Nvidia (NVDA) posted another stellar quarterly report, boosting the bull case for scores of other names that stand to benefit from increasing data center spending. The chipmaker’s data center revenue went up 66% year over year, prompting investors to flock to server OEMs, including Dell (DELL) and HP (HP). Nvidia’s earnings call attempted to put AI bubble fears to rest as CEO Jensen Huang explained the company’s increasing role in AI data center infrastructure. The chipmaker is helping OpenAI set up at le ...

Core Insights - Hewlett Packard Enterprise Company (HPE) is identified as a strong growth stock under $30, with Bernstein initiating coverage at a Market Perform rating and a price target of $24 [1][3] - The company reported Q3 2025 earnings with total revenue of $9.1 billion, reflecting an 18% year-over-year increase [1][2] Revenue Breakdown - The Networking segment, bolstered by the acquisition of Juniper Networks, generated $1.7 billion in revenue, a significant 54% increase year-over-year [2][3] - The Server segment achieved revenue of $4.9 billion, up 16% year-over-year [3] - The Hybrid Cloud segment reported revenue of $1.5 billion, marking an 11% increase and its fourth consecutive quarter of year-over-year growth [3] - Annual Recurring Revenue (ARR) grew to $3.1 billion, representing a 75% increase [3] - The Financial Services segment saw a slight decline, with revenue of $886 million, down 1% [3] Strategic Developments - The acquisition of Juniper Networks is expected to yield cost synergies of approximately $600 million over the next three years [2]

The tech-heavy Nasdaq Composite Index saw the largest intraday swing since 2008 in the April 8 trading session. The index closed 0.1% higher yesterday after swinging from a loss of around 5.2% to a gain of 4.5% at intraday extremes, marking its largest intraday comeback since Oct. 10, 2008. Fidelity Nasdaq Composite Index ETF (ONEQ) , which tracks the Nasdaq Composite Index, also saw wild swings of 10% from high to low in a single day and closed 0.1% lower. While most of the stocks in the ETF portfolio have ...