Core Viewpoint - HPE shares have declined sharply due to lower guidance for the next fiscal year, with a strategic shift towards higher growth and margin areas, particularly in cloud and artificial intelligence [1] Financial Guidance - HPE has provided a strong earnings per share and free cash flow guidance, with a commitment to generate over $3.5 billion in free cash flow by 2028, driven by operating profit expansion of 11% to 17% over the next three years [6][7] - The company expects revenue growth between 17% and 23% on a reported basis, with operating profit expansion between 10% and 18% [8][10] Shareholder Returns - More than 75% of cash generated by 2028 will be returned to shareholders, including a 10% increase in dividends and an additional $3 billion share buyback authorization [7][13][15] - The total authorization for share buybacks has been increased to $3.7 billion, with plans to pay down $4 billion of debt to achieve a leverage ratio of two times EBITDA [15] Strategic Focus - HPE's strategy revolves around three pillars: networking, cloud, and AI, with a significant portion of operating profit expected to come from the networking business [10][11] - The company aims to compete in the Neo clouds and sovereign space, emphasizing the importance of networking infrastructure to support AI and GPU demands [12][16] Market Positioning - HPE is positioning itself to capitalize on the growing demand for AI and supercomputing technologies, with unique offerings such as direct liquid cooling [12][13] - The company is focused on maintaining a disciplined approach to working capital in the AI sector, where margins are currently low [16][17]

Core Viewpoint - Volkswagen is actively assessing potential risks in its supply chain due to a trade and intellectual property dispute involving the Chinese-owned chip manufacturer Nexperia [1] Group 1 - Volkswagen is focusing on identifying risks that may arise from the ongoing trade tensions and intellectual property issues related to Nexperia [1]

Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Thursday [1] Company-Specific Movements - Satellogic Inc. (NASDAQ:SATL) shares fell 13.1% to $3.60 in pre-market trading following a proposed public offering [1] - American Battery Technology Company (NASDAQ:ABAT) shares dipped 23.9% to $6.81 after the DOE terminated its grant [3] - Hyperfine, Inc. (NASDAQ:HYPR) shares decreased 14.1% to $1.89 after reporting preliminary third-quarter revenue results below estimates and announcing a proposed public offering [3] - Omeros Corporation (NASDAQ:OMER) shares declined 9.2% to $9.45 after a significant 154% jump on Wednesday due to Novo Nordisk acquiring its global rights to Zaltenibart [3] - Hewlett Packard Enterprise Company (NYSE:HPE) tumbled 8.6% to $22.85 despite reporting record revenue driven by AI demand, as restructuring costs compressed profit margins [3] - NIO Inc. (NYSE:NIO) fell 8.5% to $6.24 in pre-market trading [3] - Inventiva S.A. (NASDAQ:IVA) declined 7.5% to $5.06 after a 10% gain on Wednesday [3] - Bitfarms Ltd. (NASDAQ:BITF) fell 4.6% to $6.17 after announcing a $300 million convertible senior notes offering [3] - Rigetti Computing, Inc. (NASDAQ:RGTI) shares fell 4.8% to $53.66 amid concerns over leadership commitment after the CEO sold all shares following an options exercise [3] - Datavault AI Inc. (NASDAQ:DVLT) slipped 4.8% to $2.00 in pre-market trading [3]

Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Thursday [1] Company-Specific Movements - Satellogic Inc. (NASDAQ:SATL) shares fell 13.1% to $3.60 in pre-market trading following a proposed public offering [1] - American Battery Technology Company (NASDAQ:ABAT) shares dipped 23.9% to $6.81 after the DOE terminated a grant [3] - Hyperfine, Inc. (NASDAQ:HYPR) shares decreased 14.1% to $1.89 due to preliminary third-quarter revenue results falling below estimates and a proposed public offering [3] - Omeros Corporation (NASDAQ:OMER) shares declined 9.2% to $9.45 after a significant 154% increase the previous day following Novo Nordisk's acquisition of its global rights to Zaltenibart [3] - Hewlett Packard Enterprise Company (NYSE:HPE) tumbled 8.6% to $22.85 despite reporting record revenue driven by AI demand, as restructuring costs compressed profit margins [3] - NIO Inc. (NYSE:NIO) fell 8.5% to $6.24 in pre-market trading [3] - Inventiva S.A. (NASDAQ:IVA) declined 7.5% to $5.06 after a 10% gain the previous day [3] - Bitfarms Ltd. (NASDAQ:BITF) fell 4.6% to $6.17 after announcing a $300 million convertible senior notes offering [3] - Rigetti Computing, Inc. (NASDAQ:RGTI) shares fell 4.8% to $53.66 following CEO Subodh K. Kulkarni's sale of 1,000,000 shares, raising concerns about leadership commitment [3] - Datavault AI Inc. (NASDAQ:DVLT) slipped 4.8% to $2.00 in pre-market trading [3]

Market Overview - U.S. stock futures rose on Thursday following mixed moves on Wednesday, with major benchmark indices showing positive futures [1] - The 10-year Treasury bond yielded 4.02%, while the two-year bond was at 3.50%, indicating market expectations for interest rate cuts by the Federal Reserve [2] Earnings Reports - Bank of America Corp. and Morgan Stanley both exceeded Street expectations in their earnings reports [1] - Charles Schwab Corp. is expected to report earnings of $1.25 per share on revenue of $5.99 billion, with shares up 1.94% ahead of the announcement [6][8] - Salesforce Inc. set a revenue goal of over $60 billion by fiscal year 2030, indicating an organic compounded annual growth rate of over 10% from FY26 to FY30, with shares jumping 4.01% [7] - Hewlett Packard Enterprise Co. reported record revenue due to AI demand but saw profit margins compressed by restructuring costs, leading to a 9.19% drop in shares [7] - J B Hunt Transport Services Inc. reported earnings of $1.76 per share and revenue of $3.05 billion, both exceeding estimates, resulting in a 12.44% increase in shares [17] - US Bancorp is expected to report earnings of $1.13 per share on revenue of $7.16 billion, with shares down 0.24% ahead of the announcement [17] Sector Performance - Gains in real estate, utilities, and communication services stocks led the S&P 500 to a positive close on Wednesday, while materials and industrials sectors ended lower [11] - The SPDR S&P 500 ETF Trust and Invesco QQQ Trust ETF rose in premarket trading, with SPY up 0.25% and QQQ up 0.43% [3] Analyst Insights - BlackRock maintains an overweight stance on U.S. equities, attributing the weaker dollar to predictable market factors rather than a threat to its reserve currency status [13][14] - The firm views potential Federal Reserve easing as a positive for American companies, supported by stronger corporate earnings in the U.S. compared to other developed markets [15]

Core Insights - The server maker is focusing on new AI opportunities while forecasting weaker-than-expected revenue growth for the upcoming year [1] - The company has increased its dividend by 10% [1] Company Summary - The server maker is adjusting its revenue growth expectations downward, indicating potential challenges in the market [1] - The decision to boost the dividend reflects the company's commitment to returning value to shareholders despite the revenue forecast [1] Industry Summary - The emphasis on AI opportunities suggests a strategic pivot within the industry towards emerging technologies [1] - Weaker revenue growth forecasts may indicate broader market challenges that could affect other players in the server manufacturing sector [1]

Core Insights - BYD is focusing on maintaining its sales targets and pricing power despite increasing competition both domestically and internationally [1][2] - The company emphasizes its technological capabilities, with a strong R&D team and a diverse product range beyond just electric vehicles [2][3] Market Strategy - BYD plans to strengthen its presence in both the Chinese and overseas markets, particularly in Africa and South Africa, which are seen as important growth areas [2][5] - The company aims to introduce comprehensive solutions, including electric vehicles, battery storage, and solar panels, to meet local needs [3][4] Investment Plans - There are intentions to invest significantly in charging infrastructure in South Africa, with plans to establish 200 to 300 fast charging stations by the end of next year [11][12] - BYD is also preparing to ramp up production in Europe, with operations in Hungary expected to begin by the end of this year [13][15] Product Innovation - The introduction of advanced technologies, such as the DMI super hybrid car, is highlighted as a game changer, allowing for extended driving ranges and efficiency [7][8] - The company believes that once customers experience the vehicles, they will recognize the cost savings associated with electric vehicles [10] Competitive Positioning - BYD does not express concern over competitors taking market share, citing its extensive R&D capabilities and patent portfolio as key advantages [2][6] - The company is focused on local production and job creation in Europe, positioning itself as a European manufacturer [15]

慧与科技(HPE.US)盘前跌超7.8%，报23.08美元。消息面上，慧与科技公布最新业绩展望，预计2026财 年调整后每股收益将在2.2至2.4美元之间，自由现金流将在15亿至20亿美元之间，而分析师平均预测分 别为2.41美元和24.1亿美元。此外，公司宣布下一财年将把股息提高10%，董事会还批准了额外的30亿 美元股票回购计划。(格隆汇) ...

Group 1 - The article does not provide any specific content related to a company or industry [1]

Group 1 - The event is the HPE 2025 Security Analyst Meeting, hosted in New York, focusing on the company's strategic direction and security initiatives [1][2] - Key executives presenting include Antonio Neri (President CEO), Rami Rahim (EVP, President and General Manager of Networking), and Marie Myers (EVP and Chief Financial Officer) [2] - The session will include a Q&A segment moderated by Shannon Cross, the Chief Strategy Officer [2] Group 2 - The presentation may contain forward-looking statements that involve risks, uncertainties, estimates, and assumptions [3]