---
title: "BUZZ-Oracle upbeat results, bullish AI brokerage calls power hardware stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298749044.md"
datetime: "2026-09-11T15:12:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298749044.md)
  - [en](https://longbridge.com/en/news/298749044.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298749044.md)
generator: "portal-rs"
---

# BUZZ-Oracle upbeat results, bullish AI brokerage calls power hardware stocks

Shares of hardware companies advance, leading Wall Street’s rebound from declines earlier this week

Dell (DELL.N) jumps 11.2% to a record high, Hewlett Packard Enterprise (HPE.N) rises 10.3% at one-month high, HP (HPQ.N) advances 8.6%, hitting its highest since Dec. 2024

The three stocks are the top performers on S&P 500 (.SPX)

RBC initiates DELL with “outperform,” PT $640; cites sustained AI infrastructure demand, $95 billion server backlog, storage-led margin expansion and robust cash returns

Starts HPQ with “sector perform,” PT $33; says solid AI-PC beneficiary, but sees challenges and near-term margin pressure for print business

Oracle (ORCL.N) Q1 beat lifting broader AI-related stocks - analysts

“Oracle’s results were surprisingly good… certainly helping the tech space in general” - Art Hogan, chief market strategist at B Riley Wealth

YTD: DELL up 349%, HPE ahead 155%, HPQ up 62% - all outperforming S&P (.SPX) and Nasdaq (.IXIC)

### Related Stocks

- [HPQ.US](https://longbridge.com/en/quote/HPQ.US.md)
- [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md)
- [HPE.US](https://longbridge.com/en/quote/HPE.US.md)
- [DELL.US](https://longbridge.com/en/quote/DELL.US.md)
- [DLLL.US](https://longbridge.com/en/quote/DLLL.US.md)
- [ORCX.US](https://longbridge.com/en/quote/ORCX.US.md)
- [ORCU.US](https://longbridge.com/en/quote/ORCU.US.md)
- [ORCS.US](https://longbridge.com/en/quote/ORCS.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)
- [RY.US](https://longbridge.com/en/quote/RY.US.md)
- [RILY.US](https://longbridge.com/en/quote/RILY.US.md)
- [.IXIC.US](https://longbridge.com/en/quote/.IXIC.US.md)
- [ORCL-D.US](https://longbridge.com/en/quote/ORCL-D.US.md)
- [HPE-C.US](https://longbridge.com/en/quote/HPE-C.US.md)
- [RILYL.US](https://longbridge.com/en/quote/RILYL.US.md)
- [RILYG.US](https://longbridge.com/en/quote/RILYG.US.md)
- [RILYN.US](https://longbridge.com/en/quote/RILYN.US.md)
- [RILYK.US](https://longbridge.com/en/quote/RILYK.US.md)
- [RILYP.US](https://longbridge.com/en/quote/RILYP.US.md)
- [RILYZ.US](https://longbridge.com/en/quote/RILYZ.US.md)
- [RILYT.US](https://longbridge.com/en/quote/RILYT.US.md)

## Related News & Research

- [Oracle commits $1B to boost AI partner ecosystem](https://longbridge.com/en/news/303121473.md)
- [Dell Stock Is Trending Today: What's Going On?](https://longbridge.com/en/news/302317075.md)
- [2 reasons why Dell stock is having a super day](https://longbridge.com/en/news/302596816.md)
- [Oracle Expands AI Software Offerings Ahead of Investor Day](https://longbridge.com/en/news/303115104.md)
- [8,738 Oracle Corporation $ORCL Shares Sold by Axxcess Wealth Management LLC](https://longbridge.com/en/news/302666866.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**