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Three U.S. IT hardware stocks to buy heading into earnings: Goldman

Thu, 13 Aug 2026 10:00:00 -0400

Investing.com - The artificial intelligence boom has fueled runaway demand for the critical infrastructure needed to power the nascent technology.

Megacap technology companies, in particular, have laid out plans to spend billions of dollars on chips, semiconductor tools, and networking gear used in cutting-edge AI data centers.

While worries have abounded that such massive outlays may prove to be unsustainable, the expenditures have sparked a jump in revenue and profits at IT hardware vendors. According to a note from Goldman Sachs on Wednesday, shares of these firms rose by 111% in the second quarter, far outpacing a 13% uptick in the

Three U.S. IT hardware stocks to buy heading into earnings: Goldman

Thu, 13 Aug 2026 10:00:00 -0400

Investing.com - The artificial intelligence boom has fueled runaway demand for the critical infrastructure needed to power the nascent technology.

Megacap technology companies, in particular, have laid out plans to spend billions of dollars on chips, semiconductor tools, and networking gear used in cutting-edge AI data centers.

Three U.S. IT hardware stocks to buy heading into earnings: Goldman

Thu, 13 Aug 2026 10:00:00 -0400

Investing.com - The artificial intelligence boom has fueled runaway demand for the critical infrastructure needed to power the nascent technology.

Megacap technology companies, in particular, have laid out plans to spend billions of dollars on chips, semiconductor tools, and networking gear used in cutting-edge AI data centers.

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

Investing.com -- Super Micro Computer projected fiscal 2027 revenue of $65–$72 billion, shattering analysts' average estimate of $52.50 billion and sending its shares up roughly 9% in pre-market trading Wednesday.

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI's results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

The guidance

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

The guidance

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

The guidance

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

The guidance

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

The guidance

Dell, HPE gain pre-market as SMCI posts blowout revenue guidance

Wed, 12 Aug 2026 08:18:58 -0400

The guidance

HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call

Wed, 12 Aug 2026 07:45:00 -0400

HOUSTON--(BUSINESS WIRE)-- HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026.

The call is scheduled for Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q3Webcast.

A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additional information, see investors.hpe.com.

About HPE

HPE (NYSE: HPE)

HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call

Wed, 12 Aug 2026 07:45:00 -0400

HOUSTON--(BUSINESS WIRE)-- HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026.

The call is scheduled for Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q3Webcast.

A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additional information, see investors.hpe.com.

About HPE

HPE (NYSE: HPE)

HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call

Wed, 12 Aug 2026 07:45:00 -0400

HOUSTON--(BUSINESS WIRE)-- HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026.

The call is scheduled for Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q3Webcast.

A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additional information, see investors.hpe.com.

About HPE

HPE (NYSE: HPE)

HPE to Present Live Audio Webcast of Fiscal 2026 Third Quarter Earnings Conference Call

Wed, 12 Aug 2026 07:45:00 -0400

HOUSTON--(BUSINESS WIRE)-- HPE (NYSE: HPE) will conduct a live audio webcast of a conference call with analysts to review financial results for the third quarter of fiscal 2026, ending July 31, 2026.

The call is scheduled for Wednesday, September 2 at 3:30 p.m. CT (4:30 p.m. ET), and the webcast will be available at www.hpe.com/investor/2026Q3Webcast.

A replay of the webcast will be available at the same website shortly after the call and will remain available for approximately one year. For additional information, see investors.hpe.com.

About HPE

HPE (NYSE: HPE)

Analyst turns more bullish on hardware stocks as 'chipflation' accelerates demand