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HPE Sees Strong

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HPE Sees Strong Growth Over Next 18 Months on Server Demand

Antonio Neri, chief executive officer of Hewlett Packard Enterprise Co. (HPE), speaks during a keynote address at the HPE Discover event at the Sphere in Las Vegas, Nevada, US, on Tuesday, June 24, 2025. HPE announced a single partner program, HPE Partner Ready Vantage, consolidating existing programs to enhance partner experiences across the entire HPE portfolio, according to the company.

Bloomberg Technology 9d ago

HPE surges 29% as AI infrastructure boom boosts server demand

HPE surges 29% as AI infrastructure boom boosts server demand June 2 : Hewlett Packard Enterprise shares rallied nearly 29 per cent in premarket trade on Tuesday, as investors cheered the AI server maker pulling forward its long-term financial targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks...

Channel News Asia 8d ago

Like Dell, now HPE surges on a massive guidance hike. Yes, business is that good

It happened again — this time with Hewlett Packard Enterprise . Shares soared nearly 25% after the company reported a blowout fiscal 2026 second quarter on strong data center demand. Like Dell , the HPE stock response appears justified, given an additional massive outlook hike.

CNBC 8d ago

Why we're not discouraged by CrowdStrike and Broadcom selling. Context is everything

There is no denying that waking up Thursday morning to the post-earnings declines in CrowdStrike and Broadcom is painful. It was also painful to see a similar sell-off in Palo Alto Networks in the prior session. In fact, Palo Alto stock is now riding a three-session losing streak.

CNBC 6d ago

Jim Cramer's top 10 things to watch in the stock market Wednesday

My top 10 things to watch Wednesday, June 3 1. Stocks are little changed this morning after the S & P 500 's record high yesterday. The market is being held back by Iran and tariff uncertainties.

CNBC 7d ago

HPE declares Juniper deal a 'home run' as AI and networking fuel record quarter

HPE just posted its biggest earnings beat since 2018, and CEO Antonio Neri wasted little time taking a victory lap for the company's $14 billion Juniper acquisition. The infrastructure giant posted record quarterly revenue of $10.7 billion on Monday, up 40 percent year over year, while networking revenue surged to $2.7 billion and AI systems orders reached $1.8 billion. Investors liked what they saw, sending shares sharply higher after the results landed.

The Register 8d ago