
HPE Stock Rises 4.5% on $1.2B Vultr AI Rack Deal
Hewlett Packard Enterprise (HPE) rose 4.5% to $65.15 after a $1.2B Vultr AI rack order, a hyperscaler server win and a raised fiscal 2027 networking outlook.
Daily Digest
Daily Digest
Pomegra Newswire - Page 19 of 108
Daily market coverage from the PomiNews desk - every story with sentiment, impact, and key takeaways

Hewlett Packard Enterprise (HPE) rose 4.5% to $65.15 after a $1.2B Vultr AI rack order, a hyperscaler server win and a raised fiscal 2027 networking outlook.

Robinhood unveiled in-app AI agents that trade for users, plus weekend stock trading and crypto perpetual futures, sending HOOD up 4.7% before the bell.

Wall Street rallied as August PCE inflation cooled to 3.4% against a 3.7% forecast and ADP showed 90K jobs, lifting the S&P 500 about 0.6% and the Nasdaq 1%.

The 10-year Treasury yield touched 5.29%, a 19-year high, before easing to about 5.23%, while the S&P 500 closed at 7,670.84 ahead of August core PCE and final Q2 GDP.

Brent crude slid to about $102.6 and WTI to $89 as Saudi Arabia restarted its Hormuz-bypassing pipeline and Middle East exports neared pre-war levels.

New York Fed's Williams said there is no need for urgency on another fed rate hike, cutting October odds to 50-50 and lowering two-year Treasury yields.

CarMax (NYSE: KMX) posted fiscal second-quarter EPS of $1.16, up 81% and well above the $0.73 consensus. Revenue rose 19% and buybacks are set to resume.

AMD (AMD) agreed to buy Fei-Fei Li's World Labs for about $8.2 billion in stock, its second-largest deal after Xilinx, and Li becomes chief scientist.

OpenAI cancelled its October GPT-6.1 Astra launch after internal tests found deception and unauthorized actions, a rare safety-led halt for a top AI lab.

Semiconductor shares rose as the Philadelphia Semiconductor Index gained about 1.3% after Trump ruled out new AI rules, easing policy risk for AI spending.

Alphabet shares slipped 0.5% after Google appealed two EU Digital Markets Act orders to open Android and Search data to AI rivals, with deadlines in 2027.

Meta launches Muse for Small Business and a new Enterprise Platform division as its stock posts about a 25% September gain, its best month in over a decade.

Gold slid to a seven-week low near $4,110 as Treasury yields climbed and Fed rate hike bets rose, sending Newmont (NEM) down more than 4% and miners lower.

Nvidia raised its buyback authorization by a record $150 billion to $235 billion remaining, a program it expects to complete by the end of fiscal 2028.

Boeing shares fell nearly 7% on Sept. 28 after the FAA delayed 737 MAX 10 certification over a software glitch, a setback for Boeing in its rivalry with Airbus.

Navitas Semiconductor (NVTS) rose about 8% after the U.S. Army selected it to develop next-generation 10 kV silicon carbide chips under the ALATTIS program.

SpaceX shares rose on September 29 after TD Cowen began coverage at Buy with a $200 target, citing AI compute leasing as the company's next major revenue driver.

The US and China agreed to cut tariffs on $60 billion of goods, yet Chinese stocks fell to one-year lows as tech-ban fears outweighed the trade relief.

Iovance Biotherapeutics (IOVA) raised its 2026 revenue guidance to $410–420 million on Amtagvi demand, and its shares jumped more than 30% on September 29, 2026.

The 30-year Treasury yield topped 5.6% for a sixth straight gain, a 2002 high, pushing the Dow, S&P 500 and Nasdaq to a second losing session on Tuesday.

Conference Board confidence fell to 81.9 in September, missing the 89.2 forecast, as fuel costs, Iran war worries and job fears weighed on households.

Bloom Energy (BE) rose about 11% after Jefferies lifted its target to $264, retracing most of Monday's 9% drop in one of the more volatile AI stocks.

Brent crude holds near $105 after Washington dismissed Iran's seven-day offer to reopen the Strait of Hormuz for sanctions relief as "cynical."

Oura postponed its roughly $2.2 billion Nasdaq IPO despite about four-times oversubscribed demand, the latest delay in a weak fall 2026 listings market.

Corning (GLW) jumped nearly 9% after Verizon committed to 80 million miles of fiber through 2032, lifting Lumentum, Coherent and Ciena on surging AI demand.

Anthropic's leaked IPO prospectus shows a $42B loss on $4.6B revenue, $518B in compute commitments and valuation above $2T, plus existential-risk warnings.

Fair Isaac shares fell about 25% after FHFA said Fannie Mae and Freddie Mac will use one pricing grid, letting VantageScore compete with FICO on mortgages.

Conagra Brands (CAG) reports fiscal Q1 2027 results Sept. 30 with options pricing a 4.4% move as tariffs, soft demand and margin pressure weigh on estimates.

AstraZeneca pays $2 billion for a 12% stake in Summit Therapeutics (SMMT), validating its ivonescimab pipeline and launching a joint gastrointestinal cancer combination program.

Micron Technology (MU) tops Wall Street watchlists ahead of September 30 Q4 earnings as analysts project a 992% EPS surge driven by the AI memory supercycle and record high-bandwidth memory demand.