HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.
AI's next big investment opportunity may not be another software company. Instead, it may be these three stocks helping build the physical infrastructure that makes the AI boom possible.
Credo Technologies stock fell 20% despite a Q1 FY2027 revenue and EPS beat and raised guidance, as analysts cite margin compression but maintain a bullish Moderate Buy consensus.
Advanced Micro Devices (NASDAQ:AMD) used its IFA 2026 presentation in Berlin to outline its vision for “personal AI,” introducing new high-memory Ryzen AI systems, a workstation concept and collaborations with Microsoft and SUSE intended to bring more AI workloads from cloud infrastructure to local
Hewlett Packard Enterprise (NYSE:HPE) reported record fiscal 2026 third-quarter results, citing accelerating demand for AI infrastructure, continued networking momentum and disciplined pricing. The company also raised its fiscal 2026 outlook and updated its fiscal 2027 growth framework as orders out
AMD's AI story is shifting toward inference, but its premium valuation raises the stakes. See what could drive the next phase of growth and what could derail it.
Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand.
Chief Executive Officer Bill Brennan said the company’s growth has bee
NVIDIA is investing $3.5 billion in MediaTek and reviving the Rubin CPX chip program to defend against custom silicon rivals, backed by an $80 billion buyback and strong earnings growth.
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
