Hewlett Packard Enterprise vs Dell: Which Stock is Better Now?

Hewlett Packard Enterprise and Dell Technologies are both rising due to AI infrastructure growth. HPE reported $10.7 billion revenue, up 40% year over year, with networking revenue up 148%. Dell saw AI server revenue jump 757% to $16.1 billion, with total revenue up 88%. HPE raised its 2026 revenue growth forecast to 29%-33%. Dell's stock is up 234% year to date, while HPE is up 124%.