Shares of AI server companies Hewlett Packard Enterprise and Dell Technologies fell 4% and 3% respectively after a two-day rally, despite no new company news. Both had reported strong quarterly results and raised guidance, reflecting robust AI infrastructure demand, but profit-taking followed their significant year-to-date gains. Super Micro Computer, which had declined earlier, showed resilience with only a slight dip, supported by strong revenue growth and a record backlog. The sector remains supply-constrained, and analysts remain optimistic about future growth, though investors are watching for signs of continued profit-taking or broader market impact.
AI server stocks like Super Micro Computer and Hewlett Packard Enterprise surged despite a flat broader market, driven by Super Micro's fiscal Q4 margin beat. However, management cautioned that the margin improvement was partly due to one-time factor...
Super Micro Computer's stock has gained 35% in 2026, outperforming the S&P 500 but lagging behind peers like Dell and Hewlett Packard Enterprise due to cash flow challenges. The company showed strong revenue growth and margin improvement in Q4 FY2026...
Hewlett Packard Enterprise (HPE) reported record revenues and operating income in Q3, driven by strong demand for AI-optimized servers in its data center segment. This surge has expanded HPE's revenue backlog and improved profitability, supported by ...
