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HPE coverage

Every article, report, and earnings note where HPE appears.

Edge Computing Stocks to Own in August 2026: 7 Names

A countdown of seven edge computing stocks spanning networking, security, distributed compute, cloud platforms, and edge infrastructure.

Aug 19, 2026·14 MIN

edge computing

OpinionSMCI

Super Micro’s margin shock just changed the SMCI debate

Super Micro’s latest update was not a revenue story. The real shock was gross margin jumping to 15%–17% from prior guidance of 8.2%–8.4%, a reset that says the market has been underestimating SMCI’s earnings power.

Jul 22, 2026·4 MIN

AI Valuation Hardware

OpinionCRDO

Credo’s 10% drop looks like a valuation panic, not a broken AI story

Credo’s sharp post-earnings drop looks more like a crowded AI trade unwinding than a business cracking. Triple-digit growth, above-consensus guidance, and fresh analyst support still point to a live bull story even after the valuation reset.

Jun 24, 2026·4 MIN

AI Semiconductors Valuation

Opinion

The AI trade is not broken, but leadership is getting narrower

This week’s AI wobble looks less like the start of a bubble collapse than a shift toward selectivity. The market is still funding AI buildout, but it is rewarding the companies closest to hard infrastructure bottlenecks and punishing names where expectations ran ahead of visible monetization.

Jun 20, 2026·5 MIN

AI Semiconductors Infrastructure

Opinion

The AI trade isn’t broken — it’s rotating from chip scarcity to infrastructure spend

Broadcom’s stumble looks less like the end of the AI trade than a handoff inside it. The market is starting to reward the next bottlenecks — servers, networking, cooling, and power — as AI capex broadens beyond the most crowded chip winners.

Jun 19, 2026·5 MIN

AI Semiconductors Infrastructure

OpinionSMCI

Supermicro’s $7 billion raise is ugly, but it also says demand is very real

Supermicro’s $7 billion raise is brutal on dilution optics, but it also confirms the company is still staring at real AI demand, not a demand vacuum. At 0.55x sales with revenue up 46.6%, this has become an execution trade, not a broken-story trade.

Jun 19, 2026·4 MIN

AI Server Hardware Valuation

OpinionSMCI

Super Micro’s crash is the market finally pricing the cost of AI growth

Super Micro’s latest capital raise makes the core problem hard to ignore: AI demand is booming, but the business is consuming so much capital that existing shareholders may not capture that upside cleanly. The stock’s collapse on bullish news looks less like panic and more like the market finally pricing the cost of growth.

Jun 11, 2026·4 MIN

AI Hardware Dilution

OpinionCIEN

Ciena’s selloff makes no sense if AI optical demand is actually the story

Ciena’s post-earnings drop looks like a valuation reset, not a broken AI optical story. A company that just posted 40% quarterly revenue growth, beat EPS, and raised full-year guidance should not trade like demand suddenly vanished.

Jun 5, 2026·4 MIN

AI Optical Networking Valuation

Trending StockHPE

Hewlett Packard Enterprise Company (HPE) spikes 27.7%

Hewlett Packard Enterprise Company (HPE) spikes after a blowout fiscal Q2 report, with earnings and revenue topping estimates and guidance rising sharply. The move reflects surging AI infrastructure demand, a major market re-rating, and growing investor confidence in HPE’s growth outlook.

Jun 2, 2026·6 MIN

Trending StockHPE

Hewlett Packard Enterprise Company (HPE) surges on AI earnings

Hewlett Packard Enterprise Company (HPE) surges after a strong June 1 earnings report that delivered record revenue, higher guidance, and accelerating AI infrastructure demand. Investors are rethinking HPE as an AI data center and networking winner rather than a slow-growth legacy hardware name.

Jun 1, 2026·5 MIN

Trending StockHPE

Hewlett Packard Enterprise Company (HPE) climbs 12% on AI rally

Hewlett Packard Enterprise Company (HPE) climbs sharply after hours as a sector-wide AI infrastructure rally lifts server and enterprise hardware stocks. Dell’s blowout results and stronger guidance sparked sympathy buying, while HPE’s own improved outlook and AI-linked revenue mix added fuel.

May 29, 2026·6 MIN

Research ReportHPE

Hewlett Packard Enterprise (HPE): Networking Turns the Story

HPE is evolving from a legacy server vendor into a broader enterprise infrastructure platform, with Juniper-fueled networking now driving margin and mix improvement. The stock looks constructive, but the recent run means upside depends on execution rather than cheap valuation alone.