Super Micro Computer

Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.

Strong guidance is colliding with a difficult execution record

Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...

While the record backlog and strong demand are likely to translate into sustainable revenue growth, Wall Street analysts aren't bullish on SMCI stock.

Super Micro shares jump as $60 billion AI backlog powers stock rally

Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.

Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.

Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.

nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.

Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.

Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.

Nano Nuclear Energy (NASDAQ:NNE) said its third-quarter progress centered on advancing the licensing and engineering of its Kronos microreactor, expanding its nuclear fuel-cycle capabilities through acquisitions, and pursuing potential commercial deployments for data centers, industrial users and go

The AI server maker's fourth quarter came in light. The year it says comes next is what the market is paying for.

Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday,   Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking segment—which includes gear used in AI data centers—has grown as enterprise demand for AI infrastructure continues to rise.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.74%. September E-mini S&P futures (ESU26 ) rose +0.31%, and September E-mini Nasdaq futures (NQU26 ) rose...

A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

SAN JOSE, Calif., August 12, 2026--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its participation in the upcoming investor conferences:

Super Micro's enormous revenue forecast and sharply improved margins outweighed a modest quarterly sales miss.

US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-

The tech company's latest numbers showed significant improvements in revenue, gross margin, and net income.

Tech stocks were higher late Wednesday afternoon, with the State Street Technology Select Sector SPD

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion […]

Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...

Roth Capital analyst Suji Desilva cited Samsung’s settlement and SK Hynix’s license as precedents for potential licensing deals.

Micron Stock Rises. Why Memory Supplies Could Stay Tight Through 2027

The Dow Jones Industrial Average was up just 36 points and trading sideways all day. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

Wall Street expects Super Micro to keep burning cash for another year. Should you buy it anyway?

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.

Super Micro Computer sees fiscal 2027 revenues of $65-$72 billion as it balances AI-driven growth with enterprise mix, DCBBS expansion and profitability discipline.

Shares of Super Micro Computer are surging after the AI server maker’s profits blew past estimates.

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

Super Micro Computer just delivered guidance that sent shockwaves through the entire AI server sector, but analysts are refusing to celebrate without answers to one stubborn question about margins.

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

SMCI stock surged in pre-market trade to levels not seen since late June.

The AI server maker is targeting another major growth year after receiving more than $60 billion in new orders.

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

The company guided to as much as $72 billion in fiscal 2027 sales

Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting.

Shares of CoreWeave and Super Micro Computer climbed on Wednesday after upbeat forecasts from the two ‌AI infrastructure companies reinforced demand expectations for computing capacity. Shares of ‌neocloud provider CoreWeave rose more than 20%, with peer Nebius Group rising 14% as ​it beat quarterly revenue estimates. Server maker Super Micro's shares climbed more than 16%.

Super Micro Computer (NASDAQ:SMCI) shares jumped 10. 1% in premarket trading after the AI server specialist reported fiscal 2026 fourth-quarter results that delivered a significant earnings beat alongside a stronger-than-expected outlook for the coming year.

Wall Street futures pointed moderately higher pre-bell Wednesday after tech-sector earnings reports

Super Micro said it had nine customers paying the company over $1 billion each in the fiscal year 2026, compared to four in 2025.

Server solutions provider Super Micro (NASDAQ:SMCI) will be reporting results this Tuesday afternoon. Here’s what you need to know.

Asian stocks rose and US equity-index futures advanced as CoreWeave reported stronger-than-expected sales growth and Super Micro's revenue forecast topped estimates. Bloomberg's Neil Campling reports.

Super Micro Computer (NASDAQ:SMCI) reported record fiscal 2026 revenue of $39.1 billion, up 78% from $22 billion in fiscal 2025, as demand for artificial intelligence infrastructure continued to drive growth. The company also projected fiscal 2027 revenue of $65 billion to $72 billion and said it en

Super Micro is set to report its fiscal Q4 earnings today after market close. Here’s how the data suggests you should play SMCI shares heading into the quarterly print.

Investing.com -- Super Micro Computer Inc. (NASDAQ: SMCI) shares rallied more than 9% in premarket trading on Wednesday, powered by full-year financial guidance that was well above Wall Street expectations.

Super Micro (SMCI) delivered earnings and revenue surprises of +150.00% and +1.09%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Supermicro stock jumped 9% after Q4 margins nearly doubled and fiscal 2027 guidance reached $72 billion. Key numbers inside.

Super Micro Computer expects FY27 revenue at $65 billion to $72 billion, significantly ahead of average expectations of $53.3 billion.

Yahoo Finance Tech Editor Dan Howley joins Josh Lipton on Asking for a Trend to break down Super Micro's (SMCI) latest results and upbeat outlook, as strong demand for AI infrastructure continues to drive the company’s growth.

SAN JOSE, Calif., August 11, 2026--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro" or the "Company"), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its fourth quarter and full fiscal year ended June 30, 2026.

Supermicro trounced Wall Street's earnings target for its fiscal Q4 and guided well above views for the current quarter. SMCI stock jumped.

Server solutions provider Super Micro (NASDAQ:SMCI) missed Wall Street’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

Super Micro reported adjusted earnings of $1.70 per share, compared to the 92 cents per share analysts were expecting.

The AI server maker projects $65 billion to $72 billion in fiscal 2027 revenue, well above the $54.4 billion analysts had expected

Super Micro Computer forecast fiscal 2027 revenue above Wall Street expectations on Tuesday, betting that strong demand for ‌its AI-optimized servers would fuel another year of growth, sending its ‌shares up 7% in extended trading. The server maker has benefited from the race to equip data centers ​for generative AI, thanks to its close ties with chipmakers and reputation for speed-to-market. AI infrastructure firms have seen demand surge as tech and cloud companies ramp up data center investmen

Dell Technologies' AI server surge, record backlog and server refresh demand fuel growth, even as shares trade at a premium valuation.

CoreWeave (CRWV) is set to report quarterly earnings this week. Yahoo Finance Senior Reporter Brooke DiPalma discusses more in the video above.

New York, Aug. 11, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7MRAGraniteShares Autocallable MARA ETFMonthly$0.8563754.31%-1.16%0.00%12-Aug-202614-Aug-2026SCAGraniteShares Autocallable SMCI ETFMonthly$0.8103744.

US equity markets were mostly trending higher before the open Tuesday as investors weigh fading opti

The AI server maker preannounced nearly everything three weeks ago -- except the number that frames its next fiscal year.

Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned as a major step in Super Micro Computer's AI infrastructure plans and deepens its ties with leading AI customers. The company indicates this initiative is distinct from recent product launches and reflects a broader push into large scale AI deployments. For readers tracking how large AI data center build outs are reshaping the hardware...

Supermicro reported its Q4 results after the bell on Tuesday.

Tech stock news for the week of Aug. 10

Supermicro will report its Q4 results after the bell on Tuesday.

Super Micro Computer is scheduled to report earnings after the closing bell Tuesday, with traders anticipating a big move in the AI server maker’s stock

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks.

Super Micro Computer has doubled its revenue year over year while accumulating $8.8 billion in debt and sitting under an active board review, leaving investors to decide whether the $13 billion Blackwell order book justifies the baggage.

Micron, Super Micro, and Dell are sitting at the center of the AI infrastructure buildout, but whether each name has enough fuel left for another major run in 2027 depends on a very different set of catalysts and risks for each one.

Revenue may disappoint, but a sharp margin rebound and record AI orders could matter more.

AI server stocks are surging ahead of a high-stakes earnings report that could either validate a dramatic margin recovery or expose it as a one-time event, and options traders are already betting heavily on one outcome.

The retail investor tide may be turning on SpaceX after 59 days in the public markets.

Intel falls after announcing a $15 billion stock offering and Apple declines following an analyst downgrade.

The benchmark US stock measures were mostly pointing higher before the opening bell Monday as trader

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more.

Concerns over order quality, stock dilution, and ongoing investigations are keeping Supermicro stock under pressure.

The stock market cruised higher on Friday to wrap up its best week since April in the wake of the July jobs report. The yield on the 2-year Treasury note fell 4.2%, marking its biggest one-week decline since June. Bond prices move inversely to yields, so the stock market was following the bond market’s rally after the Labor Department said the U.S. economy subtracted 23,000 nonfarm jobs.

In recent days, Super Micro Computer announced a cash dividend of US$14.7778 per share on its 7.00% Series A Mandatory Convertible Preferred Stock, alongside new high-density, liquid-cooled AI data center racks that are factory-integrated for rapid, rack-scale deployment. At the same time, AMD and Spectro Cloud unveiled the AMD Instinct Coder turnkey inference solution built on Supermicro GPU systems, underscoring Supermicro’s role as a key hardware foundation for enterprise AI workloads and...

Super Micro Computer heads into Q4 fiscal 2026 earnings with AI infrastructure demand, delayed deployment conversions and margin pressure in focus.

Super Micro Computer stock has delivered a very large 5 year gain, yet its recent share price and the latest valuation checks send a more mixed message about how much upside might be left. After a period where the price has fallen 37% over the past year but recovered 11.9% over the past month, investors are weighing that history against what current valuation signals suggest. Over 5 years, Super Micro Computer has returned roughly 7x an initial investment. That makes the current pricing...

Elon Musk said SpaceX plans to build its AI infrastructure around Nvidia chips.

Liquid cooling will be the fastest-growing segment, while Tier 3 data centers will hold the largest share Data Center Solutions Market Data Center Solutions Market Dublin, Aug. 07, 2026 (GLOBE NEWSWIRE) -- The "Data Center Solutions Market by Infrastructure, Software - Forecast to 2031" has been added to ResearchAndMarkets.com's offering. The global data center solutions market is projected to grow from USD 535.45 billion in 2026 to USD 1.33 trillion by 2031, registering a compound annual growth

Super Micro Stock Faces Big Test as Wall Street Awaits Aug. 11 Earnings

Super Micro Computer, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI, Enterprise, Storage, and 5G/Edge featuring Data Center Building Block Solutions® (DCBBS), today announced the seventh annual Supermicro Open Storage Summit, a virtual event presented with theCUBE that will run from August 11 through September 3. The 12-session technical series brings together leading experts across the AI storage ecosystem to examine the data infrastructure required to deploy enterprise AI at scale.

Western Digital (WDC) delivered earnings and revenue surprises of +6.27% and +1.14%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Investors are hitting the pause button in anticipation of Super Micro Computer's upcoming print.

PENG stock's decline reflects margin concerns, yet its AI Factory Platform, partnerships and improving outlook support future growth.

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

GF Securities has lowered its price target on Dell stock. Here’s why analyst Evan Lee recommends unloading DELL shares at current levels.

New rivals could weaken one of Dell's biggest growth engines

As Super Micro Computer has lagged behind the broader market over the past year, Wall Street analysts maintain a cautious outlook about the stock’s prospects.

AI server stocks are staging a dramatic Tuesday surge with no clean company catalyst in sight, raising the question of whether this risk-on wave has legs or sets up a painful late-session reversal.

Super Micro (SMCI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

On Stocktwits, retail sentiment for SPY remained 'bearish,' and improved to 'neutral' on QQQ as investors warmed to the latest AI-driven earnings.

Analysts favor Palantir ahead of earnings.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced a comprehensive portfolio of racks engineered specifically for mission-critical, high-density AI data center deployments. The ORv3 standard allows Supermicro to offer customers a range of racks which simplify the integration of liquid cooling solutions for high compute-density systems, resulting in a reduction in th

Wedbush raised its AMD price target to $600, citing new Microsoft and Anthropic partnerships as the start of a sharp AI ramp for the data center business.

Super Micro Heads Into Earnings With Bulls and Bears at Odds

For compute-intensive applications, clusters of nodes that act as a single computer offer a way to scale performance and provide a workaround for organizations that lack access to leading-edge AI chips. The post Compute Clusters Break Out Of National Labs To Scale AI appeared first on Semiconductor Engineering.

The U.S. International Trade Commission has opened an investigation into alleged infringement of Netlist memory patents by Super Micro Computer (NasdaqGS:SMCI) and other companies. The case centers on certain memory technologies that may be used in servers and data center hardware. The ITC process can lead to potential import bans or other trade remedies that affect hardware shipments into the U.S. This investigation adds a new legal and regulatory issue for SMCI investors to monitor through...

Top Performing Leveraged/Inverse ETFs Last Week These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework. Ticker Name 1 Week Return (SMCX C+) Defiance Daily Target 2X Long SMCI ETF 49.06% (SMCL ) GraniteShares 2x Long SMCI Daily ETF 48.61% (RIOX ) [...]

In the latest trading session, Super Micro Computer (SMCI) closed at $28.45, marking a -4.56% move from the previous day.

The AI server maker's quarterly order haul is now more than triple its market value.

(Bloomberg) -- Taiwanese prosecutors have detained an Nvidia Corp. employee and searched the company’s offices as part of a widening probe into the alleged smuggling of AI accelerators into China, according to people familiar with the matter. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapASML Slides on Report of China Starting DUV Tool Production

The company recently announced its margins would be significantly higher than what it previously forecasted.

Stock futures slipped as a slump in chip stocks broadened.

Investing.com - U.S. chip stocks fell further Tuesday, extending Monday’s losses as a sell-off swept through Asian semiconductor names overnight, with investors fretting over the sustainability the AI industry’s rapid infrastructure buildout and mounting competitive pressure from China.

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.

FEATURE A chip stock slide weighed on the major indexes following reports that a state-backed Chinese company has begun mass producing chip-making machines. Those same semiconductor companies, and many artificial-intelligence names, also were under pressure Monday after Chinese memory chip maker ChangXin Memory Technologies ’(CXMT) massive trading debut.

The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]

The tech company has earnings coming up in a few weeks.

Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...

As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care.

Nvidia looks like the much better buy.

Super Micro Computer just reported preliminary financial results for its fiscal fourth quarter.

Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).

Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced its next-generation H15 server portfolio powered by 6th Gen AMD EPYC™ 9006 Series CPUs, optimized for next generation GPUs including AMD Instinct™, and connected by AMD Pensando™ networking. With up to 256 cores and 512 threads, H15 systems meet the growing compute demands of cloud, enterprise, storage, high-perform

Super Micro’s preliminary results for Q4 were impressive, but Wedbush analyst thinks Nvidia could ultimately walk away as the biggest winner.

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

Super Micro Computer (SMCI) just offered investors a reason to overlook its stalling revenue growth. Shares of the artificial-intelligence server maker jumped more than 20% after it gave a preliminary update on its fiscal fourth quarter. The sharp uptick came after surprise upward revisions to ...

Super Micro Computer Inc. saw its stock rally following a strong gross margin forecast and a massive $60 billion backlog, though analysts caution that fulfilling orders may require significant debt financing or capital raises.

Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.

Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.

Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.

Check out the companies making headlines yesterday:

futures fell as oil prices hit $90 while Google and Tesla retreated on earnings and heavy capital spending. But AI hardware plays rose.

Micro-transfer Printing Advances Heterogeneous Integration for Next-gen Silicon Photonics  EE Times Asia

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Super Micro Computer stock surged in premarket trading after the artificial-intelligence server firm released preliminary results for the quarter ending in June. The highlight was that Super Micro’s gross margins will be in the range of 15% to 17%—double the 8.2% to 8.4% it had previously expected. The margin news was good enough to cause investors to look past Super Micro’s revenue guidance, which is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion.

Super Micro's $60 billion order haul and margin surprise sent shares up 13%, but a low-end revenue print, an undisclosed backlog balance, and an ongoing export-control review complicate the celebration.

Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

Mark Cuban sold Broadcast.com at the peak of the dot-com boom, so when he warns that billions in AI infrastructure spending could end up repurposed for pickleball, investors who remember 1999 might want to pay attention.

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 22.9% in the morning session after the company reported strong preliminary fourth-quarter results, highlighted by a massive surge in its gross margin forecast, record-breaking new orders, and a major data center partnership with SpaceX. The company projected its gross margin would reach between 15% and 17%, nearly double its previous estimate of 8.2% to 8.4%. Management attributed this improved profitability to a highly favorab

Tech stocks were mixed late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.

Shares of the Server Maker Jumped 20% in Early Trading, Pacing S&P 500 Gainers

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

Supermicro's update was great news for other names, too.

Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.

Tencent Targets Q4 2026 for NPO Super Node Deployment, Opening a 400-Fold Growth Window for Optical Interconnects Over Five Years  finance.biggo.com

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its...

Earlier in July, Super Micro Computer reported preliminary fourth-quarter results showing gross margins projected at 15%–17% and a record AI server order backlog, with new orders exceeding US$60 billion to be filled over future quarters. This combination of sharply higher profitability and an exceptionally large backlog highlights how Supermicro’s AI-focused product mix is reshaping its business profile and earnings quality. We’ll now explore how this record US$60 billion AI server backlog...

Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion analyst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; […]

Stock Market Today: The Dow Jones index dips slightly Wednesday. SMCI is the biggest gainer on the S&P 500.

Stocks slid as markets braced for a round of Big Tech earnings, the next AI trade test.

Stock futures are lower as investors await earnings reports from major technology companies later today. Here’s what you need to know today.

Super Micro Computer's gross margins are surging, Kraft Heinz turns to Mickey Mouse for help, and more news to start your day.

The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%

Super Micro rallies after lifting margin outlook despite soft revenue view

Super Micro Computer surged on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett Packard Enterprise also rose.

Investors lock in profits in technology stocks ahead of crucial earnings from Alphabet and Tesla

Short interest in SMCI has climbed to near-record levels this month, even as the stock remains in the red for 2026.

Preliminary results drive strong premarket gainsShares of Super Micro Computer (NASDAQ:SMCI) climbed around 15% in premarket trading on Wednesday after the company released preliminary fourth-quarter figures highlighting significantly stronger profitability and record customer demand. The stock initially rallied about 20% in after-hours trading following the announcement before giving back part of those gains as several analysts urged investors to remain cautious.

Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-fou

In recent days, Dell Technologies raised its fiscal 2027 revenue guidance and increased its outlook for AI-optimized server sales, reflecting stronger expectations for AI-related infrastructure demand than previously communicated. This guidance shift, supported by robust AI server order trends across competitors like Super Micro, highlights how sector-wide AI investment is increasingly validating Dell’s role in next-generation data center build-outs. Next, we’ll examine how Dell’s higher...

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett Packard Enterprise also rose.

How micro-transfer printing can advance silicon photonics  Optics.org

Micro-Transfer Printing Can Enable Heterogenous Integration in Silicon Photonics | Research & Technology | Jul 2026  Photonics Spectra

Real-time optical signal equalization with a silicon photonic spatially distributed reservoir computer  Nature

Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.

New method lets silicon photonics combine multiple materials  Interesting Engineering

Super Micro reported more than $60 billion in new Q4 orders, pushing its backlog to a record high with deliveries expected over future quarters.

Super Micro Computer’s valuation is back under the microscope, with a very large 5 year gain sitting alongside a steep 1 year decline and a share price around US$25.50, while its broader valuation checks still lean toward the stock looking cheap on fundamentals. Super Micro Computer has delivered a very large return over 5 years, which makes the recent pullback especially important for investors thinking about where the stock now sits relative to its fundamentals. New AI and high performance...

(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot's Gamble on Big Models Pays OffYemen's Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All

The U.S. International Trade Commission has opened a new investigation into alleged patent infringement of memory technologies. Super Micro Computer (NasdaqGS:SMCI) is named as a respondent, alongside other large technology companies. Complainant Netlist is seeking exclusion and cease and desist orders that could restrict imports of products found to infringe. Super Micro Computer enters this ITC investigation with its stock trading at $25.5 and a mixed recent track record, including...

Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-fou

SAN JOSE, Calif., July 21, 2026--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro" or the "Company"), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today is providing a preliminary business update for the fourth quarter of fiscal year 2026 (Q4’26), ended June 30, 2026, and schedules earnings call for August 11th at 5pm EDT.

Super Micro Computer said on Tuesday it had secured more than $60 billion in ‌new orders in the fourth quarter, and ‌now expects gross margin to exceed its previous forecast, sending its ​shares surging 17.5% in extended trading. Artificial-intelligence infrastructure firms have seen demand accelerate as tech companies and cloud providers ramp up investments in data centers to support large ‌language models and other ⁠AI applications. The AI server maker expects gross margins in the range of 1

Investing.com -- Shares of Super Micro Computer (NASDAQ:SMCI) jumped about 15% in pre-market trading on Wednesday, driven by a blockbuster preliminary fourth-quarter update that showcased record-breaking demand and a massive leap in profitability. The stock surged about 20% in after-hours trading following the announcement, but pared some of those gains after analysts struck a more cautious tone. Despite projecting top-line revenue near the lower end of its expected range, the server and AI infr

Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ

Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.

Micro-Transfer Printing Can Enable Heterogenous Integration in Silicon Photonics | Research & Technology | Jul 2026  Photonics Spectra

IEEE Study Highlights How Micro-Transfer Printing Can Lead to Advanced Silicon Photonics  PR Newswire

IEEE study highlights how micro-transfer printing can lead to advanced silicon photonics  EurekAlert!

IEEE Study Highlights How Micro-Transfer Printing Can Lead to Advanced Silicon Photonics  TechPowerUp

New study highlights how micro-transfer printing can lead to advanced silicon photonics  Nanowerk

IEEE Study Highlights How Micro-Transfer Printing Can Lead to Advanced Silicon Photonics  The Quantum Insider

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

QumulusAI (NASDAQ:QMLS) has announced the purchase of 1,632 Nvidia Blackwell B300 GPUs as part of a significant expansion of its AI cloud infrastructure, marking one of the company’s largest capacity investments to date. The order includes 204 Nvidia HGX B300 systems equipped with the latest Blackwell B300 GPUs, alongside an additional 192 Nvidia RTX PRO 6000 Blackwell GPUs that will be used for AI training, inference and visualisation workloads.

China's Domestic AI Super Nodes Spark Fierce Competition: WAIC Signals Era of 5-Trillion-Parameter Models, Optical Interconnect Emerges as Key Breakthrough  finance.biggo.com

Study highlights how micro-transfer printing can lead to advanced silicon photonics  Tech Xplore

Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies

Intel's expansion; Cadence AI super agent for PCB, advanced packaging; photonics fab wars; earlier Yongin fab; German funding; new CHIPS Act award; HBM standard; Quadric funding; AMS acquisition; earnings; Rapidus teams up. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.

Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.

Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.

Super Micro Computer (SMCI) has expanded its Rear Door Heat Exchanger portfolio with ten liquid cooling models for high density AI and HPC racks, supporting 10kW to 120kW per rack and up to 240kW at rack level. See our latest analysis for Super Micro Computer. Despite the active product pipeline around AI infrastructure and liquid cooling, Super Micro Computer’s recent share price performance has been weak, with the 30 day share price return down 12.84% and the 1 year total shareholder return...

Business services providers play a critical role for enterprises, assisting them with everything from new hardware integrations to consulting and marketing. But increasing competition from AI-driven upstarts has tempered enthusiasm, limiting the industry’s gains to 5.2% over the past six months. This return lagged the S&P 500’s 8.7% climb.

The stock's price tag looks steep today, but the real question is what you are paying for the earnings expected two years from now.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

Over the last six months, Super Micro’s shares have sunk to $27.77, producing a disappointing 5.6% loss - a stark contrast to the S&P 500’s 8.2% gain. This might have investors contemplating their next move.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

Corvex, Inc. (Nasdaq: MOVE), an engineering-led AI computing platform specializing in GPU-accelerated infrastructure for AI workloads, today announced the appointment of Michael Craig as Vice President of Architecture and Site Operations.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today announced the expansion of its Rear Door Heat Exchanger (RDHx) portfolio, further strengthening its end-to-end liquid cooling solutions for high-density AI and HPC infrastructure. As a key component of DCBBS, the expanded RDHx portfolio offers flexible cooling capacities, providing data center operators with an easy-to-deplo

Saitech Configures Multi-Million-Dollar NVIDIA Blackwell AI Infrastructure for a Global Financial Technology Company

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 10 Best Low-Priced AI Stocks to Buy Right Now. Super Micro Computer, Inc. (NASDAQ:SMCI) draws significant attention from Wall Street and hedge fund institutions, helping it secure a spot on our list of the best low-priced AI stocks to buy right now. The server maker has continued to […]

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

Super Micro Computer launched its Data Center Building Block Solutions blueprint around the NVIDIA Vera Rubin NVL4 platform. The new offering targets high performance computing and AI infrastructure, with a focus on liquid-cooled, modular systems. This launch extends Super Micro Computer's reach further into large-scale scientific research and AI workloads beyond edge deployments. Super Micro Computer (NasdaqGS:SMCI), trading at $27.66, is adding a new pillar to its AI infrastructure lineup...

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best stocks to invest in under $100. On June 22, Super Micro Computer introduced its Data Center Building Block Solutions/DCBBS Blueprint for HPC, featuring the NVIDIA Vera Rubin NVL4 platform. This end-to-end blueprint is designed to accelerate the deployment of converged high-performance computing and AI infrastructure, […]

Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.

The company's stock climbed less on the sales it made and more on the mountain of orders it couldn't yet fill.

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

[News] BOE Forms Dedicated Teams for Micro LED Optical Interconnect and Glass Core Substrate CPO Technologies  LEDinside

Supermicro announced a new partnership with Red Hat.

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

The server maker is at the heart of the AI buildout and pivoting to more profitable solutions, but a legal cloud and large cash consumption create a sharp trade-off for investors.

[News] BOE Forms Dedicated Teams for Micro LED Optical Interconnect and Glass Core Substrate CPO Technologies  TrendForce

Solid demand for AI infrastructure, a large order backlog, expanding enterprise exposure, and a compelling valuation make SMCI attractive.

Super Micro Computer (NASDAQ:SMCI) shares rose 2. 6% on Wednesday after the company introduced a new Kubernetes Edge AI appliance developed in partnership with Red Hat and Everpure.

Super Micro Computer, Inc.(NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced the launch of Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure. Supermicro has validated a full-stack edge Kubernetes solution, powered by the industry's leading Kubernetes-driven hybrid cloud application platform, Red Hat OpenShift, and the first Kubernetes data management platform tailored f

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

AI stocks fall with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.

The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year, the fund is up an even more striking 140.08%. What may surprise retirement-focused investors combing through the roster: one of the most-discussed AI ... Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 24, Super Micro Computer Inc. (NASDAQ:SMCI) announced two strategic partnerships to strengthen its position in the virtualization, edge computing, and AI infrastructure markets. The company partnered with StorMagic to provide bundled edge infrastructure […]

Dell Technologies is rising after President Donald Trump publicly voices his support for the company and its products. It’s not the first time he had endorsed the computer company.

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

The data center direct-to-chip cooling market is set to expand from USD 3.33 billion in 2026 to USD 17.31 billion by 2032, propelled by a CAGR of 26.5%. This growth is driven by the need for enhanced thermal precision and heat management in modern computing. Direct-to-chip cooling offers efficiency by directly targeting heat-generating components, supporting continuous service continuity. Major demand is seen in edge computing and latency-sensitive applications. Single-phase systems dominate due

Super Micro Computer Inc. (NASDAQ:SMCI) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional owner in the company, with 7.21% or 43.36 million outstanding shares, according to Yahoo Finance data. On June 23, Super Micro Computer Inc. (NASDAQ:SMCI) broadened its offering of edge AI computing hardware by incorporating […]

[News] BOE Forms Dedicated Teams for Micro LED Optical Interconnect and Glass Core Substrate CPO Technologies  LEDinside

Super Micro Computer (NasdaqGS:SMCI) has partnered with StorMagic to offer virtualized, energy efficient infrastructure solutions aimed at edge computing, remote offices, and small data centers. The company has also entered a partnership with Odine to support AI infrastructure and sovereign AI data center management in Türkiye. These partnerships expand SMCI's presence in global AI and edge computing markets, with a focus on sectors such as retail, healthcare, and manufacturing. Super Micro...

BOE Technology Group Co., Ltd. (000725.SZ): Has established a task force dedicated to the development of Micro LED optical interconnect systems and glass-substrate-based CPO (Co-Packaged Optics) technology.  富途牛牛

Elon Musk's rocket and satellite company had a good start to life in the Russell 1000 this week and joins another major index on Tuesday.

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO  digitimes

BOE targets AI packaging with Micro LED optical interconnect and glass substrate CPO  digitimes

Nano Nuclear Energy (NNE) is in preliminary investment talks with a UAE state-linked entity and has partnered with Super Micro Computer to supply microreactors for AI data centers.

SMCI stock is falling again after a raid on the company's Taiwan offices.

Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology

Amdocs Limited (NASDAQ:DOX) is one of the cheap stocks that are about to explode. On June 23, Amdocs, 1Finity, and Supermicro (NASDAQ:SMCI) validated an AI-RAN blueprint using NVIDIA-accelerated infrastructure to create a unified, multivendor foundation for autonomous network operations. This integration enables enhanced performance, anomaly detection, and optimization, providing a cloud-native platform designed to support […]

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the most buzzing stocks to buy right now. On June 24, StorMagic and Supermicro announced a collaboration to deliver virtualized infrastructure solutions tailored for edge computing, remote offices, and small data centers. By bundling Supermicro’s compact edge hardware with StorMagic’s lightweight SvHCI software, the partnership provides a […]

New York, July 02, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7SCAGraniteShares Autocallable SMCI ETFMonthly$0.8294547.87%n/an/a1-Jul-20266-Jul-2026MRAGraniteShares Autocallable MARA ETFMonthly$0.8664544.81%n/an

Super Micro Computer (NASDAQ:SMCI) is dominating AI infrastructure headlines again this week, pitched as the cheap hardware proxy for the next leg of the datacenter buildout. The underlying data tells a different story. The rotation is already underway. Super Micro is down 14.79% over the past week and 41.02% over the past month, while capital ... Forget Super Micro Computer: Google Wins as AI Infrastructure Rotation Gains Momentum in July

Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology

Taiwanese prosecutors launched the first phase of the investigation in the case in May.

Stocktwits data showed retail sentiment around SPY and QQQ is ‘bullish.’

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.5% in the afternoon session after reports revealed that Taiwanese prosecutors detained two of its employees following a raid on the company's local offices in connection with an investigation into alleged Nvidia chip smuggling.

CoreWeave’s backlog remains a major demand signal, but the sell-off shows investors are watching customer concentration and future AI compute competition.

If you sort all the top politicians with a portfolio of above $1 million using their annual gains, who do you expect at the top? Likely Nancy Pelosi, but that’s not the case. A Republican Senator named Ashley Moody has gained 310% in the past year using her portfolio. Her portfolio and her (lack of) ... New Nancy Pelosi? Senator Ashley Moody Up 310% in One Year With These Stocks

Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

All three major US stock indexes were up in late-morning trading Tuesday, as investors look to end Q

Nvidia stock rose Tuesday at the end of an underwhelming first half of the year. The chip maker is looking to its next-generation hardware to spark a rally but gains might be muted for a while yet. The major issue for Nvidia is that the huge spending on AI chips is now being spread out among a wider range of semiconductor companies.

Super Micro Tumbles on Report of Taiwan Searches Tied to Nvidia Chips

Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.

The benchmark US stock measures rose before the bell Tuesday as markets head toward a strong finish

Taiwanese investigators raided the AI server maker’s offices as part of a probe into alleged smuggling of Nvidia chips to China.

In the latest trading session, Super Micro Computer (SMCI) closed at $28.13, marking a -8.16% move from the previous day.

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

[News] Mapping the Micro LED Optical Interconnect Ecosystem  LEDinside

Taiwanese authorities reportedly expanded an investigation into the alleged illegal export of Super Micro servers linked to Nvidia AI chips destined for China.

Taiwan authorities raided Super Micro’s local office Monday in an expanded chip smuggling probe. What we know so far.

Investing.com -- Taiwanese government authorities raided offices of Super Micro Computer Inc. on Monday as part of an investigation into alleged smuggling of Nvidia Corp. chips to China using the company’s servers, according to a report by Bloomberg.

[News] Mapping the Micro LED Optical Interconnect Ecosystem  TrendForce

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the high growth NASDAQ stocks to buy now. On June 24, Odine entered into a partnership with Supermicro to accelerate the development of AI infrastructure in Türkiye. By using Supermicro’s global expertise in NVIDIA-validated, GPU-based high-performance systems and AI factory solutions, Odine will spearhead the deployment and […]

Super Micro (SMCI) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Super Micro Computer (NASDAQ:SMCI) has whipsawed investors over the past year, with the stock down 32.03% over twelve months even as AI server demand has exploded. After a brutal repricing, our model now sees value emerging at current levels. Our 24/7 Wall St. price target for Super Micro is $34.92, implying roughly 10.22% upside from ... Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, GF Securities upgraded the company’s stock to “Buy” with a price objective of $48. As per the analyst Evan Lee, while the upcoming ~15% dilution has impacted the company’s stock […]

In late June 2026, StorMagic and Odine each announced collaborations with Super Micro Computer to bundle its compact edge servers with virtualization software and to deploy its NVIDIA-based GPU infrastructure for AI factories in Türkiye, while Supermicro itself expanded its Intel-powered AI edge portfolio for industrial and office environments. Together, these moves highlight Supermicro’s effort to extend its AI infrastructure franchise beyond hyperscale data centers into distributed edge,...

NNE stock is consolidating near its 50-day SMA as Nano Nuclear builds a nuclear value chain spanning microreactors, HALEU fuel, and data center power supply.

Super Micro is capitalizing on advanced liquid-cooling blueprints alongside NVIDIA to revolutionize accelerated data center efficiency for global hyperscalers.

There’s a clear, undeniable winner this year among three major AI server stocks. Dell Technologies (NYSE:DELL) stock has dominated 2026, with Hewlett Packard Enterprise (NYSE:HPE) a strong second and Super Micro Computer (NASDAQ:SMCI) a distant third. The gap between the three is striking, given that all three are riding the same AI infrastructure wave. As ... Which AI Server Stock Has Dominated in 2026: Super Micro, Dell, or Hewlett Packard Enterprise?

AI Deal Fuels Super Micro Rally After Bullish Analyst Upgrade

FEATURE Stocks were mixed on Wednesday after artificial-intelligence names pulled back. The late slide in AI shares came as stocks in many other sectors were rising. Micron Technology fell 0.4%. The memory-chip maker was scheduled to report fiscal third-quarter earnings after the closing bell, which could help investors determine whether the AI boom has legs.

StorMagic®, simplifying on-site virtualization, and Supermicro (NASDAQ: SMCI), a total IT solution provider for AI, cloud, storage and edge computing, today announced the companies will collaborate on virtualized infrastructure solutions for edge, ROBO and small datacenter environments.

Supermicro and Odine have formed a partnership to deploy and manage AI infrastructure operations in Türkiye.

Odine, a global technology partner combining consultancy, system integration, and AI-powered product innovation, announced a strategic partnership agreement with Silicon Valley-based global technology leader Supermicro.

SMCI surged after unveiling an AI data center blueprint with NVIDIA, but cash flow and debt concerns may temper enthusiasm for new buyers.

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

If you are wondering whether Super Micro Computer stock still offers value after a volatile run, this article breaks down what the current price may be implying about the business. The stock last closed at US$35.46, with returns of 14.9% over the past week, a small decline of 0.3% over the past month, 14.5% year to date, a decline of 13.3% over the past year, a gain of 63.8% over three years, and a very large increase over five years. Recent coverage has focused on how Super Micro Computer...

The company's growth has been impressive, but it's trading at a fairly low earnings multiple.

As part of the contract, Gorilla will deploy additional compute at the NeutraDC Batam data center in Indonesia.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider, featuring Data Center Building Block Solutions® (DCBBS), today announced expanded support for AI-optimized edge computing solutions powered by Intel technologies, including new systems featuring Intel Core Ultra Series 3 processors, Intel Core Series 2 processors, and Intel Arc Pro B-series GPUs. The systems range from compact, fanless systems for industrial applications, short-depth 1U ra

Amdocs, Supermicro and 1Finity deploy NVIDIA AI infrastructure on Red Hat Openshift, creating a unified foundation for today's RAN workloads and tomorrow's edge AI, analytics and physical AI applications JERSEY CITY, NJ / ACCESS Newswire / June 23, ...

US equity futures were tracking in the red on Tuesday amid a broader tech sell-off despite signs of

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Paying Off Big Time. Super Micro rallied for a second day on Monday, jumping 15.66 percent to finish at $35.46 apiece, as investors loaded portfolios following the launch of a new blueprint for the development of next-generation AI and supercomputing data centers. At the […]

SMCI rose 28% in two days, notching its best two-day performance since May 2025.

Super Micro Computer (NasdaqGS:SMCI) has been named a global system builder and launch partner for NVIDIA’s new Vera Rubin NVL4 AI platform. The company unveiled next generation, liquid cooled data center rack solutions aimed at large scale AI and scientific workloads. This announcement highlights Super Micro’s role in supplying infrastructure for the Vera Rubin ecosystem, alongside NVIDIA and Dell. Super Micro Computer, trading at $35.46, is drawing fresh attention as it moves deeper into...

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Shares of computer processor maker Intel (NASDAQ:INTC) jumped 5.3% in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

Purifying red InGaN micro-LED spectra  semiconductor-today.com

Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 15.2% in the afternoon session after NVIDIA unveiled the Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, where Super Micro was named alongside Dell as a global system builder launching custom Vera Rubin NVL4 racks.

US equity indexes were mixed on Monday after communication services stocks saw steep declines and go

Super Micro Stock Jumps After Analyst Cites Massive SpaceX Opportunity

An investment firm thinks that Supermicro stock is poised to soar.

GF Securities sees upside after the recent selloff.

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total Solution Provider introduces the Data Center Building Block Solutions® (DCBBS) Blueprint for HPC based on the NVIDIA Vera Rubin NVL4 platform, announced at ISC 2026. Following Supermicro's DCBBS Blueprints for NVIDIA Vera Rubin NVL72 and NVIDIA HGX Rubin NVL8 introduced at Computex, the Blueprint for HPC and AI applies the same end-to-end methodology to scientific computing. The Blueprint is based on Supermi

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance servers, storage systems, and networking equipment, all of which are essential components of data centers. The stock currently trades at a forward price to earnings ratio significantly below the valuation multiple of around 25 for the S&P. As a result, Super Micro ranks as one of […]

Super Micro Computer (NASDAQ:SMCI) stock is up 11% in early Monday trading, leading an AI server rally sparked by fresh hardware reveals at ISC High Performance 2026 in Hamburg. Dell Technologies (NYSE:DELL) stock is moving in sympathy, up 5%. The catalyst is NVIDIA (NASDAQ:NVDA) unveiling its Vera Rubin platform for scientific supercomputing, with Super Micro ... Super Micro Jumps 11%, Dell Rises 5% as New NVIDIA Vera Rubin Systems Fuel the AI Server Trade

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the fastest-growing AI infrastructure stocks to buy. On June 11, 2026, Supermicro priced equity and equity-linked financing transactions that, together with a planned at-the-market program, represented a total potential equity raise of $7.0 billion. Super Micro Computer said the capital would help fund component purchases tied to […]

Shares of Super Micro Computer (NASDAQ:SMCI) are up 10% in on Thursday, June 18, trading at $30 and change. The move makes Super Micro Computer stock the clear standout among major AI server names on the tape today. By contrast, Dell Technologies (NYSE:DELL) stock is flat at $417, while Hewlett Packard Enterprise (NYSE:HPE) stock is ... Super Micro Is Up 10% Today: Is It Outperforming Other AI Server Stocks Like Dell?

Super Micro Computer's planned capital raise aims to fund AI server demand, debt repayment and expansion as it scales datacenter infrastructure capacity.

Super Micro Computer (NasdaqGS:SMCI) has completed a US$7b financing package to support its AI server business. The funding includes common equity and a Series A Mandatory Convertible Preferred Stock offering. Proceeds are intended to help SMCI work through a reported US$39b backlog of AI server orders. The deal comes while the company faces governance and regulatory scrutiny, including export control reviews and an auditor departure. Super Micro Computer has become a key supplier of AI...

Transfer-printed yellow and red InGaN micro-LEDs on diamond for ultra-low-power high-speed optical interconnects  Nature

Western Digital (WDC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

Stocktwits data showed retail sentiment has improved to ‘bullish’ on SPY and ‘neutral’ on QQQ from ‘bearish’ earlier in the week.

Check out the companies making headlines yesterday:

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Most Undervalued Long Term Stocks to Buy Right Now. On June 11, Wolfe Research initiated coverage of the company’s stock with a “Peer Perform” rating. As per the firm, while the company remains well-placed to benefit from the elevated demand levels for the AI infrastructure, there are […]

Enkris unveils high-speed, low-power micro-LED optical interconnect product  semiconductor-today.com

Super Micro Computer (NASDAQ:SMCI) has whipsawed investors. The stock collapsed 29.87% in the past week alone after a $7 billion financing announcement, yet AI infrastructure demand keeps stacking up behind the scenes. I built the 24/7 Wall St. price target on this exact tension. The 24/7 Wall St. Price Target for SMCI Our 24/7 Wall ... Is SMCI Still an AI Winner? The Bull vs Bear Case

[News] MTC and Changelight Forge Strategic Partnerships to Advance Micro LED Optical Interconnect Technologies  TrendForce

These stocks trade at or lower than half the P/E valuation of the S 500, while having much higher projected revenue growth rates than that of the index.

Super Micro's $7 billion dilution is a forced move to fund a massive AI order backlog. Even with the diluted shares, the valuation remains fundamentally cheap, making SMCI stock a high-risk, high-reward bet.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 3.3% in the morning session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

Supermicro's bid to raise $7 billion has tanked the stock.

Nvidia (NVDA) is the latest hyperscaler to tap the debt market to fund its artificial intelligence (AI) build-out. Yahoo Finance Markets and Data Editor Jared Blikre discusses more in the video above.

Vertiv's revenues jump 30%, margins expand, and cooling capabilities increase via ThermoKey, helping it stand out against Super Micro Computer in AI data centers.

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Stocks Soar on U.S.-Iran Breakthrough and Oil Price Drop

Airline stocks have often been the biggest movers—one way or the other—following the big moments in the Iran war. But that’s not quite the case on Monday.

Airline stocks have often been the biggest movers—one way or the other—following the big moments in the Iran war. But that’s not quite the case on Monday.

Airline stocks have often been the biggest movers—one way or the other—following the big moments in the Iran war. But that’s not quite the case on Monday.

Micro-LED transfer via electrochemical etch  Semiconductor Today

Super Micro Computer's software push is boosting AI data center deployments as rising software revenues and integrated infrastructure expand its platform strategy.

Super Micro (SMCI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Super Micro faces strong AI server demand, but investors need evidence that new financing will convert orders into profitable sales.

The corporations driving the rise have become some of the biggest winners in the stock market, but they’ve learned that fast growth comes at a severe price. One of the more prominent benefactors of the data center expenditure boom has been Super Micro Computer (SMCI). Customers creating the ...

Super Micro Computer (NASDAQ:SMCI) is back on every screen this week after a 27.98% single-session collapse and a $7 billion equity-linked financing announcement that has retail traders glued to wallstreetbets. But here’s what you should actually be watching. The SMCI Trade Is Structurally Broken A 17.75% revenue miss against consensus carries extra weight when the ... Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot

The AI server maker's record orders came with a $7 billion bill for shareholders.

WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.

On Thursday, Supermicro finalized the pricing for two fundraising deals: a 45.5 million common-share offering and a 75 million depositary-share offering linked to a new 7% mandatory convertible preferred stock.

All three major US stock indexes were up in late-morning trading Thursday, as chip stocks rebounded

Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?

Investing.com -- Super Micro Computer shares were in focus Thursday after Wolfe Research initiated coverage of the AI server maker with a Peer Perform rating, arguing that while the company is well positioned to benefit from surging demand for artificial intelligence infrastructure, a range of operational, financial and regulatory risks could limit upside.

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Vows New Attacks on Iran, Threatens Key Energy TargetsHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksSpaceX IPO Draws More Than $100 Billion in Retail O

SAN JOSE, Calif., June 11, 2026--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro" or the "Company"), a Total IT Solution Manufacturer for AI, Cloud, Storage, and 5G/Edge, today announced the pricing of its previously announced series of concurrent equity and equity-linked financing transactions. The gross proceeds of these offerings, together with potential gross proceeds of Supermicro’s $1.25 billion at-the-market, or ATM, offering program for the sale of common stock over time, represen

The Morning Bull - US Market Morning Update Thursday, Jun, 11 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8% and Nasdaq 100 futures off roughly 1.1%, as investors focus on fresh signals about inflation and interest rates. The key driver is the May consumer price report, where overall US CPI is expected at 4.2% year on year and core inflation near 2.9%, which means the cost of living is still rising faster than the Federal Reserve’s 2%...

Earlier this week, Super Micro Computer announced plans to raise about US$7.00 billion through common stock and convertible preferred depositary shares to fund components needed for roughly US$39.00 billion of recent AI server orders. The capital raise coincides with an aggressive build‑out of Supermicro’s AI-centric product portfolio, including new Arm-, AMD-, Intel-, and NVIDIA-based rack‑scale platforms aimed at large cloud and data center deployments. We’ll now examine how this very...

SMCI on Tuesday proposed raising $7 billion by issuing stock, funds it said it needs to service $39 billion in new orders it received in recent weeks.

Super Micro stock tumbles as the company announces a $5 billion underwritten public offering. Here’s why the capital raise is bearish for SMCI shares.

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 19.7% in the afternoon session after the company announced plans to raise approximately $7 billion through a mix of equity and equity-linked financing to fund a massive order backlog, raising concerns about shareholder dilution.

On June 10, 2026, investors reassess a fast-growing AI server leader as massive financing reshapes its growth and dilution calculus.

AI hardware shares slide as investors digest Super Micro’s massive stock sale, hot inflation, and rising tensions in the Gulf, today, June 10, 2026.

US equity indexes were lower on Wednesday amid a semiconductor stock sell-off and after President Tr

SMCI shares fell nearly 28% as the company announced a $7 billion equity raise. The selloff shows AI demand is strong, but meeting that demand is consuming enormous amounts of capital that dilutes shareholders.

Super Micro Computer shares plunged Wednesday after the server maker announced a new stock sale to raise money for parts needed to meet AI orders.

Super Micro Computer (NASDAQ: SMCI) and Dell Technologies (NYSE: DELL) just reported quarters that tell opposite stories about the AI server boom. Dell crushed expectations with $43.84 billion in Q1 FY27 revenue and raised its full-year outlook sharply. Supermicro grew fast but missed consensus expectations while a board review hangs overhead. Two AI server leaders, ... Super Micro Computer vs Dell Technologies: The Better Stock For 2026

On June 10, 2026, a $7 billion share sale sent Super Micro Computer tumbling and intensified a broader retreat across Wall Street.

Super Micro Computer Inc (NASDAQ:SMCI) shares tumbled more than 17% after the company announced $7 billion in equity and equity-linked financing transactions aimed at funding component purchases to fulfill a surge in AI server orders. The server maker said it has received approximately $39...

Super Micro Stock Plunges After Unveiling Massive $7 Billion AI Funding Plan

All three major US stock indexes were down in late-morning trading, as investors weighed the latest

Yahoo Finance's Julie Hyman takes a closer look at some of Wednesday's trending tickers and stories, including Super Micro Computer (SMCI) stock plunging, Chewy (CHWY) cutting its full-year outlook, and Cracker Barrel (CBRL) stock surging.

A surge in new orders has Supermicro raising money to purchase components to satisfy those orders.

Supermicro stock fell after the data center hardware firm announced $7 billion in financing deals to fund recent AI orders.

Shares of Super Micro Computer (NASDAQ:SMCI) are down 13% to $35 and change in mid-morning trading Wednesday, while Dell Technologies (NYSE:DELL) stock is moving in the opposite direction, up 4% to around $396. The split marks a sharp break from Tuesday’s session, when both names fell together in a broad high-beta AI hardware selloff. Super ... Super Micro Sinks 13% on a $7 Billion Raise, but Dell Climbs 4% as the AI-Server Trade Splits

The U.S. stock market is drifting in mixed trading on Wednesday as technology stocks keep swinging. Super Micro Computer, which sells AI servers, tumbled 14.1% after saying late Tuesday that it plans to raise $7 billion in cash by selling shares of stock and convertible preferred stock. Such moves raise the most money for companies when their stock prices are high, and they can dilute the ownership stakes of existing shareholders.

News of the day for June 10, 2026

Super Micro plans equity and equity-linked offerings to fund components for about $39 billion in AI server orders.

Supermicro Computer stock was poised to decline as much as 12% at the open on Wednesday.

Big banks face pressure to disclose plan on AI risks, Rivian’s cheaper EV model is here, Warner Bros. stock offers unusual takeover arbitrage spread, and more news to start your day.

Super Micro Computer Inc (NASDAQ:SMCI) shares fell roughly 9% in premarket trading on Wednesday after the company unveiled plans for a major capital raise aimed at funding its rapidly expanding artificial intelligence server business. The fundraising package totals approximately $7 billion and is intended to provide the company with the resources needed to address a growing order backlog linked to demand for AI infrastructure.

Stocktwits data showed retail traders continued to maintain a ‘bullish’ stance on QQQ, but have turned ‘neutral’ on SPY.

Super Micro shares fell sharply after the company unveiled a $7 billion fundraising plan, as investors weighed dilution concerns against surging demand for its AI infrastructure products.

Super Micro Computer, Inc. announced a massive, multi-part $7.0 billion equity and equity-linked financing initiative to buy components for a sudden $39-billion surge in artificial intelligence server orders.

Investing.com -- Super Micro Computer Inc (NASDAQ:SMCI) watched its stock tumble about 9% in premarket trading Wednesday following the announcement of massive new financing plans. Investors reacted with visible caution as the server manufacturer revealed a sweeping $7.0 billion capital raise designed to bankroll its surging AI backlog. The multi-tranche funding strategy is uniquely structured to capture both immediate and future market liquidity. It features a $5.0 billion concurrent underwritte

Super Micro Computer said on Tuesday it would raise $7 billion through ‌a series of equity and equity-linked financing ‌transactions to fund the purchase of components needed to meet ​the growing demand for its advanced AI servers. AI infrastructure firms have seen accelerated demand as tech ⁠companies and cloud providers ramp up investments in data centers to support large language models and ​other AI ​applications. Super Micro also plans ​to sell shares worth ​up to $2 billion ​in an at-the

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the hardware & infrastructure stocks, including Super Micro (NASDAQ:SMCI) and its peers.

Shares of Super Micro Computer (NASDAQ:SMCI) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in a coordinated risk-off move across the AI infrastructure complex. The selling comes as the broader market also weakens, with the S&P 500 ETF down 1.5% to 2% ... Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit

From Niche Server Builder to AI Infrastructure Powerhouse A decade ago, Super Micro Computer (NASDAQ:SMCI) was a quiet Silicon Valley server maker most investors had never heard of. Then the generative AI boom hit, NVIDIA (NASDAQ:NVDA) GPUs became the most coveted silicon on earth, and Supermicro’s modular, liquid-cooled server racks became the shovel of choice. ... From $1,000 to $17,070: How Super Micro Computer Became an AI Infrastructure Juggernaut in Ten Years

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Supermicro is enjoying a rally that looks to be short-lived.

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers are trading Monday.

Oil prices, meanwhile, rose following fighting between Israel and Iran, but they pared their biggest gains. The S&P 500 added 0.3%, coming off a drop of 2.6% from Friday that was its worst since October. The Dow Jones Industrial Average dipped 80 points, or 0.2%, and the Nasdaq composite climbed 0.9%.

Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.

A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

Super Micro Computer, Inc. (NASDAQ:SMCI) is included among the 10 Most Volatile Stocks to Buy in S&P 500. Super Micro Computer, Inc. (NASDAQ:SMCI) is a global leader in application-optimized IT solutions for Enterprise, cloud, AI, and 5G Telco/Edge Infrastructure. On June 1, Mizuho analyst Vijay Rakesh upped the firm’s price target on Super Micro Computer, […]

Nano Nuclear Energy (NasdaqCM:NNE) received formal acceptance from the U.S. Nuclear Regulatory Commission for its microreactor construction permit. The NRC acceptance starts a detailed safety and environmental review for the company’s portable nuclear microreactor plans. Nano Nuclear Energy also signed a collaboration with Super Micro Computer to evaluate microreactor powered data centers. Nano Nuclear Energy focuses on advanced, portable nuclear microreactors aimed at supplying reliable...

If you are wondering whether Super Micro Computer is still attractively priced or already fully valued, it helps to step back and look at what the recent share price performance and fundamentals are really telling you. The stock closed at US$41.64, with the share price falling 9.7% over the last week, rising 20.1% over the last month, and showing returns of 34.5% year to date and 0.2% over the last year, alongside a very large 3 year return and more than 10x over 5 years. Recent coverage has...

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.

The biggest investing mistake of 2026 isn’t buying the wrong stock. It is staying too bearish. As an example, the criminal conviction of short seller Andrew Left, who used to lead Citron Research for a “long-running market manipulation theme,” has thrown cold water on short selling. I was ...

Super Micro Slides as Rising Yields Shake High-Growth Tech Stocks

The Nasdaq composite led a sell-off Friday on rate-hike worries. Marvell sank with other chip names.

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

FEATURE The artificial-intelligence rally may have lost some steam Thursday, but healthcare and financial stocks had a solid session. Technology shares were hit hard Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand would accelerate.

Super Micro Computer (SMCI) has jumped into focus after unveiling a wave of AI data center offerings, including AMD Helios rack-scale systems, NVIDIA Vera Rubin based blueprints, Arm AGI platforms, and Intel Xeon 6+ servers. See our latest analysis for Super Micro Computer. The latest AI data center launches come on the back of sharp price swings, with SMCI’s share price falling 5.48% over the last day but rising 69.84% over 30 days and delivering a very large 5-year total shareholder return...

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

New York, June 04, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the weekly distributions for its GraniteShares YieldBOOST ETFs: COYY, TSYY, NVYY, XBTY, AMYY, TQQY, AZYY, YSPY, MTYY, PLYY, HOYY, SMYY, BBYY, FBYY, IOYY, MAAY, NUGY, SEMY, QBY, RGYY, HMYY, RTYY, MUYY, TMYY, CWY, CRY, XEY, BIOY, FINY, TECY and FIYY as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7IOYYGrani

Dell Technologies surged after a strong earnings beat, fueled by booming AI demand, record orders and a growing AI server outlook.

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer noted that “we should have been buying it” instead of being scared, as he remarked: We spend a huge amount of time around here pondering the supposed overvaluation of tech. It’s right […]

High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.

A number of stocks fell in the afternoon session after the combination of rising oil prices, higher Treasury yields, and shifting rate expectations tightened the macro backdrop for corporate clients.

Super Micro Computer (NasdaqGS:SMCI) has rolled out its AMD Helios rack-scale AI platform aimed at hyperscale AI, sovereign AI, and large language model deployments. The company introduced new Arm AGI CPU powered servers designed for dense, power efficient agentic AI workloads. Super Micro Computer signed a US$2b AI infrastructure deal with Gorilla Technology focused on projects in India and the broader Asia-Pacific region. Super Micro Computer (NasdaqGS:SMCI) is best known for supplying...

The AI infrastructure provider is getting back to growth.

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?

Gorilla Technology just closed a $2 billion AI infrastructure deal with Supermicro.

Oracle (ORCL) stock is up about 20% year to date at last check. Meanwhile, the SPDR S&P 500 Index (SPY) is up about 11.39% in the same period. Oracle has decently outpaced the S&P 500, but if we were looking at the stock’s performance just a week ago, things would have been quite different. ...

Shares of Super Micro Computer (NASDAQ:SMCI) and Gorilla Technology Group (NASDAQ:GRRR) are both selling off hard in midday trading on Wednesday, June 3. SMCI stock is down 9% to $45.80, while GRRR stock has tumbled 20% to $17.45. The catalyst is, ironically, a positive one. Super Micro Computer and Gorilla Technology announced a roughly $2 ... Super Micro Computer Sinks 9%, Gorilla Technology Tumbles 20% Despite $2 Billion India AI Infrastructure Deal

Gorilla filed to expand its shelf-registration capacity by $17.9 million on Tuesday.

Super Micro Computer launched its rack-scale AMD Helios platform at Computex 2026, built on AMD’s Instinct MI455X GPUs and EPYC CPUs. The Helios platform targets hyperscale AI infrastructure for large language model training, inference, and broader AI workloads. The launch coincides with new AI PC and chip announcements from Nvidia, sharpening competitive attention on NasdaqGS:AMD in AI and data center markets. For investors tracking NasdaqGS:AMD, the new Helios platform brings additional...

Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 4.5% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.

Dell Technologies stock slid on Tuesday and the PC and server maker snapped a recent eight session winning streak. Fellow AI server maker Super Micro Computer Inc. had a much better session. Dell has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware.

Shares of Penguin Solutions soar 215% in three months, but its AI Factory Platform, growing pipeline and discounted valuation point to further growth potential.

Super Micro stock costs a fraction of what investors pay for HPE, and less than half the cost of Dell stock.

At the crux of the partnership, Supermicro and Gorilla will focus on, among other things, hyperscale AI data center buildouts, GPU-as-a-Service platforms, sovereign AI and national compute programs, and enterprise-scale AI transformation initiatives.

Dell Technologies stock was sliding on Tuesday, putting the PC and server maker on track to snap a recent winning streak. Fellow AI server maker Super Micro Computer Inc. was having a much better start to the session. Its shares rose 7.2% on Tuesday, having jumped 26% over the previous five trading sessions.

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings

- Gorilla successfully closes an AI infrastructure supply arrangement valued at approximately US$2 billion in India with Supermicro, designed to support Gorilla's Yotta project through the delivery of 20,736 B300 cards, 5,120 B200 cards, networking equipment & related infrastructure- Building on this momentum, both companies have entered into a strategic framework to jointly pursue multi-billion-dollar opportunities across India and Asia Pacific marketsSan Jose, California and...

New York, June 02, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the monthly distributions for its GraniteShares Autocallable ETFs: ANV, TLA, MSR, ATC, PLA, AHD, SCA and MRA as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7MRAGraniteShares Autocallable MARA ETFMonthly$0.8545142.31%n/an/a3-Jun-20265-Jun-2026MSRGraniteShares Autocallable MSTR ETFMonthly$0.7175040.30%n/an

Dell Technologies stock was rising again on Tuesday, putting the PC and server maker on track to lock in its longest winning streak in more than eight years. The stock has been on a tear lately, surging thanks to stellar first-quarter earnings and a new laptop to compete with Apple latest hardware. Dell has closed higher for eight sessions in a row, surging 98% over that period.

Hewlett Packard Enterprise (NYSE:HPE) delivered record second-quarter results on Monday, prompting the company to bring forward key long-term financial objectives by two years as surging investment in AI data centres drives demand for its server and networking solutions. The strong performance sent HPE shares up around 28% in premarket trading on Tuesday.

Supermicro announced the AMD Helios platform for high-performance AI training and inference, as well as a new Arm AGI CPU rack-scale infrastructure for enterprise agentic AI workloads.

Hewlett Packard Enterprise shares surged 28% on Tuesday after a rosy quarter that put it on track to hit ‌long-term financial targets two years ahead of schedule, the latest ‌evidence of strong demand for its AI servers used in data centers. HPE's shares, which had nearly doubled ‌this year as of ⁠last close, are on track to record their biggest one-day percentage gain. "The year of refresh" for enterprise IT ​equipment, AI modernization and product ‌updates is also benefiting the companies, P

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, 5G/Edge total solution provider featuring Data Center Building Block Solutions® (DCBBS), today announced a new class of AI-centric solutions featuring Arm® AGI CPUs. The increasing compute demands of modern agentic AI require a new class of rack-scale infrastructure that maximizes compute performance within the power envelopes and physical footprints of enterprise data centers. Supermicro's new solutions are built to support

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Super Micro Computer Inc. (NASDAQ:SMCI) is one of the stocks discussed by Jim Cramer. Server hardware firm Super Micro Computer Inc. (NASDAQ:SMCI)’s shares are up by 48% year-to-date and by 15% over the year. Recently, the firm is once again under […]

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) is one of Jim Cramer’s favorite stocks even though the shares have remained lackluster this year. Year-to-date, the stock is up by a […]

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, 5G/Edge Total Solution Provider featuring Data Center Building Block Solutions® (DCBBS), in close collaboration with AMD, will showcase the next-generation AMD Helios rack-scale platform at Computex. Designed for the era of agentic AI, Helios enables Cloud Service Providers (CSPs), NeoClouds, hyperscalers, and enterprises to deliver large-scale AI workloads—including Sovereign AI, LLM training, inference, and fine-tuning—with

Super Micro Computer (NasdaqGS:SMCI) has introduced new AI data center solutions, including Data Center Building Block Solutions Blueprints for NVIDIA Vera Rubin. The company also released 12 new server platforms built on Intel Xeon 6+ processors, aimed at next generation AI workloads and high density deployments. Super Micro announced a large scale partnership with Verda to roll out its advanced AI systems across Europe, targeting sustainable, high performance cloud infrastructure. The new...

[News] UNISOC and SmartSens Announce Strategic Push into Micro LED Optical Interconnects  LEDinside

Hewlett Packard Enterprise (NYSE:HPE) posted record second-quarter results on Monday and accelerated its long-term financial goals by two years as expansion of AI data centers boosts demand for its servers and networking products.

Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting it to accelerate its long-term financial goals by two years, as expansion of AI data ‌centers boosts demand, sending its shares up 36% in extended trading. HPE, which competes with Dell ‌and Super Micro Computer, is benefiting as customers increasingly buy its servers and networking products to power AI applications such as ​ChatGPT, amid higher memory chip prices. CFO Marie Myers told Reuters that HPE is mana

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Mizuho hiked its price target for Super Micro to $44 from $36, while keeping a ‘Neutral’ rating on the stock.

Super Micro Computer, Inc (NASDAQ: SMCI), an AI, Enterprise, Storage, 5G/Edge total solution provider featuring Data Center Building Block Solutions® (DCBBS), today announced the launch of 12 new server platforms optimized for new Intel Xeon 6+ processors. Featuring up to 288 efficiency cores per socket and delivering improved performance-per-watt, the new systems are designed for high-density cloud, virtualization, 5G analytics, and other throughput-intensive workloads.

Super Micro Computer, Inc. (NASDAQ: SMCI), a Total IT Solutions provider for AI, Cloud, Storage, and 5G/Edge, introduces Data Center Building Block Solutions (DCBBS) Blueprints based on the NVIDIA Vera Rubin NVL72 and the NVIDIA HGX Rubin NVL8 platforms. The Blueprints are designed for gigawatt-scale AI data center deployment, starting from building blocks of a single 1,152-GPU scalable unit that can be multiplied to virtually any size. Supermicro's DCBBS Blueprints include the design and delive

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) reported that a leading European AI cloud provider, Verda, selected its NVIDIA GPU-accelerated, rack-scale systems to power AI cloud infrastructure across Europe. It is targeting customers […]

Broadcom (AVGO) and Super Micro Computer (SMCI) have both been major beneficiaries of the AI boom, though they play very different roles in the market. Broadcom has benefited from rising demand for AI chips and networking products used in large data centers, while Super Micro has seen strong demand for its AI servers. However, according to the TipRanks comparison tool, Wall Street is currently far more bullish on Broadcom ahead of its June 3 earnings report. The average analyst price target impl

[News] UNISOC and SmartSens Announce Strategic Push into Micro LED Optical Interconnects  TrendForce

1.8x Faster Than x86 Processors to Drive Diverse Workloads Across Industries, Generating More Data Center Token Revenue NVIDIA Vera CPU Rack NVIDIA Vera is a new class of processor enabling 1.8x faster task completion compared with x86 CPUs. News Summary: NVIDIA launches high-performance, energy-efficient NVIDIA Vera CPUs to drive diverse workloads across industries, including agentic AI, reinforcement learning and data processing.Vera serves as the CPU powering standalone Vera servers, NVIDIA V

Super Micro Computer, Inc (NASDAQ: SMCI), an AI, Enterprise, Storage, 5G/Edge total solution provider featuring Data Center Building Block Solutions® (DCBBS), today announced the launch of 12 new server platforms optimized for new Intel Xeon 6+ processors. Featuring up to 288 efficiency cores per socket and delivering improved performance-per-watt, the new systems are designed for high-density cloud, virtualization, 5G analytics, and other throughput-intensive workloads.

Super Micro Computer (NASDAQ:SMCI) ended the week on quite the roll, gaining double digits in Friday’s trading session. Part of the reason was no doubt due to the strong earnings of rival Dell, which boosted shares across the AI server sector.Claim 55% Off TipRanksUnlock trusted, data-backed investing tools with TipRanks Premium, from analyst ratings and forecasts to breaking news and portfolio analysis. Discover high-conviction stock picks and new investing opportunities with the TipRanks Smart

Investors are betting that Supermicro's AI growth story still has plenty of room to run.

Super Micro shares jumped after the company worked with Taiwanese authorities to crack down on illegal AI server smuggling operations.

Verda gives Super Micro a fresh European AI cloud win at a time when customers are looking for dense, liquid-cooled systems, and regulators are watching advanced server shipments more closely.

Super Micro Computer stock surged Friday as earnings from artificial-intelligence server peer Dell Technologies had investors excited about the growth ahead for hardware stocks. Super Micro stock jumped 10% to $45.48 on Friday following Dell’s report. Dell stock also soared, after the company said Thursday night that quarterly revenue for its AI-optimized servers rose 757% from the prior year.

AI Server Boom Is Back. Dell Ignites Massive Rally in Super Micro Stock

Great news for Dell could be pretty good news for Super Micro stock, too.

AI infrastructure stocks rally following Dell resultsHewlett Packard Enterprise (NYSE:HPE) surged 18% on Friday, while Super Micro Computer (NASDAQ:SMCI) advanced 10%, as investors responded positively to Dell Technologies’ (NYSE:DELL) stronger-than-expected earnings and upgraded outlook. The gains reflected growing optimism across the artificial intelligence infrastructure sector, with traders betting that robust demand trends seen by Dell could extend to other server and data centre hardware p

Super Micro Computer (NASDAQ:SMCI) just printed $10.24 billion in Q3 FY2026 revenue, up 122.68% year over year, while CEO Charles Liang declared that “Supermicro’s transformation into a total datacenter infrastructure provider is accelerating.” Shares are up 41.1% year to date, yet still sit miles below last cycle’s highs. Can SMCI reach $60 per share in ... Prediction: SMCI Stock Will Trade At This Price In 2027

Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before F

Dell reported Q1 results that beat analysts’ expectations by a wide margin, and raised its full-year forecast, driven by red-hot demand for its AI-optimized servers.

Data from Stocktwits shows that retail sentiment has held at ‘bullish’ on SPY, but sits at a cautious ‘neutral’ on QQQ.

NVIDIA Corporation (NASDAQ:NVDA) is one of the 12 Most Profitable Stocks to Invest In. On May 23, 2026, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang asked Super Micro Computer (SMCI) to tighten its compliance after Taiwan detained three people for allegedly making fraudulent declarations tied to AI servers made by Nvidia, Bloomberg’s Debby Wu reported. Huang […]

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 9% in the afternoon session after the company announced a new partnership with European AI cloud provider Verda and its successful collaboration with Taiwanese authorities to prevent its servers from being illegally diverted to China.

SmartSens, Unisoc team up on Micro LED optical interconnects for AI computing  digitimes

[News] US AI Firm Fabric. AI to Demonstrate Micro LED Optical Interconnect Platform by Late 2026  LEDinside

Supermicro Gains After Working With Taiwan Authorities on China Server Case

Investors weigh export-control cooperation against AI-server growth hopes as trading spikes in this data-center leader, today, May 28, 2026.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May. Traders are leaning into the picks-and-shovels layer of the AI buildout today, with no fresh company-specific catalyst behind ... Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today issued the following statement regarding recent collaboration with the Taiwanese authorities to prevent illicit diversion of server technology:

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. On May 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) announced in the company’s financial results for the first quarter of fiscal 2027 that they have gained the board of directors’ approval for an additional $80 billion share repurchase and an increase in the […]

[News] US AI Firm Fabric. AI to Demonstrate Micro LED Optical Interconnect Platform by Late 2026  TrendForce

Tech stocks were lower late Wednesday afternoon, with the State Street Technology Select Sector SPDR

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced that Verda, a leading European AI cloud provider, has selected Supermicro's NVIDIA GPU-accelerated, rack-scale systems to power its modern AI cloud infrastructure across Europe. The deployment enables Verda to deliver high-performance AI-native infrastructure serving frontier model developers, AI-native scaleups, an

China-based SmartSens, Unisoc team up on Micro LED optical interconnects for AI clusters  digitimes

[News] UNISOC and SmartSens Announce Strategic Push into Micro LED Optical Interconnects  LEDinside

ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

Alphabet's vertically integrated AI ecosystem and cloud growth may give it an edge over Super Micro Computer in the booming AI data center market.

Nebius and Super Micro are racing to dominate AI infrastructure as hyperscaler demand, cloud expansion and data center growth reshape the market.

Top-line growth is important for investors, but that alone isn't enough of a reason to buy a stock.

In recent weeks, Super Micro Computer has faced intensified legal and regulatory scrutiny, including a newly filed securities class action and a previously unsealed U.S. Department of Justice indictment alleging unlawful diversion of Nvidia-powered AI servers to China via a Southeast Asian shell entity. At the same time, the company is reshaping its leadership and public message, appointing new chief revenue and business officers and preparing for a high-profile appearance at J.P. Morgan’s...

A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average climbed more than 300 points and briefly touched a fresh all-time high above 50,700 as market sentiment improved amid falling yields.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Income investors who bought the YieldMax SMCI Option Income Strategy ETF (NYSEARCA:SMCY) wanted exposure to Super Micro Computer’s volatility without owning the stock outright. SMCY’s pitch is compelling: a 105.6% distribution rate, weekly payouts, and a synthetic covered-call strategy designed to monetize one of the most volatile tickers in the AI complex. The problem is ... SMCY’s Dreamy Distribution Hides a Track Record Even YieldMax Investors Should Find Concerning

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best low priced growth stocks to invest in now. On May 14, Supermicro appointed Matthew Thauberger as its new Chief Revenue Officer. In this role, Thauberger will lead the company’s global revenue organization, overseeing direct, channel, hyperscale, and strategic sales for its AI and infrastructure solutions. […]

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

New York, May 21, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the weekly distributions for its GraniteShares YieldBOOST ETFs: COYY, TSYY, NVYY, XBTY, AMYY, TQQY, AZYY, YSPY, MTYY, PLYY, HOYY, SMYY, BBYY, FBYY, IOYY, MAAY, NUGY, SEMY, QBY, RGYY, HMYY, RTYY, MUYY, TMYY, CWY, CRY, XEY, BIOY, FINY, TECY and FIYY as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7SEMYGranit

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockGoldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidi

Recent performance snapshot Super Micro Computer (SMCI) has attracted fresh attention after a recent share price move, with the stock up 9.5% over the past day and 4.6% over the past week. That short term shift sits alongside a gain of 16.1% over the past month and 4.0% over the past 3 months, set against a decline of 19.7% over the past year and an 8.1% year to date return. See our latest analysis for Super Micro Computer. That mix of a sharp 9.5% 1 day share price return and a 16.1% 1 month...

Today, May 20, 2026, falling oil prices boosted stocks as traders braced for Nvidia’s post-close report.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

Nano Nuclear Energy is well-positioned to deliver power for data centers and industrial applications but its stock price has headwinds for investors to avoid.

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Best Affordable Stocks. On May 12, Mizuho analyst Vijay Rakesh raised Super Micro Computer, Inc. (NASDAQ:SMCI)’s price goal to $36 from $30. It maintained a “Neutral” rating on the shares. The analyst pointed out that agentic AI demand is fuelling server growth as well as increasing semiconductor […]

Wondering whether Super Micro Computer at around US$30.85 still offers value, or if most of the opportunity is already behind it. The stock has been choppy recently, falling 8% over the last week, edging up 8% over the last month, and sitting slightly down 0.4% year to date after a 31.1% decline over the past year and a very large 3-year gain of about 7x. Recent coverage has focused on how Super Micro Computer fits into broader interest in high performance computing and server hardware, with...

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.8% in the afternoon session as investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.

Super Micro Computer ramps up AI infrastructure capacity to 6,000 racks monthly by FY26 as inventory and cash flow pressures intensify.

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Micro-transfer printing for silicon photonics; 2D electronics for CFETs; ANN thermal-aware GAA FET modeling; optical phased arrays; ferroelectric tunnel junctions for image generation; functional safety and PPA evaluation. The post Chip Industry Technical Paper Roundup: May 19 appeared first on Semiconductor Engineering.

Super Micro Computer's total data center solutions, from AI servers to liquid cooling and software, are boosting growth and deepening customer relationships.

Dell Technologies is riding on $64B AI server orders, $43B backlog, strong cash and an upbeat 2027 guidance keep its outlook robust.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 3.8% in the afternoon session after a Goldman Sachs analyst reiterated a Sell rating on the stock, citing significant risks, amid a broader slump in technology stocks.

NANO Nuclear Energy Inc. has already reported its Q2 fiscal 2026 results, narrowing its quarterly net loss to US$9.18 million and six‑month loss to US$15.70 million, while also highlighting progress on its KRONOS MMR microreactor program and fuel‑cycle initiatives. In parallel, the company advanced a Construction Permit Application for its KRONOS MMR at the University of Illinois and entered a non‑binding Memorandum of Understanding with Super Micro Computer, Inc. to explore nuclear‑powered...

Micro-Transfer Printing (MTP) As A Promising Scalable Approach to Heterogeneous Integration for Silicon Photonics (Ghent U., imec et al)  Semiconductor Engineering

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

A new technical paper, “Micro-Transfer Printing on Silicon Photonics: Tutorial, Recent Progress and Outlook,” was published by researchers at Ghent University, imec et al. Abstract “This paper highlights micro-transfer printing (MTP) as a promising scalable approach to heterogeneous integration for silicon photonics. MTP uniquely achieves high integration density, high throughput, and high material efficiency through... » read more The post Micro-Transfer Printing (MTP) As A Promising Scalable A

Super Micro added a new sales leader as it pushes further into AI infrastructure.

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 66.1%. On May 6, 2026, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding MOU with Supermicro, the global AI server and data center infrastructure leader. The agreement aims to explore […]

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best uranium stocks to buy according to Wall Street analysts. On May 6, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding Memorandum of Understanding (MoU) with Super Micro Computer, Inc. (NASDAQ:SMCI) to explore powering next-generation AI data centers with on-site nuclear energy. Super Micro is a […]

Super Micro’s first quarter was marked by robust year-over-year growth but a notable shortfall relative to Wall Street’s revenue expectations. Despite component shortages and delayed customer site readiness, management pointed to strengthening demand across AI infrastructure and enterprise segments. CEO Charles Liang attributed the quarter’s momentum to the company’s Data Center Building Block Solutions (DCBBS), improved product mix, and a significant recovery in non-GAAP gross margins. Manageme

I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as overdone. Our 24/7 Wall St. price target for SMCI is $39.34, implying 19.11% upside from $33.03. The recommendation is buy, with a ... Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

Nano Nuclear Energy Inc (NNE) reports significant progress in reactor development and strategic partnerships, despite facing potential licensing delays and increased expenses.

Nano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urbana-Champaign, a strong cash position and expanding commercial discussions acros

SAN JOSE, Calif., May 14, 2026--Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, 5G/Edge Total Solution Provider with optimized Data Center Building Block Solutions ® (DCBBS), today announced the appointment of Matthew Thauberger as Chief Revenue Officer. Mr. Thauberger will oversee the Company’s global revenue organization across direct, channel, hyperscale, and strategic sales for its AI and infrastructure offerings.

New York, May 14, 2026 (GLOBE NEWSWIRE) -- GraniteShares today announced the weekly distributions for its GraniteShares YieldBOOST ETFs: COYY, TSYY, NVYY, XBTY, AMYY, TQQY, AZYY, YSPY, MTYY, PLYY, HOYY, SMYY, BBYY, FBYY, IOYY, MAAY, NUGY, SEMY, QBY, RGYY, HMYY, RTYY, MUYY, TMYY, CWY, CRY, XEY, BIOY, FINY, TECY and FIYY as shown in the table below. ETF TickerETF NameDistribution FrequencyDistribution per ShareDistribution Rate1,330-Day SEC Yield2ROC4Ex-Date & Record Date5,6Payment Date7SEMYGranit

Super Micro Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]

UBS Cuts Dell Rating Despite Explosive AI Server Demand

These III-V semiconductors are essential for super-high-bandwidth optical interconnects. The post Lasers Are The Heartbeat Of The Optical AI Data Center appeared first on Semiconductor Engineering.

Super Micro is quietly fixing two major problems but there is one risk investors shouldn’t ignore.

Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Needham reiterated a Buy rating on Super Micro Computer Inc. (NASDAQ:SMCI)and a $40 price target. The bullish stance contrasts with the company’s third-quarter fiscal 2026 revenue, which fell short of expectations. However, Super Micro Computer exceeded […]

Global supply chain alliances take shape as Micro LED CPO optical transceiver market projected to reach $848 mn by 2030  dqindia.com

AI Push Drives Micro-LED CPO Market Toward $848M Opportunity  Electronics For You BUSINESS

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  AI Magazine

Micro LED CPO Optical Transceiver Market to Reach $848M by 2030  I-Connect007

Global Supply Chain Alliances Take Shape as Micro LED CPO  GlobeNewswire

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  Yahoo Finance UK

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  Yahoo Finance

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  Yahoo Finance

SAN JOSE, Calif., May 11, 2026--Super Micro Computer, Inc. (NASDAQ: SMCI) ("Supermicro" or the "Company"), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced the appointment of Vik Malyala as Chief Business Officer. Mr. Malyala will be responsible for building partnerships and driving business development with major technology partners.

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  Carroll County Mirror-Democrat

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.

[Insight] Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  LEDinside

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  markets.businessinsider.com

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  lincolnjournal.com

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  mykxlg.com

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  Yahoo Finance Singapore

Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce  TrendForce

TrendForce: Micro LED CPO optical transceiver module market value projected to reach USD 848 million by 2030  富途牛牛

NANO Nuclear Energy (NNE) has drawn fresh attention after signing a Memorandum of Understanding with Super Micro Computer to explore pairing its microreactors with AI server and data center platforms for on site nuclear power. See our latest analysis for NANO Nuclear Energy. After initially jumping on the Super Micro Computer MOU headlines, NANO Nuclear's 7 day share price return of 14.2% and 30 day return of 32.8% have been tempered by a 1 day share price decline of 8.2%. This has left year...

Nvidia is reportedly linked to a $2.5b smuggling scheme involving Super Micro servers and Nvidia GPUs allegedly diverted to China via Thailand. Major Chinese tech firms are cited as end customers, raising questions about how US export controls on advanced chips are being enforced. The situation could attract regulatory and geopolitical attention to Nvidia’s hardware distribution channels and partners. Nvidia (NasdaqGS:NVDA) sits at the center of the global AI hardware market, and this...

In early May 2026, Nano Nuclear Energy announced a non-binding Memorandum of Understanding with Super Micro Computer to explore integrating microreactor-powered, on-site nuclear energy with Super Micro’s AI server and data center platforms for clean, grid-independent AI infrastructure. This collaboration highlights how power supply is becoming as central as compute in next-generation AI data centers, potentially reshaping how hyperscale and enterprise facilities are designed and...

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster

As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.

The stock price climbed nearly 25% in the trading session following its earnings report.

Super Micro Computer’s latest earnings report eased major concerns around margins and execution as AI infrastructure demand remained exceptionally strong.

Shares of Super Micro Computer (NASDAQ:SMCI) spiked 5% in midday trading Friday to $35 and change. This move extended a sharp rebound that began after the company’s fiscal third-quarter results landed Tuesday afternoon. SMCI stock rallied as buyers continued to digest a margin recovery that caught much of Wall Street off guard. The move builds ... Super Micro Computer Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate

Has Supermicro finally broken out of its slump?

All three major US stock indexes were up in late-morning trading Friday following a better-than-expe

AI Data Center Market AI Data Center Market Dublin, May 08, 2026 (GLOBE NEWSWIRE) -- The "AI Data Center Market by Offering, Data Center Type, Deployment, Application, End User - Global Forecast to 2032" has been added to ResearchAndMarkets.com's offering. This research report classifies the AI data center market by offering, data center type, deployment, application, end user, and region, detailing drivers, constraints, challenges, and opportunities. The study provides an analysis of leadership

Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...

SMCI's history of concerning scandals casts an unattractive light on its shares.

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Super Micro Computer, Inc. (NASDAQ:SMCI) ranks 4th on this list. Super Micro Computer, Inc. (NASDAQ:SMCI) has had a topsy-turvy month. Despite posting non-GAAP EPS of $0.84, beating estimates by $0.22, and a revenue […]

Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26. Oklo (NYSE:OKLO) stock is off about 8%, while Cameco (NYSE:CCJ) is slipping 4%. The pullback follows a powerful rally for the nuclear trade. NANO Nuclear had ripped 35% over the past month, while Oklo had surged 63% in a month. Cameco ... NANO Nuclear Slides 10%, Oklo Falls 8%, Cameco Slips 4% After Nuclear Stocks Explosive Rally

Today, May 6, 2026, investors weigh surging AI data center demand against fresh guidance, margin recovery, and past troubles.

Shares in Advanced Micro Devices surge after AMD CEO Lisa Su flags surging demand for central processing units.

VRT rides on the AI data center boom with strong gains, acquisitions, and global growth momentum, signaling continued upside potential for the stock.

The April scoreboard is in for the three biggest pure plays on artificial intelligence (AI) server hardware, and the spread between first and last is wider than the headline gains suggest. Shares of Dell Technologies (NYSE:DELL) closed the month up 28%, pulling away from Hewlett Packard Enterprise (NYSE:HPE) at 21% and Super Micro Computer (NASDAQ:SMCI) ... Dell, Super Micro, or HPE: Which AI Server Stock Crushed It in April?

Kopin Reveals Micro-LED-Based Optical Interconnect  Photonics Spectra

Kopin Reveals Micro-LED-Based Optical Interconnect | Business | Apr 2026  Photonics Spectra

Kopin Reveals Micro-LED-Based Optical Interconnect | Business | Apr 2026  Photonics Spectra

InPHRED Expands into Data Center Optical Interconnect Market with InP VCSEL and Micro-RC-LED Solutions  PR Newswire

Global Foundries buys Advanced Micro Foundry to strengthen its SiPh position  Optics.org

Micro-LED Optical Interconnect Evaluation Kit | Avicena Tech Corp. | Mar 2026  Photonics Spectra

Rewiring Taiwan’s Display Industry: From FOPLP to Satellite Connectivity and the Micro-LED CPO Shift  semivision

US Stock Movement | OFC Highlights the Key Role of Indium Phosphide and EML; Leading Optical Communication Company Announces "Super Expansion" of Production, Concept Stocks Surge in Response  Bitget

Marvell Tech (MRVL), Mojo Vision Partner to Develop Micro-LED Optical Interconnects  Yahoo Finance

Marvell and Mojo Vision collaborate on micro LED-based short reach interconnects  Telecompaper

Navigating the AI Infrastructure Build Super Cycle  Omdia

Micro LED CPOs Open New Path for Data Center Interconnects  EE Times Asia

[News] MediaTek Ventures into Micro LED Optical Communication  LEDinside

Angled micro-actuators boost force and range for next-gen silicon photonics  EurekAlert!

Salience Labs goes all-in on all-optical networking with photonics switches for AI infrastructure  Computer Weekly

GlobalFoundries Acquires Advanced Micro Foundry, Accelerating Silicon Photonics Global Leadership and Expanding AI Infrastructure Portfolio  GlobalFoundries

GlobalFoundries buys silicon photonics firm Advanced Micro Foundry for undisclosed amount — move makes chipmaker one of the largest silicon photonics manufacturers  Tom's Hardware

GlobalFoundries' Purchase of Advanced Micro Foundry to Strengthen Silicon Photonics Portfolio  The Quantum Insider

GlobalFoundries buys Singapore's Advanced Micro Foundry in push to speed up AI data center networks  Reuters

GlobalFoundries Acquires Advanced Micro Foundry, Accelerating Silicon Photonics Global Leadership and Expanding AI Infrastructure Portfolio  GlobalFoundries

Non-volatile tuning of cryogenic silicon photonic micro-ring modulators  Nature

Near-zero power tuning! Chinese team breaks through the bottleneck of optical interconnect chips and creates non-volatile intelligent programmable micro-ring array optical transceiver chips  EurekAlert!

Lightwave Logic and Advanced Micro Foundry (AMF) Partner to Accelerate Development of Silicon Photonics Modulators Using Electro-Optic Polymers  PR Newswire

Nokia scales up with super-coherent optics  capacityglobal.com

Lintas and Nokia trial PSE-V super coherent optics to increase Telin’s optical capacity and service quality  Nokia

How super-coherent optics help maximize capacity and performance for optical data center interconnection  Data Center Dynamics

Ciena claims industry first with 1.6 Tbps coherent optic service  Computer Weekly

Synthesis of super bright indium phosphide colloidal quantum dots through thermal diffusion  Nature