Dell Technologies and Hewlett Packard Enterprise (HPE) saw their AI-driven stock gains drop about 40% in a month due to investor concerns over AI regulation and data center spending after the midterm elections. Dell faces pressure to convert its $95 billion AI server backlog into cash and improve free cash flow, while HPE's recovery hinges on successful growth from its Juniper Networks acquisition and expanding networking revenue. Both companies report earnings in late November, which will be critical to determining if their AI growth stories remain intact amid market skepticism. Investors will watch Dell's revenue and cash flow closely, and HPE's networking growth and free cash flow performance.
Dell Technologies trades at USD 333.95 with a market cap of $208.88 billion on Pluang as of Nov 09, 2026 21:12 WIB, showing a 1.65% gain in the last day. Hewlett Packard Enterprise is priced at USD 45.48, up 1.62% on the day, with a market cap of $59.43 billion. These steady gains come despite recent AI-related selloffs noted in the news, highlighting ongoing investor interest ahead of their late November earnings reports.
US imports of AI-related hardware like computers and semiconductors surged to an annualized $1.04 trillion in September 2026, reflecting rapid data center expansion. NVIDIA leads this growth with record revenues and strong demand, but its stock fell ...
AI server stocks Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise rose between 2% to 6% following a sharp sell-off after the U.S. midterm elections. The rebound comes despite concerns over political risks to data center constru...
Dell Technologies, Credo, and Broadcom have reported strong growth in AI-related revenues and earnings, with each stock positioned near key price targets reflecting potential gains of 20-40%. Dell holds a $95 billion AI server backlog, Credo is expan...
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 constructio...
