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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...

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%.

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. […]

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

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

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 Computer has shed half its value in a year, and now a board investigation, a $6.6 billion cash outflow, and a potential 48% upside are all pointing in different directions at once.

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.

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.

VRT stock surges after strong Q2 2026 results as AI-driven data center demand, manufacturing expansion and upbeat guidance support continued growth.

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 Heads Into Earnings With Bulls and Bears at Odds

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.

Taiwanese prosecutors just detained an Nvidia employee in a chip smuggling probe already linked to Supermicro's stunning collapse, and investors are scrambling to figure out whether history is about to repeat itself.

Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few retail investors seem to see yet.

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 extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

An Nvidia (NVDA) employee has been detained by Taiwanese prosecutors as part of an investigation int

President Trump said that talks with Iran were taking place. In response, Brent crude further declined while Treasurys strengthened and the dollar fell.

(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

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.

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.

Investors can debate if S&P 500 CEOs deserve their sky-high pay packages. But not all CEOs get such princely sums.