Monday Sector Leaders: Computers, Advertising Stocks
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 30 2025
0mins
Should l Buy HPE?
Source: NASDAQ.COM
Advertising Shares Performance: Advertising shares have shown relative strength, increasing by approximately 1.5% overall, with Magnite rising by about 14.2% and Pubmatic by around 10.3% on Monday.
Sector Leaders Highlighted: The article mentions that computers and advertising stocks were among the sector leaders on Monday.
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Analyst Views on HPE
Wall Street analysts forecast HPE stock price to rise
16 Analyst Rating
8 Buy
8 Hold
0 Sell
Moderate Buy
Current: 22.200
Low
21.00
Averages
27.13
High
31.00
Current: 22.200
Low
21.00
Averages
27.13
High
31.00
About HPE
Hewlett Packard Enterprise Company is a global technology company focused on developing intelligent solutions that allow customers to capture, analyze and act upon data seamlessly from edge to cloud. Its customers range from small-and-medium-sized businesses to large global enterprises and governmental entities. Its segments include Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other. Its Server segment offerings consist of general-purpose servers for multi-workload computing, workload-optimized servers, and integrated systems. Its Hybrid Cloud segment offers a range of cloud-native and hybrid solutions across storage, private cloud and the infrastructure software-as-a-service space. The Networking segment develops and sells high-performance networking and security products and services. Its Financial Services segment provides flexible investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Atlético de Madrid Upgrades Stadium Connectivity with HPE Technology
- Smart Network Infrastructure: Atlético de Madrid partners with HPE to implement an intelligent, self-driving network at the Riyadh Air Metropolitano Stadium, set to be completed over the 2025/26 and 2026/27 seasons, significantly modernizing the stadium's communication system and marking a new era in the digitalization of sports infrastructures in Europe.
- AI-Driven Network Optimization: The new system will deploy over 1,500 Wi-Fi 7 access points managed through the HPE Aruba Central platform, which monitors and optimizes network performance in real-time, utilizing AI to dynamically adjust radio frequency parameters, ensuring optimal performance during peak traffic at large events.
- Energy Efficiency and Security Enhancement: The project incorporates AI-powered dynamic power-saving modes to reduce electricity consumption while integrating location services and behavior analytics, which help improve security and optimize staffing, ensuring efficient management during events.
- Diverse Network Deployment: In addition to the stadium, HPE networks will also be deployed at new municipal sports facilities and the High-Performance Center, with implementation planned between 2025 and 2027, further enhancing the club's technological infrastructure to support diverse future needs.
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Does the Departure of the DOJ Antitrust Chief Signal a Win for Lobbyists?
Departure of Antitrust Chief: The antitrust chief of the Department of Justice is set to leave on Thursday, raising questions about the future of ongoing legal actions.
Impact on Live Nation Lawsuit: The departure is being closely monitored for its potential effects on the government's civil lawsuit against Live Nation Entertainment, a major player in the concert industry.
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Super Micro Computer Shares Surge 13.79% on Strong Q2 Results
- Strong Earnings Report: Super Micro Computer (SMCI) reported a remarkable 123% year-over-year revenue increase, driving its stock price up to $33.76, reflecting robust demand for AI infrastructure and boosting investor confidence.
- Upgraded Revenue Guidance: The company raised its full-year revenue guidance to at least $40 billion, indicating that AI-driven growth is sustainable, although ongoing margin pressures remain a concern for investors.
- Surge in Trading Volume: Trading volume reached 115 million shares, approximately four times the three-month average, highlighting strong market interest in Super Micro's growth potential.
- Impact of Competitive Pressures: Despite the impressive earnings, the company's gross margin declined compared to both the previous quarter and the same period last year, prompting investors to monitor how management will stabilize margins while maintaining growth.
See More
HPE to Host Q1 Fiscal 2026 Earnings Call
- Earnings Call Schedule: HPE is set to hold a conference call on March 9, 2026, at 4:00 PM CT to review its financial results for Q1 fiscal 2026, which is expected to draw significant attention from analysts and investors.
- Webcast Details: The call will be available via live audio webcast on HPE's website, allowing investors to tune in at www.hpe.com/investor/2026Q1Webcast, thereby enhancing transparency and engagement with stakeholders.
- Replay Availability: A replay of the webcast will be accessible shortly after the call and will remain available for approximately one year, providing an opportunity for investors who cannot attend live to review the information.
- Company Overview: HPE is a leader in essential enterprise technology, integrating AI, cloud, and networking to empower customers across industries to optimize operational performance and transform data into actionable insights, maximizing their business impact.
See More
TSMC Reports Stellar Q4 Results and Capital Spending Plans
- Significant Revenue Growth: TSMC's Q4 revenue surged 25.5% year-over-year to $33.73 billion, with a gross margin of 62.3%, reflecting strong market demand and profitability, thereby reinforcing its leadership position in the semiconductor industry.
- Capital Expenditure Plans: Management anticipates capital spending between $52 billion and $56 billion in 2026, with approximately 40% of revenue allocated to capital expenditures, indicating strong confidence in future growth and ongoing investment in the AI market.
- Increase in Advanced Process Share: Three-nanometer chips accounted for 28% of total wafer revenue, five-nanometer for 35%, and seven-nanometer for 14%, totaling 77% of revenue from the most advanced processes, highlighting the robust demand driven by AI applications and TSMC's technological edge.
- Geopolitical Risk Management: TSMC is actively expanding into the U.S. and Japan to reduce reliance on Taiwan, enhancing the stability and resilience of its global supply chain, ensuring competitiveness in a rapidly changing market environment.
See More
Iterate.ai Launches AI Solution for Healthcare Revenue Recovery
- Revenue Recovery Solution: Iterate.ai's Generate for Healthcare, launched in partnership with TD SYNNEX and HPE, aims to help hospital systems identify and recover millions in unpaid and underpaid insurance claims, addressing a critical financial challenge in the healthcare sector.
- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
- Strategic Collaboration: By partnering with HPE and TD SYNNEX, Iterate.ai can rapidly bring this solution to market, ensuring hospitals can quickly deploy it and realize financial benefits, further solidifying its leadership position in the healthcare AI space.
See More
Atlético de Madrid Upgrades Stadium Connectivity with HPE Technology
- Smart Network Infrastructure: Atlético de Madrid partners with HPE to implement an intelligent, self-driving network at the Riyadh Air Metropolitano Stadium, set to be completed over the 2025/26 and 2026/27 seasons, significantly modernizing the stadium's communication system and marking a new era in the digitalization of sports infrastructures in Europe.
- AI-Driven Network Optimization: The new system will deploy over 1,500 Wi-Fi 7 access points managed through the HPE Aruba Central platform, which monitors and optimizes network performance in real-time, utilizing AI to dynamically adjust radio frequency parameters, ensuring optimal performance during peak traffic at large events.
- Energy Efficiency and Security Enhancement: The project incorporates AI-powered dynamic power-saving modes to reduce electricity consumption while integrating location services and behavior analytics, which help improve security and optimize staffing, ensuring efficient management during events.
- Diverse Network Deployment: In addition to the stadium, HPE networks will also be deployed at new municipal sports facilities and the High-Performance Center, with implementation planned between 2025 and 2027, further enhancing the club's technological infrastructure to support diverse future needs.
See More
Does the Departure of the DOJ Antitrust Chief Signal a Win for Lobbyists?
Departure of Antitrust Chief: The antitrust chief of the Department of Justice is set to leave on Thursday, raising questions about the future of ongoing legal actions.
Impact on Live Nation Lawsuit: The departure is being closely monitored for its potential effects on the government's civil lawsuit against Live Nation Entertainment, a major player in the concert industry.
See More
Super Micro Computer Shares Surge 13.79% on Strong Q2 Results
- Strong Earnings Report: Super Micro Computer (SMCI) reported a remarkable 123% year-over-year revenue increase, driving its stock price up to $33.76, reflecting robust demand for AI infrastructure and boosting investor confidence.
- Upgraded Revenue Guidance: The company raised its full-year revenue guidance to at least $40 billion, indicating that AI-driven growth is sustainable, although ongoing margin pressures remain a concern for investors.
- Surge in Trading Volume: Trading volume reached 115 million shares, approximately four times the three-month average, highlighting strong market interest in Super Micro's growth potential.
- Impact of Competitive Pressures: Despite the impressive earnings, the company's gross margin declined compared to both the previous quarter and the same period last year, prompting investors to monitor how management will stabilize margins while maintaining growth.
See More
HPE to Host Q1 Fiscal 2026 Earnings Call
- Earnings Call Schedule: HPE is set to hold a conference call on March 9, 2026, at 4:00 PM CT to review its financial results for Q1 fiscal 2026, which is expected to draw significant attention from analysts and investors.
- Webcast Details: The call will be available via live audio webcast on HPE's website, allowing investors to tune in at www.hpe.com/investor/2026Q1Webcast, thereby enhancing transparency and engagement with stakeholders.
- Replay Availability: A replay of the webcast will be accessible shortly after the call and will remain available for approximately one year, providing an opportunity for investors who cannot attend live to review the information.
- Company Overview: HPE is a leader in essential enterprise technology, integrating AI, cloud, and networking to empower customers across industries to optimize operational performance and transform data into actionable insights, maximizing their business impact.
See More
TSMC Reports Stellar Q4 Results and Capital Spending Plans
- Significant Revenue Growth: TSMC's Q4 revenue surged 25.5% year-over-year to $33.73 billion, with a gross margin of 62.3%, reflecting strong market demand and profitability, thereby reinforcing its leadership position in the semiconductor industry.
- Capital Expenditure Plans: Management anticipates capital spending between $52 billion and $56 billion in 2026, with approximately 40% of revenue allocated to capital expenditures, indicating strong confidence in future growth and ongoing investment in the AI market.
- Increase in Advanced Process Share: Three-nanometer chips accounted for 28% of total wafer revenue, five-nanometer for 35%, and seven-nanometer for 14%, totaling 77% of revenue from the most advanced processes, highlighting the robust demand driven by AI applications and TSMC's technological edge.
- Geopolitical Risk Management: TSMC is actively expanding into the U.S. and Japan to reduce reliance on Taiwan, enhancing the stability and resilience of its global supply chain, ensuring competitiveness in a rapidly changing market environment.
See More
Iterate.ai Launches AI Solution for Healthcare Revenue Recovery
- Revenue Recovery Solution: Iterate.ai's Generate for Healthcare, launched in partnership with TD SYNNEX and HPE, aims to help hospital systems identify and recover millions in unpaid and underpaid insurance claims, addressing a critical financial challenge in the healthcare sector.
- Technological Architecture Advantage: The solution, built on HPE Private Cloud AI and NVIDIA technology, seamlessly integrates with multiple EMR systems to identify payment gaps and coding errors in real-time, significantly enhancing financial transparency and operational efficiency for hospitals.
- Market Opportunity: The implementation cost of Generate for Healthcare represents only 0.1% of net patient revenue, providing healthcare organizations with a substantial revenue opportunity while helping partners stand out in a competitive market.
- Strategic Collaboration: By partnering with HPE and TD SYNNEX, Iterate.ai can rapidly bring this solution to market, ensuring hospitals can quickly deploy it and realize financial benefits, further solidifying its leadership position in the healthcare AI space.
See More
