ARM Holdings (ARM) might add to its 16.38% gain from Wednesday. The chip firm is forecasting a $15 billion in revenue.
Arm CEO Rene Haas predicted that its revenue in 2031 will grow by more than sixfold from 2025 levels. It announced an in-house chip, while solidifying Meta Platforms (META) as its customer.
Despite plunges of 30% or more, Super Micro Computer (SMCI) still bounced back after a sell-off. Shares added 8.2% yesterday. Bears, however, are in control, holding a 14.17% short interest against the AI server supplier. Nvidia (NVDA) might cut supplies of its GPU to SMCI if the Department of Justice pressures the chip giant.
Hewlett Packard Enterprise (HPE) is finally rising, breaking out of its $25 top end channel. The firm posted a $1.7 billion to $1.9 billion revenue target related to networking orders. It also hiked its earnings per share forecast in its earnings report posted on March 9, 2026.
After investors bid shares of Dell Technologies (DELL) higher, they realized that the deep value that HPE stock offered. Lenovo (LNVGY) is also a compelling buy.
HP Inc. (HPQ) is not likely to join the run-up. PC sales are slumping after memory prices rose. Also, printer hardware is out of favor. That puts a drag on HP’s overall performance this year.
