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Dell, HP Enterprise, and Okta are among the group seeing gains after IBM warning (IBM:NYSE)

Jul 14, 2026, 10:46 AM ETInternational Business Machines Corporation (IBM) Stock, HPE Stock, DELL StockCHKP, SMCI, FTNT, QLYS, PANW, VRNS, CRWD, OKTA, ZS, TENB, S, RBRK, SAILBy: Chris Ciaccia, SA News Editor
Equipment in server room

Erik Isakson

Even as IBM (IBM) warned that its second-quarter results would miss estimates, the Armonk, N.Y.-based company said customer spending had shifted, benefiting cybersecurity companies and server and storage makers.

Dell Technologies (DELL) and HP Enterprise (HPE) rose

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