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Die Analyse sieht Wachstum bei Jabil und HPE, verweist bei Pitney Bowes jedoch auf sinkende Umsätze und einen schwächeren Ausblick.

Die Beteiligung von 1,7 % half dem Fonds während einer Technologiesektor-Rally, doch seine Quartalsrendite blieb hinter dem MSCI World Index zurück.

Rekordaufträge, deutlich angehobene Prognosen und eine wachsende Servernachfrage sprechen dafür, Dell trotz der außergewöhnlichen Rally von 2026 weiter zu halten.

Die Bewertungswarnung von Evercore traf HPE nach einem Anstieg von 158%, während Dell und Super Micro im Sog des Sektors nachgaben.

Oracles stark steigende Cloud-Verpflichtungen untermauern die Nachfrage nach Dell-Servern und HPE-Netzwerktechnik – zugleich wirft die Finanzierungslast eine zweite Frage auf.
Barclays raised its HPE price target to $83 from $79 and maintained an ‘Overweight’ rating following the company’s Networking Investor Day.
Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. Market leaders have certainly capitalized on outsourcing trends and digital transformation initiatives to boost sales, helping fuel a 22.1% gain for the industry over the past six months - 5.5 percentage points higher than the S&P 500.
Cloud and Hyperscale Expansion Drive Secure, Circular Data Center IT Asset Disposition, Fueled by AI Tracking, Compliance and Asset ReuseDublin, Oct. 01, 2026 (GLOBE NEWSWIRE) -- "Data Center IT Asset Disposition Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2026-2035" has been added to ResearchAndMarkets.com's offering. The Global Data Center IT Asset Disposition Market was valued at USD 13.1 billion in 2025 and is projected to reach USD 33.6 billion by 2035, expandi
Warner Bros. Discovery, Hewlett Packard Enterprise and CrowdStrike soared to 52-week highs on Wednesday amid company-specific catalysts and macroeconomic tailwinds.
The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.
Shares of enterprise technology company Hewlett Packard Enterprise (NYSE:HPE) jumped 3.7% in the morning session after the company announced a $1.2 billion AI system order and raised its multi-year networking outlook ahead of its Networking Investor Day.
Hewlett Packard Enterprise Co. boosted its networking revenue forecast and announced a $1.2 billion order from cloud company Vultr, giving fresh signals that it's benefiting from the AI build-out. The company, which expanded its networking business by acquiring Juniper Networks last year, now expects that segment to range from the high teens to the low 20s in percentage sales growth during fiscal 2027. The company also gave a longer-range sales outlook in the high teens, with an operating margin target of as much as the high 20s. For more, we speak with Marie Myers, Chief Financial Officer at
Hewlett Packard Enterprise stock closed at a record high price of $63.89 on Wednesday after shares jumped nearly 4% in the day's trading session.
Moderna falls after Citi downgrades shares to Sell from Hold, saying its recent rally has gone too far.
HPE stock has surged 165% in 2026 amid merger synergies with Juniper as well as AI data center opportunities involving AMD and Oracle.
Hewlett Packard Enterprise (HPE) CFO Marie Myers outlines the ways in which demand for AI is still outpacing supply, especially as the space continues to deal with supply constraints.
Hewlett Packard Enterprise (NYSE:HPE) outlined an expanded growth strategy for its networking segment, citing AI-driven demand, progress integrating Juniper Networks and higher expected cost savings as key drivers of its outlook. At HPE Networking Investor Day, Rami Rahim, executive vice president,
Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD
Hewlett Packard Enterprise shares rallied to a record high after the networking hardware maker raised its growth targets and said it struck a big server deal.
Hewlett Packard Enterprise (HPE) secured a $1.2 billion deal with Vultr to deploy AMD's (AMD) Helios rack system across AI data centers. HPE CFO Marie Myers comes on Market Domination to speak more on this deal and the company's decision to raise its long-term revenue forecasts.
HPE stock rallies on a $1.2 billion Vultr order to deploy AMD’s Helios AI rack architecture. But does that warrant buying HPE shares at current levels? Let’s find out!
HPE shares more than doubled this year. Here’s what Bank of America is looking for, and what it means for your portfolio.
You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.
Aktuelle Schlagzeilen Dritter zu diesem Unternehmen, getrennt von Makklers eigener Redaktion und mit Verlinkung zum Herausgeber. Für die Richtigkeit ist der jeweilige Herausgeber verantwortlich.