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Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?
Simply Wall St.7h agoneutral
Is Super Micro Computer (SMCI) Fully Valued On Its New AI Server Push?

Super Micro Computer (SMCI) is back in focus after rolling out new high-density AI data center racks and H15 servers, paired with management’s confident AI demand outlook and reinforced ties to Nvidia, AMD, and Intel. See our latest analysis for Super Micro Computer. Those new AI racks and H15 servers have arrived alongside a sharp short-term rebound in Super Micro Computer’s stock, with a 7 day share price return of 23.31% and a 30 day share price return of 16.55%. However, the 1 year total...

AI Infrastructure Backlog: How Dell, HPE, SMCI, and GE Vernova Are Positioned
Insider Monkey10h agoneutral
AI Infrastructure Backlog: How Dell, HPE, SMCI, and GE Vernova Are Positioned

Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power infrastructure. The AI infrastructure boom is creating a powerful second-order opportunity for companies supplying the servers, racks, cooling systems, power equipment and grid infrastructure required to build AI data centers. […]

Top Performing Leveraged/Inverse ETFs: 07/26/2026
ETF Trends7d agoneutral
Top Performing Leveraged/Inverse ETFs: 07/26/2026

Top Performing Leveraged/Inverse ETFs Last Week These were last week’s top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. Always do your homework. Ticker Name 1 Week Return (SMCX C+) Defiance Daily Target 2X Long SMCI ETF 49.06% (SMCL ) GraniteShares 2x Long SMCI Daily ETF 48.61% (RIOX ) [...]

Supermicro (SMCI) Launches H15 Servers With 72 GPU AI Training Platform
Simply Wall St.10d agoneutral
Supermicro (SMCI) Launches H15 Servers With 72 GPU AI Training Platform

Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...

3 Growth Stocks with Explosive Upside
StockStory12d agoneutral
3 Growth Stocks with Explosive Upside

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Backlog Mania: Stocks to Watch This Earnings Season
TheStreet12d agoneutral
Backlog Mania: Stocks to Watch This Earnings Season

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...