ZM heads into Q2 with Enterprise strength and AI monetization gains, while Online softness, churn and currency remain key offsets.

HP's AI PC momentum and Windows 11 refresh cycle can lift Q3 revenues, but rising memory and transportation costs may pressure margins.

HP reports fiscal Q3 earnings on August 26, and three converging signals suggest retirement investors may be sleeping on one of the quieter setups in the market right now.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Semtech heads into Q2 with revenues and EPS expected to rise sharply, as data centers, LoRa and premium handsets drive growth.

Analog Devices, Hewlett Packard and NVIDIA have been highlighted in this Investment Ideas article.

Here is a way to collect an attractive income on DELL now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Arista has placed a nearly ten-billion-dollar bet on its future. The company's multiyear purchase commitments have almost tripled from a year ago, reaching approximately $9.7 billion. This is not just managing inventory; it is an aggressive move to secure years of components for an unprecedented demand cycle.

For those seeking strong exposure to AI trends paired with dividend-paying traits - Analog Devices (ADI), Hewlett Packard Enterprise (HPE), and NVIDIA (NVDA) - fit the criteria. Importantly, each sports a favorable Zacks Rank.

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

Super Micro Computer (SMCI) is back in focus after Netlist filed a complaint at the US International Trade Commission that names the server maker alongside Micron, HPE, and Lenovo over alleged DDR5 memory patent infringement. See our latest analysis for Super Micro Computer. The Super Micro Computer share price has pulled back 2.2% over the last day and 2.7% over the past week. However, the 30-day share price return of 53.5% and 5-year total shareholder return of more than 9x point to strong...

Arista's operating line runs far ahead of the market, but the margin on the volume it is locking in depends on which customers show up.

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

The options are charging only their usual premium, which makes the width of the price range a fact about the business rather than a mood in the market.

Rigetti Computing, Inc. reported its second-quarter 2026 results, with sales rising to US$5.14 million from US$1.80 million a year earlier while net loss increased to US$52.61 million from US$39.65 million, alongside a U.S. Department of Commerce letter of intent for up to US$100.00 million in quantum R&D support. The combination of rapid revenue growth, deeper U.S. government engagement, and new commercial system deliveries with partners such as Nvidia and HPE highlights Rigetti’s growing...

CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.

ANET is riding surging AI networking demand as Etherlink customers top 100 and diverse AI architectures expand its opportunity.

Hewlett Packard Enterprise (HPE) stock is in focus after Netlist initiated new intellectual property actions that include the company in an expedited United States International Trade Commission investigation involving DDR5-related memory modules. See our latest analysis for Hewlett Packard Enterprise. At a share price of US$55.69, Hewlett Packard Enterprise has seen strong momentum recently, with a 30 day share price return of 21.54% and a 90 day share price return of 64.76%. The 1 year...

Super Micro Computer's early AI system availability, liquid cooling and full-stack data center solutions strengthen its position as AI infrastructure evolves.

It's been a big year so far, at least for these 15 companies.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Cisco's stock has the momentum of a genuine business transformation, but after a powerful run, investors must ask if the price of admission is simply too high.

Does Hewlett Packard Enterprise (HPE) have what it takes to be a top stock pick for momentum investors? Let's find out.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

PENG is expanding its AI partner network as Dell and NVIDIA ties drive customer growth and support full-stack AI Factory deployments.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

Cisco is forecasting a large year of growth, but analysts on its latest call pressed on the sustainability of the boom and its cost. Here's what management's answers revealed.

The record quarter was carried by the product line and by price increases taken to cover memory costs, and a heavier hardware mix, together with those memory costs, is what pulled product margin down.

The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility.

Hewlett Packard Enterprise, Coherent and Amphenol are in bases as funds load up. Eli Lilly is also among big money's favorites.

Super Micro Computer's 67% monthly surge is backed by AI demand and a record backlog, but inventory, competition and execution risks cloud the outlook.

HPE vs. IBM: Which Stock Is the Better Value Option?

A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.

Netlist has filed an ITC complaint naming Super Micro Computer (NasdaqGS:SMCI), Micron, Hewlett Packard Enterprise and Lenovo over alleged infringement involving DDR5 memory module technology.

Management put a number on the board so big it forces a question, and the market is paying up as if it's a sure thing.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin.

Cisco just posted its strongest earnings surprise in years, yet the stock dropped sharply the next day. Whether that selloff is a warning sign or a rare entry point comes down to three catalysts that most investors are overlooking.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

Morgan Stanley has adopted a more constructive stance on U. S.

While flashier AI names grabbed headlines, Cisco quietly rewired itself for the infrastructure boom and just delivered numbers that stopped Wall Street's skeptics cold. The question now is whether the market has actually caught up to what the business has become.

Five stocks stand out as potentially undervalued by price-to-book measures, including BioMarin Pharmaceutical, Invesco and Centene.

Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit Cepheus 1 108Q system, and highlighting deeper ties with Hewlett Packard Enterprise. See our latest analysis for Rigetti Computing. Rigetti Computing's recent headlines around the potential US$100 million grant and Cepheus-1-108Q progress have arrived alongside a 12.64% 7-day share price return and 15.58% 30-day share price return, although the...

Arista Networks stock sits at its high on a multiple past anything in its ten-year record, while the margin that price depends on is already at the top of its range.

The recurring-revenue share management once put front and center has slipped while hyperscaler orders became the story.

Today, Aug. 13, 2026, the networking giant's stock tumbled 8.4% after earnings, as investors weighed hyperscaler AI orders against gross margin headwinds.

Check out the companies making headlines yesterday:

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

Super Micro shares jump as $60 billion AI backlog powers stock rally

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.