$HPE Tape Reports

Per Ticker.id: $HPE Tape Reports — 5 podcast mentions across 3 podcasts (30 days), latest 2026-08-13 17:10 UTC.

  1. Something amazing is happening in networking. Organizations are scaling with less stress. That's because CDW is designing and implementing intelligent HPE Aruba networking solutions that simplify and secure operations. With automation at the center of your data center, growing pains can be a thing of the past. HPE Aruba Networking and CDW. Make amazing happen. Learn more at CDW.com/Aruba.
    Speaker I — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/14/26 · 2026-08-14
  2. So is this restructuring to kind of move toward AI? Is it the right move? Because it's putting them in a lot of competition. You have Broadcom, you have Hewlett-Packard Enterprise. Is it the right move for the company?
    Nathan Hager — Bloomberg Intelligence · Anthropic in Talks to Buy Startup Decart for $6 Billion · 2026-08-13
  3. Where are we on that narrative right now, which when you talk to investors, look, I mean, if we look at Supermicro results yesterday and also some, some of the other smaller pick and shovel guys like Lumentum and Cohere the other day, I mean, the spending on the cloud is really, really starting to ramp up, right? We're still in like, I would say, the third inning. And 2027 is going to be the ramp-up phase into 2020 as well as into 2028 as these infrastructure buildouts continue to keep pace. Now, where it hasn't really started to pick up and Cisco is starting to see it is on the corporate IT side. And that's going to be a positive read-through for someone like a Dell or HPE, which reports later in the month and early in September.
    Woojin Ho — Bloomberg Intelligence · Anthropic in Talks to Buy Startup Decart for $6 Billion · 2026-08-13
  4. Cisco is also coming up against increasing competition from the likes of Broadcom and Hewlett Packard Enterprise. In New York, Charlie Pellett, Bloomberg Radio.
    Charlie Pellett — Bloomberg News Now · US Core CPI Comes In Subdued, Cisco's AI Outlook Disappoints, More · 2026-08-13
  5. Cisco is also coming up against increasing competition from the likes of Broadcom and Hewlett-Packard Enterprise. In New York, Charlie Pellett, Bloomberg Radio.
    Charlie Pellett — Bloomberg News Now · Tame US CPI Fuels Rally, Cisco Disappoints With Outlook, More · 2026-08-13