Can HP (HPQ) Turn Rising Component Costs Into a Stronger AI PC Strategy?

In the past week, HP said it expects fiscal third-quarter earnings per share slightly above analyst forecasts, even as management warned that higher memory, storage, and CPU costs could pressure profitability and test the resilience of AI PC-driven demand. This tension between flat longer-term demand expectations, less profitable incremental sales, and an upcoming earnings test has sharpened focus on whether HP can better align its product mix and services with what customers want this...