Investing.com -- Super Micro Computer Inc (NASDAQ:SMCI) watched its stock tumble over 9% in after-hours trading Tuesday following the announcement of massive new financing plans. Investors reacted with visible caution as the server manufacturer revealed a sweeping $7.0 billion capital raise designed to bankroll its surging AI backlog. The multi-tranche funding strategy is uniquely structured to capture both immediate and future market liquidity. It features a $5.0 billion concurrent underwritten
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Super Micro Computer said on Tuesday it would raise $7 billion through a series of equity and equity-linked financing transactions to fund the purchase of components needed to meet the growing demand for its advanced AI servers. AI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Super Micro also plans to sell shares worth up to $2 billion in an at-the-market offering not before the third quarter.
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the hardware & infrastructure stocks, including Super Micro (NASDAQ:SMCI) and its peers.
Shares of Super Micro Computer (NASDAQ:SMCI) are down 11% at midday Tuesday, while Dell Technologies (NYSE:DELL) is sliding 9%. Both high-beta AI hardware names are getting hit in a coordinated risk-off move across the AI infrastructure complex. The selling comes as the broader market also weakens, with the S&P 500 ETF down 1.5% to 2% ... Super Micro Plunges 11%, Dell Sinks 9% as High-Beta AI Hardware Stocks Get Hit
The Nasdaq turned suddenly lower Tuesday morning. The Dow was down 276 points, or 0.5%. A majority of S&P 500 stocks were rising, but highflying semiconductor and optical networking stocks were suddenly dragging down the index, rather than lifting it.
From Niche Server Builder to AI Infrastructure Powerhouse A decade ago, Super Micro Computer (NASDAQ:SMCI) was a quiet Silicon Valley server maker most investors had never heard of. Then the generative AI boom hit, NVIDIA (NASDAQ:NVDA) GPUs became the most coveted silicon on earth, and Supermicro’s modular, liquid-cooled server racks became the shovel of choice. ... From $1,000 to $17,070: How Super Micro Computer Became an AI Infrastructure Juggernaut in Ten Years
FEATURE There’s no need for Wall Street to worry about the artificial-intelligence trade fizzling out, judging by the stocks that were rising ahead of the opening bell Tuesday. Chip maker Marvell Technology jumped 4.
US and Taiwanese authorities are investigating alleged export-control and chip-smuggling violations tied to Super Micro Computer's Nvidia-based servers. A recent US Department of Justice indictment names individuals reportedly connected to Super Micro Computer's technology supply chain, while the company itself is not a defendant. Super Micro Computer has said it is cooperating with authorities and tightening compliance processes to reduce the risk of its hardware being diverted to...
Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms
Supermicro is enjoying a rally that looks to be short-lived.
Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.
Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.
A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%
Super Micro Computer, Inc. (NASDAQ:SMCI) is included among the 10 Most Volatile Stocks to Buy in S&P 500. Super Micro Computer, Inc. (NASDAQ:SMCI) is a global leader in application-optimized IT solutions for Enterprise, cloud, AI, and 5G Telco/Edge Infrastructure. On June 1, Mizuho analyst Vijay Rakesh upped the firm’s price target on Super Micro Computer, […]
Global shares sank on Monday after Wall Street ended last week with its worst day since October, while oil prices jumped more than $4 as fighting flared between Israel and Iran. South Korea's Kospi led the global retreat, plunging 8.3% on heavy selling of technology shares and extending losses that on Friday gave the S&P 500 its biggest single day drop in months. The future for the S&P 500 was up 0.2%, while that for the Dow Jones Industrial Average lost 0.3%.
Nano Nuclear Energy (NasdaqCM:NNE) received formal acceptance from the U.S. Nuclear Regulatory Commission for its microreactor construction permit. The NRC acceptance starts a detailed safety and environmental review for the company’s portable nuclear microreactor plans. Nano Nuclear Energy also signed a collaboration with Super Micro Computer to evaluate microreactor powered data centers. Nano Nuclear Energy focuses on advanced, portable nuclear microreactors aimed at supplying reliable...
If you are wondering whether Super Micro Computer is still attractively priced or already fully valued, it helps to step back and look at what the recent share price performance and fundamentals are really telling you. The stock closed at US$41.64, with the share price falling 9.7% over the last week, rising 20.1% over the last month, and showing returns of 34.5% year to date and 0.2% over the last year, alongside a very large 3 year return and more than 10x over 5 years. Recent coverage has...
A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.
The biggest investing mistake of 2026 isn’t buying the wrong stock. It is staying too bearish. As an example, the criminal conviction of short seller Andrew Left, who used to lead Citron Research for a “long-running market manipulation theme,” has thrown cold water on short selling. I was ...
Super Micro Slides as Rising Yields Shake High-Growth Tech Stocks
The selling in computer-chip and hardware manufacturers is getting ugly this afternoon after Broadcom's forecast disappointed late Wednesday. Higher bond yields, which decrease the value Wall Street assigns to companies projecting high profits far into the future, aren't helping either.
AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.