NYSE:HPE

Supermicro Stock Plunges 8% After Revenue Forecast Cut – Is the AI Server Gold Rush Over?

SMCI shares fell about 8% on Oct. 23 after Super Micro said Q1 (FY2026) revenue would be ~$5 billion, down from a prior $6–7 billion forecast ts2.tech. The company blamed “design win upgrades” and delivery schedule shifts on major AI server orders ts2.tech. Supermicro reaffirmed its full-year FY2026 revenue guide of ≥$33 billion ts2.tech. Despite the drop, SMCI stock is still up roughly 60–70% in 2025 reuters.com ts2.tech on surging AI demand. Major tech firms are projected to spend ~$400 billion on AI infrastructure in 2025 reuters.com, underscoring continued tailwinds. Analysts are split: some (e.g. Needham) remain bullish (Buy, $60 target ts2.tech), while others

24 October 2025

AI Hype vs Reality: HPE Stock’s Wild October Ride and What’s Next for Investors

HPE Stock Volatility: From Highs to a Post-Guidance Slump Hewlett Packard Enterprise headquarters in Texas. The company’s stock has experienced volatility amid surging AI enthusiasm and cautious financial guidance. After a steady climb through 2025, HPE’s stock rally hit turbulence in mid-October. The shares were hovering near multi-year highs above $26 just before the company’s annual Securities Analyst Meeting on Oct. 15 ts2.tech. Optimism was running high – HPE had gained roughly 15–20% year-to-date on the back of strong demand for its AI infrastructure and cloud offerings ts2.tech. In fact, the stock notched a 52-week high of $26.44 in early

22 October 2025

Artificial Intelligence · Financial Analysis · Investment Strategies · NYSE:HPE · Stock Market · Technology Trends

HPE Stock Soars and Dips: Inside Hewlett Packard Enterprise’s Wild October Ride

Stock Performance and Current Price HPE’s stock has been on a strong run in 2025, gaining double digits amid optimism around the company’s cloud and AI initiatives. As of October 16, shares hover near $25, roughly 0.2% higher than the prior day’s close marketbeat.com. This price is around the average analyst price target for HPE, suggesting the stock is fairly valued for now marketbeat.com. Notably, HPE recently traded at its 52-week high of $26.44 marketbeat.com before pulling back on tempered guidance. The stock’s 50-day moving average around $23.5 reflects an uptrend in recent months marketbeat.com, though its lofty year-to-date gains

16 October 2025

Company Analysis · Financial Updates · Investing · NYSE:HPE · Stock Market · Technology News

Global Tech News Roundup (Sept 3–4, 2025): Fines, Launches & Big Tech Moves

Google Dodges Antitrust Breakup, Shares Soar Alphabet, Google’s parent company, won a major reprieve in its landmark U.S. antitrust case. On Sept 2, Judge Amit Mehta ruled against breaking up Google, allowing it to retain control of Android and Chrome reuters.com. The decision lifted a huge cloud of uncertainty: Alphabet stock rocketed over 9% in one day, adding about $210 billion in value reuters.com. The ruling permits Google to keep paying partners like Apple to make Google the default search, though it bans some exclusive deals reuters.com. Analysts cheered the “pragmatic” remedy. “This outcome removes a significant legal overhang and signals the

4 September 2025

Big Tech · Global Tech · Industry Updates · NASDAQ:AAPL · NASDAQ:GOOGL · NASDAQ:META · NASDAQ:NET · NYSE:HPE · NYSE:JPM · Product Launches · Technology News

High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

El Capitan at LLNL leads the June 2025 TOP500 with 1.742 exaFLOPS (HPL) using HPE Cray EX hardware, AMD 4th Gen EPYC CPUs, and MI300A accelerators. Frontier at ORNL is #2 with 1.353 exaFLOPS on HPL, powered by HPE Cray EX235a and AMD 3rd Gen EPYC CPUs plus MI250X GPUs. Aurora at Argonne is #3, delivering 1.012 exaFLOPS on HPL with Intel Xeon Max CPUs and Data Center GPU Max accelerators. JUPITER Booster at Jülich debuted at #4 with 0.793 exaFLOPS (partial) on a BullSequana-based system using NVIDIA Grace Hopper GH200 chips and built by Atos Eviden, containing about 4.8

9 July 2025

Exascale · High-Performance Computing · HPC-AI · NASDAQ:AMD · NASDAQ:INTC · NASDAQ:MSFT · NASDAQ:NVDA · NYSE:HPE · Supercomputing · Technology Trends

Network Function Virtualization (NFV) – Global Developments (June–July 2025)

On June 12, 2025 Ericsson unveiled Ericsson On-Demand, a fully managed 5G Core-as-a-Service delivered as SaaS with Google Cloud, using GKE and AI-powered operations with pay-as-you-go pricing. On June 30, 2025 the U.S. DOJ approved HPE’s $14 billion acquisition of Juniper Networks, conditioning divestment of Aruba Instant On WLAN and licensing out Juniper’s Mist platform source code to a third party and foreseeing a 2025 close. In July 2025 Deutsche Telekom formed a new internal cloud division focused on data sovereignty and European cloud independence. On July 2, 2025 Latvia’s LMT announced a collaboration with Ericsson to modernize its core