{
  "id": 7101185,
  "title": "Jim Cramer Turned Out Right For This Particular AI Stock That’s Up Since Earnings",
  "url": "https://urgent.news/2026/09/12/jim-cramer-turned-out-right-for-this-particular-ai-stock-thats-up",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-12T10:56:48.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-turned-particular-ai-105648990.html"
  },
  "original_language": "en",
  "account": "Enterprise computing firm Hewlett Packard Enterprise (HPE) experienced a significant surge in its share price after its earnings announcement on September 2nd. The stock has risen more than 120% over the past year, alongside other hardware providers like Super Micro and Dell. On September 3rd, Cramer expressed his positive view on HPE, stating, \"I liked Neri. I didn't think that was that bad.\" Despite the stock's volatility, with fluctuations on September 3rd and 4th, Cramer maintained confidence in the company's growth prospects. HPE reported a solid set of financials, with revenue increasing by 16.2% and non-GAAP gross margin rising to 16.2%. The company also raised its fiscal year 2026 revenue growth guidance to between 34% and 37%, signaling sustained growth. Moreover, HPE secured $2.4 billion in AI orders in Q3, up from 1.8 billion in Q2. However, the company's profitability remains a concern, as its networking operating profit margin dropped from 25.1% to 22.4%. The rapid rise in orders, growing three to five times faster than revenue, could lead to delayed recognition. With a lower forward P/E multiple than Dell's, HPE may appeal more to investors focused on AI products. Notably, 85 funds held HPE shares during Q2, a significant increase from 58 in Q1, with Point72 Asset Management recently adding a $120 million stake.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}