
ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?
Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.
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Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.
Vertiv's AI-focused alliances drive growth across power, cooling and infrastructure in high-density deployments.
Activist fund Elliot Management acquires a stake in Global Payments. Global Payments shares are trading higher in Tuesday's extended session. PPI and Industrial Production drop Wednesday morning - see how Matt Maley is trading the reaction, live at 6 PM ET. Global Payments, Inc.
Supermicro stock jumped 7% as Trump preps $70B AI plan and U.S. lifts chip export curbs to China, boosting tech investor sentiment. Despite a 39% drop in 12 months, Supermicro eyes U.S. and EU expansion as AI server demand and domestic manufacturing rise.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Citigroup raised Avery Dennison Corporation AVY price target from $177 to $185.
Gorilla aims to secure $1.3 billion in long-term contracts by mid-2026, with $5.6 billion in active opportunities. The company expanded ties with NVIDIA and HPE to strengthen AI-led smart city and government infrastructure projects. Up Next: Get 5 Dark Horse Stocks Wall Street Is Quietly Loading ...
Analyst Wamsi Mohan sees server market revenues growing 25% annually through 2030, driven largely by booming AI server demand. Mohan expects Dell and HPE to benefit most, with Dell's AI server revenue potentially hitting $44B and HPE's reaching $20B by 2027.
BofA's Ruplu Bhattacharya gives Super Micro with an Underperform rating and $35 target, citing margin pressure and rising competition. He flags risks like AI spending slowdown, supply constraints and volatility, projecting Q4 revenue of $5.94B and EPS of 73 cents.
Super Micro plans to boost AI server manufacturing in Europe as demand surges, expanding beyond its Netherlands facility. CEO Liang sees strong long-term global demand and confirmed new investment plans during a CNBC interview in Paris. Up Next: Get 5 Dark Horse Stocks Wall Street Is Quietly ...
The S&P 500 ( SNPINDEX: ^GSPC ) is one of three major U.S. stock market indexes, though it is widely seen as the best gauge for U.S. equities because of its breadth. The index includes over 80% of domestic stocks by market capitalization.The S&P 500 is usually updated quarterly on the third ...
Shares of Datadog ( NASDAQ: DDOG ) shot up nearly 15% on July 3 after it was revealed that the provider of cloud-based observability, monitoring, and security solutions will join the S&P 500 index on July 9.Datadog will be replacing Juniper Networks in the index after the latter was acquired by ...
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
U.S. stocks settled higher on Thursday, with the S&P 500 hitting record highs following the release of jobs data. The Dow Jones closed higher by over 344 points to 44,828.53 on Thursday. The S&P 500 rose 0.83% to 6,279.35, while the Nasdaq Composite climbed 1.02% to 20,601.10 during Thursday's ...
Hewlett-Packard Enterprise ( NYSE: HPE ) wasn't a company to wait on a big prize this week. After receiving regulatory clearance for its latest large-scale asset buy, it very quickly closed the deal. Investors were obviously happy about this, as according to data compiled by S&P Global Market ...
M&A volumes globally continue to decline, according to PwC's Brian Levy. Dan Rather calls Paramount's $16-million settlement "a sad day for journalism" and "a sad day for '60 Minutes' and CBS News." Market-moving news hits Benzinga Pro first-get a 30-minute edge and save 60% this 4th of July.
CSCO's margin gains, fueled by supply chain agility and AI demand, raise the question: Can the growth streak hold?
Shares of Datadog ( NASDAQ: DDOG ) charged sharply higher Thursday. As of 10:53 a.m. ET, the stock was up 13.1%.The catalyst that sent the cloud monitoring, analytics, and security company soaring was the revelation that the stock will be joining the most widely followed stock market index in the ...
Shares of Datadog Inc DDOG rose sharply in pre-market trading followed the company's announcement of its inclusion in the S&P 500 index. S&P Dow Jones announced on July 2, 2025, Datadog is set to join the S&P 500.Datadog will officially replace Juniper Networks JNPR, acquired by Hewlett-Packard ...
Datadog will replace Juniper Networks in the S&P 500. Datadog shares are up more than 9% following the index adjustment. Get ahead of Wall Street reactions-Benzinga Pro delivers signals, squawk, and news fast. Now 60% off this 4th of July.
Jeremy Cox, SVP at Hewlett Packard HPE, disclosed an insider sell on June 30, according to a recent SEC filing. What Happened: Cox's recent move involves selling 68,590 shares of Hewlett Packard. This information is documented in a Form 4 filing with the U.S. Securities and Exchange Commission on ...
Juniper (JNPR) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index remained in the "Greed" zone on Monday. U.S. stocks settled higher on Monday, with the S&P 500 hitting another record close.
Shares of Hewlett-Packard Enterprise ( NYSE: HPE ) were up on Monday, finishing the day up 11.4%. The jump comes as the S&P 500 ( SNPINDEX: ^GSPC ) and Nasdaq Composite ( NASDAQINDEX: ^IXIC ) were both up 0.5%.The U.S. Department of Justice has settled a lawsuit against HPE for its $14 billion ...
U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining over 0.3% on Monday. The Dow traded up 0.45% to 44,014.63 while the NASDAQ gained 0.32% to 20,338.93. The S&P 500 also rose, gaining, 0.33% to 6,193.57. Financials shares jumped by 0.8% on Monday.
Trump, Canada trade signals lifts sentiment on Wall Street; Dow breaks above 44,000. Dollar on track for worst first-half since 1991. Geopolitical tensions, Fed uncertainty, and fast-moving headlines are driving July volatility. See how Chris Capre is trading it-live Wednesday, July 2 at 6 PM ET.
U.S. stocks were higher, with the Dow Jones index gaining over 100 points on Monday. Shares of Hewlett Packard Enterprise Company HPE gained 13.3% to $20.85. Hewlett Packard Enterprise and Juniper Networks, Inc. JNPR reached an agreement with the U.S. Department of Justice ( DOJ ) on Saturday.
Super Micro Computer's revenues are climbing fast, but shrinking margins raise questions about its ability to scale profitably in server and liquid cooling.
HPE's $14 billion Juniper acquisition advances as DOJ settlement clears regulatory hurdle. HPE will divest Instant On unit, retain access to Juniper's Mist AIOps technology. Get ahead of Wall Street reactions-Benzinga Pro delivers signals, squawk, and news fast. Now 60% off this 4th of July.
In-house lawyers are weighing up the benefits of building products internally or choosing a third party supplier ...
SMCI's new DCBBS aims to transform data centers with liquid-cooled, rack-scale AI systems.
Super Micro Computer is experiencing traction in server and DLC, but mounting margin pressures and fierce AI-server competition raise red flags for investors.
Super Micro Computer sees soaring demand for its AI-focused server solutions, fueled by innovation and global expansion efforts.
Vertiv expands its footprint in the AI-ready infrastructure with the NVIDIA team-up.
Nokia CorporationStock Exchange Release16 June 2025 at ...
Nokia Corporation Stock Exchange Release 16 June 2025 at 14:00 EEST Federico Guillén to retire from Nokia on 31 December 2025. He will step down as President of the Network Infrastructure ( NI ) business group and as a member of the Group Leadership Team on 30 June 2025.
Financial giants have made a conspicuous bullish move on Hewlett Packard. Our analysis of options history for Hewlett Packard HPE revealed 10 unusual trades. Delving into the details, we found 50% of traders were bullish, while 40% showed bearish tendencies.
CSCO beats its $1B AI order goal early with secure AI tools. But rivals HPE and ANET are stepping up their game in secure AI networking.
Examine Hewlett Packard Enterprise's (HPE) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Style Box ETF report for ...
Deep-pocketed investors have adopted a bullish approach towards Hewlett Packard HPE, and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today.
Super Micro Computer's AI and liquid cooling offerings experience robust traction with the rising demand for AI infrastructure.
Hewlett Packard Enterprise Company ( NYSE:HPE ) released its Q2 FY2025 earnings on June 3, reporting revenue of $7.6 billion, a 7% year-over-year increase, and non-GAAP EPS of $0.38, exceeding the high end of guidance. Management raised the lower end of its full-year non-GAAP EPS range and ...
HPE reports strong Q2 results, exceeding revenue and non-GAAP EPS guidance. AI server revenue more than doubles sequentially, and backlog increases to $3.2 billion, demonstrating strong AI momentum. Ready to turn the market's comeback into steady cash flow? Grab the top 3 stocks to buy right here.
Hewlett announced better-than-expected second-quarter earnings on Tuesday after the market closed. Ready to turn the market's comeback into steady cash flow? Grab the top 3 stocks to buy right here.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. UBS raised Dollar General Corporation DG price target from $120 to $128.
SAN FRANCISCO, June 04, 2025 ( GLOBE NEWSWIRE ) -- Today, MLCommons® announced new results for the MLPerf® Training v5.0 benchmark suite, highlighting the rapid growth and evolution of the field of AI. This round of benchmark results includes a record number of total submissions, as well as ...
Hewlett Packard Enterprise jumps 4.6% after Q2 results top estimates, with AI and hybrid cloud fueling 6% revenue growth despite margin pressure.
Image source: The Motley Fool.Tuesday, June 3, 2025 at 5 p.m. ETPresident and Chief Executive Officer - Antonio NeriContinue reading ...
Hewlett Packard Enterprise (HPE) delivered earnings and revenue surprises of 11.76% and 2.13%, respectively, for the quarter ended April 2025. Do the numbers hold clues to what lies ahead for the stock?