Noticias

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

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

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

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

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

Has Supermicro finally broken out of its slump?

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Super Micro bounced back by 24.50 percent on Wednesday to finish at $34.66 apiece, as investor sentiment was boosted by its stellar earnings performance in the third quarter of fiscal year 2026. In an updated report, Super Micro […]

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

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...

Super Micro represents a cheap entry point into the AI revolution as a high-risk, high-reward play. You’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

Super Micro forecast June-quarter profit above estimates after adjusted gross margin reached 10.1% in the fiscal third quarter.

Investors Shrug Off the Revenue Miss Super Micro Computer (NASDAQ:SMCI) reported Q3 FY2026 results after the close on May 5, 2026, beating on earnings but missing badly on revenue. The market focused on the margin snap-back and a raised full-year outlook anyway. Shares are up 15.34% in midday trading to $32.10, recovering from the $27.83 ... Super Micro Surges on AI Forecast, but Questions Remain

Can Nano Nuclear and Super Micro help each other grow faster?

SMCI beats Q3 earnings estimates as AI infrastructure demand surges, though deployment delays and component shortages weigh on revenues.

Yes, Super Micro is growing -- but at what cost?

Super Micro Computer Inc (NASDAQ:SMCI) shares surged about 18% following its fiscal third-quarter 2026 results, as strong earnings and margin performance outweighed a revenue miss. For the quarter ended March 31, 2026, Supermicro reported net sales of $10.24 billion, well below estimates of...

Shares of Super Micro Computer (NASDAQ:SMCI) are rallying 18% higher in early Wednesday trading. The AI server maker delivered a sizable earnings beat, raised full-year guidance, and unveiled a forward-looking partnership tied to nuclear power. The stock closed at $27.83 on Tuesday and is now reclaiming ground last seen in early April. The rally pushes ... Super Micro Rockets 18% on Earnings Beat, $12.5 Billion Q4 Guide, Nuclear-Powered AI Vision

The server maker posted improved margins in its fiscal third quarter and projected revenue above Wall Street expectations, driven by sustained strong demand for artificial intelligence data center infrastructure.

US futures point to a strong open, extending a global rally driven by hopes of a breakthrough in the Middle East, with further fuel from strong results from AMD and Super Micro Computer overnight. The Dow Jones has been called more than 500 points higher, with futures up 1%, while futures...

Company forecasts Q4 revenue above estimates despite Q3 miss

Wall Street futures pointed to fresh record highs pre-bell Wednesday as oil prices fell following me

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

Super Micro Computer (NASDAQ:SMCI) jumped more than 19% in premarket trading on Wednesday after the server maker issued a fourth-quarter revenue forecast that exceeded Wall Street expectations, supported by continued strong demand for AI-focused data center infrastructure. By 04:12 ET, shares in the company had rallied sharply following the release of its latest quarterly results and outlook.

Major gauge futures soared following a series of record closes from US indexes.

Super Micro (SMCI) delivered earnings and revenue surprises of +34.25% and -17.14%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?