Tech Voices: ASML’s growth warning, HPE-Elliot, SpaceX-Amazon

Seeking Alpha’s daily roundup of statements, announcements and remarks that could impact the technology sector.

• Dutch chip company ASML (NASDAQ:ASML) said that it couldn’t confirm it will see growth in 2026.

“Looking at 2026, we see that our AI customers’ fundamentals remain strong. At the same time, we continue to see increasing uncertainty driven by macro-economic and geopolitical developments. Therefore, while we still prepare for growth in 2026, we cannot confirm it at this stage,” said ASML’s CEO Christophe Fouquet, in a statement.

ASML released its Q2 earnings report on Wednesday.

• SpaceX (SPACE) has launched a batch of satellites for Amazon’s (NASDAQ:AMZN) Project Kuiper, a potential rival to SpaceX’s Starlink (STRLK) satellite internet service.

“Congrats to the amazing Amazon Project Kuiper team on another successful launch, and a big thanks to SpaceX for the ride to space. Pumped to have another batch of Kuiper satellites heading into orbit!” said Panos Panay, senior vice president for Amazon’s services and devices business, in a statement on LinkedIn.

SpaceX (SPACE) confirmed in a post on X that all 24 Kuiper satellites had been successfully deployed. SpaceX was founded by Tesla (TSLA) CEO Elon Musk.

• Hewlett Packard Enterprise (NYSE:HPE) said it has agreed to work with activist investor Elliot Investment Management to help boost shareholder value.

As part of the agreement, the company will create a new board strategy committee to identify opportunities for value creation. The committee will be headed by KLA (KLAC) Chairman and former Citrix Systems Chairman Robert Calderoni, who will also be joining HPE’s board.

“We appreciate the positive dialogue we have had with HPE’s board and see substantial value ahead,” said Ellliot Partner Jason Genrich, in a statement. “We believe Bob’s appointment to the board and his leadership of the new Strategy Committee will help HPE identify meaningful operational and strategic opportunities for shareholder value creation.”