Hardware & networking

11 names · 9 named directly by the news · 11 affected

• WDCWestern Digital484.02 +3.58%
  9 direct36 2nd-order
  ▲SanDisk Soars 8%: Is the NAND Pricing Cycle Still Accelerating?
• DELLDell Technologies532.1 +1.52%
  8 direct35 2nd-order
  ▲10-Year Yield Pressures Stocks, DELL & PANW Earnings Show AI Acceleration
• VRTVertiv291.79 +4.01%
  4 direct28 2nd-order
  ▲Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boom
• HPEHewlett Packard Enterprise55.71 +7.13%
  5 direct10 2nd-order
  ▲SNOW, HPE & CRWD Earnings Add to Software's Comeback Surge
• ANETArista Networks194.87 +0.56%
  7 direct6 2nd-order
  ▲Sundar Pichai Raised Alphabet's 2026 Capex Forecast to as Much as $205 Billion, Sending the Stock Down 7%. Was That an Overreaction That Investors Should Buy Into?
• AAPLApple316.24 -1.17%
  35 direct19 2nd-order
  ▲Apple Bets on Foldable iPhone Under New CEO
• SMCISuper Micro40.47 +2.22%
  12 direct30 2nd-order
  ▲Goldman Sachs Says the AI Trade Is Barely Started. The Stocks That Got You Here Will Not Take You There
• CSCOCisco109.12 -0.08%
  4 direct2 2nd-order
  ▲AMD, Cisco and HUMAIN Expand Saudi Arabia's AI Infrastructure as AMD Instinct Systems Go Live
• STXSeagate912.01 +7.39%
  5 direct8 2nd-order
  ▲Why This Analyst Says Memory Stock Valuations ‘Make a Lot of Sense'
• HPQHP Inc.31.15 -4.56%
  9 2nd-order
  ▼ETFs to Watch as Memory-Chip Scarcity Could Extend Through 2027
• IBMIBM232.86 -0.87%
  4 2nd-order
  ▼Accenture and Google Cloud Deepen Partnership with Formation of New Accenture Gemini Enterprise Business Group

Quotes are delayed. News impact decays over each event's persistence window and drops out when it expires; this page is for ranking at a glance — exact counts live on the stock page.

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