Tranzactioneaza Hewlett Packard Enterprise Company (US.HPE) - 49.35 USD (%) Tranzactioneaza

In sectorul tech, cererea pentru solutii AI stimuleaza fuziuni importante, iar Hewlett Packard Enterprise a finalizat achizitia Juniper Networks, ceea ce a dus la o crestere de 12.6% a actiunilor HPE, datorita sinergiilor pe segmentul retelelor pentru centrele de date AI. Potrivit unui articol publicat de Adam Levine pe 3 iulie 2025, Oracle ar putea cumpara C3.ai, care are 130 de aplicatii AI si venituri de 389 mil. USD, dar pierderi de 289 mil. USD, pentru a-si completa oferta cloud, in crestere cu 24% in 2025. De asemenea, o fuziune intre Check Point si SentinelOne, cu o capitalizare de 6.8 mld. USD si crestere de 32% YoY, ar crea o platforma completa de securitate cibernetica. (Sursa: articles)

Pretul actiunilor companiei Hewlett Packard Enterprise cresteau cu peste 5% la deschiderea pietei bursiere de ieri in contextul in care Elliott Investment Management a anuntat achizitionarea unui pachet de actiuni in valoare de 1.5 mld. USD. De la inceputul anului si pana la acest anunt, pretul actiunii scazuse cu aproximativ 25%. (Sursa: hpe shares pop after activist elliott management takes 1point15 billion stake 2025)

Hewlett Packard Enterprise poarta discutii pentru achizitionarea Juniper Networks, furnizor de echipamente pentru telecomunicatii, pentru aproximativ 13 mld. USD. Actiunile companiei au scazut cu 7.7%, in timp ce, cele ale Juniper au urcat cu 21% in tranzactiile after-hours. Achizitia are ca scop imbunatatirea capacitatilor de inteligenta artificiala ale Hewlett, in linie cu serviciile sale de cloud pentru sistemele de inteligenta artificiala. Punctele forte ale Juniper se regasesc in solutiile de retea de inalta performanta, inclusiv in ceea ce priveste tehnologiile de routing, Wi-Fi, securitate, AIOps și SDN, acestea completand portofoliul existent al Hewlett. (Sursa: hewlett packard enterprise nears 13 bln deal buy juniper networks wsj 01 082024)

Hewlett Packard Enterprise a raportat venituri mai mari in ultimul trimestru, pe care le-a atribuit cresterii segmentelor sale inovative HPC si de Inteligenta artificiala. Compania continua sa performeze intr-o economie dificila, toata atentia fiind atintita pe inteligenta artificiala si pe o rev...

HP a anuntat livrarea unei noi linii de sisteme de servere pentru serviciile cloud utilizand procesoare Ampere. Noile solutii HP devin prima optiune de componente de siliciu optimizat pentru cloud-native pentru furnizorii de servicii si intreprinderile care adopta dezvoltarea cloud-native. Mai multi clienti si-au arata deja interesul pentru aceste componente, precum CloudSigma. Serverele echipate cu procesoarele Ampere vor fi disponibile din T3 2022 si se vor numi HPE ProLIant RL Gen 11. (Sursa: Seeking Alpha.com)

In 2022, exista un colt al sectorului de tehnologie unde vanzarile au fost ceva mai retinute: cloud-ul (si cam tot ce inseamna software pentru companii). Inflatia, sindicatele, muzica si moda se intorc la vremurile din anii ’80… dar nu si business-urile. Afla cum construiesc cloud-ul viitorului companii precum IBM (US.IBM), Hewlett Packard Enterprise (US.HPE), Oracle (US.ORCL), Salesforce (US.CRM) si VMware (US.VMW)... alaturi de Microsoft (US.MSFT) si Amazon (US.AMZN). Plus: agenda conferintei live din 8 iunie cu investitorii de la Connections Consult (CC) si detalii despre splitarea actiunilor Amazon, IPO-uri globale si lansarile Apple (US.AAPL) din aceasta seara.

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Information-technology companies including International Business Machines Corp. (US.IBM), Hewlett Packard Enterprise Co. (US.HPE) and Oracle Corp. (US.ORCL) have shown resilience amid a rout in technology stocks. All three have so far outperformed declining market benchmarks since the start of the year. As of Wednesday, the tech-heavy Nasdaq Composite Index had fallen more than 23% since January. Over the same period, share prices for IBM, which sells cloud-based enterprise software and services, rose 4.3%. Prices for HPE, a business software firm spun off computer maker Hewlett Packard (US.HPQ), have held roughly steady. On Wednesday, the company reported $6.7 billion in sales for the quarter ended April 30, up 1.5% year-over-year, with online software orders roughly doubling from the previous year. Shares of software company Oracle haven’t fared as well, falling roughly 17% this year through Wednesday. But its prices have consistently remained above sliding tech-market benchmarks. In March, the company reported double-digit growth in cloud revenue for the quarter ended in February. Demand for enterprise technology was evident last week when semiconductor giant Broadcom Inc. said it would acquire VMware Inc. (US.VMW) in a deal valued at $61 billion. VMware is known for virtualization technology, in which software is used to replace more expensive physical equipment. Demand for cloud computing services, in which users rent computing resources, is strong. Global spending on public cloud services this year is expected to hit $494.7 billion, up 20.4% from last year, IT research and consulting firm Gartner Inc. estimates. Many companies employ multiple clouds, which creates a range of options for storing data or running applications. Salesforce Inc., (US.CRM) the cloud market’s largest pure-play seller of subscription-based enterprise software, on Tuesday reported quarterly revenue of $7.4 billion, up 24% from the same period a year earlier. The company, whose core product is customer-relationship management software, is on track to surpass $30 billion in annual revenue this year. The cloud-computing units of tech titans like Microsoft Corp. (US.MSFT) and Amazon.com Inc. (US.AMZN) have also continued to generate growth. In April, Microsoft reported $23.4 billion in cloud revenue for the quarter through March, up 32% from a year earlier, the company said. For Amazon, the cloud was an island of strength in April, when the company posted its first quarterly loss in seven years. Amazon Web Services, the company’s cloud-computing service, reported $18.4 billion in first-quarter sales, up 37% from a year earlier. Companywide, sales rose 7% to $116.4 billion.

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