Broadcom (AVGO) trades modestly lower today despite reporting robust fiscal 2Q25 results, with adjusted EPS of $1.58 on revenue of $15.0 billion—each topping consensus estimates as its AI-driven segments continue to accelerate. Even so, shares slipped about 2–3 percent in after-hours trading, reflecting the market’s high bar for AI growth. AVGO is up roughly 12 percent year-to-date and remains near all-time highs, as investors weigh whether its AI momentum can sustain at such peak valuations.

UiPath’s 1Q FY26 report steadied the ship after March’s guidance scare: revenue grew 6 % Y/Y to $357 mn and non-GAAP EPS hit $0.11, topping the Street’s $0.10 view, while management nudged full-year targets higher — a quick vote of confidence in the new “agentic automation” roadmap.

Dell Technologies’ 1Q FY26 scorecard shows the AI boom moving from promise to purchase orders. Revenue of $23.4 bln edged past estimates, and management booked a record $12.1 bln of AI-server orders, swelling backlog to $14.4 bln. That demand allowed Dell to raise its full-year adjusted-EPS target to $9.40 (from $9.30) while leaving its $101-105 bln revenue outlook intact. Still, the mix shift toward expensive, lower-margin AI rigs clipped profitability—non-GAAP EPS was $1.55, shy of the $1.69 consensus—but investors looked through the miss, sending the stock up ~10 % after hours.

HP’s Q2 FY25 report underscored a widening split between a modest PC rebound and tariff-driven cost pain. Revenue eked out a small beat at $13.22 bln, but elevated China-related levies and relocation expenses dragged adjusted EPS down to $0.71, well shy of the $0.80 street view. Management’s bigger blow came in guidance: full-year EPS was cut to $3.00-$3.30 and the July-quarter outlook (-$0.68-$0.80 EPS) trailed consensus, sending the stock 14 % lower in late trading. HP says nearly all North-American PCs will be built outside China by late June, yet admits those mitigation efforts will only fully offset tariffs by 4Q.

NVIDIA’s 1Q FY26 scorecard was a study in contrasts: core AI demand powered revenue to a record $44.1 bln, yet geopolitical cross-winds forced a $4.5 bln write-down on China-bound inventory and lopped roughly $8 bln off what would have been blockbuster forward guidance. Strip out those China constraints and the quarter reaffirmed the company’s near-monopoly on cutting-edge compute, but the headline optics told a more complicated story.