HPE follows in Dell’s footsteps as it rides the AI server boom to a big earnings beat

HPE follows in Dell’s footsteps as it rides the AI server boom to a big earnings beat

Source: www.marketwatch.com · Section: business-tech · Bias: Center · Published: Thu, 03 Sep 2026 00:22:00 GMT

Unlike Dell, HPE focuses on enterprise and sovereign customers, which one analyst noted have a better profit profile.

Read the full article at www.marketwatch.com →

The same story across the political spectrum (4 sources)

Left: Nvidia’s stock is climbing as investors get more confidence in an expanding base of AI customers — www.marketwatch.com
Center: Dell surges 9% after lifting fiscal 2027 forecast on AI server strength — www.cnbc.com
Center: Stocks' losing streak, Iran strikes, Dell earnings and more in Morning Squawk — www.cnbc.com
Center: Dell is now the most important stock in the market. Here's why — www.cnbc.com

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