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Dell, HPE shares sink after Morgan Stanley downgrades - computer hardware stocks also hit

https://www.cnbc.com/2025/11/17/dell-hpe-shares-sink-after-morgan-stanley-downgrades.html
The bank double-downgraded Dell from overweight to underweight and downgraded HPE from overweight to equal weight.

HPE's Cloud Portfolio Gains Momentum: What's Driving the Growth?

https://www.zacks.com/stock/news/2792039/hpes-cloud-portfolio-gains-momentum-whats-driving-the-growth
Hewlett Packard Enterprise's hybrid cloud momentum accelerates as private cloud, AI Factory growth and rising GreenLake adoption drive strong third-quarter gains.

Tesla To Rally Around 26%? Here Are 10 Top Analyst Forecasts For Monday - Blackstone Mortgage Trust ( NYSE:BXMT ) , Vita Coco ( NASDAQ:COCO )

https://www.benzinga.com/analyst-stock-ratings/price-target/25/11/48895181/tesla-to-rally-around-26-here-are-10-top-analyst-forecasts-for-monday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Keefe, Bruyette & Woods raised Blackstone Mortgage Trust, Inc. ( NYSE:BXMT ) price target from $20 to $21.

This Dell Analyst Turns Bearish; Here Are Top 5 Downgrades For Monday - Adverum Biotechnologies ( NASDAQ:ADVM ) , Ardent Health ( NYSE:ARDT )

https://www.benzinga.com/analyst-stock-ratings/downgrades/25/11/48894858/this-dell-analyst-turns-bearish-here-are-top-5-downgrades-for-monday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

5 Stock Picks Last Week From Wall Street's Most Accurate Analysts - Circle Internet Group ( NYSE:CRCL ) , Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/analyst-stock-ratings/price-target/25/11/48894277/5-stock-picks-last-week-from-wall-streets-most-accurate-analysts-13
U.S. stocks settled mostly lower on Friday, with the Dow Jones index dipping more than 300 points during the session. The Nasdaq ended lower by 0.5% last week, while both the S&P 500 and the Dow added 0.1% and 0.3%, respectively. Wall Street analysts make new stock picks on a daily basis.
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Cibus ( CBUS ) Q3 2025 Earnings Call Transcript

https://www.fool.com/earnings/call-transcripts/2025/11/13/cibus-cbus-q3-2025-earnings-call-transcript/
Image source: The Motley Fool.Thursday, November 13, 2025 at 4:30 p.m. ETNeed a quote from a Motley Fool analyst? Email [email protected] reading ...

Intellinetics, Inc. ( INLX ) Reports Q3 Loss, Lags Revenue Estimates

https://www.zacks.com/stock/news/2790236/intellinetics-inc-inlx-reports-q3-loss-lags-revenue-estimates
Intellinetics (INLX) delivered earnings and revenue surprises of +20.00% and -7.38%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Should You Hold or Fold HPE Stock After a 27.7% Rise in 6 Months?

https://www.zacks.com/stock/news/2789791/should-you-hold-or-fold-hpe-stock-after-a-277-rise-in-6-months
Hewlett Packard Enterprise's margin pressures, rising costs, and tough competition cloud its outlook despite recent stock gains ...

How SMCI is Leveraging DCBBS to Capture Growth From the AI Boom?

https://www.zacks.com/stock/news/2789387/how-smci-is-leveraging-dcbbs-to-capture-growth-from-the-ai-boom
Super Micro Computer's DCBBS, powered by NVIDIA and AMD platforms, drives AI data center growth with high margins despite near-term profit pressure.

Should You Buy, Sell, or Hold Cisco Stock Before Q1 Earnings?

https://www.zacks.com/stock/news/2788747/should-you-buy-sell-or-hold-cisco-stock-before-q1-earnings
CSCO's first-quarter fiscal 2026 results may reflect solid networking and security demand, but competition and valuation pressures loom large.
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Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?

https://www.zacks.com/stock/news/2788434/should-you-add-anet-stock-to-your-portfolio-post-solid-q3-earnings
ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.

Should QCOM Stock Be Part of Your Portfolio Post Robust Q4 Earnings?

https://www.zacks.com/stock/news/2788356/should-qcom-stock-be-part-of-your-portfolio-post-robust-q4-earnings
QCOM's Q4 earnings beat estimates as record automotive revenues and strong Snapdragon demand fuel growth, but China tensions and high R&D costs weigh.

NCR Voyix ( VYX ) Beats Q3 Earnings and Revenue Estimates

https://www.zacks.com/stock/news/2786538/ncr-voyix-vyx-beats-q3-earnings-and-revenue-estimates
NCR Voyix (VYX) delivered earnings and revenue surprises of +40.91% and +2.32%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Vertiv Soars 29% in Three Months: Should Investors Buy VRT Stock?

https://www.zacks.com/stock/news/2785991/vertiv-soars-29-in-three-months-should-investors-buy-vrt-stock
VRT benefits from strategic acquisitions, AI-driven solutions, and an expanding partnership with NVIDIA.

HP Inc. to Announce Fourth Quarter Fiscal 2025 Earnings on Nov 25, 2025

https://www.globenewswire.com/news-release/2025/11/04/3180900/0/en/HP-Inc-to-Announce-Fourth-Quarter-Fiscal-2025-Earnings-on-Nov-25-2025.html
PALO ALTO, Calif., Nov. 04, 2025 ( GLOBE NEWSWIRE ) -- HP Inc. ( NYSE: HPQ ) will present a live audio webcast of a conference call to review financial results for the fourth fiscal quarter and fiscal year ended October 31, 2025 on Tuesday, Nov 25, 2025 at 5:00 p.m. ET / 2:00 p.m. PT.
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HP Inc. to Announce Fourth Quarter Fiscal 2025 Earnings on Nov 25, 2025 - HP ( NYSE:HPQ )

https://www.benzinga.com/pressreleases/25/11/g48637592/hp-inc-to-announce-fourth-quarter-fiscal-2025-earnings-on-nov-25-2025
PALO ALTO, Calif., Nov. 04, 2025 ( GLOBE NEWSWIRE ) -- HP Inc. ( NYSE:HPQ ) will present a live audio webcast of a conference call to review financial results for the fourth fiscal quarter and fiscal year ended October 31, 2025 on Tuesday, Nov 25, 2025 at 5:00 p.m. ET / 2:00 p.m. PT.

What Does the Market Think About Hewlett Packard Enterprise Co? - Hewlett Packard ( NYSE:HPE )

https://www.benzinga.com/insights/short-sellers/25/11/48625599/what-does-the-market-think-about-hewlett-packard-enterprise-co
Hewlett Packard Enterprise Co's ( NYSE:HPE ) short interest as a percent of float has fallen 7.71% since its last report. According to exchange reported data, there are now 44.20 million shares sold short, which is 3.83% of all regular shares that are available for trading.

Aquestive Therapeutics Announces Leadership Expansion to Support Growth - Tiziana Life Sciences ( NASDAQ:TLSA ) , Aquestive Therapeutics ( NASDAQ:AQST )

https://www.benzinga.com/pressreleases/25/11/g48616197/aquestive-therapeutics-announces-leadership-expansion-to-support-growth
Changes strategically aligned to support planned launch of Anaphylm™ ( dibutepinephrine ) Sublingual Film, if approved by the FDA, and to accelerate the Company's ongoing development initiatives Matthew Davis, M.D., RPh will join immediately as Chief Development Officer

Exxon Mobil ( XOM ) Q3 2025 Earnings Call Transcript

https://www.fool.com/earnings/call-transcripts/2025/10/31/exxon-mobil-xom-q3-2025-earnings-call-transcript/
Image source: The Motley Fool.Friday, Oct. 31, 2025 at 9:30 a.m. ETChairman and Chief Executive Officer - Darren WoodsContinue reading ...

ANET Rides on Strong Operating Margin Expansion: Will it Persist?

https://www.zacks.com/stock/news/2780484/anet-rides-on-strong-operating-margin-expansion-will-it-persist
ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.
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Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?

https://www.zacks.com/stock/news/2780371/arista-stock-before-q3-earnings-release-smart-buy-or-risky-move
ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.

HPE's ARR Grows 40% Organically: Is the Growth Thesis Strengthening?

https://www.zacks.com/stock/news/2779188/hpes-arr-grows-40-organically-is-the-growth-thesis-strengthening
Hewlett Packard Enterprise's surging ARR, fueled by private cloud AI and GreenLake growth, underscores a strengthening hybrid cloud strategy.

ELFA Names Deborah Baker of HP Inc. as 2026 Board Chair - Confirms New Slate of Officers and Directors

https://www.benzinga.com/pressreleases/25/10/g48462456/elfa-names-deborah-baker-of-hp-inc-as-2026-board-chair-confirms-new-slate-of-officers-and-director
MARCO ISLAND, Fla., Oct. 28, 2025 ( GLOBE NEWSWIRE ) -- The Equipment Leasing & Finance Association ( ELFA ) today announced its new Board of Directors and Officers who will serve for the next 12 months, following the conclusion of the association's 64th Annual Convention.

Jim Cramer Hails 'Nice Win' As AMD Inks $1 Billion AI Deal With US Department Of Energy - Advanced Micro Devices ( NASDAQ:AMD ) , Hewlett Packard ( NYSE:HPE )

https://www.benzinga.com/markets/equities/25/10/48458244/jim-cramer-hails-nice-win-as-amd-inks-1-billion-ai-deal-with-us-department-of-energy
CNBC's 'Mad Money' host Jim Cramer on Tuesday hailed a "nice win" for Advanced Micro Devices Inc. ( NASDAQ:AMD ) after the chipmaker secured a $1 billion partnership with the U.S. Department of Energy.

Future Technologies Expands Leadership with Appointment of Mary Peterson as Chairperson of Advisory Board

https://www.benzinga.com/pressreleases/25/10/g48457087/future-technologies-expands-leadership-with-appointment-of-mary-peterson-as-chairperson-of-advisor
SUWANEE, Ga., Oct. 28, 2025 ( GLOBE NEWSWIRE ) -- Following its recent recapitalization with Battle Investment Group, Future Technologies Venture, LLC ( "Future Technologies" ) , a leading North American systems integrator specializing in end-to-end private network solutions, today announced the ...
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This Asset Manager Has a Nearly $200 Million Bet on Macy's Stock - What Should Long-Term Investors Know?

https://www.fool.com/coverage/filings/2025/10/27/this-asset-manager-has-a-nearly-usd200-million-bet-on-macy-s-stock-what-should-long-term-investors-know/
London-based RWC Asset Management disclosed the purchase of Macy's ( NYSE:M ) shares in an SEC filing on Monday, adding 255,473 shares worth an estimated $3.6 million.According to a filing with the Securities and Exchange Commission released Monday, RWC Asset Management increased its position in ...

Why Is Advanced Micro Devices Stock Gaining Monday? - Advanced Micro Devices ( NASDAQ:AMD )

https://www.benzinga.com/markets/tech/25/10/48443591/us-taps-amd-for-supercomputers-that-could-change-energy-and-medicine-forever
The U.S. government has entered into a $1 billion partnership with Advanced Micro Devices, Inc. ( NASDAQ:AMD ) to develop two next-generation supercomputers, a move aimed at cementing America's technological leadership in high-performance computing.

Microsoft Before Q1 Earnings: Should Investors Buy the Stock?

https://www.zacks.com/stock/news/2778030/microsoft-before-q1-earnings-should-investors-buy-the-stock
MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.

SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?

https://www.zacks.com/stock/news/2778008/smci-expands-its-server-portfolio-is-it-the-new-growth-catalyst
Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.

Metabo HPT Launches "Bring Back Shop Class" Campaign to Equip Next Generation for the Trades

https://www.benzinga.com/pressreleases/25/10/g48433483/metabo-hpt-launches-bring-back-shop-class-campaign-to-equip-next-generation-for-the-trades
BRASELTON, Ga., Oct. 27, 2025 ( GLOBE NEWSWIRE ) -- As America faces a growing shortage of skilled labor, power tool manufacturer Metabo HPT, a KOKI Group brand, is stepping up with "Bring Back Shop Class," a purpose-driven campaign championing hands-on learning and career pathways in the ...
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Trump's White House Ballroom Donors: Google, Palantir and More - Palantir Technologies ( NASDAQ:PLTR )

https://www.benzinga.com/news/politics/25/10/48424060/trumps-white-house-ballroom-donors-include-google-micron-palantir-and-more
President Donald Trump's $300 million White House ballroom project marks the most ambitious structural addition to the presidential residence in over seventy years- and it won't cost taxpayers a dime. PLTR stock is nearing all-time highs. See the details here.

Vertiv Gains From Strong Orders: Is the Growth Thesis Strengthening?

https://www.zacks.com/stock/news/2776729/vertiv-gains-from-strong-orders-is-the-growth-thesis-strengthening
VRT's strong AI-driven order growth and NVIDIA tie-ups fuel momentum, but mounting competition clouds its outlook.

If You Invested $1000 in Celestica a Decade Ago, This is How Much It'd Be Worth Now

https://www.zacks.com/stock/news/2776140/if-you-invested-1000-in-celestica-a-decade-ago-this-is-how-much-itd-be-worth-now
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

HP's PC Boom Is Over - One Analyst Warns A Hangover Is Coming - HP ( NYSE:HPQ )

https://www.benzinga.com/analyst-stock-ratings/downgrades/25/10/48360342/hps-pc-boom-is-over-one-analyst-warns-a-hangover-is-coming
HP Inc ( NYSE:HPQ ) faces a tougher outlook as the strong sales boost from the Windows 10 replacement cycle comes to an end, creating difficult growth comparisons for the year ahead.

Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 23.39X?

https://www.zacks.com/stock/news/2772988/is-smci-stock-a-buy-sell-or-hold-at-a-pe-multiple-of-2339x
Super Micro Computer's strong AI-driven growth meets rising competition and margin pressure, leaving the stock a Hold despite its discounted valuation.
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3 Cheap Tech Stocks to Buy Right Now

https://www.fool.com/investing/2025/10/21/3-cheap-tech-stocks-to-buy-right-now/
TSMC, Supermicro, and Strategy all look undervalued relative to their growth potential.

NetApp Boosts ONTAP Security With OPSWAT Integration for Safer Data

https://www.zacks.com/stock/news/2772173/netapp-boosts-ontap-security-with-opswat-integration-for-safer-data
NTAP strengthens data defense with OPSWAT integration, enhancing ONTAP's multi-layered protection across hybrid and cloud environments.

What's Going On With Hewlett Packard Enterprise Stock Thursday? - Telefonaktiebolaget L M ( NASDAQ:ERIC ) , Hewlett Packard ( NYSE:HPE )

https://www.benzinga.com/trading-ideas/movers/25/10/48259370/hpe-collaborates-with-ericsson-to-validate-dual-mode-5g-core-solution
Hewlett Packard Enterprise Company ( NYSE:HPE ) and Ericsson ( NASDAQ:ERIC ) announced the establishment of a joint validation lab to help telecom operators address challenges in deploying a multi-vendor infrastructure stack.

Satellogic, Hewlett Packard Enterprise, Bitfarms And Other Big Stocks Moving Lower In Thursday's Pre-Market Session - Bitfarms ( NASDAQ:BITF ) , American Battery Tech ( NASDAQ:ABAT )

https://www.benzinga.com/trading-ideas/movers/25/10/48246482/satellogic-hewlett-packard-enterprise-bitfarms-and-other-big-stocks-moving-lower-in-thursday
U.S. stock futures were higher this morning, with the Dow futures gaining more than 100 points on Thursday. Shares of Satellogic Inc. ( NASDAQ:SATL ) fell sharply during today's pre-market trading after the company announced a proposed public offering.

Stock Market Today: Nasdaq, S&P 500 Futures Rise-Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus - SPDR S&P 500 ( ARCA:SPY )

https://www.benzinga.com/markets/equities/25/10/48244404/stock-market-today-nasdaq-sp-500-futures-rise-salesforce-hewlett-packard-enterprise-charles-schw
U.S. stock futures rose on Thursday following Wednesday's mixed moves. Futures of major benchmark indices were higher. Among major earnings reports, on Wednesday, Bank of America Corp. ( NYSE:BAC ) and Morgan Stanley ( NYSE:MS ) both topped the Street's expectations.
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Why J.B. Hunt Transport Shares Are Trading Higher By 13%; Here Are 20 Stocks Moving Premarket - American Battery Tech ( NASDAQ:ABAT ) , Adaptimmune Therapeutics ( NASDAQ:ADAP )

https://www.benzinga.com/trading-ideas/movers/25/10/48244174/why-j-b-hunt-transport-shares-are-trading-higher-by-13-here-are-20-stocks-moving-premarket
Shares of J.B. Hunt Transport Services, Inc. ( NASDAQ:JBHT ) rose sharply in pre-market trading after the company beat third-quarter expectations on the top and bottom lines. The company reported quarterly earnings of $1.76 per share, which beat the consensus estimate of $1.47.

HPE Gains From Server Refresh Cycle: Sign of More Growth?

https://www.zacks.com/stock/news/2769364/hpe-gains-from-server-refresh-cycle-sign-of-more-growth
Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.

Will Spectrum-X Further Drive NVIDIA's Networking Business Revenues?

https://www.zacks.com/stock/news/2768999/will-spectrum-x-further-drive-nvidias-networking-business-revenues
NVDA's Spectrum-X platform fuels explosive growth in its networking business, with revenues surging as AI data center demand soars.

Nokia Strengthens Vodafone, Vodacom Alliance To Power Energy-Efficient 5G Networks - Vodafone Group ( NASDAQ:VOD ) , Nokia ( NYSE:NOK )

https://www.benzinga.com/trading-ideas/movers/25/10/48201216/nokia-strengthens-vodafone-vodacom-alliance-to-power-energy-efficient-5g-networks
Nokia Corp. ( NYSE:NOK ) has extended its partnership with Vodafone Group Plc ( NASDAQ:VOD ) and Vodacom Group Ltd. ( JSE: VOD ) to expand next-generation radio access network ( RAN ) technology across Europe and Africa.

New OMEN Gear Delivers Tournament-Ready Performance with Fan-Inspired Design - HP ( NYSE:HPQ )

https://www.benzinga.com/pressreleases/25/10/g48191570/new-omen-gear-delivers-tournament-ready-performance-with-fan-inspired-design
Introduces the OMEN 16 League of Legends Limited Edition Laptop, featuring game-inspired aesthetics, upgraded thermal design, and intelligent performance optimization with OMEN AI
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Nebius Group Owns 28% in 1 of the Hottest Artificial Intelligence Startups Working Toward an IPO

https://www.fool.com/investing/2025/10/14/nebius-group-hot-artificial-intelligence-ai-ipo/
Nebius is one of the hottest AI neocloud companies in the market right now.

Dell vs. HPE: Which AI Infrastructure Stock Is the Better Buy Now?

https://www.zacks.com/stock/news/2767716/dell-vs-hpe-which-ai-infrastructure-stock-is-the-better-buy-now
DELL's AI server boom and expanding edge portfolio give it a strong lead over HPE in the fast-growing AI infrastructure market.

Should You Buy, Sell or Hold HPE Stock After a 14.3% Rise YTD?

https://www.zacks.com/stock/news/2767702/should-you-buy-sell-or-hold-hpe-stock-after-a-143-rise-ytd
Hewlett Packard's cloud and networking growth, plus its discounted valuation, makes it a stock to watch despite near-term IT spending headwinds.

QCOM Shares Down on China Trade Spat Fallout: Should Investors Fret?

https://www.zacks.com/stock/news/2767495/qcom-shares-down-on-china-trade-spat-fallout-should-investors-fret
Qualcomm shares tumble as China launches an antitrust probe amid escalating U.S.-China trade tensions and mounting margin pressures.

Singapore's Nanyang Biologics to list on Nasdaq amid Trump's pharma tariffs.

https://www.scmp.com/business/banking-finance/article/3328844/singapores-nanyang-biologics-list-nasdaq-amid-trumps-tariffs-pharma-imports
Nanyang Biologics, a Singapore-based artificial intelligence drug discovery start-up, plans to list on the Nasdaq stock exchange in the first quarter of 2026 via a merger with a US-listed special-purpose acquisition company (SPAC), as US President Donald Trump vowed to impose hefty tariffs on ...
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