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The Nasdaq faded while the S&P 500 fell to its 50-day as Treasury yields keep running. Micron earnings easily beat views.
Wall Street fared better than expected in September, given the month's historical reputation as the worst month for stocks.
Services like Meta’s Muse AI just increase demand for chips. But they’re also a big win for software
Today, Sept. 30, 2026, the AI chip giant reinforced management confidence with an expanded repurchase program through 2028.
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 stock closed at a record high price of $63.89 on Wednesday after shares jumped nearly 4% in the day's trading session.
Marvell Technology (MRVL) stock returned 201% in the past year, against 17.7% for the S&P 500. Investors value it as an AI data center chip company at 85.6 times earnings, versus 22.1 for the S&P 500. Investors paying that multiple are counting on data center growth staying fast. Management used to tell a second growth story too, and it no longer leads with that story. So what did Marvell's management stop leading with.
HPE stock has surged 165% in 2026 amid merger synergies with Juniper as well as AI data center opportunities involving AMD and Oracle.
Helping to bridge and connect the AI and IoT worlds, Semtech flirts with a breakout to a record high as Nvidia, AMD also shine.
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.
Cerebras Systems (CBRS) sells AI hardware and rents out computing power through its own cloud. The shares trade 37.3% below their 52-week high, even though management raised its 2026 revenue forecast in August. Cerebras still reports a loss. Anyone buying the shares today is paying for growth still to come. So how much of that growth has Cerebras already signed.
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!
Qualcomm (QCOM) stock is up 46% over six months. It still trades about 26% below its high of the past year. At 21 times earnings, about the market's level, the price appears to assume Qualcomm keeps growing as Apple sales shrink. Qualcomm plans to fill that gap with car and data center chips, and is raising prices as memory costs climb. Both plans are under way. So is there a case for waiting before you buy Qualcomm.
AMD is bringing in Fei-Fei Li, whose work helped launch Nvidia's AI boom, and her research could help AMD close the gap.
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