE) and its peers as we unravel the now-completed Q2 hardware & infrastructu…
HPE will deploy a Self-Driving Network and next-generation Connected Intelligence Center to the event at Adare Manor in Ireland, enabling unified agentic IT operations HPE will return as a Worldwide Supplier of the 2027 Ryder Cup at Adare…
For Immediate Release Chicago, IL – October 5, 2026 – Today, Zacks Investment Ideas features Hewlett Packard Enterprise HPE, PBF Energy PBF and NetApp NTAP 3 Buy-Rated Stocks Eclipsing All-Time Highs Stocks making new all-time highs are al…
Company Logo Boost ROI via server consolidation, hardware optimization, scalable hybrid/multi-cloud VMs, AI-driven workload management, and secure DevOps environments. Dublin, Oct. 05, 2026 (GLOBE NEWSWIRE) -- "Virtual Machine Market Repor…
The Morning Bull - US Market Morning Update Monday, Oct, 5 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.7%, as investors weigh cooler job growth against hotter manufacturing and price sig…
The technology sector (XLK [https://seekingalpha.com/symbol/XLK]) gained nearly 2.75% in the third quarter as strong demand for artificial intelligence and continued investment in AI infrastructure supported major technology stocks. In the…
The tech sector remained in the spotlight this week as investors assessed headlines from top companies including Micron, AMD and Accenture. The tech-focused Nasdaq Composite Index (COMP:IND [https://seekingalpha.com/symbol/COMP:IND]) close…
Hewlett Packard Enterprise has ridden a powerful AI infrastructure story and now trades near record territory, which naturally raises a harder question for investors around whether the current share price lines up with the cash the busines…
What Happened? Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 7.8% in the afternoon session after momentum from its networking investor day carried into the session, amplified by Wall Street price-targ…
Hewlett Packard Enterprise (NYSE:HPE) received a US$1.2b order from Vultr for its new AMD Helios AI servers. The Vultr contract is the first commercial deployment of HPE's Helios racks that combine AMD chips with HPE Networking hardware. T…
[Hewlett Packard Enterprise office building in Houston, Texas, USA.] JHVEPhoto/iStock Editorial via Getty Images Shares of Hewlett Packard Enterprise (HPE [https://seekingalpha.com/symbol/HPE]), an edge-to-cloud technology provider, climbe…
Hewlett Packard Enterprise's (HPE) investor day this week was a resounding success as far as Wall Street is concerned. That much is evident by the stats on the company's stock this week. The server and networking equipment maker's stock wa…
ON Semiconductor (ON) and Synaptics (SYNA) revised their merger under which Onsemi will buy Synaptic PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Nvidia stock is on pace to close at a record high. Continue Reading
HPE stock is on track to close Friday at a record. Continue Reading
Stock Market Today: The Dow Jones index rallies Friday after a surprise result from the U.S. jobs report. Tesla stock jumps on deliveries. Continue Reading