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Recently, a “surge myth” led by the traditional hardware sector is unfolding in the U.S. stock market. Once seen as legacy hardware manufacturers with limited growth elasticity, these giants are now undergoing a dramatic revaluation amid the AI wave:
$LENOVO GROUP (00992.HK)$ : After reporting strong earnings on May 22, its share price surged throughout the following trading week,with cumulative gains exceeding 101% (hitting multiple all-time highs intraday).
$HP Inc (HPQ.US)$ : Following its earnings release on May 27, driven by recovering PC demand and AI-endpoint concepts,its stock rose more than 20%.
$Dell Technologies (DELL.US)$ : Reported earnings after U.S. market close on May 28; boosted by strong AI orders and upbeat profit guidance,the stock soared over 30% intraday, continuing its rally to gains of over 50%.
$Hewlett Packard Enterprise (HPE.US)$ In the Q2 earnings released on June 1, revenue increased by 40% year-over-year,After-hours share price surged strongly by over 28%.
Why have these former traditional hardware giants been able to unleash such remarkable upward momentum in such a short time? This is no coincidence—it is the inevitable result of earnings realization, cyclical recovery, and surging AI demand working in tandem.
The recent concentrated surge in share prices owes much to two key influential figures:
Dual support from policy and major contracts:Earlier, on May 8, Trump publicly urged during an event at the White House: 'Go out and buy Dell computers right now! They’re...'
$LENOVO GROUP (00992.HK)$ : After reporting strong earnings on May 22, its share price surged throughout the following trading week,with cumulative gains exceeding 101% (hitting multiple all-time highs intraday).
$HP Inc (HPQ.US)$ : Following its earnings release on May 27, driven by recovering PC demand and AI-endpoint concepts,its stock rose more than 20%.
$Dell Technologies (DELL.US)$ : Reported earnings after U.S. market close on May 28; boosted by strong AI orders and upbeat profit guidance,the stock soared over 30% intraday, continuing its rally to gains of over 50%.
$Hewlett Packard Enterprise (HPE.US)$ In the Q2 earnings released on June 1, revenue increased by 40% year-over-year,After-hours share price surged strongly by over 28%.
Why have these former traditional hardware giants been able to unleash such remarkable upward momentum in such a short time? This is no coincidence—it is the inevitable result of earnings realization, cyclical recovery, and surging AI demand working in tandem.
The recent concentrated surge in share prices owes much to two key influential figures:
Dual support from policy and major contracts:Earlier, on May 8, Trump publicly urged during an event at the White House: 'Go out and buy Dell computers right now! They’re...'
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