U.S. AI server stocks rose sharply on Thursday, driven by a broadening demand for AI hardware beyond just memory and chip suppliers. Hewlett Packard Enterprise led the gains with a 9% rise, followed by Super Micro Computer up 6% and Dell up 3%. This rally reflects a sector-wide rotation into server makers rather than company-specific news, highlighting growing investor interest in AI infrastructure. However, rising memory costs pose a challenge for server assemblers like Super Micro, which must negotiate passing these costs to customers. Investors should watch if these gains hold and how memory pricing evolves, as it will influence the sustainability of this rally.
Hewlett Packard Enterprise leads the AI server rally on Pluang, up 9.41% at USD 61.89 as of Sep 17, 2026 22:02 WIB, with strong buy interest at 86%. Super Micro Computer also outperforms with an 11.07% gain to USD 40.93, while Dell rises 4.22% to USD 587.09, showing mixed investor sentiment. This trading activity highlights the growing focus on AI infrastructure stocks among Pluang users amid the broader sector rotation.
Hewlett Packard Enterprise (HPE) shares fell 20.56% in a single week after an analyst downgrade questioned the sustainability of its AI-driven growth, despite the company reporting a 32.7% revenue increase and record backlog. The stock trades at a lo...
AI server stocks, including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies, rallied strongly following a steep selloff last week. Super Micro led the gains with a 4% rise, supported by strong revenue growth and a new CFO focu...
Shares of Hewlett Packard Enterprise fell 5% amid concerns about how AI infrastructure investments will be financed, extending a selloff in hardware stocks. Super Micro Computer and Dell also dropped 7% and 3%, respectively, as investors question the...
