Stock Movers Week Ahead: Home Depot, HP, and Dell
Feb 22, 2026
Christine Aquino, Bloomberg Markets Live managing editor who analyzes earnings and market trends. She breaks down Home Depot’s cost cuts and hiring changes. She explores HP’s role in the AI supply chain and consumer PC weakness. She outlines Dell’s AI server momentum and longer-term demand outlook.
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Home Depot Braces With Cost Cuts
- Home Depot is proactively cutting costs and tightening bonus and office policies ahead of a likely challenging quarter.
- Measures include higher sales thresholds for manager bonuses, job cuts across teams, and corporate return-to-office mandates described by Christine Aquino.
Bounce Raises The Bar For Home Depot
- The stock's recent bounce may already price in optimism, raising the bar for Home Depot's upcoming earnings.
- Investors will watch revenue and outlook to see if cost actions provide a credible path to stability, per Christine Aquino.
HP Caught Between AI Demand And PC Margin Pressure
- HP benefited from the AI trade as part of the data center supply chain but faces margin pressure in PCs.
- Key concerns are sustaining margins, memory supply resilience, and maintaining pricing power amid softer AI pricing dynamics, noted by Christine Aquino.