HomeMarketsEarningsHPE 'Tip of Spear' for A.I. ROI, NVDA Aids A.I. Positioning

HPE 'Tip of Spear' for A.I. ROI, NVDA Aids A.I. Positioning

Steven Dickens says this earnings season for HP Enterprise (HPE), paired with its acquisition of Juniper Networks, created a "career defining" moment for the company's CEO. He also discusses how the company is getting a boost from Nvidia (NVDA). David Nicholson adds that HP Enterprise can serve as an ROI play for businesses looking to advance their A.I. opportunities. He believes HPE will see further growth if it "doubles down" on partnerships with similar companies like Intel (INTC) or Broadcom (AVGO).

The Watch List

04 Sep 2025

SHARE

ON AIR
4:00 pm
Fast Market
replay
education
12:00 am
Your First Trade
REPLAY
education
12:30 am
Your First Trade
REPLAY
1:00 am
The Wrap
REPLAY
education
2:00 am
Your First Trade
REPLAY
education
2:30 am
Your First Trade
REPLAY
3:00 am
Market Overtime
REPLAY
4:00 am
Market Overtime
REPLAY
education
4:30 am
Inside the Mind of a Trader
REPLAY
education
5:00 am
Inside the Mind of a Trader
REPLAY
education
5:30 am
Inside the Mind of a Trader
REPLAY
6:00 am
The Wrap
REPLAY
7:00 am
Morning Movers
8:00 am
Opening Bell With Nicole Petallides
9:00 am
Morning Trade Live
10:00 am
Trading 360
11:00 am
Fast Market
12:00 pm
Next Gen Investing
1:00 pm
The Watch List
2:00 pm
Market On Close
3:30 pm
Market Overtime
REPLAY
ON AIR
4:00 pm
Fast Market
REPLAY
5:00 pm
Next Gen Investing
REPLAY
6:00 pm
The Wrap
REPLAY
7:00 pm
Market Overtime
REPLAY
7:30 pm
Market Overtime
REPLAY
8:00 pm
The Wrap
REPLAY
9:00 pm
Market Overtime
REPLAY
9:30 pm
Market Overtime
REPLAY
10:00 pm
Fast Market
REPLAY
11:00 pm
Next Gen Investing
REPLAY

Schwab Network's Newsletters

Daily insights for every investor