https://www.live-feeds.com/feed/hpe-earnings-top-estimates-amid-oracle-ai-data-center-dealContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/hpe-earnings-top-estimates-amid-oracle-ai-data-center-dealhttps://www.live-feeds.com/feed/hpe-earnings-top-estimates-amid-oracle-ai-data-center-deal#u60916Tue, 08 Sep 2026 03:21:15 +0000Hewlett Packard Enterprise raised its fiscal 2026 and 2027 targets following quarterly results that beat estimates. Growth stems from broadening enterprise AI demand and networking orders that currently exceed available supply. To support this growth, HPE and Oracle expanded a multi-year collaboration to deploy HPE-Juniper networking gear across Oracle Cloud Infrastructure data centers. This infrastructure includes PTX and MX routing and QFX and EX switching to scale Oracle's AI superclusters. While HPE shares dipped, Oracle stock rallied ahead of its own fiscal first-quarter earnings rep https://www.live-feeds.com/feed/hpe-earnings-top-estimates-amid-oracle-ai-data-center-dealhttps://www.live-feeds.com/feed/hpe-earnings-top-estimates-amid-oracle-ai-data-center-deal#u56017Thu, 03 Sep 2026 20:01:31 +0000Hewlett Packard Enterprise reported quarterly revenue and earnings that exceeded expectations, driven by high demand for AI servers and networking. The company raised its full-year guidance for 2026 and 2027. Simultaneously, HPE expanded its agreement with Oracle to supply HPE-Juniper multi-gigawatt networking infrastructure for Oracle's global AI data centers. As part of this collaboration, HPE issued warrants allowing Oracle to purchase common shares. Despite the strong financial results and increased outlook, HPE shares fell following the announcement.Why it mattersThe surge in AI dema