Dell, IBM, HPE, and Morgan Stanley face enterprise IT budget shifts, leading to market divergence and stock rating changes.
2 reports, 2 independent
Updated Sep 25
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AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.
What happened
Dell, IBM, HPE, and Morgan Stanley face enterprise IT budget shifts, leading to market divergence and stock rating changes.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Morgan Stanley upgraded HPE stock rating, and Royal Bank of Canada provided a rating for SION.Sub-event
Market divergence noted among major hardware vendors as companies face IT budget shifts.1 source
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The entities involved
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Dell Technologies
American multinational technology company
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IBM
American multinational technology corporation
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Hewlett Packard Enterprise
American information technology company
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Morgan Stanley
U.S. investment bank
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