Tech Hardware news

Celestica Trounces S&P 500 As Earnings Outlook Brightens; Stock Offers Early Entry

AI stock Celestica has doubled the performance of the S&P 500 year-to-date. Shares are above a trendline entry near 353.

Seagate and Western Digital shares fall on Toshiba HDD expansion

Why Western Digital and Seagate are seeing big stock drops today

Investors are worried that Toshiba will boost its production of a key AI storage product, potentially hurting the strong pricing power that Western Digital and Seagate currently enjoy.

This AI Stock Is Trading Near Record Highs. Is It Too Late to Buy?

Amphenol is trading near an all-time high. Does a maker of connectors and cables still have room to run?

What Is The Case For Waiting On Hewlett Packard Enterprise Stock?

Hewlett Packard Enterprise (HPE) stock has returned 159% over the past twelve months, against 14.4% for the S&P 500. A $10,000 holding from a year ago is now worth about $25,900. A new buyer pays the highest price of the past year. Is…

Bernstein Initiates Coverage of Arista Networks at Outperform

Fintel reports that on September 30, 2026, Bernstein initiated coverage of Arista Networks (NYSE:ANET) (LSE:0HHR) with a Outperform recommendation.This rating action occurred on September 30, 2026, a day when the stock closed at…

Bernstein Names Top Networking Stocks Led by Celestica

Why Corning Stock Is Falling Today

After bumping higher yesterday, shares are heading in the other direction to end September.

Wall Street may be sleeping on this networking stock tied to Google and OpenAI

A critical bottleneck in data centers is creating a massive runway for networking stocks like Celestica, according to Bernstein.

Bernstein Initiates Coverage of Corning at Market Perform

Fintel reports that on September 30, 2026, Bernstein initiated coverage of Corning (NYSE:GLW) (BIT:1GLW) with a Market Perform recommendation. This initiation introduces Bernstein's coverage on the materials science company, which…

S&P 500, Dow Extend Losses From Elevated Yield Pressure — SPCX, TGT, AAPL, MU, NTAP In Focus

30-year Treasury yields are at their highest level since 2002.

Why Corning Stock Topped the Market on Tuesday

The storied industrials company just signed a multi-billion-dollar deal with a famous telecom.

What Could Surprise Cisco Stock Investors On The Upside?

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth…

monday.com Elevate ‘26 Puts AI Agents to Work: Every Attendee Gets to Build an Agent

NEW YORK & TEL AVIV, Israel, September 29, 2026--monday.com Ltd. (NASDAQ: MNDY) today announced the full program for Elevate ‘26, its flagship annual conference, taking place October 28-29, 2026 at the Javits Center in New York City.

Why is Corning stock rallying today?

Nokia (NOK) and Microsoft (MSFT) are Expanding Their AI Reach. Can the Opportunity Translate into Returns?

It was reported on September 17 that Nokia Oyj (NYSE:NOK) is extending its partnership with Microsoft Corporation (NASDAQ:MSFT) to build an agentic, unified data foundation combining Nokia Data Suite with Microsoft Fabric to enable…

Nokia (NOK) is Getting More Exposure to AI Spending. Is the Opportunity Bigger than it Looks?

On September 9, Shares of Nokia Oyj (NYSE:NOK) rose 3% to $10.98 following Google’s announcement of a €13 billion investment to expand its AI infrastructure and cloud footprint in Hamina, Finland. Google highlighted that its Hamina…

Motorola (MSI) Has Cash to Deploy. Where Can it Create the Most Value?

On September 9, Motorola Solutions, Inc. (NYSE:MSI) announced that its Board of Directors approved a $2 billion expansion to its share repurchase program, raising the company’s cumulative repurchase authorization since July 2011 to $20…

TE Connectivity Moves Up In Market Cap Rank, Passing Allstate

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, TE Connectivity plc (Symbol: TEL) has taken over the #184 spot from Allstate Corp (Symbol: ALL), according to The Online Investor.…

S&P Global raises Western Digital outlook to positive on surging AI demand

Jabil stock may move 8.6% on Sept. 30 earnings release

Cisco stock sinks 5% after Piper Sandler cuts price target on growth concerns

Cisco stock hit a record over the summer, but Piper Sandler analysts expressed concerns that growth is peaking in the industry.

Cisco Sinks 6% While the Tech Sector Rises; Arista and Ciena Hold Flat

Corning Climbs 6% as AI Optical Interconnect Demo Highlights Its Fiber; Lumentum, Coherent and Applied Optoelectronics Rise 4%

Cisco (CSCO) Leans on Splunk to Broaden Its Share of Enterprise AI Spending. It Faces a Big Test

Jim Cramer Says He “Would Be a Buyer Right Here, Right Now” of Nokia (NOK)

Can Hewlett Packard Enterprise Stock Keep Running On Orders It Cannot Ship?

Jim Cramer Says to Wait For Corning (GLW) to Fall Further

Why is Celestica stock rallying today?

Generac, Nebius, CoreWeave, Nokia, Lucid, Paramount, and More Stocks That Explain Today’s Market

Why is Ciena stock surging today?

Apple Watch Rival Garmin Traverses Rocky Road Toward Buy Range

Seagate Technology (STX): The Primary Beneficiary of the AI Driven HDD Demand

Western Digital (WDC): The Fund’s Top Relative Contributor

GE Vernova and Corning among market cap stock movers on Monday

Ciena’s (CIEN) Backlog Just Hit $8.5B and Keeps Climbing

Corning stock dips on filing for $2 billion equity distribution program

Why Dell and HPE were the S&P 500’s top-performing stocks today

Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.

Adobe vs. Ciena: Which Technology Stock Is a Better Buy in 2026?

Arista Networks, SanDisk among market cap stock movers on Friday

Can Corning's Long-Term Fiber Deal With Verizon Boost Its Shares?

GLW's multi-billion-dollar Verizon deal boosts optical fiber demand, supporting broadband expansion and AI infrastructure through 2032.

Can Seagate Sustain Its Strong Revenue Growth in Fiscal 2027?

STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.

AI infrastructure stocks rally on deal announcements from Qualcomm, Corning

Shares of Qualcom, Corning, Intel, Advanced Micro Devices and others tied to the AI infrastructure trade popped on Tuesday.

Can Western Digital's Strong FCF Sustain Buybacks and Dividends?

WDC entered fiscal 2027 with stronger cash generation, a net cash position and plans to keep returning free cash flow to shareholders.

Corning Stock Climbs On Multibillion-Dollar Verizon Network Deal

Caterpillar vs. Corning: Which Stock Is a Better Buy in 2026?

Hewlett Packard Enterprise's Series C Preferred Stock Yield Pushes Past 3%

In trading on Thursday, shares of Hewlett Packard Enterprise Co's 7.625% Series C Mandatory Convertible Preferred Stock (Symbol: HPE.PRC) were yielding above the 3% mark based on its quarterly dividend (annualized to $3.8125), with…

Ciena earnings analysis: questions answered and next catalysts

Stock Market Today: Nasdaq Leads Charge As Jobs Data Looms; NetApp Tests Support (Live Coverage)

Ciena Corporation Q3 2026 Earnings Call Summary

Stocks making the biggest moves midday: Tesla, Ciena, Meta, Snowflake, Ultragenyx Pharmaceutical & more

Here are some of the companies making headlines in midday trading.

HPE CEO on AI boom: 'Customers are buying everything'

Sony Dismisses PS5 Buyers' $508M Tariff Refund Claim as 'Illogical'

Can VRT's UIG Deal Deepen Its AI Power Edge Over APH & SMCI?

Vertiv's $1.45B UIG deal adds microgrid and behind-the-meter power capabilities, broadening its AI data-center infrastructure push.

Ciena Earnings Beat. Why This AI Data Center Play Is Falling.

Why HPE Stock Is Falling Amid Fiscal Q3 Earnings Beat