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Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

Alibaba reportedly tied to end customer network

Super Micro Computer’s latest earnings report eased major concerns around margins and execution as AI infrastructure demand remained exceptionally strong.

Shares of Super Micro Computer (NASDAQ:SMCI) spiked 5% in midday trading Friday to $35 and change. This move extended a sharp rebound that began after the company’s fiscal third-quarter results landed Tuesday afternoon. SMCI stock rallied as buyers continued to digest a margin recovery that caught much of Wall Street off guard. The move builds ... Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate

Has Supermicro finally broken out of its slump?

All three major US stock indexes were up in late-morning trading Friday following a better-than-expe

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

Bangkok-based OBON Corp is identified as the unnamed Southeast Asian middleman in a $2.5 billion chip diversion scheme, according to Bloomberg

Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super M

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Super Micro Computer, Inc. (NASDAQ:SMCI) ranks 4th on this list. Super Micro Computer, Inc. (NASDAQ:SMCI) has had a topsy-turvy month. Despite posting non-GAAP EPS of $0.84, beating estimates by $0.22, and a revenue […]

SMCI's history of concerning scandals casts an unattractive light on its shares.

Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26. Oklo (NYSE:OKLO) stock is off about 8%, while Cameco (NYSE:CCJ) is slipping 4%. The pullback follows a powerful rally for the nuclear trade. NANO Nuclear had ripped 35% over the past month, while Oklo had surged 63% in a month. Cameco ... NANO Nuclear Slides 10%, Oklo Falls 8%, Cameco Slips 4% After Nuclear Stocks Explosive Rally

The Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) exists for one job: deliver negative two times the daily price move of Super Micro Computer. Traders use it to press a short-term bearish view on a single AI-server name without borrowing shares or paying short-rebate fees. It is a tactical instrument, sized for hours and ... SMCZ Faces Unlimited Loss Risk as SMCI Reports Earnings Today After Close

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best AI stocks under $50 to buy right now. On April 28, Supermicro expanded its Data Center Building Block Solutions/DCBBS with the introduction of new Arm-based server platforms and Open Compute Project/OCP ORv3-compliant rack offerings. These systems are powered by the new Arm AGI CPU, built […]

Top Analyst Sees Explosive Upside for Super Micro Despite AI Supply Crunch

Super Micro Computer (NasdaqGS:SMCI) has entered a partnership with Nano Nuclear Energy to explore using advanced nuclear microreactors to power its AI servers and data centers. The collaboration aims to support self-powered, grid-independent AI infrastructure for future data center deployments. The focus is on addressing power constraints tied to large scale AI and data processing, an issue drawing increasing attention across the server and data center market. Super Micro Computer, known...

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Stocks Outperforming Wall Street With Monster Returns. Super Micro bounced back by 24.50 percent on Wednesday to finish at $34.66 apiece, as investor sentiment was boosted by its stellar earnings performance in the third quarter of fiscal year 2026. In an updated report, Super Micro […]

Today, May 6, 2026, investors weigh surging AI data center demand against fresh guidance, margin recovery, and past troubles.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...

Super Micro represents a cheap entry point into the AI revolution as a high-risk, high-reward play. You’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.

Nuclear stocks Vistra, NuScale Power and Energy Fuels prepare to report earnings on Thursday, while Oklo awaits. Oklo stock jumped on news Wednesday that also lifted most of its peers, but not S&P 500 nuclear stock Vistra.

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

Super Micro Computer (NASDAQ:SMCI) currently trades at $33.28. That is striking for a company that just reported revenue more than doubling year over year. Supermicro builds AI-optimized servers and datacenter infrastructure. It sits between NVIDIA’s chips and the hyperscalers deploying them. Revenue is exploding, margins are recovering, yet the stock is flat over the past ... Super Micro Doubled Revenue Year Over Year, and the Stock Is Still Flat. That Math Doesn’t Add Up

SMCI Surges After Strong Sales Forecast, Riding Wave of AI Data Center Spending

Few stocks tell a more complicated story right now than Super Micro Computer (NASDAQ:SMCI). The AI server maker just delivered a margin-driven earnings beat, raised full-year guidance, and saw shares rally, all while sitting under an export-control governance cloud. Investors want to know whether this rally has legs. Our 24/7 Wall St. price target frames ... Super Micro’s Earnings Surprise Points to an Upside and We’d Buy the Dip Now

Shares of Super Micro Computer jumped on Wednesday after the server maker issued a rosy outlook for the current quarter.