HPE rebounds sharply after three losing sessions,

Summary

Hewlett-Packard Enterprise rallied after securing a $1.2 billion order for AMD Helios AI rack systems and raising its 2027 revenue growth outlook at its investor day. The speakers highlighted its data-center and networking business, noting that shares were holding their gains and reaching around a new 52-week high.

• HPE secured a $1.2 billion order for AMD Helios AI rack systems.
• The company raised its 2027 revenue growth outlook at its investor day.
• Data centers and networking were described as central to HPE's business.
• Dell and Super Micro Computer were identified as competitors.
• HPE shares held their sharp gains during the discussion.
• The stock was described as reaching around a new 52-week high.
• The speakers emphasized HPE's volatility and contrasted its rally with Robinhood's reversal into negative territory.

1. 0:00

   Hewlett-Packard Enterprise because um these guys are all about data centers. When you really look into what are they?

2. 0:08

   Um a lot of what they're doing, you know, for uh data centers, networking, and so forth. This is where their bread and butter is, uh right there in the data center. So, they secured a $1.2 billion order

3. 0:23

   um for its AMD Helios AI rack systems.

4. 0:28

   Now, there are a couple of competitors in this space. Dell is one, and Super Micro Computer SMCI is another. But, Hewlett-Packard winning this pretty big contract is why they're uh giving some pretty good guidance, and people like that, right, Pete?

5. 0:45

   >> Oh, absolutely. And look at that jump. I mean, you can see it there. Um what how fast this one moved. They ain't giving any of it back just yet, John.

6. 0:53

   We were just talking about Robinhood.

7. 0:54

   They gave some back, and and a lot more than some. They are They went into negative territory. But, this one, on the other hand, this is part of their investor day, and they raised the 2027 uh revenue uh growth outlook, John.

8. 1:07

   They're looking at a lot of positives about this, and like you said, we're talking essentially, we're talking about data centers. And that's that's really what it comes down to, but um it's it's a nice big move to the upside for these guys. It's been a violent moving stock, you know, it's it's funny because you don't think of uh Hewlett-Packard in

9. 1:25

   that that way, but I think the problem for for us that we don't look at it that way often times is the fact that we really don't realize exactly what HPE stands for, and like you just said, that's data centers. Well, that's going to be volatile. This thing can be very volatile. It's basically hitting new

10. 1:43

    highs today for the 52-week high. So, yeah, people are pretty darn excited about what they're able to do and what they're looking for into the future.

11. 2:09

    >> Woo!

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