Core Viewpoint - HP is expected to report quarterly earnings of $0.80 per share, reflecting a 2.4% decline year-over-year, while revenues are forecasted to increase by 4.9% to $13.43 billion [1] Earnings Estimates - Over the last 30 days, the consensus EPS estimate has been revised upward by 8.7%, indicating analysts' reassessment of their initial forecasts [2] - Revisions to earnings estimates are significant indicators for predicting investor actions regarding the stock [3] Revenue Projections - Analysts project 'Net revenue- Personal Systems- Commercial PS' to reach $6.99 billion, a year-over-year increase of 12% [5] - 'Net revenue- Personal Systems- Consumer PS' is estimated at $2.20 billion, reflecting a 0.6% increase year-over-year [5] - The total 'Net revenue- Personal Systems' is expected to be $9.19 billion, indicating a 9% increase from the prior-year quarter [5] - 'Net revenue- Printing- Supplies' is projected at $2.76 billion, showing a year-over-year decline of 3.8% [6] - 'Net revenue- Printing- Commercial Printing' is expected to be $1.19 billion, a decrease of 1% from the previous year [6] - 'Net revenue- Printing- Consumer Printing' is forecasted at $286.82 million, indicating a 4.1% decline year-over-year [7] - The total 'Net revenue- Printing' is estimated at $4.24 billion, reflecting a 3% decrease from the prior year [7] Operational Metrics - 'Days in accounts payable' is expected to reach 134 days, compared to 132 days in the previous year [7] - 'Days of sales outstanding in accounts receivable' is projected at 30 days, down from 31 days year-over-year [8] - 'Days of supply in inventory' is estimated at 73.5 days, compared to 70 days in the previous year [8] - 'Earnings from operations- Printing' is forecasted at $796.32 million, down from $829 million in the same quarter last year [8] - 'Earnings from operations- Personal Systems' is expected to reach $528.27 million, compared to $508 million reported in the same quarter last year [9] Stock Performance - HP shares have increased by 12.5% over the past month, outperforming the Zacks S&P 500 composite's 10.7% increase [9]

PLTR Technical AnalysisPalantir also looks like it’s going to drop a bit, but at this point in time, that is probably necessary anyway. We just shot above a major resistance barrier in the form of $125, and a little bit of consolidation and noisy trading probably does wonders for the long-term strength of this market. The 50-day EMA sits right around the $107 level and is rising. And it is worth noting again that Monday is Memorial Day in the United States, so I would not expect a lot of action on Friday, a ...

Core Insights - ASUS and AMD have launched the ASUS Expert P-series Copilot+ PCs, emphasizing their leadership in the commercial AI PC market [2][4] - The new devices are designed for fast AI computing, productivity, and security, featuring a sustainable design [3] Product Overview - The ExpertBook P3 series is the fastest ASUS ExpertBook AI PC, available in 14-inch and 16-inch variants, powered by AMD Ryzen™ AI PRO 7 processors, offering up to 66 TOPS of AI performance [5] - The ExpertCenter P600 series is the first all-in-one Copilot+ PC from ASUS, available in 24-inch and 27-inch sizes, delivering up to 50 TOPS of dedicated NPU power [7] - The ExpertCenter P700 series is the first desktop Copilot+ PC, available in mini tower and small-form factor options, also providing up to 50 TOPS of AI compute power [8] - The ExpertCenter PN54 Mini PC offers Copilot+ capabilities in a compact form factor, suitable for space-constrained environments [10] AI Tools and Security Features - All models in the ExpertBook and ExpertCenter P-series come with ASUS AI ExpertMeet and ASUS ExpertGuardian for enhanced collaboration and security [11] - AI ExpertMeet provides AI-powered translation and meeting summaries, while ExpertGuardian offers comprehensive protection across hardware, software, and firmware [12] Availability and Pricing - The ASUS ExpertBook P3 is expected to be available in Canada starting from late Q3 2025, while the ExpertCenter P series is anticipated to launch in early Q1 2026 [14]

Core Viewpoint - Dell Technologies is expected to report earnings on May 29, with estimates of $1.67 per share and $23.15 billion in revenue, indicating strong financial performance and potential volatility around the earnings report [1]. Group 1: Earnings and Revenue - The projected earnings per share for Dell Technologies is $1.67, with anticipated revenue of $23.15 billion [1]. - Dell Technologies has demonstrated impressive long-term earnings per share growth, reflecting a solid financial foundation [1]. - The company has also shown significant revenue growth, which is a positive indicator for investors [1]. Group 2: Market Volatility and Options Trading - Earnings reports can lead to abrupt volatility in stock prices, which can create opportunities for stock options traders [1]. - Dell Technologies has options available that expire on May 30, which may attract options traders looking to capitalize on potential price movements [1]. Group 3: Dividend Information - Dell Technologies currently has a dividend yield of 1.84%, which may appeal to dividend-focused investors [2]. - The company has a documented dividend history that investors can review for insights into its dividend-paying consistency [2].

Group 1 - Minisforum will participate in COMPUTEX TAIPEI 2025 from May 20th to May 23rd, showcasing its latest AI mini PCs and next-generation computing solutions [1][8] - The company will display a variety of new mini PCs optimized for gaming, creative work, and business applications, featuring the latest AMD Ryzen 9000 series and Intel Core Ultra processors [2] - A hands-on experience area will be available for visitors to explore the AI mini PC, Minisforum AI X1 Pro, along with various AI software solutions in collaboration with Wondershare [3] Group 2 - Minisforum's engineers and product experts will provide technical advice and customization suggestions at the event [4] - The exhibition will take place at Nangang Exhibition Hall 1, Taipei, with booth M1334 [5] - The company aims to present the possibilities of next-generation computing with higher performance and smaller form factors [5]

Core Insights - Dell has announced new collaborations with NVIDIA to enhance its AI factory infrastructure, solutions, and services, aiming to simplify the implementation of AI in enterprises [1] - The new product offerings include advanced computing, data storage, data management, and networking solutions [1] AI Infrastructure - Dell introduced next-generation PowerEdge servers, including air-cooled and liquid-cooled models, designed for easier integration with existing enterprise data centers [3] - The air-cooled PowerEdge XE9780 and XE9785 servers simplify integration, while the liquid-cooled XE9780L and XE9785L servers accelerate rack-level deployment [3] - These servers support up to 192 NVIDIA Blackwell Ultra GPUs and utilize direct chip liquid cooling technology, with customizable configurations allowing up to 256 GPUs per Dell IR7000 rack [3] - The new platform, succeeding the rapidly growing PowerEdge XE9680, enhances training speeds for large language models (LLMs) by up to 4 times [3] - Future support for NVIDIA Vera CPU and Vera Rubin platform is planned to further improve AI performance and efficiency [3] Market Trends and Financials - Currently, 75% of organizations view AI as a core strategy, with 65% successfully advancing AI projects to production [4] - Challenges such as data quality, security concerns, and high costs hinder rapid AI deployment [4] - Dell's AI factory solution offers a cost-effectiveness advantage of 62% over public cloud for local deployment of LLM inference, which is significant for budget-sensitive enterprises [4] - Dell's stock price has increased by 60% since April, reaching $114, with a market capitalization nearing $800 billion [4] - Over 3,000 customers globally are utilizing Dell's AI factory to accelerate their AI initiatives, indicating a growing ecosystem from enterprise AI PCs to data centers [5] - The transition of AI from experimental phases to full deployment suggests sustained growth in the enterprise AI infrastructure market, particularly for local deployments [5]

Core Insights - Super Micro Computer Inc (SMCI) experienced a 44.3% weekly gain, marking its best week since November, despite a 2.1% decline today amid broader tech headwinds [1] - The stock has risen 48.7% since the beginning of the year, but faces resistance around the $50 level and the 250-day moving average [1] Options Activity - SMCI has seen significant options activity, with over 7 million calls and more than 2.2 million puts exchanged in the past 10 days, making it one of the most popular stocks in the options market [3] - The May 50 call was the most popular option in the last two weeks, followed by the 47 call, while the June 45 call is currently seeing the most activity with new positions being opened [4] Call/Put Volume Ratio - Over the past 10 weeks, call traders have targeted SMCI at the fastest rate of the year, with a 50-day call/put volume ratio of 2.21, the highest reading in the past 12 months [7] Volatility Expectations - Options for SMCI are currently reasonably priced, with a Schaeffer's Volatility Scorecard (SVI) of 86%, ranking in the 16th percentile of its annual range, indicating lower volatility expectations than usual [8]

Core Insights - Supermicro has begun taking orders for enterprise AI systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, enhancing performance for various AI workloads [1][2][3] - The systems are designed to support AI inference, development, generative AI, and other applications across multiple industries [1][6] - Supermicro's collaboration with NVIDIA aims to accelerate the deployment of on-premises AI solutions through validated designs and full-stack integrations [2][3] Company Offerings - Supermicro offers over 100 accelerated computing servers compatible with NVIDIA PCIe GPUs, including the RTX PRO 6000 Blackwell [4] - The new MGX-based system, SYS-212GB-NR, features a single-socket architecture that supports up to 4 GPUs, targeting edge AI solutions [7][8] - The product lineup includes various system families such as 5U PCIe accelerated computing systems, MGX systems, and edge-optimized systems, catering to diverse workload requirements [9][10][11] Industry Impact - The introduction of AI factories is expected to enable enterprises to make data-driven decisions and adapt quickly to market changes [6] - Supermicro's systems are designed to reduce the number of servers needed for advanced AI applications, thereby lowering deployment costs [8] - The focus on edge AI solutions reflects a growing demand for AI inference capabilities closer to data sources, enhancing operational efficiency [6][8]

Core Insights - MiTAC Computing Technology Corporation is showcasing its long-term partnership with AMD at COMPUTEX 2025, emphasizing their commitment to scalable and energy-efficient server platforms for AI, HPC, cloud-native, and enterprise environments [1][3] Collaboration and Innovation - MiTAC has maintained a strong partnership with AMD for over two decades, starting with the introduction of its first AMD-based dual-socket server motherboard in 2002, which has allowed the company to deliver high-performance platforms for modern data centers [2] - The integration of AMD's latest EPYC™ 9005 and 4005 series processors, along with AMD Instinct™ MI325X and upcoming MI350 series GPUs, is aimed at enhancing capabilities in AI infrastructure and high-performance computing [3][13] Product Offerings - MiTAC G8825Z5 is an 8U server optimized for AI and HPC, featuring dual AMD EPYC™ 9005 Series processors and support for up to 8 AMD Instinct™ MI325X GPUs, with a memory capacity of up to 6TB of DDR5-6400 [4] - TYAN TN85-B8261 is a 2U dual-socket GPU server supporting up to four dual-slot GPUs, designed for deep learning and HPC environments [5] - MiTAC C2820Z5 is a high-density 2OU 4-node platform powered by dual AMD EPYC™ 9005 processors, tailored for energy-efficient HPC workloads [6] - MiTAC M2810Z5 is a 2U 4-node single-socket server built for high-density cloud computing, supporting up to 3TB DDR5-6400 memory [7] - TYAN HG68-B8016 is a 6U multi-node platform designed for cloud gaming and compute-heavy workloads, utilizing AMD EPYC™ 4005 Series processors [8] - MiTAC TS70A-B8056 is a 2U single-socket server for enterprise storage and virtualization, supporting up to 26 NVMe U.2 drive bays [9] Strategic Approach - MiTAC's "One MiTAC" strategy integrates server hardware expertise with software capabilities, delivering complete AI and data center solutions across various industries [11] - The partnership with AMD is focused on driving innovation in AI infrastructure, HPC cluster scaling, and energy-efficient computing [13] Future Outlook - MiTAC Computing is preparing for the next wave of high-performance AI deployments with support for AMD Instinct™ MI350 GPUs for liquid cooling [13]

Group 1 - HP Inc. is recognized for its strong customer base, particularly in laptops and printers, holding a 12.00% market share [1] - The company is viewed as heavily undervalued, presenting significant upside potential for long-term growth dividend investors [1]