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The Latest Breaking News from Samik Chatterjee

HP Prints Solid Q3, Analysts Expect It To Ride AI PCs Into 2026

HP (NYSE:HPQ) eased market worries over PCs and printing with solid Q3 results, prompting JPMorgan's Samik Chatterjee to reaffirm an Overweight rating and lift his price target to $30 on AI PC momentum, a Windows 11 refresh, and supply chain gains.

Benzinga

What's Going On With Coherent Stock On Thursday?

Coherent Corp. (NYSE:COHR) shares plummeted on Thursday after the company announced it will sell its aerospace and defense unit to Advent for $400 million.

Benzinga

Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More

Shares of Cisco Systems Inc (NASDAQ:CSCO) came under some pressure in early trading on Thursday, after the company Wednesday reported upbeat fiscal fourth-quarter results.

Benzinga

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Is Super Micro Computer Stock Headed for $15 or $70 After Giant Post-Earnings Plunge?

Following a sharp post-earnings tumble, can Super Micro Computer still climb to $70, or will it crash further?

Barchart

Apple Stock Reports 'Surprisingly Strong' Quarter: Analysts Say iPhone, Services Offset Tariff Concerns

Could Apple Inc.‘s (NASDAQ:AAPL) surprise quarter be a turning point in the tech race, or is the giant simply playing catch-up with its AI-savvy rivals? Apple analysts highlight a better than expected quarter from the tech giant with third quarter results beating estimates and showing strength for products and services.

Benzinga

iPhone Fold tipped for September 2026 release by JPMorgan — with a $2,000 price tag

A JPMorgan analyst has spoken about the expected launch timing and pricing for the iPhone Fold, backing up what previous leakers have said.

Tom’s Guide

iPhone Fold tipped to land alongside iPhone 18 with a MacBook Pro-sized price tag – here’s what to expect

The iPhone Fold will launch next year with a sky-high price tag, a new report predicts.

TechRadar

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Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst

Qualcomm Inc (NASDAQ:QCOM) is likely to report upbeat revenue and earnings for the fiscal third quarter, with "upsides across the board," according to JPMorgan.

Benzinga

Analysts Are Backing Qualcomm: Is a Breakout Coming?

Qualcomm just got a major price target upgrade from JPMorgan. With earnings on the horizon and momentum building, this undervalued semi is heating up.

MarketBeat

Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback

In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings.

Benzinga

At Hewlett Packard Enterprise, CEO Antonio Neri is negotiating with an activist investor with a history of forcing out chief executives

Sources who talked to Fortune pointed to several clues, hiding in plain sight, about what Elliott potentially wants from HPE.

Fortune

What’s Next for Super Micro (SMCI) Stock After Q2 Earnings?

Super Micro stock missed Q2 estimates but issued an outstanding outlook for its fiscal 2026. Some analysts remain unimpressed.

Barchart

Stock Market Today: Dow Adds 538 Points on First Trading Day of Second Trump Administration

Stocks rise while the White House issues a historic series of executive orders.

Kiplinger

Stock Market Today: The Dow Slides Into Its First 9-Day Losing Streak Since 1978

A Santa Claus rally is on hold as markets wait for more information about monetary policy.

Kiplinger

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Benzinga

HPE AI Servers and Cloud Strength Lead the Charge: Analysts Raise Price Forecasts

Hewlett Packard Enterprise Co (NYSE: HPE) reports Q4 results, beating estimates with EPS of 58 cents and sales of $8.46B. Analysts raise price targets and expect growth from AI servers and recovery in traditional servers.

Benzinga

What's Going On With Super Micro Computer (SMCI) Stock?

Super Micro Computer shares are trading higher by 25% since Monday's open. The company this week released findings from an internal investigation led by its Special Committee.

Benzinga

Super Micro Probe Finds No Misconduct, But Analyst Says 'Visibility Into Compliance' Remains Low

SMCI clears hurdle in investigation, with no evidence of fraud/misconduct. JPMorgan cautious due to low compliance visibility. Underweight rating maintained.

Benzinga

HP Faces Margin Pressure But Analysts See AI PCs Driving Growth In 2025

HP's fiscal Q4 results beat estimates, but weak Q1 EPS guidance caused stock to fall. Analysts maintain ratings, but revise price targets.

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Barchart

What's Behind the Latest Super Micro Computer Stock Downgrade?

As skepticism swirls around Super Micro Computer, leading investment bank JPMorgan’s dramatic reversal on its earlier stance has become the latest headline.

Kiplinger

Five Stocks With Solid Growth History and a Promising Outlook

Five reasonably priced stocks with solid growth history and a good chance of delivering earnings even if the economy softens.

Barchart

2 Underperforming AI Stocks to Buy Now as Nvidia’s Rally Stalls

While Nvidia stock has entered into the correction zone and its rally looks stalled for now, Tesla and Apple appear to be two underappreciated and underperforming AI stocks that look like good buys at current levels.

Barchart

3 Reasons to Buy Super Micro Computer Stock Right Now

SMCI stock has ramped way higher already this year, but analysts see plenty of reasons to keep buying the new S&P 500 member.

StockNews.com

Is Cisco Systems (CSCO) a Quality Buy for August?

Shares of Cisco Systems (CSCO) have recently been upgraded by a J.P. Morgan analyst, along with an increase in price target. So, is this the right time to load up on CSCO shares? Let’s evaluate some of its key financial metrics to gauge its prospects.

Benzinga

What To Expect From Apple's Upcoming Earnings Report

All eyes will be set on the earnings of tech heavyweights including Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT) and Apple (NASDAQ: AAPL) this week.

Benzinga

Here's Why JPMorgan Trimmed Apple's Earnings Outlook

JPMorgan analyst Samik Chatterjee sees consumer spending restricting the upside expectations from Apple Inc's (NASDAQ: AAPL) launch of the iPhone SE3 and will likely limit the magnitude of upside to iPhone 13 and App Store revenue in Services. Chatterjee trimmed earnings forecasts for Apple, led by a "modest haircut" to revenue growth estimates for iPhone and…

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