News

SoundHound and RH look like potential buys, while I'd avoid Supermicro.

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.

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

Wedbush expects stronger CPU and GPU revenue as new AI partnerships support demand.

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.

Nvidia looks like the much better buy.

Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.

Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.

Dell's shares popped 10% on Wednesday following positive AI reports from analysts.

Super Micro Computer (SMCI) just offered investors a reason to overlook its stalling revenue growth. Shares of the artificial-intelligence server maker jumped more than 20% after it gave a preliminary update on its fiscal fourth quarter. The sharp uptick came after surprise upward revisions to ...

Super Micro Computer Inc. saw its stock rally following a strong gross margin forecast and a massive $60 billion backlog, though analysts caution that fulfilling orders may require significant debt financing or capital raises.

Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Today, July 22, 2026, the AI server maker posted a preliminary update showing gross margins well above forecast and more than $60 billion in new orders.

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

(Updates with market moves at the end of the day.) US equity benchmarks ended mostly lower Wednes

The company spent months detailing a multi-billion-dollar backlog of AI demand, but the real tell was how complacent the market had become just before the stock doubled.

(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.

Supermicro's update was great news for other names, too.

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its...

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.

Stronger product mix lifted the AI server maker's margin outlook.

Super Micro rallies after lifting margin outlook despite soft revenue view

The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%

Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.