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 rose 4% following a downgrade by Evercore ISI, which cited valuation concerns but kept the price target at $65. The stock's rebound is supported by a new Oracle deal deploying HPE's Juniper networking in AI dat...
Hewlett Packard Enterprise (HPE) stock fell 9% following a Wall Street downgrade after a 137% gain this year, triggering declines in Dell and Super Micro shares as well. Despite strong AI-driven revenue growth and raised earnings guidance, concerns a...
