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

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

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.

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.

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.

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.

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

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

The AI-hardware maker’s board found no evidence CEO Charles Liang knew anything about alleged chip smuggling but a pending trial could bring more legal exposure to the beleaguered company.

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!

SMCI said its investigation also found no evidence that Supermicro directly sold export-controlled products to known restricted parties or locations.

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider’s earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets WrapIran Shakes U

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Stock futures slipped as a slump in chip stocks broadened.

(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

Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

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.

Super Micro said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being ‌questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips. The servers ‌are made by Super Micro and contain Nvidia chips, which are subject to U.S. export controls prohibiting export to China. The four workers were among ​six people questioned earlier this week when Taiwan's Keelung District Prosecutors' Office said it had launched a second round of searches in the probe.

(Updates with the company's response in the fourth paragraph.) Super Micro Computer (SMCI) is coo

Authorities reportedly searched offices tied to an investigation into Nvidia chip exports.

The number of people under investigation has grown from 3 to 9 as Taiwanese prosecutors search 12 sites tied to alleged Nvidia chip diversions to China

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

Taiwanese authorities escalated a probe into the unauthorized diversion of advanced artificial-intelligence servers made by Super Micro Computer, as part of efforts to crack down on the alleged smuggling of Nvidia chips to China.

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

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.

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks