Both networking bets worked, but $10,000 in Arista five years ago is worth $59,862 today versus $38,983 in Hewlett Packard Enterprise. That is a $20,879 gap between the two.
Latest Activity
Regular session
$164.34
+8.83%off the open $151.00
Jensen Huang's resignation and a board investigation landed before the open, and the stock added 8.83% anyway.
Before the movelast 24 hours
- Press release
Nvidia board investigation, AI infra commentary
Related stockstoday
Moves: Nov 12, 2:40 PM ET · Alpha Vantage quote
10 more related stocks · 6 have no US listing
PodcastOdd Lots
What Nvidia's Megaspeed Scandal Is Really All About
- Bloomberg's Mackenzie Hawkins on Megaspeed, the Singapore neocloud tied to Alibaba and Nvidia's largest Southeast Asia buyer
- Roughly 50,000 chips, mostly Blackwells, unaccounted for across Megaspeed's data center footprint
- Smuggling runs through the OEM-to-distributor chain on false destination declarations, as in the Supermicro co-founder case
- DOJ has taken the investigation over from BIS; Congress weighs cloud compute restrictions for Chinese firms
The real exposure is the export-control regime: Washington is now debating whether Chinese firms can rent Nvidia compute in Southeast Asia at all, and the Biden-era AI Diffusion rule sitting unenforced is in play as legislation. That reaches every OEM and distributor in the chip chain, not just Nvidia.
36stocks hit new 52-week highs this week
- PBRPetrobras$25.3+16.2%
- PEverpure$154.49+15.2%
- PBR-APetrobras$22.47+14.8%
- HPEHewlett Packard Enterprise$73.46+13.8%
- MRNAModerna$225+10.6%
- MPCMarathon Petroleum$455.03+9.1%
- FTNTFortinet$194.75+8.9%
- RBRKRubrik$125.14+8.8%
- ITUBItau Unibanco$10.16+8.4%
- GTLBGitLab$55.09+7.9%
36 stocks set fresh 52-week highs this week, with Petrobras clearing its old peak by 16%. Hewlett Packard Enterprise, Moderna, Marathon Petroleum, Fortinet, Rubrik and GitLab round out the breakout list.
$10K invested in 2015Now worth $100.7K
10.1×return · 10-year hold
A $10,000 stake at the 2015 spinoff is worth $100,715 today, and most of that tenfold move landed in the last 12 months. For nine of those years the position barely tripled.
New 52-week high$70.48+1.7% vs prior high · 2026-10-02
Hewlett Packard Enterprise just printed a fresh 52-week high at $70.48, 1.66% above the peak it set only four days earlier. A $93.7 billion name making new highs this quickly leaves $70 as the level bulls now have to defend.
PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 10/5/26
- Cramer flags a broken pattern: oil fell while the 30-year yield climbed to 5.66%, near 6%
- Nasdaq's record close carried by Microsoft on Copilot, Meta's small-business ad shift, and Nvidia's all-time high
- Saudis discounting crude $5 below the Oman/Dubai benchmark is market share defense, not a fading war premium
- Caller questions on Intuitive Surgical as a broken stock, plus KLA, Domino's and SoFi
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
Gainers
Losers
Both Petrobras lines are up double digits at the open, with the preferred shares leading at 11.4%, a rare size of move for a mega-cap oil name. The worst loser, Navitas Semiconductor, is off just 4.2%.
19stocks hit new 52-week highs this week
- HPEHewlett Packard Enterprise$69.33+9.2%
- ASXASE Technology Holding$47.45+5.0%
- AMCAMC Entertainment$2.77+4.4%
- MRNAModerna$190.01+4.4%
- SSentinelOne$25.06+4.0%
- LITELumentum$1,085.42+3.1%
- KEYSKeysight Technologies$384.64+3.0%
- CRWDCrowdStrike$270.04+2.9%
- RBRKRubrik$118.58+2.6%
- PANWPalo Alto Networks$403.24+1.8%
Nineteen stocks cleared fresh 52-week highs this week, and Hewlett Packard Enterprise led the pack by topping its prior peak by 9.2% at $69.33. ASE Technology, AMC, Moderna and a cluster of security names including CrowdStrike and Palo Alto Networks also broke out.
Gainers
Losers
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
HPE Coverage
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Dell Jumps 11% as AI Server Stocks Rebound From a Rough Month; Super Micro Surges 8%, Hewlett Packard Enterprise Advances 6%
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Super Micro Falls 4% as NVIDIA’s Slide Drags AI Server Stocks; Dell Drops 6%, Hewlett Packard Enterprise Declines 2%
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Here’s The AMD Data Center Number Investors Need to Know
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Dell and HPE Were AI Winners Until the Selloff. Can Earnings Put Them Back on Track?
Dell and HPE both erased roughly 40% of their AI-fueled gains in a month, and two earnings reports land within days of each other. One company's cash flow and the other's networking…
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D-Wave and Rigetti Are Down Big This Year. Their Q3 Reports Must Answer the Cash Burn Question
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Super Micro Computer and Dell Climb 6%, Hewlett Packard Enterprise Gains 2% as AI Server Stocks Rebound From Election Sell-Off
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Dell Sinks 12%, Hewlett Packard Enterprise and Super Micro Tumble 10% as Post-Midterm Sell-Off Hits AI Hardware
The post-midterm unwind in AI hardware extended into a second straight day of losses, and the biggest server names are taking the hardest hits. Dell Technologies (NYSE:DELL | DELL Price Prediction) stock…
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The Dividend ETF That Takes the Dogs of the Dow Strategy Across Every Sector
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Super Micro Has More Going for It Than Meets the Eye
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Super Micro Falls 4% Despite Blowout Quarter as Margin Worries and Data Center Backlash Weigh; Dell Sinks 8%, Hewlett Packard Enterprise Drops 6%
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Super Micro Climbs 4% Ahead of Earnings as AI Server Stocks Bounce; Hewlett Packard Enterprise Rallies 6%, Dell Gains 5%
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Super Micro Drops 5% Ahead of Earnings as AI Server Selloff Extends; Dell Falls 4%, HPE Slides 3%
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Dell Crashed by 20% Over The Last Month: A Respected Wall Street Analyst Says 65% Gains Are Incoming
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