Oracle’s $664 billion backlog sends a signal to Dell, HPE — Live Feedhttps://www.live-feeds.com/feed/oracle-s-664-billion-backlog-sends-a-signal-to-dell-hpeContinuously updated, source-cited coverage. Oracle Backlog Signals Demand As HPE Riseshttps://www.live-feeds.com/feed/oracle-s-664-billion-backlog-sends-a-signal-to-dell-hpehttps://www.live-feeds.com/feed/oracle-s-664-billion-backlog-sends-a-signal-to-dell-hpe#u68922Tue, 15 Sep 2026 11:30:55 +0000Oracle holds a $664 billion backlog while Hewlett Packard Enterprise reports a $7.6 billion artificial intelligence backlog. Hewlett Packard Enterprise stock rose 159 percent this year and shares surged 19 percent in a week, making Dell and Hewlett Packard Enterprise top-performing stocks in the S&P 500. Meanwhile, Hewlett Packard Enterprise raised its 2027 outlook due to surging artificial intelligence networking demand, though its backlog currently waits on memory supply to catch up. A recent stock downgrade also hit Hewlett Packard Enterprise following its massive gains.Why it mattersHa