News

Wondering whether Super Micro Computer at around US$30.85 still offers value, or if most of the opportunity is already behind it. The stock has been choppy recently, falling 8% over the last week, edging up 8% over the last month, and sitting slightly down 0.4% year to date after a 31.1% decline over the past year and a very large 3-year gain of about 7x. Recent coverage has focused on how Super Micro Computer fits into broader interest in high performance computing and server hardware, with...

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.8% in the afternoon session as investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Super Micro Computer ramps up AI infrastructure capacity to 6,000 racks monthly by FY26 as inventory and cash flow pressures intensify.

Nano Nuclear Energy is well-positioned to deliver power for data centers and industrial applications but its stock price has headwinds for investors to avoid.

Super Micro Computer's total data center solutions, from AI servers to liquid cooling and software, are boosting growth and deepening customer relationships.

Dell Technologies is riding on $64B AI server orders, $43B backlog, strong cash and an upbeat 2027 guidance keep its outlook robust.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

NANO Nuclear Energy Inc. has already reported its Q2 fiscal 2026 results, narrowing its quarterly net loss to US$9.18 million and six‑month loss to US$15.70 million, while also highlighting progress on its KRONOS MMR microreactor program and fuel‑cycle initiatives. In parallel, the company advanced a Construction Permit Application for its KRONOS MMR at the University of Illinois and entered a non‑binding Memorandum of Understanding with Super Micro Computer, Inc. to explore nuclear‑powered...

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 3.8% in the afternoon session after a Goldman Sachs analyst reiterated a Sell rating on the stock, citing significant risks, amid a broader slump in technology stocks.

CNBC host Jim Cramer may have called the turn before the tape confirmed it. "Be careful; smell the reversal day," he posted Tuesday morning, and by midday the AI trade was flashing red across semiconductors, server names, software and tech-heavy...

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best nuclear energy stocks to buy as SMRs go mainstream, with a median upside potential of 66.1%. On May 6, 2026, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding MOU with Supermicro, the global AI server and data center infrastructure leader. The agreement aims to explore […]

Super Micro added a new sales leader as it pushes further into AI infrastructure.

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best uranium stocks to buy according to Wall Street analysts. On May 6, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding Memorandum of Understanding (MoU) with Super Micro Computer, Inc. (NASDAQ:SMCI) to explore powering next-generation AI data centers with on-site nuclear energy. Super Micro is a […]

Super Micro’s first quarter was marked by robust year-over-year growth but a notable shortfall relative to Wall Street’s revenue expectations. Despite component shortages and delayed customer site readiness, management pointed to strengthening demand across AI infrastructure and enterprise segments. CEO Charles Liang attributed the quarter’s momentum to the company’s Data Center Building Block Solutions (DCBBS), improved product mix, and a significant recovery in non-GAAP gross margins. Manageme

I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as overdone. Our 24/7 Wall St. price target for SMCI is $39.34, implying 19.11% upside from $33.03. The recommendation is buy, with a ... Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

Nano Nuclear Energy Inc (NNE) reports significant progress in reactor development and strategic partnerships, despite facing potential licensing delays and increased expenses.

Nano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urbana-Champaign, a strong cash position and expanding commercial discussions acros

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 Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

The C-Suite promotion could signal a focus on continuity and stronger partnerships with major tech players, as the company works to rebuild investor trust following the DOJ indictment and recent leadership changes.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]

UBS Cuts Dell Rating Despite Explosive AI Server Demand

Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Needham reiterated a Buy rating on Super Micro Computer Inc. (NASDAQ:SMCI)and a $40 price target. The bullish stance contrasts with the company’s third-quarter fiscal 2026 revenue, which fell short of expectations. However, Super Micro Computer exceeded […]

The update comes two months after the AI server maker’s co-founder was indicted on charges connected to a smuggling scheme.

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