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Wolfe Research Initiates Coverage of Super Micro Computer (SMCI) Stock
Insider Monkey50d agoneutral
Wolfe Research Initiates Coverage of Super Micro Computer (SMCI) Stock

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

Is SMCI Still an AI Winner? The Bull vs Bear Case
24/7 Wall St.50d agoneutral
Is SMCI Still an AI Winner? The Bull vs Bear Case

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

SMCZ vs. SMCX: Betting Against or All-In on Super Micro?
24/7 Wall St.50d agoneutral
SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

The choice between Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) and Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) is the cleanest bull-versus-bear mirror trade available in the AI server complex. Both products from Defiance ETFs track the same underlying, Super Micro Computer (NASDAQ:SMCI), with opposing 2x daily leverage. They look like polar opposites ... SMCZ vs. SMCX: Betting Against or All-In on Super Micro?

Why Super Micro (SMCI) Stock Is Up Today
StockStory51d agoneutral
Why Super Micro (SMCI) Stock Is Up Today

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

Tech Stocks Set to Start the Week Higher
The Wall Street Journal51d agobullish
Tech Stocks Set to Start the Week Higher

Tech stocks have driven the market in recent weeks, and shares in companies tied to the AI-buildout are among the biggest premarket winners this morning. Shares of Micron Technology, Super Micro Computer and Marvell Technology all rose ahead of the open, with Nasdaq futures up about 2%.

Stocks to Watch: SpaceX, Micron Technology, Remy Cointreau
The Wall Street Journal51d agoneutral
Stocks to Watch: SpaceX, Micron Technology, Remy Cointreau

↗️ SpaceX (SPCX): Shares of Elon Musk’s rocket company jumped 6% premarket, putting the stock on track to extend the 19% gain recorded on its trading debut. ↗️ Micron Technology (MU), Super Micro Computer (SMCI), Marvell Technology (MRVL): Shares of companies tied to the AI buildout were among the biggest winners premarket as the interim deal between the U.

Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot
24/7 Wall St.55d agoneutral
Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot

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

Super Micro risks massive dilution for uncommitted AI orders
TheStreet55d agoneutral
Super Micro risks massive dilution for uncommitted AI orders

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

Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?
24/7 Wall St.55d agobearish
Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?

Shares of Marvell Technology (NASDAQ:MRVL) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has the stock up 57% over the past month heading into its scheduled index debut. The catalyst is well known. S&P Dow Jones Indices confirmed in its June ... Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?