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HPE stock jumped 30% after the firm posted its strongest earnings beat in six years, sparking a broader debate about the sustainability of enterprise AI infrastructure spending.

HPE stock is up 30% after shattering earnings expectations. Find out why this seven-year record in hardware performance is shifting the narrative on AI infrastructure investments.

Broadcom’s recent $280 billion market surge faces a critical test this week as investors look to upcoming earnings for signs that AI demand justifies the rapid valuation spike.

Broadcom shed $300 billion in market value after missing revenue targets, sparking a rare split between falling share prices and bullish analyst outlooks on AI hardware demand.