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Feb 19
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$18.35
$18.35
+0.0%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
Is There Now An Opportunity In HP (HPQ) After...
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Feb 17
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$18.49
$18.35
-0.8%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
HP (HPQ) Stock Declines While Market Improves...
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Feb 17
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$18.49
$18.35
-0.8%
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N/A
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Finnhub News
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Finnhub - HPQ
Rogers, Lumen, Applied Digital, Amdocs, and H...
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Feb 17
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$18.49
$18.35
-0.8%
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N/A
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Finnhub News
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Finnhub - HPQ
HP (HPQ) Reports Next Week: Wall Street Expec...
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Feb 17
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$18.49
$18.35
-0.8%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
Citigroup Maintains Neutral on HP, Lowers Pri...
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Feb 16
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$19.26
$18.35
-4.7%
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AVOID
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Neil Campling
Tech/TMT Analyst
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Memory spot pricing is skyrocketing (up 60%). For hardware manufacturers (Dell, HP, Apple), memory is a major input cost (COGS). They face a "double whammy": rising component costs and a consumer potentially weakened by inflation. They cannot easily pass these costs on without killing demand. AVOID Hardware Integrators due to margin compression. Companies successfully pass costs to consumers or AI-PC demand outweighs price increases. |
Bloomberg Markets
'Shared Values' discussed in Munich; RAM Conc...
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Feb 16
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$19.26
$18.35
-4.7%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
3 Volatile Stocks with Open Questions
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Feb 14
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$19.26
$18.35
-4.7%
|
NEUTRAL
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Finnhub News
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The headline indicates significant changes at HP regarding leadership and supply chain, which will alter its investment outlook without specifying the direction. |
Finnhub - HPQ
HP Leadership Shift And Chinese Chip Sourcing...
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Feb 13
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$19.26
$18.35
-4.7%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
Gartner, HP, Globalstar, Amphenol, and Equifa...
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Feb 13
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$19.26
$18.35
-4.7%
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N/A
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Finnhub News
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— |
Finnhub - HPQ
Did HP just issue stark dividend darning for ...
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Feb 13
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$19.26
$18.35
-4.7%
|
N/A
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Finnhub News
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— |
Finnhub - HPQ
PayPal Stock Falls 31% as New CEO Inherits Ex...
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Feb 13
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$19.26
$18.35
-4.7%
|
AVOID
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Woo Jin Ho
Analyst, Bloomberg Intelligence (Hardware)
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Cisco shares tumbled due to margin pressure from high DRAM (memory) pricing. The analyst notes, "The margin pressure from the DRAM pricing was a lot greater than I had anticipated." This is not an isolated incident but the "first shoe to drop." Dell is "highly exposed to DRAM exposure," and HP/NetApp face similar input cost headwinds. They are likely to cut estimates below consensus in upcoming earnings. AVOID hardware manufacturers exposed to memory component inflation until earnings reset. Companies manage to pass on costs faster than expected. |
Bloomberg Markets
Stocks Lower as Tech Selloff Deepens Ahead of...
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