First On with HPE CFO, Tech Investing, American & Chinese Autos 9/30/26

HPE's AI networking guidance jump and Micron's projected ~$200 EPS signal the AI infrastructure trade remains under-monetized despite market highs.

• HPE's networking pivot: CFO Marie Myers raised long-term networking growth guidance to high-teens/low-20s% for FY27 (from single digits), citing a new $1.2 billion AMD-powered Helios AI rack order with revenue starting in 2027-28.
• Dan Ives sees 'second/third inning': Ives says under 15% of projected trillions in AI capex has been spent, calling infrastructure names like Dell and HPE undervalued 'second-derivative' AI plays; he launched the Ives Ultra Fund (ticker IVAI) for retail access to private AI companies.

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