Compared to the aggregate P/E ratio of the 35.76 in the Technology Hardware, Storage & Peripherals industry, Apple Inc. has a lower P/E ratio of 35.21.Read the original article →NB: That’s within a day’s trading range. And watch those significant digits. ...

February 9, 2026 03:36 PM GMT Greater China Technology Hardware | Asia Pacific GB200/300 NVL72 Racks in January We provide monthly and quarterly rack shipment forecasts by ODM. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key Takeaways We continue to forecast 70-80K racks in CY26: This year will continue to be a strong year for downstream rack assembly, expecting over 100% y/y growth in rack shipments, vs. ~29k last year. Our GPU ODM preference is Wistron > Hon ...

February 9, 2026 02:53 PM GMT Investor Presentation | Asia Pacific M Update Tuesday TMT Webcast: Latest Updates on AI Hardware, Specialty Memory, Telcos, and Internet For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report. Morgan Stanley Taiwan Limited+ Sharon Shih Equity Analyst Sharon.Shih@morganstanley.com +886 2 2730-2865 Daniel Yen, CFA Equity Analyst Daniel.Yen@morganstanley.com +886 2 2730-2863 Morgan Stanley Asia Limited+ Tom Tan ...

Well, major averages extended their gains from Friday with tech leading the gains. This comes as investors await another big week of earnings reports this week and two key pieces of economic data, including the January jobs and the consumer price index. Joining us now with a look at what will be the key drivers this week are Sam Soval.He is a chief investment strategist at CFR and Tim Seymour from Seymour Asset Management and of course a fast money trader. Good to see you both, gentlemen. Um Tim, I will sta ...

In the current market session, Apple Inc. (NASDAQ:AAPL) stock price is at $273.27, after a 1.74% drop. However, over the past month, the company's stock spiked by 4.68%, and in the past year, by 17.47%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Evaluating Apple P/E in Comparison to Its PeersThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate mark ...

Dell Technologies Inc. (NYSE:DELL) is one of the stocks that should double by 2030. On January 20, Morgan Stanley analyst Erik Woodring lowered the firm’s price target on Dell Technologies to $111 from $113 while maintaining an Underweight rating. This adjustment followed a chief investment officer survey revealing the slowest hardware budget growth in 15 years. This slow growth prompted the firm to adopt a more defensive stance despite AI tailwinds. Citing a perfect storm of cautionary factors and antici ...

Super Micro Computer (NASDAQ:SMCI), high-performance server and storage solutions maker, closed Wednesday at $33.76, up 13.78% as investors responded to a blowout fiscal Q2 driven by AI infrastructure demand and raised revenue guidance while continuing to weigh ongoing margin pressures and risk factors. Commentary pointed to “blockbuster” AI-server results and a higher full-year outlook as key drivers, and investors are watching how management executes on aggressive growth plans while stabilizing gross ma ...

Key Takeaways SMCI posted Q2 EPS of 69 cents and revenues of $12.68B, beating consensus and rising sharply year over year.SMCI saw OEM Appliance and Large Data Center revenues jump 151% Y/Y on strong hyperscale AI deployments.SMCI guided Q3 sales of at least $12.3B and raised fiscal 2026 revenue outlook to at least $40B.Super Micro Computer (SMCI) came out with second-quarter fiscal 2026 earnings of 69 cents per share, which beat the Zacks Consensus Estimate by 40.8%. The bottom line increased 16.9% year ov ...

In the current market session, NetApp Inc. (NASDAQ:NTAP) price is at $97.36, after a 1.05% increase. However, over the past month, the stock decreased by 8.68%, and in the past year, by 19.81%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. NetApp P/E Compared to CompetitorsNetApp has a lower P/E than the aggregate P/E of 35.69 of the Technology Hardware, Storage & Peripherals industry. Ideally, one might beli ...

Spring, Texas-based Hewlett Packard Enterprise Company (HPE) delivers solutions that allow customers to capture, analyze, and act upon data seamlessly. Valued at $29 billion by market cap, the company provides servers, advanced storage products, high-performance computing, AI-driven platforms, and more. Shares of this global technology leader have underperformed the broader market over the past year. HPE has gained 1.2% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 15%. ...