HPQHP Inc.

Ranked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.

• 🔥🔥🔥#1Impact3%Adverse2nd-orderIntel Plunges 29% on Weak Outlook as Tech Selloff Deepens | Closing Bell14d ago

  HP’s PC business is highly sensitive to CPU demand and channel inventory cycles, and Intel’s cautious demand commentary weighs on shipment expectations.

  Impact chain →

  Also named: INTC · AMD · NVDA · QCOM · MSFT · AMZN

• 🔥🔥#2Impact2.5%Adverse2nd-orderWhy Intel Stock Collapsed 23.4% Last Month10d ago

  If end-demand recovery remains uneven, HP will likely be more conservative on Intel-platform shipments and inventory, reducing near-term order elasticity.

  Impact chain →

  Also named: AMAT · LRCX · KLAC · TSM · SMIC · AMD

• 🔥#3Impact2.5%Adverse2nd-orderStock Market Today, Oct. 30: Intel Plunges Nearly 29% as Weak Outlook Rattles Wall Street14d ago

  If the Windows PC replacement cycle is pushed out, HP’s shipments and channel inventory digestion slow down.

  Impact chain →

  Also named: INTC · AMD · QCOM · MU · TSM · ASML

• #4Impact2.4%Adverse2nd-orderIntel Suffers Worst Stock Thrashing in Decades on Weak Forecast14d ago

  If PC demand recovery is slower, HP’s shipment growth and channel inventory normalization will be delayed.

  Impact chain →

  Also named: INTC · AMD · NVDA · AVGO · TSM · ASML

• #5Impact2%Adverse2nd-orderApple Lost About $140 Billion After Hours as Its New CEO Calls Memory Prices “Unprecedented”10d ago

  PC and print hardware also rely on DRAM/NAND, and extended memory inflation is harder for low-margin OEMs to absorb.

  Impact chain →

  Also named: MU · 005930.KS · 000660.KS · 2317.TW · AAPL · DELL

• #6Impact1.5%Adverse2nd-orderGoogle opens pre-orders for $899 Googlebook laptops built around Gemini AI53d ago

  As a leading Chromebook and Windows laptop OEM, HP faces direct share erosion in the mid-to-low-end from Google's own hardware.

  Impact chain →

  Also named: GOOGL · MSFT · AAPL · DELL · QCOM · INTC

• #7Impact1.5%Adverse2nd-orderGoogle's $899 Googlebook is a bet that you'll buy a new laptop for Gemini53d ago

  HP's share in mid-range consumer laptops faces direct encroachment from Google's new entrant

  Impact chain →

  Also named: GOOG · GOOGL · DELL · 0992.HK · AAPL · QCOM

• #8Impact1.4%Adverse2nd-orderSuper Micro Computer, Inc. (SMCI) Q1 2027 Earnings Call Transcript10d ago

  HPE’s share in servers and enterprise hardware can be relatively pressured by SMCI’s high-growth narrative.

  Impact chain →

  Also named: SMCI · NVDA · AMD · DELL · ANET · AVGO

• #9Impact1.3%Adverse2nd-orderMicron Is Poised to Surge After Its Fiscal Year Ends56d ago

  Higher memory costs erode HP's PC hardware profit margins.

  Impact chain →

  Also named: MU · 000660.KS · 005930.KS · WDC · DELL · AAPL

• #10Impact1.2%Adverse2nd-orderWhy Intel Stock Crashed on Friday14d ago

  If weaker Intel sentiment leads to lower expectations for PC platform demand, valuations in the consumer and commercial PC chain can come under pressure as well.

  Impact chain →

  Also named: INTC · AMD · NVDA · AMAT · LRCX · KLAC