Today at 22:00 is $HPE (-7,41%) Earning call
Focus on the AI order backlog: After the strong figures of the competitor $DELL (-6,89%) in the previous week, the market is extremely excited about HPE's AI order backlog (recently over 5 billion).
Growth driver "Agentic AI". Attention is being paid to specific customer reactions and book figures for the new ProLiant Compute DL394 Gen12 server (with the $NVDA (-2,34%) Vera CPU design). HPE is positioning this hardware as the foundation for autonomous AI agents in companies.
https://finance.yahoo.com/markets/stocks/articles/hpe-stock-hits-record-high-131740560.html
P.S.: Not to be confused with the value play $HPQ (+1,18%) confuse.
