AI Infrastructure Demand Fuels Strong Guidance & Deals for Synopsys, HPE, Micron

Investing.com -- Today is shaping up to be a landmark day for Synopsys Inc (SNPS) amid the announcement of two major deals. The market is rewarding the stock with a +4.97% move to $435.70 (as of Sep 30, 3:41 PM EDT), with an intraday high of $445.57.

The headline: Amazon.com (AMZN)’s AWS has signed a $1B+ multi-year agreement to license Synopsys’ silicon intellectual property (IP) for custom chip development — covering its Nitro, Graviton, and Trainium processors. Read more

Several structural

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Hewlett Packard Enterprise shares rallied to a record high after the networking hardware maker raised its growth targets and said it struck a big server deal.

Shares of HPE (HPE) were up 5% in recent trading to $65, leaving them on track to top last week’s record close, after reaching an intraday high at $67. It was one of the biggest gainers in the S&P 500 Wednesday.

At the company’s annual investor day, HPE said i

After-Hours Movers:

Alphabet (GOOGL)

Alphabet rose 2% in post-market trading after Google unveiled Gemini 4 Argon, its next-generation flagship AI model. The release follows weeks of anticipation and signals accelerated model deployment across Google Cloud and enterprise AI workflows, boosting investor sentiment around Alphabet’s proprietary AI stack and infrastructure positioning.

Micron Technology (MU)

Micron Technology jumped 2% after delivering a massive fiscal Q4 beat-and-raise report.