Despite positive earnings growth, Hewlett Packard Enterprise's lower P/E ratio suggests shareholder doubt. Inconsistent earnings growth and potential risks may be pressuring the P/E ratio.
$スーパー・マイクロ・コンピューター(SMCI.US)$, known for crafting high-performance server solutions, has significantly benefited from the AI industry. Recently, analysts at Rosenblatt have increased their price target for SMCI stock to $1300. Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years) but material share gains,...
The recent sale by David McQuarrie is seen as discouraging as it suggests he was happy with a lower valuation. Despite the fact that HP is growing earnings, the history of insider sales makes us cautious about the stock.
Nvidia dominates the artificial intelligence industry and, as a result, all coverage of it. This is perhaps the key fact that keeps NVDA stock holders interested. Nvidia chips and software are seen as vital for creating Large Language Models (LLMs) and calculating outputs from them. This has given Nvidia a $2 trillion market cap and, just as important, enormous power over the industry. Investors know it, analysts know it, and so do vendors...
Despite initial lukewarm response to HPE's earnings, the rise in Super Micro Computer shares and excitement about Dell Technologies has sparked reconsideration. HPE's shares are among the most affordable tech stocks. Its strong AI position and Juniper acquisition are appealing to investors.
Day & Night comparison! Dell & Smci will capture this Ai gold rush! HPE is a value trap! No wonder Warren Buffet has cut his holdings in HP! I cannot believe the HPE CEO calls the current Ai gold rush a bubble while Jensen Hwang calls it in the infancy! Time to double down shoting HPE. Put your money in DELL!
The surge in artificial intelligence has ignited a wave of excitement across the tech industry, with the upstream semiconductor sector gaining fervent attention. In 2024, global chip stocks have continued their meteoric ascent, rightfully earning the adulation of Wall Street and powerfully bolstering the$Nasdaq Composite Index(.IXIC.US)$to record-breaking closes. In the first two months of 2024,$エヌビディア(NVDA.US)$'s shares have been persisten...
ヒューレット・パッカード・エンタープライズに関するコメント
コラムSuper Micro Computer's Stock Dips Once More: Is the AI Boom Over for This High-Flying Tech Share?
Key to the story is for investors to consider that the company is benefiting not only from secular AI growth (over 50% CAGR over next several years) but material share gains,...
hpe turn ?
All these stocks hit new 52 WEEK HIGHS at some point today
Walmart $ウォルマート(WMT.US)$
$アドバンスト・マイクロ・デバイス(AMD)(AMD.US)$
Costco $コストコホールセール(COST.US)$
Taiwan Semiconductor $タイワン・セミコンダクター・マニュファクチャリング(TSM.US)$
CrowdStrike $クラウドストライク(CRWD.US)$
JPMorgan $JPモルガン・チェース(JPM.US)$
Airbnb $エアビーアンドビー(ABNB.US)$
Palantir $パランティア・テクノロジーズ(PLTR.US)$
Qualcomm $クアルコム(QCOM.US)$
Target $ターゲット(TGT.US)$
Bank of America $バンク・オブ・アメリカ(BAC.US)$
Wells Fargo $ウェルズ・ファーゴ(WFC.US)$
Spotify $スポティファイ・テクノロジー(SPOT.US)$
...
The Nvidia Paradox: Skyrocketing Now, But for How Long?
Nvidia chips and software are seen as vital for creating Large Language Models (LLMs) and calculating outputs from them.
This has given Nvidia a $2 trillion market cap and, just as important, enormous power over the industry. Investors know it, analysts know it, and so do vendors...
コラムUnstoppable Chip Stocks: How Long Can the Frenzy Last?
In the first two months of 2024, $エヌビディア(NVDA.US)$'s shares have been persisten...
AI Boom or Bubble?
In the past, people always say Apple is a market-moving stock. This year, it looks like Nvidia will take the title.
Their earnings can affect stocks such as Google, Microsoft, Palantir, AMD, TSMC, Apple, Meta, etc.
$ネットフリックス(NFLX.US)$$マラソン・デジタル・ホールディングス(MARA.US)$ $シースリー・エーアイ(AI.US)$ $スーパー・マイクロ・コンピューター(SMCI.US)$$ニオ(NIO.US)$$LVMH Moet Hennessy Louis Vuitton(LVMUY.US)$$ルルレモン・アスレティカ(LULU.US)$$ビザ(V.US)$$マスターカード(MA.US)$$ペイパル(PYPL.US)$$クラウドストライク(CRWD.US)$$インテル(INTC.US)$$ヘルメリッチ・アンド・ペイン(HP.US)$$ヒューレット・パッカード・エンタープライズ(HPE.US)$$Fullerton SGD Cash Fund(SG9999005961.MF)$$Spdr S&P Bank Etf(KBE.US)$
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