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Super Micro Computer (SMCI) Is Down 38.3% After Massive US$7 Billion Equity and Preferred Offering
Simply Wall St.71d agoneutral
Super Micro Computer (SMCI) Is Down 38.3% After Massive US$7 Billion Equity and Preferred Offering

Earlier this week, Super Micro Computer announced plans to raise about US$7.00 billion through common stock and convertible preferred depositary shares to fund components needed for roughly US$39.00 billion of recent AI server orders. The capital raise coincides with an aggressive build‑out of Supermicro’s AI-centric product portfolio, including new Arm-, AMD-, Intel-, and NVIDIA-based rack‑scale platforms aimed at large cloud and data center deployments. We’ll now examine how this very...

IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St.71d agoneutral
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story

IREN (NasdaqGS:IREN) has expanded its global data center development pipeline to 5.8 GW, signaling a much larger buildout of high-performance computing sites. The company has entered a multi year, $3.4b partnership with Nvidia to supply AI infrastructure, adding a major new customer relationship alongside its existing work with Microsoft. These moves indicate a deeper push into AI cloud infrastructure and a broader geographic footprint for IREN’s computing assets. IREN’s share price sits at...

Jim Cramer Describes Bitcoin, Gold As 'Bad Money' Getting Dumped For SpaceX — But 'Good Money' Apple And Nvidia Not Spared Either
Benzinga72d agoneutral
Jim Cramer Describes Bitcoin, Gold As 'Bad Money' Getting Dumped For SpaceX — But 'Good Money' Apple And Nvidia Not Spared Either

Market commentator and popular media personality Jim Cramer dubbed Bitcoin (CRYPTO: BTC) and gold as “bad money” on Wednesday, which are getting dumped to participate in SpaceX’s upcoming IPO. Good Vs. Bad In an X post, Cramer posited that investors are liquidating assets to free up cash for SpaceX, expected to be the biggest stock market debut in history. But the way he described those assets raised some eyebrows. The “Mad Money” host called Bitcoin and gold “bad money,” while referring to Nvid

Applied Optoelectronics (AAOI) Soars Anew on AI Optimism
Insider Monkey72d agobullish
Applied Optoelectronics (AAOI) Soars Anew on AI Optimism

Applied Optoelectronics Inc. (NASDAQ:AAOI) is one of the 10 Stocks Surviving Market Slaughter. Applied Optoelectronics jumped by 7.52 percent on Wednesday to finish at $175.13 apiece, as investors resumed buying positions in its stock amid strong investor optimism, fueled by the continued expansion of the artificial intelligence sector. Investor optimism can be partly attributed to […]

AmpliTech Group (AMPG) Is Up 42.6% After Unique AI-RAN Open RAN Breakthrough With NVIDIA
Simply Wall St.72d agobullish
AmpliTech Group (AMPG) Is Up 42.6% After Unique AI-RAN Open RAN Breakthrough With NVIDIA

AmpliTech Group recently took part in the O-RAN ALLIANCE Global PlugFest Spring 2026, where its O-RAN CAT B 64T64R Massive MIMO radio was the only American-designed radio at that specification to complete successful multi-vendor interoperability testing and support the world’s first open-source Massive MIMO AI-RAN demonstration with NVIDIA and Northeastern University. These achievements, alongside AmpliTech’s role in the broader Open RAN ecosystem, highlight its growing importance as a...

Cerebras Systems (CBRS) Gets Fresh Positive Rating, Climbs by This Much
Insider Monkey72d agobullish
Cerebras Systems (CBRS) Gets Fresh Positive Rating, Climbs by This Much

Cerebras Systems Inc. (NASDAQ:CBRS) is one of the 10 Stocks Surviving Market Slaughter. Cerebras Systems climbed by 4.64 percent on Wednesday to close at $237.33 apiece, as investors took heart from a fresh bullish rating for its stock. In its market note, Morgan Stanley recommended investors buy shares of Cerebras Systems Inc. (NASDAQ:CBRS), while issuing […]

Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4
Insider Monkey72d agoneutral
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4

Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ:MU) secured certification for its HBM4 memory on Nvidia Corp (NASDAQ:NVDA)’s upcoming Vera Rubin AI […]