HPE stock tests buy point as AI drives growth
The AI infrastructure boom, Juniper acquisition, and Elliott Management's role are driving gains for HPE.
🟢 HPE — 2026-08-05
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Dell hits record high
Dell Technologies AI server stock hit an all-time high.
NVIDIA wins SpaceX AI server pact
SpaceX set off financial fireworks with an exclusive hardware commitment.
Kioxia Squeezes 38% More Data Per Chip Than Samsung With 68 Fewer Layers
Kioxia BiCS10 QLC NAND achieves more than 37 Gb/mm2 areal density at FMS 2026 -- surpassing Samsung's 400-plus-layer chip.
Dell Hits Record High
Dell Technologies AI server stock hit an all-time high on August 4, 2026.
Dell Hits Record High
Dell Technologies AI server stock reached an all-time high of $476.90 on August 4, 2026.
Kioxia Advances NAND Density
Kioxia BiCS10 QLC NAND achieves higher areal density than Samsung's 400-plus-layer chip.
AMD Catches The Agentic AI Wave
AMD is capturing its proportional share of the rapidly expanding GenAI market.
HPE in Focus as AI Narrative Tests Valuation
Hewlett Packard Enterprise stock is gaining attention amid the growing AI market.
NCR Voyix beats Q2 estimates
NCR Voyix reported quarterly earnings above consensus.
AI Infrastructure Needs More Than Hyperscale
The next phase of AI infrastructure requires a strategy inseparable from model capability, moving beyond traditional hyperscale datacenters.
Kaltura Announces Agentic Digital Experience Results
Kaltura announced financial results for the second quarter ended June 30, 2026.
IT Rules 2026 Address Deepfakes
New regulations for deepfakes and synthetic media have been introduced, alongside a lawsuit by Elon Musk’s xAI.
EU AI Act to Reshape Legal Tech
The EU AI Act is expected to significantly transform the legal industry by 2026.
AMD Falls on AI Investment Concerns
Advanced Micro Devices shares declined as investors seek a bigger payoff from AI initiatives.
California and EU Implement AI Regulations
Landmark AI transparency regulations are affecting social media globally.
Top Fintech Events in Europe
A list of 15 significant fintech events in Europe during the second half of 2026.
Extreme Networks Financial Results
Extreme Networks released financial results for its fourth quarter and fiscal year.
Cohesity Strengthens Partner Strategy
The company is appointing new leadership to support partner-led growth.
Arista Hits First $3B Quarter
Arista sees networking as central to infrastructure, from client to AI data centers.
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SaltLight Capital Analyzes AI Epoch
SaltLight Capital provides an analysis of the AI epoch through the lens of historical tech shifts.
Kaltura Announces Agentic Digital Experience Results
Kaltura announced financial results for the second quarter, highlighting its focus on Agentic Digital Experience solutions.
HPE surges 21% in a month
AI infrastructure demand, cloud momentum, and valuation are key factors.
Rigetti Expands Quantum HPC with NSF Project
RGTI joins HPE and PSC on a $5 million NSF-backed hybrid quantum-classical testbed.
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AMD forecasts upbeat revenue on AI demand
AMD anticipates strong revenue from AI chips, but shares fell on high expectations.
AI Infrastructure Backlog
Dell, HPE, Super Micro, and GE Vernova are well-positioned to benefit from the AI infrastructure boom.
Zeta projects strong 2026 revenue
Zeta projects $1.818B in 2026 revenue and raised its GAAP EPS guidance amid Athena platform adoption.
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Clear Secure Q2 2026 Earnings Call Transcript
The transcript from the earnings call is now available.
Agentic AI Isn’t Just Another Technology Wave
Srinath Godavarthi argues Agentic AI is becoming the next enterprise operating model.
AudioCodes Transitioning to Software-and-Services Model
AudioCodes Ltd. is executing a strategic transition driven by artificial intelligence.
US Hoards GPUs, China Scales AI
The US GPU dominance contrasts with China's growing AI market adoption.
AMD forecasts revenue above estimates
AMD's AI-powered revenue forecast failed to impress investors, leading to a stock decline.
Arista Networks News
ETTelecom.com brings latest arista networks news.
Dow Jones futures rise; SpaceX, AMD, Arista lead earnings movers after S&P 500 jumps to high
The Dow and S&P 500 hit new highs, with SpaceX, AMD, and Arista leading earnings movers.
AMD’s AI-powered revenue forecast fails to wow investors
AMD's Q3 revenue forecast, while positive, didn't impress investors.
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Artificial Intelligence
General AI news coverage.
HPE Guarantees Deal Quotes Below $1M
Hewlett Packard Enterprise (HPE) is providing price quote guarantees on deals under $1 million amid memory price volatility.
Dow Jones Futures Rise
The Dow and S&P 500 hit new highs, with SpaceX, AMD, and Arista leading earnings movers.
Tech Alliance Targets AI Agent Security
NVIDIA and 36 partners are combining open technologies for AI agent workload identity, controls, and vulnerability scanning.
Open Secure AI Alliance Launches
NVIDIA and 36 partners are focusing on AI agent security across multi-vendor clouds with open technologies.
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California News
Southern California Edison tower sparked devastating LA County's Eaton fire.
AMD's AI Forecast Disappoints
Despite forecasting revenue above estimates, AMD's AI-powered forecast failed to impress investors.
HPE Guarantees Deal Quotes Below $1M
HPE is guaranteeing quotes on deals under $1 million amid rising memory prices to reassure partners.
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Hewlett Packard Enterprise Company Stock
Cours de bourse, graphiques, and financial data for HP.
The China AI Thesis
A deep dive into the China AI landscape, highlighting a duopoly and the importance of energy, chips, and cloud.
Nvidia moves to accelerate storage access, boost industry cooperation
Nvidia is open-sourcing cuFile APIs to speed up AI storage access.
ByteDance launches unified audio AI
SwanTale generates voice, sound effects, and music in a single model.
AMD forecasts revenue above estimates on AI chip demand, but shares fall
AMD forecasts higher quarterly revenue due to strong AI chip demand.
AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectations
AMD forecasts quarterly revenue above estimates, driven by AI chip demand.
Arista earnings beat estimates
Arista reported Q2 earnings and revenue that exceeded expectations, driven by strong demand for AI cloud networking.
Telco economics must shift to AI
An analysis of how telco pricing models need to evolve from gigabytes to reflect the value created by AI.
AMD Forecasts Revenue Above Estimates
AMD is banking on strong demand for its AI chips.
Arista earnings, revenue top estimates on AI cloud networking growth
Arista's Q2 earnings and revenue beat expectations due to strong AI cloud networking demand.
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HPE company overview
Hewlett Packard Enterprise is a global edge-to-cloud company providing IT and enterprise products.
Super Micro market unbothered by margin news
Investors remain optimistic despite semiconductor weakness.
Open Secure AI Alliance Expands at Black Hat: What You Should Know
The Open Secure AI Alliance introduced SAFE guidelines and open agent-security tools at Black Hat.
Microsoft Azure + Copilot growth
Azure's 43% YoY growth and Copilot expansion are expanding TAM.
EU AI Act rules are now enforceable
The new rules impact AI content labeling and training, particularly in the music business.
Palantir's growth underestimated
Palantir reported 93% revenue growth and surging U.S. commercial sales, raising guidance.
Microsoft’s In‑House AI Takes Over Most Security Work At Lower Cost
Microsoft shifts most security scanning to an in-house AI model, reducing costs.
Dell and Super Micro Rally 10%, Hewlett Packard Enterprise Climbs 6% as AI Server Stocks Surge
AI server stocks are surging, though without a clear catalyst.
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DigitalOcean forecasts 30.5% 2026 revenue growth with 35%+ exit rate as inference services scale
DigitalOcean expects 30.5% revenue growth in 2026, driven by scaling inference services.
IQM Quantum Computers Q2 Call Highlights
IQM Quantum Computers discussed its first results as a public company.
Volta Emerges with $10B Partnership
Nvidia-backed AI infrastructure startup Volta exited stealth mode with a significant partnership.
BlackLine announces Q2 results
BlackLine reported financial results for the second quarter ended June 30, 2026.
IQM Quantum Computers Q2 Earnings Call Highlights
IQM reported its first results as a Nasdaq-listed company.
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Spotify Q2 Earnings Call
Spotify Technology S.A. (SPOT) held its Q2 2026 earnings call on August 4, 2026.
Hollywood enters its AI era
Generative AI is impacting script production and digital replicas of actors.
S&P 500 tags an all-time high and these 10 names have helped fuel the rally
The S&P 500 reached a new all-time high, with 10 names contributing to the rally.
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HPE stock forecast data
Analyst ratings and price targets for Hewlett Packard stock are available for assessing potential upside or downside.
Silicon is Key to AI Race
The AI boom may be driven by scientific breakthroughs in silicon technology.
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Blue Yonder highlights Q2 innovation
Blue Yonder focuses on NVIDIA-powered Model Training Factory and new Cognitive Solutions.
AI accountability concerns
A company claims to have a solution for determining blame when AI makes errors.
Sandisk Just Announced Its Next Game Changer
Sandisk’s HBF roadmap boosts QLC/TLC SSD ramp and AI memory upside.
AMD forecasts upbeat revenue on strong AI chip demand, but shares fall on lofty expectations
AMD's revenue forecast exceeded estimates, but shares fell due to high expectations.
CISO Conversations: Russ Kirby
Russ Kirby, CISO at Ping Identity, shares his path from HP to his current role.
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Here's why Hewlett Packard Enterprise (HPE) is a strong momentum stock
Zacks Premium highlights HPE as a strong momentum stock for investors.
EU AI Act Affects Music Industry
Key consumer-facing transparency rules and compliance requirements are now in effect.
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HPE Dividend History
Hewlett Packard Enterprise Company's dividend growth history is charted by month or year.
The Price of Reinvention for SanDisk Stock
Sandisk is attempting to transform its business, with market uncertainty around its success.
HPE and Intel Strengthen Commitment to Service Providers
HPE and Intel held an event focused on the vision for service providers.
NAND's moment: Samsung, SK hynix clash over next-gen AI storage
NAND flash memory is experiencing strong profitability and competition between Samsung and SK hynix.
Qualcomm faces downward estimate revisions
Handset weakness and competition are impacting Qualcomm's fiscal outlook.
HCLTech Acquires HPE's Telco Solutions
HCLTech has completed its acquisition of HPE’s Telco Solutions business, expanding its telecom capabilities.
Moo! LoRaWAN makes it easier to connect more things to the low power networking protocol—even cattle
New LoRa Alliance specs simplify low-power network onboarding and reduce coverage gaps.
Blue Yonder Releases Q2 Highlights
Blue Yonder announced its Q2 company highlights, focusing on AI-driven supply chain solutions.
Startup aims to open AI security
A billion-dollar startup is focusing on AI security.
Hewlett Packard Enterprise Co (HPE) Stock Price, Quote, News & History
Jim Cramer commented on Astera Labs and Rigetti, but did not comment on HPE.
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IQM Quantum Computers reports first earnings
IQM Quantum Computers released its first earnings report as a public company, with guidance supported by over EUR 102 million in orders.
NVIDIA Vera Rubin chips begin shipping to cloud providers as AI factory buildout accelerates
NVIDIA confirms Vera Rubin AI chips are shipping to AWS, Google Cloud, and Microsoft.
HCL Technologies shares decline
HCL Technologies stock declined 2% in today's session.
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HCLTech completes HPE Telco Solutions acquisition
HCLTech has finalized the purchase of HPE's Telco Solutions business, expanding its global technology capabilities.
HCLTech completes acquisition of HPE’s Telco Solutions business
HCLTech has successfully completed its acquisition of HPE’s Telco Solutions business, enhancing its capabilities in telecom.
IQM Quantum Computers Reports First Earnings
IQM Quantum Computers reported its first earnings as a public company.
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Grafana Labs Gives Every Observability Signal an Intelligent Optimization Layer, Completing Adaptive Telemetry Suite with Adaptive Profiles GA
Grafana Labs completes its Adaptive Telemetry Suite with Adaptive Profiles.
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HPE Trading Activity
HPE stock is trading on the Blue Ocean ATS during overnight sessions.
Ditch the Cloud: 7 Powerful, Free Local AI Tools
Tom Fenton highlights seven free and open-source AI tools for local computing.
Broadcom joins Nvidia AI security alliance: 'We haven't forgotten open source'
Broadcom joined the Open Secure AI Alliance, emphasizing its commitment to open source.
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Meta, Anthropic, Google, OpenAI meet with Trump advisors
Discussions focus on rogue AI agents.