24H | HPE Surges 26%; Fluence Energy Rises Another 4%; Big Techs Mixed with SMCI up 4%; Broadcom up over 2%; Microsoft, Palantir Down Around 2%; Oracle Down over 3%

Big tech stocks mixed in overnight trading. SMCI up 4%; Broadcom up over 2%; Microsoft, Palantir fell about 2%; Oracle down over 3%.

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting it to accelerate its long-term financial goals by two years, as expansion of AI data centers boosts demand, sending its shares up 26% in overnight trading.

Fluence Energy stock jumped another 4% in overnight trading as it announced partnerships with Nvidia, Siemens, and nVent focused on AI data center architecture and energy management. The collaboration is expected to integrate Fluence’s energy storage solutions with Nvidia-powered AI workloads, improving efficiency and reliability for large-scale data centers.

Market participants viewed the deals as a major validation of Fluence’s technology and a potential new growth driver, aligning the company with the broader AI infrastructure boom and fueling a sharp re-rating of the stock.