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Jim Cramer Turned Out Right For This Particular AI Stock That’s Up Since Earnings

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

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Jim Cramer Turned Out Right For This Particular AI Stock That’s Up Since Earnings

HPE riporta Q3 AI orders $2.4B, revenue +16.2% e guidance FY2026 34-37%. Hedge fund holders cresciuti a 85 (da 58) segnalano fiducia nel positioning AI infrastructure, ma margin in calo e backlog ordini in crescita 3-5x pongono dubbi sulla sostenibilità.

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fool.com9 h fa

HPE's $7.6 Billion AI Backlog Is Waiting on Memory Supply to Catch Up

HPE's AI backlog reached $7.6B in Q3 driven by $3.1B orders, yet component scarcity blocks shipments. IT leaders should expect supply—not demand—will dictate on-premises AI infrastructure deployment timelines and capex cycles through 2027.

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sabato 12 settembre 2026·finance.yahoo.com
Jim Cramer Turned Out Right For This Particular AI Stock That’s Up Since Earnings
Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms,…
sabato 12 settembre 2026·fool.com
HPE's $7.6 Billion AI Backlog Is Waiting on Memory Supply to Catch Up
The company's enterprise and government customers are driving a surge in AI orders.