$HPE

HPE, Ericsson, and Red Hat released a validated deployment model for Ericsson's dual-mode 5G Core on Red Hat OpenShift and HPE infrastructure, aiming to streamline service provider deployments. The model combines Ericsson's 5G Core, Red Hat's Kubernetes-based platform, and HPE's servers and networking solutions, addressing interoperability and configuration challenges. The collaboration began in 2025, with the model now offering a repeatable framework for telecom cloud adoption.

HPE CEO Antonio Neri stated the company has 'zero exposure' to AI's financing web, focusing on security and speed. HPE's stock is down 25% in a month but up 112% year-to-date, following a $14B Juniper Networks acquisition. Neri emphasized business leadership in data privacy and AI regulation. Additionally, Apple reported $114.5B revenue and $30.7B profit, beating expectations, while Palantir saw 96% revenue growth but shares fell 3.6%.

Super Micro Computer (SMCI) fell 5% ahead of its earnings report, extending a selloff in AI server stocks. Preliminary Q1 FY2027 revenue guidance is $18.5B-$19.5B, above prior estimates. Dell (DELL) and HPE also declined. Investors focus on AI demand, margins, and memory costs. SMCI's YTD performance is up 8%, but down 23% in the past month.

Nvidia, Nike, and 10 other companies objected to OKX-ICE's tokenized stock venue, bringing total objections to 50. The venue, a joint venture between ICE and OKX, plans to offer tokenized U.S. stocks. Companies have 30 days to object under SEC rules. Nasdaq reportedly encouraged some firms to opt out, citing concerns about price transparency and trade reporting.

HPE partnered with Brentford FC to upgrade the Gtech Community Stadium's network, aiming to improve digital fan experiences and stadium operations. The self-optimizing wired and wireless network will enhance connectivity across the venue.

Ofcom expands UK 6 GHz Wi-Fi spectrum by 32%, effective 2026. FCC bans Chinese labs from US wireless device certification by 2028. Cisco launches quantum-resilient Wi-Fi 7 access point for 2027. HPE integrates Mist, Aruba Central, and EdgeConnect for AI-driven networking. Indian operators seek higher-power 6 GHz Wi-Fi for broadband expansion.

Hewlett Packard Enterprise (HPE) shares fell 6.6% following a Barclays downgrade to Equal Weight and a reduced price target to $77. Analysts cited valuation concerns and limited AI-driven growth, despite strong quarterly results. Insider sales and hedge fund activity were also noted.

Hewlett Packard Enterprise (HPE) has partnered with Brentford FC to deploy its networking technologies, including the 9200 Series and Aruba access points, across the club's stadium, training ground, and offices. The deal aims to enhance connectivity for fans, staff, and operations. According to HPE, the solution will support digital ticketing and matchday experiences. Brentford's commercial director noted the partnership provides a reliable foundation for current and future digital initiatives.

Schneider Electric, NVIDIA, and HPE launched Industrial AI Agents for process and heavy industries, combining HPE's private cloud AI, Schneider's operational tech, and NVIDIA's AI models. The agents focus on OT monitoring, cybersecurity, and energy optimization, operating at the edge to address data sovereignty and cyber risks. Early use by CMPC Chile demonstrates the system's potential to improve operational efficiency and decision-making.

ServiceNow has secured deals with Hewlett Packard Enterprise (HPE) and Stagwell, reinforcing its strategy to redefine CRM beyond sales pipelines. HPE will use ServiceNow's AI Platform for support services, while Stagwell will deploy it for employee experience and IT. ServiceNow aims to position its platform as the connective tissue for enterprise operations, challenging legacy CRM systems.