Super Micro Computer

[News] Micro LED Optical Interconnects Take Center Stage at CIOE 2026  TrendForce

The AI boom is now reshaping bond markets, with long term yields hitting levels last seen in the mid 2000s as heavy spending on AI infrastructure meets higher interest rates. That mix is draining cheap capital from speculation and pushing attention toward businesses that turn AI demand into hard cash. This article highlights three picks and shovel stocks powering that physical backbone, drawn from our AI infrastructure screener. The three stocks covered below are just a small sample of the...

Super Micro Computer shipped NVIDIA's Vera Rubin NVL72 liquid-cooled racks, backed by a $60 billion backlog, even as its forward P/E of 10.26 remains low ahead of November earnings.

Japan's New AI Financing Review Sends Super Micro Stock Higher

AI agents move deeper into chip design; China doubles down on AI compute and memory; chip supply chains tighten for equipment and critical materials; TSMC partners accelerate; ICs head to space; optics advances, neural super resolution, auto PQC; Purdue-UIUC workforce training. The post Chip Industry Week In Review appeared first on Semiconductor Engineering.

Hewlett Packard Enterprise Company (NYSE:HPE) and Super Micro Computer, Inc. (NASDAQ:SMCI) are both selling the hardware behind AI inference and training, but their valuations imply different levels of risk. HPE trades near 14 times forward earnings, while Supermicro trades below 10 times. The lower multiple is not automatically the bargain. Oracle’s decision to put HPE […]

Super Micro Rolls Out NVIDIA's Vera Rubin AI Racks as $72 Billion Revenue Target Looms

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, is now shipping NVIDIA Vera Rubin NVL72 racks integrated with Supermicro's Data Center Building Block Solutions® (DCBBS) and its direct liquid cooling stack (DLC-2).

With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...

Super Micro Computer's AI-driven growth remains strong, but margin pressure contrasts with Avnet's broader exposure and improving operating leverage.

NVT's surging data center demand, liquid cooling expansion and higher 2026 outlook reflect strong AI infrastructure momentum.

Fabric.AI Files Two USPTO Patent Applications for Micro-LED Optical Interconnect Architecture  Quiver Quantitative

Super Micro Computer, Inc. (NASDAQ: SMCI), an AI, Enterprise, Storage, and 5G/Edge IT Total Solution Provider, is now shipping NVIDIA Vera Rubin NVL72 racks integrated with Supermicro's Data Center Building Block Solutions® (DCBBS) and its direct liquid cooling stack (DLC-2).

Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it.

In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $41.64, denoting a +1.07% move from the preceding trading day.

In recent months, Super Micro Computer reported a record AI-focused order backlog, including over US$60.00 billion in new fourth-quarter orders, and began expanding global manufacturing capacity to produce more than 6,000 racks per month to support growing data center demand. At the same time, AI-related solutions have become an increasingly central part of the business, already contributing the majority of recent quarterly revenue and expected to dominate future sales based on the existing...

Stocks advanced Monday as oil prices eased and investors turned their attention to this week’s United National General Assembly for potential signs of resolution to the conflict in Iran. Technology stocks, and artificial-intelligence stocks in particular, traded higher after Treasury Secretary Scott Bessent met with China’s vice premier He Lifeng and said the pair had agreed to an AI dialogue. Micron Technology added 2.7% and Marvell Technology rose 5.4%.

Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.

Super Micro just posted a quarter that sent analyst price targets soaring and earnings estimates jumping by 30% in a single month, yet the stock still trades below those targets and insiders are quietly selling. The setup looks compelling until you dig into what management said about where those profits actually came from.

Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.

STARTRADER has added 49 new 24/7 Stock and ETF CFDs across its MT5 servers, accessible Monday to Sunday, 00:00 to 24:00 (GMT+3 platform time), subject to scheduled maintenance. The foreign shares are listed in mainland China, Hong Kong and South Korea, extending continuous access to Asian names whose biggest news has historically landed while their home exchanges were closed.

One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.

AU Optronics And Intel Could Reshape Chip Packaging, Merging Micro LED Substrates With Silicon & CPOs To Chase AI Demands  Wccftech

Stocks climbed on Monday with tech leading the march higher as investors eyed the possibility of a U.S.-Iran deal. The Nasdaq Composite added 1.4% as the S&P 500 gained 0.9%. The Dow Jones Industrial Average gained 0.

ADM, Delek and Sanmina combine strong earnings growth with low valuation metrics, emerging from a screen of 50 Strong Buy stocks.

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.

ExxonMobil, JPMorgan Chase and NVIDIA headline Zacks Market Edge's 500th episode, with earnings growth and market gains in focus.

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

PORT LOUIS, Mauritius, Sept. 21, 2026 (GLOBE NEWSWIRE) -- Available from September 18, 2026, the expansion adds 30 US stocks, 14 ETFs, and five USD-quoted foreign shares, tradable Monday to Sunday, with trading available beyond the regular hours of the relevant underlying exchanges, subject to the applicable trading schedule and terms. STARTRADER has added 49 new 24/7 Stock and ETF CFDs across its MT5 servers, accessible Monday to Sunday from 00:00 to 24:00 (GMT+3 platform time), subject to sche

STARTRADER has added 49 new 24/7 Stock and ETF CFDs across its MT5 servers, accessible Monday to Sunday, 00:00 to 24:00 (GMT+3 platform time), subject to scheduled maintenance. The foreign shares are listed in mainland China, Hong Kong and South Korea, extending continuous access to Asian names whose biggest news has historically landed while their home exchanges were closed.

A food company, a refiner, and some AI stocks are cheap and have the top Zacks Rank.

Bulls and bears, COVID, a banking crisis, and the AI Revolution. What stocks stand out over the last 11 years?

Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...

Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a major repricing. Here is what has to happen for SMCI to add another 58% from here.

The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...

Super Micro Computer stock climbs. AI server demand gives the stock a lift

Avicena to demo first connectorized micro-LED optical interconnect  Semiconductor Today

While macroeconomic headwinds, geopolitical energy shocks, and relentless media fear-mongering might suggest a market correction is overdue, the resilience of stock price action tells a different story.

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.

The AI server maker is trading at a discount even as Wall Street expects another huge jump in revenue.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

[Insight] AI Drives Cross-Domain Micro LED Adoption, with Display and Optical Interconnect Applications Open a Dual-Growth Curve  LEDinside

These stocks are all up more than 900% since September 2021.

Super Micro Shares Slide As AI Spending Faces A Fresh Reality Check

Company-operated manufacturing and clean-room capability support one of the industry's first commercially available CPO switches, available now through SupermicroSAN JOSE, Calif., Sept. 15, 2026 (GLOBE NEWSWIRE) -- Micas Networks, an American AI networking company headquartered in San Jose, today announced an expansion of its company-operated manufacturing operations in Malaysia to strengthen the clean-room capability, advanced system assembly, optical integration, automated test and validation

Penguin Solutions faces a 14-point fiscal 2026 growth drag from Edge and hyperscale exits, but surging AI memory sales could power its next growth phase.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

EINDHOVEN, Netherlands, September 15, 2026--Axelera AI, the European leader in AI acceleration hardware, announced the launch of the Europa architecture with a growing ecosystem of OEM, ODM and technology partners, including validated systems with Dell and Supermicro. Europa, a next-generation AI Processing Unit (AIPU), extends the advantages of Axelera AI’s edge-first architecture to more demanding enterprise and data center workloads, giving organizations a practical path to run production AI

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

Hewlett Packard Enterprise (HPE) trades near $62, at the top of its 52-week range and up about 160% over the past year. The company just reported record revenue of $12.2 billion for fiscal Q3 2026 and a raised outlook for fiscal 2027. The easy read is that you are early in an AI cycle. The harder question is what paid for it.

Hewlett Packard Enterprise (HPE) stock has run from about $24 to roughly $62 over the past year, a gain of about 159% against close to 19% for the S&P 500. That move was legible in advance, but only one place told you which way. The order book moved long before the profit line did.

Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.

A Wall Street downgrade landed on Hewlett Packard Enterprise after a 137% year-to-date run, and it took Dell and Super Micro down with it. Now the question is whether AI hardware demand can hold the group together or whether the pacing debate just changed the math.

AI stocks get hit as public debate erupts on the powerful technology.

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects  digitimes

Hauman Unveils Micro LED Testing Breakthrough for AI Optical Interconnects  digitimes

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

SMCI vs. NTAP: Which Stock Is the Better Value Option?

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Hewlett Packard Enterprise's record $7.6 billion AI backlog and rising networking orders point to strong demand as AI infrastructure spending accelerates.

Super Micro Computer stock rallied throughout August on strong order book and Cisco Nvidia partnership.

Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook. Speaking at the Goldman Sachs Communacopia and

Two compelling reasons support the SMCI stock investment case while one risk poses a challenge.

HPE and Dell are giving back gains Thursday with no new catalyst in sight, while Super Micro is bucking the retreat entirely. The divergence raises a question about whether this is profit taking or something more worth watching.

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

Super Micro has underperformed the Nasdaq over the past year, and analysts are cautious about the stock’s prospects.

One trades at a 20x premium despite massive losses, while the other is profitable but has faced several controversies.

The provider of computing infrastructure for artificial intelligence reported a notable insider stock sale.

Super Micro Computer (NASDAQ:SMCI) said demand for AI infrastructure remains strong as the company works to expand its customer base, increase the value of its systems offerings and improve cash conversion through more favorable customer contracts. Speaking at Citi's Technology Conference, Michael

Super Micro Computer, CoreWeave, and IREN all carry heavy short interest as investors weigh rapid AI infrastructure growth against margin, cash flow, and spending concerns.

Earnings expectations have jumped sharply over the past month as investors return to the AI server maker.

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

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.

SMCI, ADM, ALL, CNC and AVT are five undervalued stocks with strong estimate revisions and growth prospects that could offer more upside in 2026.

Supermicro's gross margin just shattered expectations, sending shares surging, but management quietly buried a number in the earnings call that changes everything investors think they just bought.

C-TOUCH & DISPLAY SHENZHEN 2026 to Showcase Breakthroughs in Micro LED Optical Interconnects, AI+AR Smart Glasses and TGV Glass Substrates  The Manila Times

Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps

Strong earnings and a bigger full-year outlook pushed Palantir far ahead of the broader technology sector.

Super Micro has outpaced the S&P 500 this year, yet its peers left it far behind, and a key cash flow problem explains why the $50 price target remains out of reach for now.

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

Super Micro Computer has swung from accounting scandal fears to record AI orders, and after a blowout quarter that sent shares surging nearly 30% in a single month, our model now points to a setup where the upside and downside cases tell very different stories.

Dell Technologies hits a 52-week high as record AI server orders, a $95B backlog and broad IT refresh demand fuel hopes for further stock upside.

Semiconductors are ripping while the broader tape barely moves, and that gap is splitting three major AI server stocks in completely different directions at midday Friday.

Revenue jumped 78% to $39.1 billion last year, but investors are still waiting for more consistent margins.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Super Micro (NASDAQ:SMCI) and the rest of the hardware & infrastructure stocks fared in Q2.

NetApp's record Q1 FY27 results show strong Hybrid and Public Cloud momentum as AI demand and modernization drive growth.

Super Micro Computer gains 29% YTD as record backlog, AI partnerships and rising shipments fuel growth, while improving margins add to its appeal.

[PlayNitride FY2026 Q2 Earnings Call] Micro LED optical interconnect achieves sub-1 pJ/bit energy efficiency, Tantium chip slashes power consumption by 50%, PlayNitride targets 2028 automotive volume ramp  finance.biggo.com

Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.

With global bond yields easing as inflation signals soften in the US, growth stocks are back in focus. Lower yield pressure can make the future earnings of fast growing companies look more attractive, especially when management has significant skin in the game through insider ownership. This article highlights three high growth, high insider commitment US stocks from our screener and explains why each one could deserve a closer look now. The three stocks covered below are just a starting...

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

NetApp posts record fiscal Q1 results as AI and modernization demand fuels revenue growth, flash momentum and a raised fiscal 2027 outlook.

Dell just posted numbers that have analysts scrambling to reset their models, and a single metric buried in the earnings release explains why the stock could still have room to run despite already tripling this year.

Super Micro (SMCI) could be a great choice for investors looking to buy stocks that have gained strong momentum recently but are still trading at reasonable prices. It is one of the several stocks that made it through our 'Fast-Paced Momentum at a Bargain' screen.

HPE just raised its guidance and posted blockbuster growth, yet the stock is sinking while the broader tech market climbs. The reason why has less to do with demand and more to do with a supply problem that could haunt the company for quarters to come.

Super Micro delivered improved margins, forecast huge growth for the year ahead, and shored up some corporate governance concerns.

Value stocks typically trade at discounts to the broader market, offering patient investors the opportunity to buy businesses when they’re out of favor. The key risk, however, is that these stocks are usually cheap for a reason, and a low valuation can reflect underlying business challenges rather than a genuine bargain.

Tech stocks are a little lackluster with higher rates in America. Nvidia is bouncing from $215, AMD remains above major support at $450, and SMCI continues to range between $35 and $40.

Dell just posted the largest AI order quarter in enterprise hardware history, yet shareholders sent the stock lower. The reason buried in the earnings report explains everything about whether this AI boom actually pays.

Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.

Investing.com - U.S. stock index futures edged lower on Wednesday as investors contended with a global bond selloff, elevated energy prices and growing expectations that the Federal Reserve could raise interest rates later this month, putting pressure on rate-sensitive technology stocks.

Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing never went away, so what exactly is the market seeing that he is not?

SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.

Dell stock is sliding into earnings despite a setup that looks unusually bullish on paper, and the gap between those two things tells a specific story about what traders actually need to see tonight.

Super Micro Computer stands out on soaring AI infrastructure demand, while Albertsons faces margin pressure and weaker growth prospects.

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.

With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.

Super Micro Computer enters FY27 with strong business momentum, supported by robust AI infrastructure demand.

Cisco and Supermicro are expanding their roles in AI infrastructure, but their vastly different risk profiles could make one stock a much more attractive investment than the other.

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

Cisco Systems (NasdaqGS:CSCO) launched a Sovereign Critical Infrastructure portfolio in Canada, targeting sectors that require national control of data and networks. The company expanded its Secure AI Factory through partnerships with NVIDIA and Supermicro to support liquid cooled, high density AI infrastructure. The expanded offering is aimed at enterprises, neocloud providers, and sovereign cloud customers looking to run AI workloads with integrated compute, cooling, and AI focused...

Nvidia Corp‘s next AI breakthrough may not be inside its chips—it could be in how they’re cooled. Cisco Systems, Inc‘s latest expansion of its AI infrastructure partnership with Nvidia highlights a growing industry shift toward liquid cooling. It reinforces forecasts...

Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and SMCI.

The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.

Super Micro Computer (NasdaqGS:SMCI) is expanding its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack scale solutions for neocloud and sovereign cloud customers. The collaboration incorporates Supermicro high density, liquid cooled and air cooled servers into Cisco's Secure AI Factory infrastructure for next generation AI data centers. The joint offering is aimed at enterprises and cloud providers that want to deploy efficient and secure AI workloads at...

NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.

CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.

Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20% below where they traded a year ago. Something has to give, and the timeline for a resolution is closer than most investors realize.

The partnership brings dense GPU systems and liquid cooling together.

Stocks closed modestly higher Tuesday after Wall Street traded cautiously ahead of Nvidia earnings on Wednesday. Moderna gained 14% to $158.83 and was the best-performing stock in the Wolfe Research upgraded the stock to Peer Perform from Underperform without a price target. Shares surged nearly 180% to $174.38 on Aug. 19, after a late-stage trial showed a treatment combining Moderna and Merck’s experimental vaccine, intismeran autogene, and Merck Keytruda was more effective at preventing

Super Micro Computer's record backlog and AI demand set the stage for growth, with management expecting AI solutions to exceed 80% of revenues.

A Taiwanese indictment named individuals tied to Super Micro and NVIDIA, but whether the companies themselves face liability depends on a legal distinction that sent one stock soaring 8% while the broader tech tape went nowhere.

Cisco Systems (CSCO) is back in focus after management highlighted strong AI related orders, provided upbeat guidance for fiscal 2027 AI infrastructure revenue, and announced an expanded Secure AI Factory partnership with NVIDIA and Supermicro. See our latest analysis for Cisco Systems. Cisco Systems shares have eased in the short term, with the 1 month share price return down 3.45% and the 3 month share price return down 6.85%. However, the stock still shows strong momentum, highlighted by a...

Super Micro Computer, State Street and Pinnacle West Capital stand out for sustainable sales growth and financial strength going forward.

AI models keep evolving, placing new performance demands on networks. Power and cooling dictate where infrastructure can be built. Customers are demanding AI capabilities that keep their data secure and private. The next era of AI infrastructure can't just deliver raw compute; it must harness that compute through validated, full-stack architectures customers can deploy quickly, run efficiently, and secure with confidence. Today, Cisco (Nasdaq: CSCO) is expanding the Secure AI Factory with NVIDIA

Cisco is partnering with Supermicro to add high-powered AI servers to its Nvidia-backed infrastructure offering, expanding beyond networking to sell more of the equipment needed to run AI.

Super Micro Computer has cleared a major governance hurdle. Is the stock a 'Buy' now?

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.8% in the afternoon session after Taiwanese prosecutors indicted nine individuals, including two employees of the company's Taiwan unit, over an alleged scheme to illegally export AI servers to China. According to Reuters, prosecutors in Keelung said on August 24, 2026, that eight defendants — including two Super Micro employees and one Nvidia employee — were charged with breach of trust and document forgery, while a ninth face

On August 11, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) forecast revenue of $14.5 billion to $15.5 billion for the first quarter of FY27, topping even the highest analyst estimate of $13.3 billion. The company continues to ride surging demand for AI servers built around Nvidia chips. Why This Matters Super Micro’s numbers keep beating expectations […]

In August 2026, Super Micro Computer reported fourth-quarter sales of US$11.12 billion and net income of US$1.18 billion, while also facing new Netlist patent infringement actions and Taiwanese indictments alleging illegal AI server exports involving some employees. These parallel developments highlight how Super Micro’s expanding role in AI infrastructure is increasingly intertwined with legal, compliance, and intellectual property risks that could influence how it operates. We’ll now...

Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc. (NASDAQ:SMCI) jumped to their highest levels since June on August 12, 2026, a day after both companies delivered upbeat forecasts that signaled booming demand for AI computing capacity. CoreWeave rose more than 19%, and Super Micro climbed more than 13%. Why This Matters Both companies […]

Super Micro Computer stock falls. Why the AI server maker faces fresh pressure

Dilution fears and regulatory uncertainty are catching up with the AI server stock.

Super Micro Computer stock has delivered a very large 5-year gain, yet current valuation checks and an intrinsic value estimate based on a Discounted Cash Flow (DCF) still suggest the shares trade at a discount to that intrinsic value. Super Micro Computer has returned about 9.5x over the last 5 years, which puts extra focus on whether the current price still leaves room for further value to be realised. Strong demand for AI-focused servers and data center solutions can support expectations...

Taiwanese prosecutors just indicted employees tied to an AI server smuggling ring stretching from Taiwan to China through three transit countries, and one major US chip stock is taking a disproportionate hit while its closest rivals barely flinch.

SMCI, DELL and HPE are positioned to ride on rising AI data center spending with servers, rack-scale systems, networking and cooling.

Taiwan prosecutors said on Monday they had indicted nine people, including employees of Nvidia and Super Micro, over involvement in the illegal export ‌of artificial intelligence servers to China. Semiconductor powerhouse Taiwan is the world's largest producer of advanced chips used ‌in AI applications. Prosecutors this year investigated the suspected illegal export of servers equipped with Nvidia chips subject to U.S. export controls.

Super Micro Computer (SMCI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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

Super Micro says its internal probe has cleared current management of any wrongdoing. But does that warrant buying SMCI shares today? Let’s find out!

Super Micro Stock Jumps 3% After Probe Clears Senior Management of Smuggling Knowledge

SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.

Super Micro's revenue surged to $11.1 billion while Western Digital grew steadily to $3.7 billion, but volatility tells a different story about each company's trajectory.

The next test is whether strength extends into 2027

Record $11.1B quarterly revenue and $60B+ new orders fuel fiscal 2027 guidance.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.

Super Micro’s second quarter saw the company fall short of Wall Street’s revenue expectations, yet the market responded positively to the results. Management pointed to a near doubling of sales driven by robust demand for AI and data center solutions, with CEO Charles Liang highlighting a strategic shift toward total data center building block solutions. Expanded enterprise and CPU-centric product lines, along with a healthier product and customer mix, were cited as key factors in the significan

Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...

Super Micro Computer's 67% monthly surge is backed by AI demand and a record backlog, but inventory, competition and execution risks cloud the outlook.

Vertiv and Super Micro Computer both just reported blowout AI infrastructure numbers, but the two stocks tell completely different stories about risk, reward, and who actually wins when data centers scale.

Super Micro Stock Surges on Massive AI Revenue Forecast: Here's What Changed

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 11.2% in the morning session after a cooler-than-expected wholesale inflation report provided a strong macroeconomic tailwind, amplifying the momentum from the company's blockbuster earnings report released earlier in the week.

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]

Analysts have lifted their fair value estimate for Super Micro Computer to US$41.75 from US$37.25, reflecting an updated view of what the stock could be worth based on refreshed modeling. The change aligns with a more constructive tone in recent research, as higher price targets follow the latest Q4 print, order book disclosures and multi year revenue guidance. As you read on, you will see how these shifting targets fit into the broader Super Micro Computer story and what to watch as the...

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.

Tech stocks look a touch lively in premarket trading.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’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.

It has lost more than half its value in less than a year.

The company more than doubled revenues and narrowed losses in the quarter.

Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.

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.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving investors fresh confidence in the AI trade and helping ease concerns that the boom could be heading toward bubble territory.

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.

AI infrastructure companies got a major boost on earnings, sending shares soaring.

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  HPCwire

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.org

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.com

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

[News] Ennostar and Saphlux Deepen Strategic Partnership on Semi-Polar Micro-LED Technology, Targeting AR and AI Optical Communications  LEDinside

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.

Purifying red InGaN micro-LED spectra  Semiconductor Today

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

Enkris unveils high-speed, low-power micro-LED optical interconnect product  Semiconductor Today

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

Micro-LED transfer via electrochemical etch  Semiconductor Today

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

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

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

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

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

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

[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

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

Kopin Reveals Micro-LED-Based Optical Interconnect  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

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

Navigating the AI Infrastructure Build Super Cycle  Omdia

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

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

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

Henkel expands Micro-Thermal Interface Material (mTIM) coating portfolio to address higher-bandwidth optical transceiver requirements  Henkel

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