Server Hardware Stocks Surge: HPE Gains 12.2%, Dell Rises 11.5%

As seen on the 24/7 Wall St. homepage on September 11, 2026.

Biggest movers · At the close Sep 11, 4:10pm ET

Gainers

HPEHewlett Packard Enterprise$61.96+12.2%
DELLDell Technologies$564.87+11.5%
ONON Semiconductor$75.86+8.1%
SMCISuper Micro Computer$40.08+7.2%
CIFRCipher Mining$16.9+6.0%

Losers

SMRNuScale Power$8.7-14.8%
DOCNDigitalOcean$121.99-6.9%
SNDKSanDisk$1,632.76-3.5%
RBRKRubrik$86.6-2.6%
NETCloudflare$303.72-2.4%

Server hardware owned Friday's close: Hewlett Packard Enterprise added 12.2% and Dell 11.5%, with ON Semiconductor and Super Micro also finishing up more than 7%. NuScale Power sat at the other extreme, down 14.8% to $8.70.

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Friday's session belonged to server hardware, with Hewlett Packard Enterprise up 12.2% and Dell Technologies close behind, while ON Semiconductor and Super Micro Computer rounded out a broad advance across the infrastructure stack.

Cipher Mining joined the rally as well, a sign the enthusiasm extended beyond pure server hardware into adjacent compute-intensive businesses.

The session's sharpest loss landed on NuScale Power, which fell 14.8%, with DigitalOcean and SanDisk also lower, a reminder that not all corners of the technology and infrastructure space shared in the day's gains.

Rubrik and Cloudflare also finished in the red, pointing to selective pressure on software and networking names even as hardware names charged higher.

Sources

Mentioned: HPE, DELL, ON, SMCI, CIFR, SMR, DOCN, NET

Related Market Updates

Biggest movers · At the close Sep 30, 4:10pm ET

Gainers

AIC3.ai$11.01+6.4%
HPEHewlett Packard Enterprise$64.06+4.2%
HIMSHims & Hers$29.84+4.0%
INTCIntel$120.29+3.8%
ACNAccenture$183.31+3.5%

Losers

MRNAModerna$192.22-5.5%
MARAMarathon Digital$11.37-5.2%
APPSDigital Turbine$11.05-5.1%
APPAppLovin$290.93-4.8%
BEBloom Energy$278.25-4.5%

The tape spread nearly 12 points wide at the close: C3.ai finished up 6.43% at $11.01 while Moderna gave back 5.52%. Enterprise tech names took the top four gainer slots, and the losers skew toward high-beta momentum.

Biggest movers · On the open Sep 30, 9:50am ET

Gainers

HPEHewlett Packard Enterprise$65.35+6.3%
NVTSNavitas Semiconductor$12.38+5.5%
NBISNebius Group$249.23+5.0%
CRWVCoreWeave$89.42+4.1%
IONQIonQ$45.68+4.0%

Losers

MRNAModerna$188.54-7.3%
CEGConstellation Energy$254.23-3.9%
NOCNorthrop Grumman$485-3.9%
APPAppLovin$296.5-3.0%
METAMeta$722.98-2.1%

Moderna is the session's widest move at the open, off 7.34% to $188.54, while Hewlett Packard Enterprise leads the upside at +6.27%. The gainer list skews toward AI infrastructure names; the losers span biotech, power and defense.

52-week highs Sep 25, 6:00pm ET

7 stocks hit new 52-week highs this week

AMDAMD$630.63+8.6%
NETCloudflare$349.02+7.5%
RBRKRubrik$109.55+7.2%
FTNTFortinet$173.46+3.5%
HPEHewlett Packard Enterprise$62.94+2.3%
SSentinelOne$22.38+1.1%
AAPLApple$341.07+0.3%

Seven names hit fresh 52-week highs this week, and AMD cleared its prior peak by 8.6%. Cloudflare and Rubrik followed at roughly 7% above their old marks, with Apple just barely in at 0.29%.

Biggest movers · At the close Sep 25, 4:10pm ET

Gainers

ONON Semiconductor$77.19+5.5%
FNFabrinet$418.14+5.0%
DELLDell Technologies$561.77+4.8%
QCOMQualcomm$203.09+4.5%
SMCISuper Micro Computer$43.21+4.1%

Losers

ZSZscaler$193.43-9.9%
SSentinelOne$22.34-6.8%
IRENIren$44.11-4.4%
RBRKRubrik$109.41-3.9%
PANWPalo Alto Networks$375.02-3.8%

Chips and hardware took the top five slots at Thursday's close, led by ON Semiconductor's 5.52% gain, while every big decliner but one was a cybersecurity name. Zscaler's 9.88% drop to $193.43 was the worst in the group.

HPE Hewlett Packard Enterprise

Sep 23, 6:00pm ET

New 52-week high $62.33 +0.4% vs prior high · 2026-09-11

Hewlett Packard Enterprise notched a fresh 52-week high at $62.33, topping the record it set just twelve days ago. The stock has roughly tripled off its $20 low from last November, with the $82.8 billion market cap now well past where it started the year.

Reddit's most-discussed stocks · Sep 23 Sep 23, 9:35am ET

1RIVNbearish716 comments · 1.2K upvotes
2AMDsplit273 comments · 1.8K upvotes
3SPYsplit242 comments · 1.4K upvotes
4METAbullish213 comments · 996 upvotes
5NETsplit79 comments · 802 upvotes

METAheating up fast

SPYsouring fast

Rivian is drawing more heat than anything else on the board with 716 comments, and the mood there is bearish. Meta is the one traders are warming to fast, while the broad market ETF is going the other way.

Biggest movers · At the close Sep 21, 4:10pm ET

Gainers

ARMArm$323+17.2%
ALABAstera Labs$342.36+12.9%
APPSDigital Turbine$12.02+12.8%
INTCIntel$122.14+12.5%
DOCNDigitalOcean$146.28+12.4%

Losers

NVONovo Nordisk$39.81-7.9%
IOTSamsara$38.08-3.7%
XOMExxon Mobil$158.69-3.0%
CVXChevron$203.95-2.6%
BROSDutch Bros$39.05-2.5%

Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.

DOCN DigitalOcean

Regular session

Sep 21, 12:40pm ET

$147.81

+12.40% open $131.50

A 12.4% intraday run adds roughly $2 billion of market value in one session. Moves that big are rare for this cloud name, and holding the $131.50 open as support is the next test.

52-week highs Sep 18, 6:00pm ET

5 stocks hit new 52-week highs this week

DELLDell Technologies$568.06+9.9%
HPEHewlett Packard Enterprise$60.76+3.8%
CVXChevron$209.51+1.9%
NETCloudflare$323.6+0.9%
RBRKRubrik$106.71+0.8%

Five names printed fresh 52-week highs this week, and Dell cleared its prior peak by 9.93%, the widest margin of the group. Hewlett Packard Enterprise, Chevron, Cloudflare and Rubrik rounded out the list with narrower breakouts.

Biggest movers · At the close Sep 18, 4:10pm ET

Gainers

MARAMarathon Digital$13.21+13.5%
SNDKSanDisk$1,787.02+10.7%
CIFRCipher Mining$18.27+7.9%
COHRCoherent$318.27+7.5%
IRENIren$46.53+7.0%

Losers

SMRNuScale Power$8.32-7.9%
IQiQIYI$1.01-7.7%
ASANAsana$9.45-6.4%
QCOMQualcomm$178.02-5.7%
GMGeneral Motors$82.35-4.9%

Bitcoin miners owned Thursday's close, led by Marathon Digital finishing 13.5% higher, with Cipher Mining and Iren both up 7% or more. Large-cap losses ran heavier than usual, with Qualcomm off 5.66% and General Motors down 4.93%.

the AI-server wars · 1y Sep 17, 6:00pm ET

$10K invested in each — worth today:

DELL$46.4K4.6×

SMCI$13.2K1.3×

Same $10,000 into the two AI-server names on January 2: Dell is worth $46,396 today, Super Micro just $13,212. A 4.6x versus 1.3x gap inside the same end market.

HPE Hewlett Packard Enterprise

Sep 17, 6:00pm ET

Dividend raised $0.14 ex-date 2026-09-17 · 1.15% yield · 10 yrs paying · +9.6% YoY

A 9.6% raise to $0.1425 a quarter is the clearest signal yet that management sees cash flow holding up through the Juniper integration. Buyers after today's ex-date miss the payout.