Shares of AI server makers Dell, Hewlett Packard Enterprise, and Super Micro fell 10-12% following the U.S. midterm elections, as investors reacted to Democrats gaining control of Congress and a Texas governor's pledge to halt data center construction. This impacts the AI data center build-out, with Texas accounting for over 25% of planned U.S. capacity through 2030. Rising memory costs and a weak Qualcomm forecast also raised concerns about profit margins. Dell's valuation is resetting after a strong year-to-date rally, with its upcoming earnings report on November 24 seen as a key test for sustaining AI server demand amid economic and political uncertainties.
Following the post-midterm sell-off affecting AI hardware stocks, Dell Technologies shares dropped 12.61% to USD 324.58 on Pluang as of Nov 06, 2026 01:11 WIB. Hewlett Packard Enterprise also fell 10.31% to USD 44.91, while Super Micro Computer declined 9.63% to USD 26.75. Despite the sharp declines, Pluang order activity shows a majority of buyers for these stocks, with Dell at 64% buy and HPE at 74% buy, indicating ongoing investor interest.
Super Micro reported a strong Q1 FY2027 with revenue and earnings surpassing expectations, but its stock fell 4% due to worries over shrinking profit margins and heavy reliance on one large AI data center customer. The company raised its full-year re...
Hewlett Packard Enterprise (HPE) earns a strong buy rating, outperforming Dell Technologies (DELL) because of its focused positioning in AI and data center infrastructure. HPE shows stronger financial health with higher gross margins (36.62%) and lev...
Seyond Inc is enhancing its smart city solutions by integrating advanced LiDAR 3D sensing with AI-powered analytics and collaborations with Dell Technologies, NVIDIA, and AMSYS. This expansion supports improved safety, transportation, and infrastruct...
Super Micro Computer's stock climbed 4% ahead of its Q1 FY2027 earnings report, buoyed by a recovery in AI server stocks and a new strategic partnership with SambaNova to build inference racks combining SambaNova SN50 chips with NVIDIA GPUs. Prelimin...
AI server stocks are falling sharply ahead of key earnings reports, with Super Micro Computer down 5% before its November 3 report. Despite a strong preliminary revenue forecast of $18.5-$19.5 billion, concerns remain about margin pressure, cash flow...
