PSEG forecasts data center-driven demand and rate increases will lift Q4 revenues, though rising fuel and maintenance costs may pressure margins. The utility expects to balance higher operating expenses with regulated rate gains tied to infrastructure investments in transmission and power generation.

Hewlett Packard Enterprise received a Strong Buy rating with a $29.29 price target, driven by rack-scale AI infrastructure growth and the integration of Juniper Networks. Partnerships with AMD and Nvidia underpin projected eFY26 revenue gains, while rising memory chip costs could prompt server price increases.

Airspan unveiled its AirUnity portfolio of small cells designed to expand 4G and 5G coverage for carriers and enterprises, enabling targeted indoor and outdoor network densification. The software-defined units offer scalable capacity boosts while supporting seamless integration with existing macro networks.

BrandPilot AI secured a trial with a Fortune 50 healthcare benefits provider serving over 115 million individuals, achieving trial-to-contract conversion rates above 80% and CPC reductions up to 90%. Meanwhile, Enterprise Products Partners maintains over 50,000 miles of pipelines across North America and a track record of robust dividend distributions.