Server stocks including Super Micro Computer, Hewlett Packard Enterprise, and Dell Technologies are rising despite a broader decline in the tech sector. Hewlett Packard Enterprise leads with a 3% gain, followed by Super Micro Computer at 2%, and Dell at 1%. This trend suggests investors are rotating money into data center hardware, seen as a growth area, even as large-cap tech funds fall. Super Micro offers pure exposure to server demand but has thinner margins and higher risk compared to its larger competitors with more diversified services. Investors should watch if this server stock rally sustains amid broader tech weakness.
Super Micro Computer trades at USD 44.65 with a 2.74% gain on Pluang as of Oct 08, 2026 01:21 WIB. Hewlett Packard Enterprise is up 2.81% at USD 72.54, showing strong buying interest with 90% buy orders. Dell Technologies rises 1.18% to USD 580.60, though it sees more sell orders at 58%.
Hewlett Packard Enterprise (HPE) shares surged 40% in one month following two key announcements: a $1.2 billion Helios AI rack system order from Vultr and an upgraded networking revenue growth forecast. The company highlighted its networking business...
Super Micro Computer reported over $60 billion in new orders and targets $65-$72 billion in revenue for fiscal 2027, up from $39.1 billion in 2026. Despite a 48% year-to-date stock gain, shares trade at about 10 times forward earnings, with Wall Stre...
