Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is leading the AI server names higher Monday morning, and the size of that lead is the story. Two broad technology benchmarks are firmer…
Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the…
A bid that started earlier this week in memory and chip names has widened into server makers, sending U.S. AI server stocks higher on Thursday morning. Hewlett Packard Enterprise (NYSE:HPE | HPE…
Jim Cramer built his case that AI spending fears are overblown on three stocks, but two of them moved in the exact wrong direction on the day he made the call.
Dell Technologies (NYSE:DELL | DELL Price Prediction) shares are rising on the same morning its longtime sponsor filed to sell more of the stock, and the whole server complex is moving with…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is climbing midday Tuesday, up 4% to $57.42, one session after Evercore ISI downgraded the shares. The bounce erases Monday’s selling and puts…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the…
Pre-Market Stock Futures: Futures are trading lower as we prepare for a trading week that may include an interest rate hike after the core consumer price index number came in higher than…
Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their…
HPE and Dell are giving back gains Thursday with no new catalyst in sight, while Super Micro is bucking the retreat entirely. The divergence raises a question about whether this is profit…
AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.
Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach…
Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points…
Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.
HPE has more than doubled this year on an AI server backlog that management says demand is outpacing by multiples, yet the stock still trades at a low-teens forward multiple. Here is…
