Dell vs. HPE: Piper Sandler's Enterprise Tech Verdict

Dell vs. HPE: One's an AI darling, the other faces headwinds. Piper Sandler just initiated coverage, giving Dell an Overweight rating and a sky-high price target, fueled by AI server dominance and the looming Windows 10 upgrade cycle. HPE? A more cautious Neutral rating, citing past execution issues despite AI potential and the Juniper Networks deal. Find out why analysts are betting big on Dell's AI-driven future while remaining skeptical of HPE's turnaround.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.