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HPE News30 articles
Cisco's AI Pivot: Can It Turn $9B Orders Into Profits?
Cisco Systems (CSCO) has rallied 57.6% this year, but investors now question its ability to convert $9B in AI orders into sustained revenue growth ahead of Wednesday's earnings.
Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.
Rigetti's Q2 Revenue Soars 185% but Client Concentration and Rising Losses Weigh on Shares
Rigetti Computing's Q2 revenue jumped 185% to $5.14M, led by quantum system sales, yet investor sentiment cooled as operating losses widened and revenue remained concentrated among a few customers.
Dell's AI Backlog Hits $51.3B, But Margin Concerns Loom
Dell's AI backlog of $51.3B covers 117% of the revenue needed to hit FY27 targets, but concerns about margins and competition weigh on the stock.
Super Micro Stock Climbs on Strong Margin Outlook Ahead of Earnings
Super Micro (SMCI) shares gained 4.2% after preliminary calculations indicated a 73% rise in gross profit, driven by improved margins and strong demand, ahead of its fiscal Q4 report.
Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains
Supermicro's Q4 margin recovery to 15-17% is overshadowed by a $6.6B operating cash outflow and rising debt, prompting investor caution amid a 5.65% weekly stock decline.
Rigetti Gears Up for Q2 Report with Cash Reserves and Revenue Quality in Focus
Rigetti Computing heads into Q2 earnings with a $5.01B market cap, $569M cash, and revenue quality under scrutiny. Analysts expect revenue of $5.1M-$5.3M.
Rigetti Computing Jumps 7% on Hybrid Quantum Testbed Deal with HPE
Rigetti Computing (RGTI) stock gained 7.3% to $15.18 after revealing a hybrid quantum testbed project with HPE and the Pittsburgh Supercomputing Center, supported by a $5 million NSF grant.
Super Micro Shares Slide as $60B AI Orders Raise Liquidity Concerns
Super Micro shares dipped 3.3% as a semiconductor rout offset recent margin gains, with investors eyeing the company's ability to convert $60 billion in AI orders into cash.
Super Micro Shares Surge 24% on Margin Reset, $847 Million Profit Boost
Super Micro Computer shares surged 24% last week after the company revised its gross margin outlook, projecting $847 million in additional gross profit. The stock slipped 3.5% on Friday.
Super Micro Shares Steady as Margin Forecast Boosts Gross Profit Outlook by $847 Million
Super Micro shares remained stable after a revised preliminary margin forecast indicated a potential $847 million increase in gross profit, though revenue is expected near the lower end of guidance.
Super Micro Stock Surges on $847 Million Profit Boost
Super Micro Computer (SMCI) shares rose 19.8% after analysts projected an $847 million gross profit swing, driven by a sharp margin improvement to 15%-17%.
Super Micro Soars on Margin Reset, Sending AI Hardware Stocks Mixed
Super Micro Computer shares surged 12.6% after raising its gross margin forecast, implying a $847 million increase in gross profit and sparking mixed moves in AI hardware stocks.
Dell Shares Climb on AI Server Margin Optimism After Super Micro's Strong Outlook
Dell Technologies shares gained after Super Micro's stronger-than-expected margins fueled optimism about AI server profitability. Dell's AI backlog stands at $51.3 billion.
Dell Shares Jump on AI Server Margin Optimism After Super Micro Update
Dell Technologies (DELL) gained 5.7% in after-hours trading after Super Micro (SMCI) reported preliminary margins that beat expectations, boosting sentiment for AI server profitability.
SMCI Shares Slump 12% Below June Offer as Funding Doubts Linger
Super Micro Computer (SMCI) shares closed at $24.18, down 12.1% from the June offering price, as investors question the company's funding strategy for $39 billion in advanced AI-server orders.
Super Micro Holds Steady Amid Funding Scrutiny and $39B AI Order Book
SMCI shares edged up 1.5% to $25.04, with a $39 billion AI order book facing skepticism over order cancelability and potential dilution from a June funding deal.
Cisco's $9B AI Order Target Faces Q4 Scrutiny as Shares Slide
Cisco shares dropped 4.5% as its $9 billion AI order target requires $3.7 billion in Q4 hyperscaler orders, nearly double the prior quarter's pace, raising investor concerns.
Dell Technologies Loses $37 Billion as AI Hype Fades
Dell Technologies (DELL) lost $37.1 billion in market value as shares dropped 12.4% to $400.98, driven by fading AI optimism and margin pressure, even as major indices rose.
Dell Surges on IBM Data Showing Enterprise Shift to AI Infrastructure
Dell shares climbed 5.8% after IBM's preliminary results showed enterprise clients shifting budgets to AI hardware. The move adds $16.2 billion in market value.
Super Micro's Low P/E Masks Potential 28% Dilution from Financing Deals
Super Micro shares fell 3.2% to $27.41. Despite a low P/E of 13.2, potential dilution from financing could add up to 28% to share count.
SMCI Rebound Masks Dilution Risk From Preferred Conversion and ATM
SMCI's 7.6% two-session rebound leaves it only 2.7% above its June offering price, while potential dilution from preferred shares and an ATM program could add up to 28% to the share count.
HPE Stock Surges 10% on AI Backlog, But Conversion Risk Looms
HPE shares surged 10% on Thursday, adding ~$5.9B in market value—nearly matching its AI backlog. Investors await backlog conversion into revenue.
Super Micro (SMCI) Dips 2.8% as Stock Trades Below June Share Price
Super Micro (SMCI) dropped 2.8% to $26.44, staying below its June $27.50 share sale price, as the market weighs its $7.0B fundraising needs against AI orders.
Super Micro Underperforms AI Hardware Peers Amid Taiwan Probe Overhang
Super Micro (SMCI) trails AI hardware peers as shares slip below the June offering price amid a Taiwan probe and dilution concerns.
Cisco Shares Slide 4.5% as FTSE Russell Rebalancing Weighs, KeyBanc Lifts Target
Cisco shares dropped 4.5% on Friday amid FTSE Russell's reconstitution, wiping out $21 billion in market value. KeyBanc raised its price target to $130, but AI revenue remains a small portion of total sales.
Super Micro Stock Rises on New AI Deals, Nvidia Partnership
Super Micro Computer shares rose 1.6% premarket Wednesday after new AI partnerships, following a 6% drop Tuesday, as investors weigh financing plans and legal risks.
Quantinuum Soars on White House Quantum Push, HPE Deal
Quantinuum surged 13.46% Tuesday and hit $81.01 premarket as the White House launched a quantum push and HPE announced a partnership, but a $21.2B market cap and $298.67M net loss raise valuation concerns.
Quantinuum Stock Jumps on White House Quantum Push and HPE Deal
Quantinuum shares rose 14.6% to $78.21 after White House orders set a 2028 quantum computing target and pushed post-quantum cryptography, while the company announced a HPE partnership and $100M in CHIPS Act incentives.
Super Micro Faces Early Test After Nvidia-Driven Rally
Super Micro Computer (SMCI) fell 6.3% in premarket trading after a sharp rally, as the market assesses a new Nvidia-based AI server launch and an analyst upgrade against financing and order risks.