Hewlett Packard Enterprise (NYSE:HPE) rose about 4% to $57.46, outpacing AI server peers on a day the broader market stumbled, while Dell Technologies (NYSE:DELL) gained about 2% to $462.42 and Super Micro Computer (NASDAQ:SMCI) was essentially unchanged at $33.73. The move followed an expansion of HPE AI Factory offerings with NVIDIA, deeper collaboration with Schneider Electric on industrial AI agents at the edge, and an announcement that Spaceborne Computer-4 will reach the Moon's south pole on Astrolab's FLIP rover later this year. The SPDR S&P 500 ETF Trust (NYSE ARCA:SPY) slipped 0.34% to $761.35, while the Global X Data Center & Digital Infrastructure ETF (NASDAQ:DTCR) rose about 2% to $25.39. The article notes that questions about the sustainability of growth remain, depending on whether the new partnerships translate into measurable revenue and on margins and valuation after recent gains.
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