$HPE

Gartner's 2026 Magic Quadrant for Infrastructure Platform Consumption Services (IPCS) ranks Everpure as the top leader, followed by HPE's GreenLake and Huawei. The report evaluates vendors offering storage and compute-as-a-service solutions. Gartner predicts significant growth in consumption-based models by 2029. Inclusion criteria require $25M in annual revenue and 25 active customers. Everpure overtook HPE, while Huawei entered the leaders' quadrant.

The U.S. International Trade Commission (ITC) is investigating Micron (MU), Supermicro (SMCI), and HPE (HPE) for potential patent infringement of Netlist (NLST) memory technology. Netlist seeks exclusion and cease-and-desist orders. Shares of MU, SMCI, and HPE traded lower, with SMCI down 3.4%. Netlist's CEO cited a recent Samsung settlement as a benchmark for its IP value. Micron previously won a legal case against Netlist, invalidating five patents.

Advanced Micro Devices (AMD), CrowdStrike (CRWD), Dell (DELL), DigitalOcean (DOCN), Fortinet (FTNT), Hewlett Packard Enterprise (HPE), Intel (INTC), Lumentum (LITE), Marvell (MRVL), and Micron (MU) lead tech stocks with A+ Momentum Grades, indicating strong price performance. AMD gained 203%, CrowdStrike 165.6%, and Dell 205.27% in six months, according to Seeking Alpha's Quant Momentum Grade.

Hewlett Packard Enterprise (HPE) and Dell Technologies (DELL) are key players in AI infrastructure. HPE reported Q3 2026 Cloud & AI revenues up 25.4% YoY to $9.04B, server revenues up 35.3%, and a $3.5B AI deal. DELL saw Q2 2027 AI server revenues of $16.4B and raised FY2027 guidance to $74B. Both companies show strong growth but face supply and inventory challenges. HPE's EPS estimate is $3.81, up 96% YoY; DELL's is $26.11, up 154% YoY.

The U.S. International Trade Commission (ITC) has launched an investigation into Micron Technology, Super Micro Computer, Hewlett Packard Enterprise, and Lenovo over alleged patent infringement by Netlist, Inc. (NLST). The case involves memory products and four Netlist patents, with a potential import ban if infringement is found. Netlist seeks exclusion and cease-and-desist orders. The ITC typically reaches a verdict within a year.

Daiwa Securities raised its price target for Hewlett Packard Enterprise to $65 from $52, while maintaining a neutral rating. The stock has seen a 5-day change of 1.36% and a 1st Jan change of 9.22%.

D&H Distributing, a tech distributor, has expanded its partnership with HPE to include the HPE Networking portfolio, including HPE Juniper Networking routers and switches. The deal, effective by late September 2026, grants D&H partners access to HPE's networking, cloud, and AI solutions, along with D&H's support services. HPE cited growth opportunities for partners as the reason for the expansion.

Hewlett Packard Enterprise (HPE) implemented its autonomous network solution at Aethos London Shoreditch, replacing legacy systems with HPE Aruba Central and networking hardware. The upgrade offers end-to-end visibility, personalized guest connectivity, and a 90% efficiency boost for IT teams. This follows a similar deployment at Tottenham Hotspur Stadium, showcasing HPE's AI-driven networking capabilities.

Analysts updated ratings and price targets for several companies. AMD was upgraded to buy, Microsoft to buy with a higher target, Domino's Pizza maintained neutral with a lower target, and others.

HPE won a contract to provide Aethos London Shoreditch with wired and wireless connectivity, including Aruba access points and CX6200/CX6300 switches. The deployment aims to enhance guest services and streamline operations with mobile tools and integrated building management systems, according to the company.