Hewlett Packard Enterprise Company Common Stock (HPE)

As the financial markets move into the final days of February 2026, all eyes are turning toward the upcoming spring earnings cycle for the two primary "bellwethers" of the artificial intelligence (AI) hardware trade: Advanced Micro Devices (NASDAQ: AMD) and Super Micro Computer (NASDAQ: SMCI). These reports, covering the first

As of February 26, 2026, Dell Technologies (NYSE: DELL) has completed a historic transformation, shedding its legacy reputation as a commodity PC manufacturer to emerge as the primary architect of the global "AI Factory." Once known for direct-to-consumer laptop sales, the Round Rock, Texas-based giant now sits at the epicenter of the generative AI revolution. [...]

As of February 26, 2026, Dell Technologies (NYSE: DELL) stands at the epicenter of a historic shift in global computing. Once primarily known as a legacy provider of personal computers and enterprise storage, the Round Rock, Texas-based titan has successfully reinvented itself as the cornerstone of the "AI Factory." With the explosion of generative AI [...]

HPE (NYSE: HPE) today unveiled new solutions across networking and compute in advance of Mobile World Congress 2026 that accelerate modernization for service providers. With the new products and enhanced capabilities, HPE’s customers can build and operate their own AI infrastructure with low-latency, high-capacity, AI-native solutions from the core to the edge.

As the closing bell approaches for the final quarter of fiscal year 2026, all eyes in the technology sector are fixed on Dell Technologies (NYSE:DELL). Scheduled to report its fourth-quarter results on Thursday, February 26, 2026, the Round Rock, Texas-based giant is expected to showcase a massive surge in

A number of stocks fell in the morning session after the Trump administration's announcement of new global tariffs, reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.

Super Micro advances after pointing to at least $40 billion in full-year revenue following record quarterly results tied to AI systems. The stock’s sharp jump puts the spotlight on whether the company can keep converting that demand into stronger margins.

As the financial world braces for a pivotal earnings season in the technology sector, Dell Technologies (NYSE: DELL) has received a significant vote of confidence from Wall Street. Evercore ISI (NYSE: EVR) analyst Amit Daryanani officially added the hardware giant to the firm’s "Tactical Outperform" list on February 15,

On February 17, 2026, the technology sector is grappling with the aftershocks of a seismic shift in the networking landscape. Cisco Systems (NASDAQ: CSCO), long considered the "plumbing of the internet" and a primary bellwether for global enterprise spending, has recently sent shockwaves through the market. Despite reporting record-breaking revenue for its second fiscal quarter, [...]

As of February 17, 2026, the technology landscape has been irrevocably altered by the "AI-first" paradigm. Within this architecture, computing power—specifically GPUs—often commands the headlines. However, the silent engine enabling these massive clusters to communicate at scale is networking infrastructure. Arista Networks (NYSE: ANET) has emerged not just as a participant, but as the dominant [...]

The gold rush for Artificial Intelligence infrastructure has hit a significant roadblock, and the fallout is reverberating through the heart of the networking world. Cisco Systems (NASDAQ: CSCO) saw its stock price plummet nearly 13% on February 12, 2026, marking its steepest single-day decline in years. The sell-off came despite

Today’s Date: February 16, 2026 Introduction Super Micro Computer, Inc. (NASDAQ: SMCI) has become the definitive Rorschach test for the artificial intelligence era. To some, it is the indispensable architect of the generative AI revolution, a company that moved faster than legacy giants to coat the world’s data centers in liquid-cooled GPU clusters. To others, [...]

The Riyadh Air Metropolitano Stadium, home of Atlético de Madrid, is advancing its technological transformation with the implementation of a new intelligent, self-driving network infrastructure based on HPE Networking solutions. The project, divided into two phases over the 2025/26 and 2026/27 seasons, completely modernizes the stadium’s communications system and marks the beginning of a new era in the digitalization of sports infrastructures in Europe.

The enterprise networking landscape was sent into a tailspin this week as Cisco Systems (NASDAQ:CSCO) reported its second-quarter fiscal 2026 results. Despite surpassing analyst expectations for both top and bottom-line figures and raising its full-year guidance, the networking giant saw its share price crater by 11.6% in a

The Dow Jones Industrial Average faced significant headwinds on February 13, 2026, as networking giant Cisco Systems (NASDAQ:CSCO) saw its shares plummet following a cautionary update on its fiscal outlook. Despite reporting headline earnings that beat analyst expectations, the company’s warning of ballooning operating expenses and a dramatic

The U.S. mergers and acquisitions (M&A) landscape has entered a definitive new era in early 2026, marked by what analysts are calling a "Strategic Rebound." After years of aggressive antitrust intervention and a "litigation-first" posture from federal regulators, the tide has turned toward regulatory pragmatism. Large-cap companies, once

As of mid-February 2026, the initial euphoria that surrounded the "Generative AI" boom of 2023 and 2024 has curdled into a structural "AI Anxiety" among the world's legacy technology giants. No longer is the market satisfied with promises of future productivity; investors are now demanding immediate returns on massive capital

In a dramatic shift for the networking giant, Cisco Systems (NASDAQ: CSCO) saw its stock price crater by 11.6% on February 12, 2026, marking one of its steepest single-day declines in years. The sell-off followed an earnings report that, on the surface, appeared robust, with the company beating both

Introduction Today, February 11, 2026, Cisco Systems (NASDAQ: CSCO) has once again captured the market’s full attention following a pivotal mid-quarter update that marks a definitive turning point in its decades-long transformation. For years, skeptics labeled Cisco a "legacy hardware" vendor—a relic of the dot-com era destined to be eclipsed by cloud-native rivals. However, today’s [...]

As of February 10, 2026, the technology sector continues to grapple with the complexities of AI integration and infrastructure scaling. Amidst this backdrop, Ubiquiti Inc. (NYSE: UI) has emerged as one of the most polarizing and high-performing stories in the enterprise hardware space. Long known as a disruptor of the traditional networking establishment, Ubiquiti has [...]

As AI increases operational complexity and cloud costs, enterprises are rethinking whether their infrastructure is equipped to stay competitive, according to a new survey from HPE (NYSE: HPE). The survey of nearly 400 global enterprises examines how organizations are responding to changing virtualization needs amid pervasive licensing changes.

Advanced Micro Devices (NASDAQ: AMD) has delivered a resounding statement to the semiconductor industry, reporting fourth-quarter 2025 earnings that shattered analyst expectations and signaled a massive shift in the landscape of artificial intelligence infrastructure. The chipmaker posted non-GAAP earnings of $1.53 per share, representing a blistering 40% year-over-year jump

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

SANTA CLARA, CA — As of February 5, 2026, the landscape of the artificial intelligence data center market has been fundamentally redrawn. Advanced Micro Devices (NASDAQ: AMD) has successfully completed its integration of ZT Systems, a $4.9 billion acquisition that marked the company's most aggressive move to date to dismantle

Today, Feb. 4, 2026, investors are weighing blockbuster AI-server growth against margin pressure, mixed ratings, and execution risk.