$HPQ HP Tape Reports
Per Ticker.id: $HPQ HP Tape Reports — 4 podcast mentions across 2 podcasts (30 days), latest 2026-08-23 17:09 UTC.
Yeah, and that's a good point, Scarlet. We saw a really sharp uptick on the corporate PC side as well as on the consumer side because of the memory spikes. First quarter was a fantastic quarter for companies like Dell, Lenovo, as well as HP. Second quarter was surprisingly better than we had anticipated. Because all of the news on, on the memory side. But, you know, I think there is going to be some exhaustion, right? There is a lot of price sensitivity and the PC market is elastic, quite elastic. And there is going to be a second, second half slowdown. And from a corporate PC side, from a corporate side, there's only a certain amount of IT dollars that you can spread around. So, you know, I'm going to spend it more on the AI side. And let my PCs, my employees run their PCs a little bit longer for at least another year.
Speaker A — Bloomberg Intelligence · Alibaba Raises $10 Billion in Record Hong Kong Share Sale · 2026-08-24Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events, along with the weekend's top news and analysis. Hello, today is Sunday, August 23rd, and I'm your host, Kim Kahn. The summer doldrums disappear with a huge week ahead for stocks and bonds. NVIDIA stars Wednesday with what has become the biggest earnings event on Wall Street. And on Friday, Fed Chairman Kevin Warsh gives his keynote address at the Jackson Hole Symposium at a time when bond vigilantes are stirring. With Nvidia, investors will be looking for updates on AI infrastructure demand, product ramp timing, China exposure, and the economics of the chipmaker's expanding financing partnerships. Options traders are pricing in a roughly 6% move in Nvidia shares following the report. Seeking Alpha analyst Mott Capital said investors and traders may be left with the post-Nvidia earnings hangover again if the numbers are good but not spectacular. "Decline could be sharp, pushing the stock down by as much as 11% to an important area of technical and options-related support at $190, while upside seems limited," they said. The results could reverberate across the semiconductor and AI complex. Marvell Technology, Micron, Arm, and Advanced Micro Devices have all shown some of the closest trading correlations with Nvidia following earnings. Here's how the rest of the earnings calendar shapes up: PDD Holdings and XPeng report Monday. Intuit reports Tuesday. On Wednesday, NVIDIA is joined by CrowdStrike, Salesforce, HP, and Okta. Marvel and Ulta Beauty report Thursday. Looking to Jackson Hole, Warsh will speak at 10:00 AM Eastern time Friday. At his last press conference, Warsh indicated that higher Treasury yields were doing the job of tightening financial conditions for the Fed. But since then, higher yields have spooked the White House, leading Treasury Secretary Scott Bessant to boost buybacks of longer-dated debt in an attempt to tamp down rates. Seeking Alpha analyst Geneva Investor says the two men want opposite things in the long end. Bessant wants the 10-year and 30-year lower and has said so repeatedly, they said. Warsh wants a smaller Fed footprint concentrated on the front end of the yield curve, which mechanically raises the long end. Bessant wants a large FIMA facility, which expands the balance sheet. Warsh wants a $6.7 trillion balance sheet to come down.
Kim Kahn — Wall Street Breakfast · Nvidia and Jackson Hole take center stage · 2026-08-23Yeah, you can get a prebuilt like laptop, like a HP Envy for like, you know, $1,000, you know, and it's gonna have not that much storage, maybe 500, 512GB storage and maybe like 16GB of RAM, but like it'll be all right, like for most people now. And then anybody that wants more performance-based stuff, they're leaning more towards Mac in, in my opinion.
Leo Mastrolia — The Vergecast · A repair shop’s guide to surviving RAMageddon · 2026-08-18Ready to advance your career? Notre Dame de Namur University has got you covered with its MBA and its Bachelor of Science in Business Administration degree completion program. Made from Silicon Valley for Silicon Valley. In the Cone Valley, our experienced faculty and small class sizes gives you the personalized attention needed for success. With flexible scheduling designed for busy adults, plus financial aid and payment plans available, there's no better time to start. Take the first step by visiting www.ndnu.edu now. When you partner with CDW, you get more from your devices with solutions purpose-built for your toughest tasks. CDW experts are creating seamless workplaces using HP's suite of PCs, printers, and peripherals so remote teams can work flexibly and designers can display their brilliance, all while keeping your customer data safe. Make amazing happen. Learn more at cdw.com/hp. Welcome back. We are about 30 minutes here into the hour. Here are 3 big movers we're watching. First up, Coherent, the stock falling despite a beat across the board. Guidance was also strong. CEO Jim Anderson telling Jim Cramer last night on Mad Money that the data center and communications segment grew about 60% from last year. The move possibly reflecting investors' ever-increasing expectations. Been a big story. Stock giving back 2.5%. Cerebras is tumbling after its second report now as a public company, projecting slower growth compared to some estimates out there. We'll get more on the quarter when the CEO, Andrew Feldman, joins us next hour. And Cisco is also a mover. It's down despite top and bottom line beats. Revenue guidance also above Street estimates. CEO Chuck Robbins joining the show last hour, speaking about some of the pressure on gross margins.
Sarah Eisen — Squawk on the Street · 10AM Hour: Databricks CEO on New Funding Round & IPO Timeline, Bullish CEO Tom Farley, Shippers Detail Hormuz Disruption 8/13/26 · 2026-08-13If you think about sort of the enterprise networking world in 2009, people thought we were crazy, like we had no chance chance of getting into the largest corporations in the world, the lighthouse, because Cisco and HP had them all tied up. But what we could do is we could say, listen, we can configure, we can deploy faster, we're simpler to use. And that was very much a land grab strategy.
Andy McCall — The a16z Show · The Two Ways to Sell AI: Lighthouse or Landgrab? · 2026-08-13Still is a very healthy business within Cisco. Yeah. Was acquired by Cisco back in 2012. But the company was actually founded back in 2006. The co-founders were working on a research project as PhD students at MIT and started the business business. And, and what's interesting about that, the, the research project was called RoofNet. The technology they built was basically large-scale, like, mesh Wi-Fi, and they'd install it on the roofs in, like, Cambridge. And the idea was you could, you know, outfit these municipalities and, you know, parks and, you know, public areas with Wi-Fi. Um, it was fantastic technology. Uh, within the first couple years, they figured out it wasn't a great business model. There wasn't a lot of revenue in municipal Wi-Fi. And so they made this pivot into enterprise. Um, and the reason I say that is, uh, you know, if, if you think about sort of the enterprise networking world in, you know, 2009, 2010, like people thought we were crazy. Like, why would you be trying to build an enterprise networking company in 2009? You don't, you know, that market was won 10 years ago by Cisco and HP. Um, but the reality was, and again, back to sort of the, the timing, that was right when cloud was coming about. Yeah. And, and the, the big innovation around Meraki was the, the, the product and engineering folks, uh, fantastic team there figured out how to configure and manage this networking equipment through the cloud, which sounds like, yeah, total, of course.
Andy McCall — The a16z Show · The Two Ways to Sell AI: Lighthouse or Landgrab? · 2026-08-13But back then it was, it was a little bit innovative. Anyway, um, our, our problem, and that was very much a land grab strategy, right? Mm-hmm. We had no chance of getting into the largest corporations in the world, Lighthouse, because Cisco and HP had them all tied up. But what we could do is we could say, listen, we can configure, we can deploy faster, we're simpler to use. Well, who cares about that? At the mid-market, right? Where they don't have substantial IT teams that have been trained in command line code and this kind of stuff. Um, and so, you know, our kind of firm belief at that point in time was, well, what's the best way to get them to understand that our networking equipment is simpler to use than their Cisco that they're about to buy? And the answer is get them to try it.
Andy McCall — The a16z Show · The Two Ways to Sell AI: Lighthouse or Landgrab? · 2026-08-13