There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it's a big deal in the business PC market. PC OEMs like HP (HPQ 2.65%) were set up for success in 2026, but the AI boom has complicated ...
There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it's a big deal in the business PC market. PC OEMs like HP (HPQ 2.65%) were set up for success in 2026, but the AI boom has complicated the situation. Enormous demand for DRAM and NAND chips from the AI infrastructure build-out, coupled with memory chip manufacturers shifting production to server products, has left the PC market with scraps. Memory chip prices have surged, pushing up the bill of materials and forcing price increases. Gartner expects PC prices to surge by 17% this year, prompting consumers and businesses to hold onto their current PCs for longer. Budget PCs as a category could essentially disappear, leaving a large swath of consumers in a bind. Gartner expects PC shipments to tumble by 10.4% in 2026. HP is an obvious loser in this scenario, but there's a surprising winner as well: Apple (AAPL +0.94%). HP will get hit hard How fast are memory prices rising? HP disclosed in February that memory and storage are expected to account for roughly 35% of its PC bill of materials this year. That's up from 15% to 18% in the previous quarter. There's not a ton HP can do to mitigate rising memory prices. Long-term supply agreements could help, but they'll leave HP on the hook if memory prices reverse. Shipping PCs with less memory and storage content is an option to keep prices down. HP could also accept lower profit margins to protect its market share. Expand NYSE : HPQ HP Today's Change ( -2.65 %) $ -0.52 Current Price $ 18.95 Key Data Points Market Cap $17B Day's Range $ 18.50 - $ 19.15 52wk Range $ 17.56 - $ 29.89 Volume 80 Avg Vol 18M Gross Margin 19.91 % Dividend Yield 6.17 % Personal Systems revenue rose 11% year over year for HP in the first quarter of fiscal 2026, but operating margin declined ...
Key Points Soaring memory chip prices are expected to severely hurt PC demand this year. HP is a big loser in this scenario, with few levers to pull as input costs escalate. Apple is going on the offensive with a budget MacBook. 10 stocks we like better than Apple › There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that so...
Key Points Soaring memory chip prices are expected to severely hurt PC demand this year. HP is a big loser in this scenario, with few levers to pull as input costs escalate. Apple is going on the offensive with a budget MacBook. 10 stocks we like better than Apple › There was supposed to be a massive tailwind for the PC market this year. Windows 10 reached end-of-life in late 2025, meaning that somewhere around 1 billion PCs worldwide stopped receiving security updates. This is less of an issue in the consumer PC market, but it's a big deal in the business PC market. PC OEMs like HP (NYSE: HPQ) were set up for success in 2026, but the AI boom has complicated the situation. Enormous demand for DRAM and NAND chips from the AI infrastructure build-out, coupled with memory chip manufacturers shifting production to server products, has left the PC market with scraps. Memory chip prices have surged, pushing up the bill of materials and forcing price increases. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Gartner expects PC prices to surge by 17% this year, prompting consumers and businesses to hold onto their current PCs for longer. Budget PCs as a category could essentially disappear, leaving a large swath of consumers in a bind. Gartner expects PC shipments to tumble by 10.4% in 2026. HP is an obvious loser in this scenario, but there's a surprising winner as well: Apple (NASDAQ: AAPL). HP will get hit hard How fast are memory prices rising? HP disclosed in February that memory and storage are expected to account for roughly 35% of its PC bill of materials this year. That's up from 15% to 18% in the previous quarter. There's not a ton HP can do to mitigate rising memory prices. Long-term supply agreements could help, but they'll leave HP on the hook if memory prices reverse. Shipping PCs with less ...
Watergate was one of the most notorious political scandals in US history. It centred around the cover-up of a break-in at the Democratic National Committee headquarters in 1972. Five men with links to the White House attempted to bug the offices of Nixon's Democratic opponent.
Watergate was one of the most notorious political scandals in US history. It centred around the cover-up of a break-in at the Democratic National Committee headquarters in 1972. Five men with links to the White House attempted to bug the offices of Nixon's Democratic opponent.
Pinnacle Associates Ltd. lessened its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,033 shares of the company's stock after selling 3,797 shares during the quarter. Pinnacle Associates Ltd.'s holdings in Pa...
Pinnacle Associates Ltd. lessened its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 9.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,033 shares of the company's stock after selling 3,797 shares during the quarter. Pinnacle Associates Ltd.'s holdings in Palantir Technologies were worth $6,756,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in PLTR. Bare Financial Services Inc raised its position in shares of Palantir Technologies by 54.5% in the third quarter. Bare Financial Services Inc now owns 156 shares of the company's stock valued at $28,000 after buying an additional 55 shares during the last quarter. Delos Wealth Advisors LLC acquired a new stake in Palantir Technologies during the second quarter worth approximately $29,000. Zeit Capital LLC purchased a new stake in Palantir Technologies in the 2nd quarter worth approximately $30,000. Financial Consulate Inc. purchased a new stake in Palantir Technologies in the 3rd quarter worth approximately $30,000. Finally, MTM Investment Management LLC acquired a new position in Palantir Technologies in the 2nd quarter valued at $31,000. 45.65% of the stock is currently owned by hedge funds and other institutional investors. Get Palantir Technologies alerts: Sign Up Palantir Technologies Stock Down 0.5% PLTR stock opened at $156.43 on Tuesday. The company has a market cap of $374.13 billion, a price-to-earnings ratio of 248.31, a PEG ratio of 3.12 and a beta of 1.70. The business has a fifty day simple moving average of $154.93 and a 200-day simple moving average of $169.08. Palantir Technologies Inc. has a 52 week low of $66.12 and a 52 week high of $207.52. Palantir Technologies (NASDAQ:PLTR - Get Free Report) last released its quarterly earnin...
A leading British housebuilder has warned the Iran conflict could knock homebuyer sentiment, amid growing fears of a jump in inflation and a prolonged period of elevated interest rates. Persimmon said it was “monitoring the impact the conflict with Iran could have on our markets in 2026”, but noted that consumer sentiment could be sensitive amid more financial uncertainty. “We have not assumed mor...
A leading British housebuilder has warned the Iran conflict could knock homebuyer sentiment, amid growing fears of a jump in inflation and a prolonged period of elevated interest rates. Persimmon said it was “monitoring the impact the conflict with Iran could have on our markets in 2026”, but noted that consumer sentiment could be sensitive amid more financial uncertainty. “We have not assumed mortgage rate reductions or the introduction of any government demand stimulus, with the most important short-term factor being any changes to customer sentiment in response to increased uncertainty,” it said on Tuesday. The FTSE 100 builder said it expected to complete 12,000 to 12,500 houses this year, slightly up on 2025, but that this was “assuming the conflict with Iran and its impact is short”. Big lenders including HSBC, Nationwide and Coventry are already raising rates on fixed mortgages, amid warnings that rising energy prices could push up UK inflation. That could force the Bank of England to keep interest rates higher for longer or even increase them. Policymakers at the Bank had been expected to cut the base rate at their next meeting on 19 March, but investors now predict they will most likely keep it on hold at 3.75% for the remainder of the year, and could raise it to 4% next June. Barclays also warned that UK consumer confidence has dropped since the war broke out. Its index, which tracks how confident people feel in the UK economy, dropped by two percentage points to 23%, erasing gains it made at the start of the year. The lender, which interviewed about 2,000 people in the days after the first US-Israeli attacks on Iran, found that about four-fifths of Britons are worried that the war will push up inflation. Most people were particularly worried about fuel costs, energy bills and food prices, with about three-fifths of people worried about a blow to their personal finances, Barclays said on Tuesday. Aarin Chiekrie, an equity analyst at Hargreaves Lansdown, sa...