SMCI, Dell Catch A Bid After Hours As HPE Stock Soars After Q2 Report - Hewlett Packard (NYSE:HPE)

Shares of Super Micro Computer Inc. (NASDAQ:SMCI) and Dell Technologies Inc. (NYSE:DELL) are moving higher in Monday’s extended session, riding the coattails of a blowout earnings report from Hewlett Packard Enterprise (NYSE:HPE) that sent a clear signal: enterprise AI infrastructure spending is alive and accelerating.

DELL stock is climbing. See the chart and price action here.

Hewlett Packard Enterprise‘s Q2

Hewlett Packard Enterprise surged 36.40% after hours to $64.11 after reporting fiscal second-quarter results that handily topped Wall Street expectations on both the top and bottom lines.

The company posted earnings of 79 cents per share, demolishing the consensus estimate of 53 cents, while revenue of $10.68 billion crushed the $9.79 billion estimate.