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

Dell and SMCI stocks rise after HPE's blowout earnings report, signaling strong demand for AI infrastructure and growth in enterprise revenue.

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economictimes.indiatimes.com

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benzinga.comStai leggendo3 mesi fa

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

HPE crushed Q2 (EPS $0.79 vs $0.53, revenue $10.68B vs $9.79B) with FY26 guidance 29-33%, sending stock 36% higher. Sympathy rallies in Dell and SMCI confirm AI infrastructure demand is sector-wide and sustained—demonstrating that hyperscaler capex for datacenter modernization is accelerating.

originale

channelnewsasia.com3 mesi fa

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

HPE posted record Q2 revenue ($10.68B) and accelerated 2028 targets to 2026 on enterprise agentic AI infrastructure demand. The $6.3B AI backlog and pricing power mean 2026 EPS targets match prior 2028 guidance, confirming sustained AI hardware momentum.

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

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

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

Timeline cronologica

Hewlett Packard Enterprise Earnings: Can It Ride Dell's AI Wave? - Dell Technologies (NYSE:DELL), Hewlett

HPE fast forwards to 2028 goals on robust AI demand, shares surge 36%

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36% - The Economic Times

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

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

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36% - The Economic Times

HPE surges 29% as AI infrastructure boom boosts server demand

What's Going On With Super Micro Stock Tuesday? - Super Micro Computer (NASDAQ:SMCI)

Dell Stock Gains As Hewlett Packard Enterprise's Moonshot Confirms Insatiable AI Server Hunger - Dell Tec

Why Is Super Micro Stock Falling Thursday? - Super Micro Computer (NASDAQ:SMCI)