US Stock Market Move | Computer hardware stocks rose broadly, with Hewlett Packard Enterprise Co. (HPE.US) up over 9%.

On Thursday, computer hardware stocks rose broadly, with Super Micro Computer, Inc. (SMCI.US) and Hewlett Packard Enterprise Co. (HPE.US) up over 9%, Quantum (QMCO.US) up over 7%, and Dell Technologies, Inc. Class C (DELL.US) up over 3%. On the news front, Goldman Sachs Group, Inc.'s latest research report titled "2Q26 Server Market Share and Growth Prospects" shows that Dell Technologies, Inc. Class C and a host of other global leaders in AI server cluster manufacturing are simultaneously sharing in two growth dividends: "accelerating expansion of the AI server market size" and "substantial increases in order share from core AI cloud computing customers such as large enterprises and neoclouds," rather than merely passively benefiting from hardware price increases. Goldman Sachs Group, Inc. emphasized in the research report that Dell Technologies, Inc. Class C is one of the most prominent brand manufacturers in this round of server share expansion, Hewlett Packard Enterprise Co. retains the configuration value of its enterprise infrastructure platform, while Super Micro Computer, Inc. needs to confront the competitive issue of relatively lagging AI business growth. According to the latest forecast data provided by Goldman Sachs Group, Inc., the overall server market size is expected to reach approximately $1.5 trillion by 2030, of which the AI server market size will be approximately $1.3 trillion and traditional servers approximately $192 billion. By comparison, Goldman Sachs Group, Inc.'s market size expectations for 2026 are approximately $370 billion for AI servers and approximately $137 billion for traditional servers.