Cisco Systems (NASDAQ:CSCO) is emerging as a hidden winner in the AI infrastructure boom, with hyperscaler AI orders totaling $9.3 billion in fiscal 2026, roughly 4.5 times the prior year, and managem…
Super Micro Computer Inc. shares fell 7% to $34.53 on Monday after Taiwanese prosecutors indicted nine people, including two employees of Super Micro Computer's Taiwan unit and one employee of NVIDIA …
Cisco Systems reported Q4 FY2026 revenue of $17.25 billion, up 17.58% year over year, and non-GAAP EPS of $1.22, booking $9.30 billion in AI infrastructure orders for FY2026 and guiding to $7.50 billi…
HP Inc. (NYSE: HPQ) is positioned for a potential stock surge on August 26, when it reports fiscal Q3 2026 earnings after market close, supported by a forward P/E near 10, a 3.93% dividend yield, and …
Fifteen S&P 500 companies have gained 100% or more this year, driven by the AI boom, with Sandisk leading at nearly 600% amid strong memory chip demand, according to Yahoo Finance analysis. The list i…
Nvidia has hired Monica Gille, former North America sales VP at Hewlett Packard Enterprise (HPE), as VP of global partnerships and channels, effective August 17. Gille, who spent over 25 years at HPE,…
Investor's Business Daily's screener for stocks that funds are buying shows a dozen names near buy points, including Hewlett Packard Enterprise (HPE), Coherent (COHR), Amphenol (APH), and Eli Lilly (L…
Netlist, a memory technology firm trading on the OTCQB under ticker NLST, filed a complaint with the US International Trade Commission on August 12 alleging that Micron Technology, Super Micro Compute…
Hewlett Packard Enterprise cleared a major legal hurdle in its $14 billion acquisition of Juniper Networks after U.S. District Judge P. Casey Pitts approved the antitrust settlement with the U.S. Depa…
A California district court approved Hewlett Packard Enterprise's $14 billion acquisition of Juniper Networks, despite findings of compliance failures and objections from a dozen states. Judge Casey P…
Yahoo Finance Markets and Data Editor Jared Blikre reports that semiconductor stocks have rebounded over the past five trading days, with Hewlett Packard Enterprise (HPE), Apple (AAPL), NXP Semiconduc…
Hewlett Packard Enterprise is advancing a self-driving networking strategy for the AI era, making networking central to its AI infrastructure with a vision for automated operations that anticipate pro…
Hewlett Packard Enterprise released version 0.1.0 of an OSIRIS JSON producer for Aruba Central, a cloud-native AI-powered network management platform, that generates portable JSON snapshots of network…
Needham & Company reaffirmed its Buy rating on Super Micro Computer with a $46 price target, citing a record $60 billion order backlog driven by surging AI server demand and sharply improved margin gu…
Data center hardware vendors are investing across networking, memory, CPUs, orchestration software, and chip design to improve utilization and remove bottlenecks in AI infrastructure, according to Dat…
Supercomputing is splitting into two tracks in 2026: publicly funded exascale systems ranked by TOP500 FLOPS and hyperscaler-built AI campuses measured in megawatt–gigawatt capacity. Microsoft claimed…
Cadence Design Systems (CDNS) announced an expanded collaboration with Hewlett Packard Enterprise (HPE) to modernize AI data centers. The partnership aims to optimize infrastructure for AI workloads, …
Hewlett Packard Enterprise reported fiscal Q2 2026 revenue of $10.68 billion, a 40% year-over-year increase, driven by AI infrastructure demand. The company's AI server backlog reached nearly $6 billi…
Netris, a Santa Clara startup that automates networking for GPU data centers, raised $15 million in a Series A round led by Andreessen Horowitz. The company reports 800% annual recurring revenue growt…
Netris, a network automation startup, raised $15 million in Series A funding from Andreessen Horowitz to help AI neoclouds reduce the time to go live by automating data center setup, configuration, an…