By The Tech Buzz Team
Publication Date: 2025-11-17 21:44:00
Data center darlings Dell and Hewlett Packard Company You’ve just been blindsided by Wall Street’s reality check. Morgan Stanley torched seven hardware companies on Monday, warning that rising costs of memory chips could crush margins over the next 18 months. Dell plunged 8% while HPE fell 7% as investors rushed to price in what analysts call an “unprecedented price supercycle.”
The killing began early Monday morning when Morgan Stanley Analysts released an explosive research note that sent shockwaves through the hardware ecosystem. Dell received the harshest treatment with a rare double reduction from overweight directly to underweight, while HPE was reduced from overweight to equal weight.
Sales spread like wildfire throughout the sector. HP Inc, Asustek and Pegatron went from being the same weight to being underweight, while Gigabyte and Lenovo went from being overweight to the same weight. All companies in the spotlight saw their shares fall by up to 6%.
What is driving this sudden pessimism?…
