Earnings Reports - Victoria's Secret & Co. (NYSE:VSCO) is expected to report a quarterly loss of 59 cents per share on revenue of $1.41 billion [2] - Hewlett Packard Enterprise Co. (NYSE:HPE) reported a 14% year-over-year revenue increase to $9.68 billion, below estimates of $9.94 billion, with adjusted earnings of 62 cents per share, exceeding estimates of 58 cents per share [2] - MoneyHero Ltd. (NASDAQ:MNY) is anticipated to post a quarterly loss of 2 cents per share on revenue of $20.82 million [2] - Cooper Companies Inc. (NASDAQ:COO) reported better-than-expected fourth-quarter results and provided FY26 guidance above estimates [2] - Zumiez Inc. (NASDAQ:ZUMZ) reported quarterly earnings of 55 cents per share, surpassing the analyst consensus estimate of 24 cents per share, with quarterly sales of $239.132 million, exceeding the consensus estimate of $233.544 million [2] Stock Performance - Victoria's Secret shares rose 2.2% to $42.50 in after-hours trading [2] - Hewlett Packard Enterprise shares dipped 9.3% to $20.77 in after-hours trading [2] - MoneyHero shares increased by 1.3% to $1.62 in after-hours trading [2] - Cooper Companies shares jumped 13% to $87.01 in after-hours trading [2] - Zumiez shares climbed 14.1% to $31.10 in after-hours trading [2]

Market Performance - Market indexes were mostly flat, with the Dow down by 0.07%, S&P 500 up by 0.11%, and Nasdaq up by 0.22% [1] - The small-cap Russell 2000 outperformed, gaining 0.76% after bouncing off late Tuesday lows [1] Interest Rate Expectations - Anticipation of an interest rate cut next week, expected to lower rates to between 3.50-3.75%, the first time since September 2022 [2] - Weekly Jobless Claims data was better than expected, but did not deter investor sentiment regarding the Fed's upcoming decision [2] Earnings Reports - **Ulta Beauty (ULTA)**: Reported earnings of $5.14 per share, exceeding the $4.56 consensus, with revenues of $2.9 billion surpassing the $2.72 billion expectation, reflecting a year-over-year growth of 12.9% [3] - **DocuSign (DOCU)**: Earnings of $1.01 per share exceeded the expected $0.92, with revenues of $818.4 million above the $806.1 million consensus; however, stock declined due to competition from OpenAI's DocuGPT [4] - **Hewlett Packard Enterprises (HPE)**: Reported earnings of 62 cents per share, beating estimates by 3 cents, but revenues of $9.7 billion fell short of the $9.96 billion expectation, leading to a 7.6% drop in shares [5] Economic Indicators - The delayed Personal Consumption Expenditures (PCE) report for September is expected to show a year-over-year increase of 2.8%, up from 2.74% the previous month, with core PCE anticipated at 2.9% [6] - A significant upside surprise in PCE data could influence the Fed's decision on interest rates [7]

Hewlett Packard Enterprise forecast first-quarter revenue below Wall Street estimates on Thursday, signaling cautious enterprise spending. ...

Dec 4 (Reuters) - Hewlett Packard Enterprise forecast first-quarter revenue below Wall Street estimates on Thursday, as it sees ​a fall in AI server income due to ‌customers shifting their orders to the second half of the year. Shares of HPE, ‌which provides AI-optimized servers that run on high-end Nvidia processors, fell over 9% in extended trading. "In cloud and AI, we continue to see the impact of lumpiness and AI server revenue ⁠and expect a ‌sequential decline in the AI server revenue with the majo ...

Core Viewpoint - Pure Storage Inc (NYSE:PSTG) experienced a significant post-earnings selloff, dropping 27.3% after reaching a record high of $100.59 on November 3, but is currently attempting to recover with a 1.5% increase to $69.90 [1] Group 1: Stock Performance and Historical Signals - The stock is currently within 3% of its 12-month moving average, having remained above it for the last five months, which historically indicates a bullish trend [2] - This signal has occurred five times in the past two decades, with the stock rising 80% of the time one month later, averaging a 7% gain, suggesting a potential recovery above $74 by early 2026 [2] Group 2: Short Interest and Options Market - Short interest in PSTG has increased by 40.9% over the past two reporting periods, with 9.29 million shares representing 3% of the stock's available float, indicating nearly three days' worth of buying power [3] - The stock's Schaeffer's Volatility Index (SVI) is at 55%, which is higher than 31% of readings from the past year, suggesting that near-term option traders are anticipating relatively low volatility [3] Group 3: Volatility Score - PSTG's Schaeffer's Volatility Scorecard (SVS) is rated at 86 out of 100, indicating that the stock has consistently experienced higher-than-expected volatility over the past 12 months [4]

Hewlett Packard Enterprise Company (NYSE:HPE) recently unveiled a major expansion of its AI-native networking and cloud portfolio, and will release Q4 earnings results on Thursday, Dec. 4.Analysts expect the company to report quarterly earnings at 58 cents per share — the same as last year’s Q4. The consensus estimate for Hewlett Packard Enterprise's quarterly revenue is $9.91 billion ($8.46 billion last year), according to Benzinga Pro.In the meantime, investors may be eyeing potential dividend gains from ...

Core Viewpoint - Dell is positioned to benefit from the AI boom by providing essential infrastructure rather than developing AI models itself [1] Company Analysis - Dell is seen as a bullish case due to its strategic positioning in the AI market [1] - The company has a strong understanding of the macroeconomic factors that influence asset performance, which enhances its investment potential [1] Industry Context - The AI boom presents significant opportunities for companies like Dell that focus on providing necessary technology and infrastructure [1]

Core Viewpoint - The article maintains a bullish outlook on Dell Technologies (DELL) due to strong growth in the Infrastructure Solutions Group (ISG) and strategic actions to address weaknesses in the storage business [1] Group 1: Company Performance - Dell Technologies has shown robust growth in its Infrastructure Solutions Group (ISG) [1] - The company is taking strategic actions to mitigate weaknesses in its storage business [1] Group 2: Analyst Background - The author has extensive experience in risk management and financial analysis, with a strong technical background in data analysis using SQL, Python, and machine learning tools [1] - The author's expertise includes risk management, financial analysis, data science, and the impact of economic factors on financial markets [1]

Core Viewpoint - The article maintains a bullish outlook on Dell Technologies (DELL) due to strong growth in the Infrastructure Solutions Group (ISG) and strategic actions to address weaknesses in the storage business [1] Group 1: Company Performance - Dell Technologies has shown robust growth in its Infrastructure Solutions Group (ISG) [1] - The company is taking strategic actions to mitigate weaknesses in its storage business [1] Group 2: Analyst Background - The author has extensive experience in risk management and financial analysis, with a strong technical background in data analysis using SQL, Python, and machine learning tools [1] - The author's expertise includes risk management, financial analysis, data science, and the impact of economic factors on financial markets [1]

Core Insights - Dell Technologies is experiencing significant demand growth due to artificial intelligence (AI), with record high AI orders reported in its latest financial results [2][5] - The company raised its full fiscal year 2026 guidance for both revenue and adjusted earnings per share (EPS), indicating strong future demand despite a slight revenue miss in Q3 [4][5] - Investors remain cautious about Dell's long-term position in the AI ecosystem, focusing on profitability and execution in the AI server market [3][6] Financial Performance - In Q3 FY2026, Dell reported revenue of $27.01 billion, reflecting a growth rate of 10.8%, which was below Wall Street's expectations of $27.26 billion and 11.8% growth [3] - Adjusted EPS for the quarter was $2.59, surpassing the anticipated $2.47, indicating strong profitability despite the revenue miss [3] - Dell's full FY2026 revenue guidance was raised to $111.7 billion from $107 billion, and adjusted EPS guidance increased to $9.92 from $9.55 [4] AI Demand and Market Reaction - Dell recorded AI server orders of $12.4 billion, with an AI server backlog increasing to $18.4 billion from $11.7 billion in Q2 FY2026, highlighting strong customer demand [5] - The market reacted positively to Dell's results, with shares rising 5.8% on November 26, contributing to a nearly 17% return in 2025 [5] - The company needs to effectively manage AI server demand and improve margins to solidify its position as a leader in the AI market [6][7]