While Dell chases the same AI boom, HPE's bet on enterprise and government customers is paying off with fatter margins and a stronger quarter.

Some retailers are passing tariff refunds to customers, while others are pocketing them - here's what it means for your wallet and their stocks.

Falling prices and higher margins are driving a surge in large-screen TV shipments, reshaping the display market for manufacturers and retailers.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.