HPE
Hewlett Packard Enterprise reported Q3 FY2026 revenue of $12.2B, up 34% year on year, and an 11.4% GAAP operating margin. Its outlook is forward-looking.
HPE release ↗DailyTickers · weekly research file
Sources behind the plan.
Prepared on September 13, 2026, using reference closes through September 11. Reported results, issuer guidance, trading hypotheses, and incomplete trade sheets are deliberately kept separate.
Primary documents
Dell
Dell reported Q2 FY2027 revenue of $47.0B, Infrastructure Solutions Group revenue of $31.8B, and AI-optimized server revenue of $16.4B. The S&P 100 addition is a separate calendar fact.
Dell release ↗NetApp
Q1 FY2027 revenue was $2.025B, with all-flash revenue of $1.3B. The DataPelago acquisition and prospective synergies are not organic reported growth.
NetApp release ↗Soitec
Soitec raised its expected Q2 FY2027 revenue growth to about 50% year on year at constant scope and exchange rates. That is company guidance, concentrated in Photonics-SOI.
Soitec update ↗Fortum
The Google nuclear power purchase agreement has a 22-year term, starts at reduced capacity in 2028, and may reach 50% of Loviisa capacity from 2030. It is not a 2026 earnings contribution.
Fortum release ↗TSM
TSMC reported August consolidated revenue of approximately NT$514.81B, up 53.3% year on year. It is an unaudited monthly consolidated figure and does not isolate AI, a customer, or a node.
TSMC release ↗Semtech
Semtech reported Q2 FY2027 net sales of $341.9M. Its 224G connectivity announcement is a product catalyst, with no disclosed revenue contribution.
Semtech filing ↗ · Product release ↗Neste
Neste reported Q2 comparable EBITDA of €1,203M and a Renewable Products comparable sales margin of $1,223 per tonne. The company described the Q2 market environment as exceptional.
Neste results ↗ · Capacity context ↗Calendar · all times shown in GMT / Paris
Macro and event timing
| Event | Time | Primary source |
|---|---|---|
| U.S. retail sales · Wednesday, September 16 | 12:30 GMT / 14:30 Paris | U.S. Census ↗ |
| FOMC decision / press conference · Wednesday, September 16 | 18:00 / 20:00 · 18:30 / 20:30 | Federal Reserve ↗ |
| Housing starts · Thursday, September 17 | 12:30 GMT / 14:30 Paris | U.S. Census ↗ |
| Trip.com earnings / Lennar earnings | After the U.S. close on Tuesday / Wednesday | Trip.com filing ↗ · Lennar ↗ |
| S&P changes effective Monday, September 21 | Before the U.S. open | S&P Global ↗ |
Chart provenance
What the visuals show — and do not show
Finviz daily images: the five U.S. images for HPE, DELL, NTAP, TSM, and SMTC are genuine, unmodified 466 × 219 Finviz captures frozen through September 11, 2026. They are daily-reference images, not invented intraday candles and not a claim about a later quote.
European daily charts: Soitec, Fortum, and Neste use in-house Finviz-style daily charts in EUR, displayed from June 1 through September 11, 2026. Each 1600 × 900 image uses native-listing daily OHLCV through September 11, actual daily volume, and SMA 20/50/200 calculated on longer stored history: 283 returned sessions for SOI.PA and 280 for FORTUM.HE and NESTE.HE.
The only non-market overlays are plan levels: SOI.PA 143.15 / 145.30 / 148.75; FORTUM.HE 24.10 / 24.74 / 25.02; and NESTE.HE 33.33 / 33.79 with a shaded 30.71–30.84 zone. They are labeled plan levels, not automatically derived trend lines, support, resistance, or patterns. No trendline is drawn because no sourced two-point rule exists.
The daily EUR bars came from marketdata.QueryData(types=bars_daily, adjusted=false), requested from August 1, 2025 through the completed September 11, 2026 session; provenance records Yahoo as source and upstream source. Fortum and Neste returned completed, high-quality, full requested coverage. Soitec returned 283 real bars through September 11, but its source-quality status is partial/insufficient because Euronext session coverage is incomplete. Its SMA values are calculated only from returned bars, including its available 200-session history.
European chart OHLCV, coverage and provenance ↗
Indexed comparison
XLE, SOXX, GRID, and QQQ use raw closes indexed to 100 on the first of their 34 exact common sessions, July 27, with no interpolation. The comparison ends on September 11; it is a relative price-path comparison, not a total-return portfolio or forecast.
Correlation matrix
The matrix is Pearson correlation of simple daily returns, closeₜ / closeₜ₋₁ − 1, using 61 common closes and 60 returns from June 16 to September 11 for HPE, DELL, NTAP, TSM, SMTC, and QQQ. XLE, SOXX, and GRID are excluded because their local histories do not meet the 61-close requirement. Historical co-movement does not set future correlation or portfolio risk.
Execution boundary
Preparation is not an order
The five swing dossiers still require a maximum entry, structural stop, objectives, holding period, and Fed YES/NO choice. The account state is not validated here, so there is no proposed quantity. An absent Fed choice blocks a new entry crossing the event; it does not create an automatic sale of an existing position.