A stylized illustration of a cylindrical cup with blue arrows and lines indicating a swirling or rotational motion inside the cup.
Briefs
 Finance
Free NewsletterPro Login

Warning: Undefined variable $stocks in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 448

Warning: foreach() argument must be of type array|object, null given in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 448

Warning: Undefined variable $funds in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 472

Warning: foreach() argument must be of type array|object, null given in /var/www/briefs.co/htdocs/wp-content/plugins/oxygen/component-framework/components/classes/code-block.class.php(133) : eval()'d code on line 472
/* the link was here */

HPE Lifts Networking Forecast After $1.2 Billion Vultr Order

Kalbir Talwar
Published Sep 30, 2026
Share:
Summary:
  • Hewlett Packard Enterprise lifted its networking revenue guidance, and revealed that cloud company Vultr placed a $1.2 billion order.
  • For fiscal 2027, HPE aims for networking sales to rise in the high teens to low 20s percent, projects sales over the longer term to be in the high teens, and sees operating margin potentially hitting the high 20s.
  • HPE will roll out AMD's Helios AI racks using HPE switches and software in Vultr's US data centers, marking HPE's first order for these systems.

What HPE announced

Riding the AI infrastructure wave, HPE dialed up expectations for its networking business. The company now expects that business to expand into a range spanning the high teens up to the low 20s percent in fiscal 2027. It also set a long-term sales outlook pegged in the high teens and an operating margin goal that might reach the high 20s.

The Vultr order and tech details

Vultr, a cloud provider based in West Palm Beach, Florida, placed a $1.2 billion order with HPE. HPE plans to install Helios AI racks from Advanced Micro Devices Inc., built for AI workloads and paired with HPE's networking switches and software. The systems are headed to Vultr's US data centers, and this is HPE's first order for these racks. Vultr is backed by AMD and worked with Juniper Networks for three years.

Strategy and market signal

HPE expanded its networking footprint by acquiring Juniper Networks last year. "AI is reshaping the technology stack, making the network more strategic and driving significant new demand from enterprises and service providers," said Rami Rahim, who serves as the networking unit's general manager.

As tech investments reshape infrastructure, remember steady habits matter, so download the free Always Be Buying E-Book

What investors saw

By 11:19 a.m. in New York, HPE shares were up 6.8% to $64.68. The company ranks among the biggest producers of computing equipment and has been among investors' standout AI names this year. Its stock has more than doubled in 2026.

Market moves can distract, but a clear routine pays off, so grab the free E-Book Always Be Buying E-Book

Disclosure

Recent News

1 2 3 … 89

Get Market Briefs delivered to your inbox every morning for free!

No fluff. No noise. No politics. Just finance news you can read in 5 minutes.

Blogs

September 29, 2026
Why Is Gold Going Down? A 5.2% Treasury Yield Just Took Its Job
By Andre Savage
  • President Trump rejected Iran's deal to reopen the Strait of Hormuz, oil prices jumped back up, and gold fell instead of rising.
  • Treasury yields hit their highest level in more than 20 years, so investors sold gold and bought Treasuries that pay interest.
  • Higher Treasury yields make the national debt, mortgages, car loans, and credit cards more expensive, with the Fed's next rate decision due October 28.
Read More
September 28, 2026
The Strategic Bitcoin Reserve: Why the Government Wants Bitcoin to Explode
By Jackson Moreland
  • The US government holds about 328,000 Bitcoin, worth roughly $25 billion, and since a 2025 executive order it keeps seized coins instead of selling them.
  • Washington wants a bigger pile of assets so its $40 trillion national debt looks smaller next to them, which lets it keep borrowing and spending.
  • Bitcoin's wild price swings, and a government holding a coin built to escape governments, are the two risks investors need to watch.
Read More
September 25, 2026
BRIEFS EXCLUSIVE: 43% Of Respondents Say Bills Outran Their Income Over Past Two Years
By Briefs Finance
  • 43% of the 494 Market Briefs readers surveyed said their bills grew faster than their income over the past two years, even though 79% could cover a surprise $5,000 expense tomorrow.
  • Half of readers own gold or crypto, the two classic bets against a weaker dollar, and only 13% bought nothing at all in the last 12 months.
  • The median reader says it takes $150,000 a year to feel financially secure, about $62,000 above the U.S. median household income.
Read More
September 25, 2026
The Economy Is Booming. So Why Did Stocks and Bonds Fall Together?
By Milena Thomas
  • S&P Global says the US economy is growing at its fastest rate since 2021, with corporate profits up 28.9% in a year, almost four times the historical average.
  • Stocks and bonds fell at the same time, which is not how the two markets normally behave, because Treasury yields above 5% now compete with stocks for investors' money.
  • Jaspreet Singh lays out three ways to invest through a shift like this: always be buying, buy the crash, or follow the money before it hits the headlines.
Read More
September 24, 2026
The 2026 Economic Reset Is Starting: Are We in a Recession, or Is the Pain Still Ahead?
By Nate Gregory
  • The Federal Reserve has flipped from stimulating the economy to fighting inflation with higher interest rates, while the White House still wants growth at almost any cost.
  • The national debt tops $40 trillion, has outgrown the entire U.S. economy, and its interest payments are now the government's fastest-growing expense.
  • Higher rates bring pain for private equity, private credit, and speculative assets, but they open opportunities for investors holding cash, treasuries, and value assets.
Read More
September 23, 2026
Are We in a Recession? Without AI, America Might Already Be in One - and Washington Knows It
By Kalbir Talwar
  • The White House attributes about three quarters of U.S. economic growth to AI, and many believe the economy would already be in a recession without it.
  • Washington has three reasons it cannot let the AI boom slow down: staying the world's superpower, outgrowing $40 trillion in national debt, and protecting a government stock portfolio worth billions.
  • Every market goes through booms and busts, and investors who understand the cycle get to buy the downturn instead of panic-selling with the crowd.
Read More
September 22, 2026
Will Interest Rates Go Down in 2026? Where the Money Moves Either Way
By Kalbir Talwar
  • The Fed is leaning toward higher rates to fight 4% inflation, while the White House and a cracking job market push the other way.
  • If rates rise, money has tended to move toward short-term Treasuries, floating-rate loans, energy, banks and dividend payers.
  • If rates fall, it has tended to move toward gold, silver and Bitcoin, real estate, small caps, the S&P 500 and speculative bets.
Read More
September 21, 2026
How the Federal Reserve Makes Money - and Why It Just Posted Its Biggest Loss Ever
By Kalbir Talwar
  • For 109 years the Federal Reserve created money, lent it to the U.S. government and handed the interest it collected back to Washington - almost $1 trillion in the decade starting in 2011.
  • Pandemic-era lending locked the Fed into earning about 2% on trillions of dollars while it now pays banks around 4%, producing a record loss of hundreds of billions in 2026.
  • The Fed covers its losses by creating money and the government covers its lost revenue by borrowing, and both feed the inflation that eats at the dollars in your account.
Read More
September 18, 2026
Kevin Warsh Just Defied Trump: What the Fed Rate Hike Means for Your Money
By Cierra Seay
  • The Fed raised rates for the first time since 2023 in a unanimous vote led by Kevin Warsh, the chairman President Trump appointed to cut them.
  • Higher rates make the $40 trillion national debt, business loan resets and mortgages more expensive, but they strengthen the dollar and pay investors holding cash.
  • The war with Iran is pushing up oil, grocery and chip prices, another hike is likely in 2026, and recession talk is about to get louder.
Read More
September 17, 2026
Why America Bailed Out the Yen: The Japan Carry Trade, the Dollar and Your Mortgage Rate
By Milena Thomas
  • In July 2026 the US sent money to steady the yen because Japan is the largest foreign owner of US debt, and Washington needs Japan to keep lending.
  • For decades the Japan carry trade let Wall Street borrow yen at essentially 0% and pour it into US stocks, real estate and Treasuries, and rising Japanese rates are shutting that off.
  • A weaker yen means fewer buyers for the dollar and for US debt, which pushes Treasury rates up and drags mortgage, car loan and credit card rates up with them.
Read More
1 2 3 … 27
Share via
Facebook
X (Twitter)
LinkedIn
Mix
Pinterest
Bluesky
Tumblr
Skype
Buffer
Pocket
VKontakte
Parler
Xing
Reddit
Line
Flipboard
MySpace
Delicious
Amazon
Digg
Evernote
Blogger
LiveJournal
Baidu
MeWe
NewsVine
Yummly
Yahoo
WhatsApp
Viber
SMS
Telegram
Facebook Messenger
Like
Email
Print
Copy Link
Copy link
CopyCopied