A new India engineering partnership is pushing the AI infrastructure strategy at Nokia (NYSE:NOK | NOK Price Prediction) deeper into its technology base, and the network equipment maker is drawing buyers as…
A quarter that topped Wall Street forecasts on revenue and adjusted earnings is drawing sellers into International Business Machines (NYSE:IBM | IBM Price Prediction), as an unchanged full-year outlook and pointed artificial…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) just posted a preliminary quarter. It cleared its own revenue forecast by a wide margin, and the update is pulling the artificial intelligence (AI)…
Networking hardware is leading a broad technology rebound, and suppliers of optical links and Ethernet switches for AI data centers are drawing the biggest buying. By Monday afternoon, Ciena Corporation (NYSE:CIEN |…
AI server makers are bouncing back together after a sharp hardware selloff last week. Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock is up 4% to $32.87 in morning trading, leading…
AI hardware stocks are cracking under a debate investors cannot yet resolve: who actually pays for the data center buildout, and whether the revenue surge was ever what it seemed.
Barclays just pulled its buy ratings on three major AI hardware names, and the reason has nothing to do with demand collapsing. A quiet force inside the supply chain may have been…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) stock dropped 8% to $35.85 this afternoon, leaving the stock up 22% in 2026. The year-to-date gain still might look healthy, and it raises…
Dell Technologies (NYSE:DELL | DELL Price Prediction) stock is down 8% to $526.86 in morning trading after Barclays cut its rating on the shares to Equal Weight from Overweight. The call questions…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) shares are down 3% to $43.63 early in the session, giving back the prior session’s gain. This slide reads as profit taking in a…
Hewlett Packard Enterprise (NYSE:HPE | HPE Price Prediction) has spent the past month convincing the market that its networking business drives its role in artificial intelligence (AI) infrastructure. Shares of Hewlett Packard…
Server stocks are climbing while the broader tech tape bleeds lower, and the way buyers are spreading across all three hardware names tells a specific story about where the money is going…
Millions of investors bought XLK expecting broad exposure to the companies reshaping the economy, but a closer look at its SEC filing reveals several of the most recognizable names in tech are…
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.…
A week of upbeat sell-side research on artificial intelligence (AI) networking is showing up in shares of Ciena (NYSE:CIEN | CIEN Price Prediction). Ciena stock is at $371.68, up 6% in early…
