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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Super Micro Computer (SMCI) Launches Vera Rubin NVL4 Blueprint For AI Infrastructure
Simply Wall St.37d agoneutral
Super Micro Computer (SMCI) Launches Vera Rubin NVL4 Blueprint For AI Infrastructure

Super Micro Computer launched its Data Center Building Block Solutions blueprint around the NVIDIA Vera Rubin NVL4 platform. The new offering targets high performance computing and AI infrastructure, with a focus on liquid-cooled, modular systems. This launch extends Super Micro Computer's reach further into large-scale scientific research and AI workloads beyond edge deployments. Super Micro Computer (NasdaqGS:SMCI), trading at $27.66, is adding a new pillar to its AI infrastructure lineup...

Option Volatility And Earnings Report For July 13 - 17
Barchart37d agoneutral
Option Volatility And Earnings Report For July 13 - 17

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Super Micro Computer (SMCI) Introduces DCBBS Blueprint for HPC
Insider Monkey39d agoneutral
Super Micro Computer (SMCI) Introduces DCBBS Blueprint for HPC

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best stocks to invest in under $100. On June 22, Super Micro Computer introduced its Data Center Building Block Solutions/DCBBS Blueprint for HPC, featuring the NVIDIA Vera Rubin NVL4 platform. This end-to-end blueprint is designed to accelerate the deployment of converged high-performance computing and AI infrastructure, […]

2 Mid-Cap Stocks with Impressive Fundamentals and 1 We Find Risky
StockStory40d agoneutral
2 Mid-Cap Stocks with Impressive Fundamentals and 1 We Find Risky

Mid-cap stocks often strike the right balance between having proven business models and market opportunities that can support $100 billion corporations. However, they face intense competition from scaled industry giants and can be disrupted by new innovative players vying for a slice of the pie.

Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?
24/7 Wall St.41d agoneutral
Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

Super Micro Computer (NASDAQ:SMCI) shares are trading at $28.82 in Thursday’s midday session, extending a brutal stretch that has wiped out roughly a third of the stock’s value in four weeks. Super Micro Computer stock is down 29% over the past month, making it the clear laggard in the AI server hardware group. Dell Technologies ... Super Micro Stock Just Collapsed 29% in a Month: Is It Time to Switch to Dell or Hewlett Packard Enterprise?

Super Micro Computer (SMCI) Launches Kubernetes Edge AI Appliances With Red Hat And Everpure
Simply Wall St.42d agoneutral
Super Micro Computer (SMCI) Launches Kubernetes Edge AI Appliances With Red Hat And Everpure

Super Micro Computer (NasdaqGS:SMCI) has launched new Kubernetes Edge AI appliances in collaboration with Red Hat and Everpure. The offering provides a validated, turnkey edge Kubernetes platform aimed at running scalable AI workloads close to where data is generated. The collaboration expands Super Micro Computer's portfolio into edge AI deployments that combine hardware, software and management capabilities. For investors tracking Super Micro Computer, this launch adds another product...

Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?
24/7 Wall St.43d agobullish
Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Shares of Super Micro Computer (NASDAQ:SMCI) are changing hands at $26 and change midday on Tuesday, capping a punishing stretch that has left the stock down 36% over the past month. The AI server maker has become the clear laggard of the datacenter hardware group, even as spending on AI infrastructure continues at a record ... Super Micro Just Collapsed 36% In a Month: Is It Time to Buy This Low-P/E Prospect?

Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer
24/7 Wall St.43d agobullish
Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer

The iShares Semiconductor ETF (NASDAQ:SOXX) has ridden the AI chip boom to a 93.3% year-to-date gain through July 6, 2026, nearly doubling investor capital in roughly six months. Over the trailing year, the fund is up an even more striking 140.08%. What may surprise retirement-focused investors combing through the roster: one of the most-discussed AI ... Why SOXX Surged 93.3% YTD While Avoiding Super Micro Computer

Short Sellers and Underperformance Have Generated An Opportunity In Super Micro Computer (SMCI) Stock
Insider Monkey44d agobearish
Short Sellers and Underperformance Have Generated An Opportunity In Super Micro Computer (SMCI) Stock

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 24, Super Micro Computer Inc. (NASDAQ:SMCI) announced two strategic partnerships to strengthen its position in the virtualization, edge computing, and AI infrastructure markets. The company partnered with StorMagic to provide bundled edge infrastructure […]

Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?
24/7 Wall St.44d agobullish
Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Bloomberg44d agoneutral
Singapore Files New Charges in Nvidia Chip Fraud Case

(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa