Notícias
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U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.
In recent days, Dell Technologies raised its fiscal 2027 revenue guidance and increased its outlook for AI-optimized server sales, reflecting stronger expectations for AI-related infrastructure demand than previously communicated. This guidance shift, supported by robust AI server order trends across competitors like Super Micro, highlights how sector-wide AI investment is increasingly validating Dell’s role in next-generation data center build-outs. Next, we’ll examine how Dell’s higher...
Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.
Super Micro raised its fourth-quarter gross margin expectations to 15%-17%, significantly above its previous guidance of 8.2%-8.4%.
Super Micro Computer’s valuation is back under the microscope, with a very large 5 year gain sitting alongside a steep 1 year decline and a share price around US$25.50, while its broader valuation checks still lean toward the stock looking cheap on fundamentals. Super Micro Computer has delivered a very large return over 5 years, which makes the recent pullback especially important for investors thinking about where the stock now sits relative to its fundamentals. New AI and high performance...
Supermicro stock jumped in after-hours trading as the company upped its gross margin guidance amid a record backlog of orders.
The U.S. International Trade Commission has opened a new investigation into alleged patent infringement of memory technologies. Super Micro Computer (NasdaqGS:SMCI) is named as a respondent, alongside other large technology companies. Complainant Netlist is seeking exclusion and cease and desist orders that could restrict imports of products found to infringe. Super Micro Computer enters this ITC investigation with its stock trading at $25.5 and a mixed recent track record, including...
Super Micro reported more than $60 billion in new Q4 orders, pushing its backlog to a record high with deliveries expected over future quarters.
Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.
The server company said it now expects gross margins of 15% to 17%, up from its previous guidance for up 8.2% to 8.4%.
Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance. While revenue is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion, Super Micro’s backlog rose to record levels in the fourth quarter. In March, the Department of Justice charged the company’s co-founder Yih-Shyan “Wally” Liaw over an alleged plan to smuggle U.S.-assembled servers to China.
Investing.com -- Shares of Super Micro Computer (NASDAQ:SMCI) rocketed 20% in after-hours trading on Tuesday, driven by a blockbuster preliminary fourth-quarter update that showcased record-breaking demand and a massive leap in profitability. Despite projecting top-line revenue near the lower end of its expected range, the server and AI infrastructure giant completely reset the market’s profitability narrative. Supermicro announced that its GAAP and non-GAAP gross margins for the quarter ended J
Super Micro Computer said on Tuesday it expects to post fourth-quarter gross margins above its previous forecast, driving its shares up 16% in after-hours trading. AI infrastructure firms have seen accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Super Micro anticipates gross margins in the range of 15% to 17% for the quarter, well above its earlier its forecast of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."
(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot's Gamble on Big Models Pays OffYemen's Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All
(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All
Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ
Companies that burn cash at a rapid pace can run into serious trouble if they fail to secure funding. Without a clear path to profitability, these businesses risk dilution, mounting debt, or even bankruptcy.
Super Micro Computer (SMCI) closed at $23.83 in the latest trading session, marking a -1.45% move from the prior day.
Download the Complete Report Here Alpha Compute Corp. (ALP) ALPHA-01 Moves to Revenue Generation; $21-23 Million Run Rate and Expanding Pipeline Support Scale-Up Key Takeaways: FY26 largely reflects legacy strategic phases; ALP’s live compute operations and contracted revenue provide the more relevant basis for assessing its growth trajectory. ALPHA-01 is operational with 504 B200 GPUs […] The post Alpha Compute Moves to Revenue Generation; $21-23 Million Run Rate – Quarterly Update Report appea
QumulusAI (NASDAQ:QMLS) has announced the purchase of 1,632 Nvidia Blackwell B300 GPUs as part of a significant expansion of its AI cloud infrastructure, marking one of the company’s largest capacity investments to date. The order includes 204 Nvidia HGX B300 systems equipped with the latest Blackwell B300 GPUs, alongside an additional 192 Nvidia RTX PRO 6000 Blackwell GPUs that will be used for AI training, inference and visualisation workloads.
Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Dell and Super Micro have traditionally supplied AI servers to SpaceX, and the rumored Foxconn deal would have been a blow to the companies
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
Super Micro Computer expands its liquid cooling lineup with 10 new RDHx models, aiming to help AI data centers manage rising heat while simplifying deployment.
Super Micro Computer (SMCI) has expanded its Rear Door Heat Exchanger portfolio with ten liquid cooling models for high density AI and HPC racks, supporting 10kW to 120kW per rack and up to 240kW at rack level. See our latest analysis for Super Micro Computer. Despite the active product pipeline around AI infrastructure and liquid cooling, Super Micro Computer’s recent share price performance has been weak, with the 30 day share price return down 12.84% and the 1 year total shareholder return...
Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.