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HP Enterprise stock is now at a crossroads. Here's why the upcoming earnings report will trigger a big move.
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Trump signed an order establishing a U.S. Space Academy to train future astronauts, engineers and scientists amid growing talent shortages.
Read original at benzingaA Wall Street Journal report revealed that major tech companies have $3 trillion in off-balance-sheet AI infrastructure commitments. While this initially spooked markets and caused Vertiv and GE Vernova stocks to drop, the article argues the figure isn't surprising given known spending plans, and these commitments are likely to be fulfilled due to contractual obligations and growing evidence that AI investments are delivering returns.
Read original at the-motley-foolThe bull market remains fundamentally strong despite elevated valuations and seasonal election volatility risks. Two major liquidity engines—extraordinary AI capital spending (projected at ~$1 trillion by 2027) and expansionary federal deficit spending (~$1.9 trillion in 2026)—are driving robust economic growth and corporate earnings. Earnings growth is broadening beyond mega-cap tech companies, with S&P 500 companies (excluding Micron and Alphabet) showing 21.5% earnings growth. While midterm election seasonality historically creates 8.1% average drawdowns, the fundamental backdrop suggests any weakness would present buying opportunities.
Read original at zacks-investment-researchMarvell Technology stock fell 10.28% despite beating Q2 earnings estimates with 37% sales growth and 50% EPS growth. The decline was driven by investor disappointment over softer fiscal 2028 guidance and lack of details on the Google partnership deal. The stock trades at a lofty 53x forward earnings valuation, and analysts expect more clarity at the company's October Investor Day.
Read original at the-motley-foolWall Street analysts project HPE will report Q3 earnings of $0.94 per share (up 113.6% YoY) with revenues reaching $12.12 billion (up 32.6% YoY). The consensus EPS estimate has been revised 2.4% higher over the last 30 days. All major revenue segments are expected to show strong growth, with Asia Pacific and Japan leading at +54.7% YoY. HPE shares have outperformed the S&P 500 with +15.4% returns over the past month and carry a Zacks Rank #2 (Buy) rating.
Read original at zacks-investment-researchFind out why Steve Ballmer, the former CEO of Microsoft is $65 billion richer than Bill Gates, the company's founder
Read original at benzinga