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Notícias

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, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge
24/7 Wall St.50d agobearish
Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

Super Micro Computer (NASDAQ:SMCI) stock is up 4% to $29.25 in mid-morning trading on Tuesday, clawing back part of yesterday’s 8% drop tied to a Taiwan probe of alleged NVIDIA (NASDAQ:NVDA) AI chip smuggling. Dell Technologies (NYSE:DELL) stock is also higher, up 4% to $430.93. Hewlett Packard Enterprise (NYSE:HPE) stock is the laggard of the ... Super Micro, Dell Gain 4% a Day After Super Micro’s Taiwan-Probe Plunge

Taiwan Steps Up Probe Into AI Hardware Smuggling
The Wall Street Journal50d agobearish
Taiwan Steps Up Probe Into AI Hardware Smuggling

Taiwanese authorities escalated a probe into the unauthorized diversion of advanced artificial-intelligence servers made by Super Micro Computer, as part of efforts to crack down on the alleged smuggling of Nvidia chips to China.

Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook
24/7 Wall St.51d agoneutral
Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

CNBC’s Deirdre Bosa explained a counterintuitive thesis on the AI cold war in a recent CNBC segment. Paradoxically, she argued that U.S. efforts to wall off access to the most advanced American AI models could unintentionally accelerate China’s rise in AI. The concern is that policies designed to protect America’s lead may instead encourage developers ... Why U.S. AI Restrictions Could Give China an Unexpected Advantage Following the Android Playbook

Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Simply Wall St.51d agobearish
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe

Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sites as part of an investigation into alleged smuggling of Nvidia AI chips to China. The action is tied to concerns around illegal exports of advanced AI server hardware subject to U.S. export controls. The probe forms part of a broader enforcement effort to limit diversions of high end AI components into restricted markets. Super Micro Computer is a major supplier of AI focused servers and data...

Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe
24/7 Wall St.51d agobearish
Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Bloomberg51d agobearish
Super Micro Office Raided as Taiwan Expands Chip Smuggling Probe

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks

Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market
Barrons.com51d agoneutral
Comcast, Alphabet, Palantir, SpaceX, Microsoft, and More Stocks That Explain Today’s Market

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

Odine Partners with Supermicro (SMCI) to Accelerate AI Infrastructure Development in Türkiye
Insider Monkey52d agoneutral
Odine Partners with Supermicro (SMCI) to Accelerate AI Infrastructure Development in Türkiye

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the high growth NASDAQ stocks to buy now. On June 24, Odine entered into a partnership with Supermicro to accelerate the development of AI infrastructure in Türkiye. By using Supermicro’s global expertise in NVIDIA-validated, GPU-based high-performance systems and AI factory solutions, Odine will spearhead the deployment and […]

Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing
24/7 Wall St.54d agoneutral
Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing

Super Micro Computer (NASDAQ:SMCI) has whipsawed investors over the past year, with the stock down 32.03% over twelve months even as AI server demand has exploded. After a brutal repricing, our model now sees value emerging at current levels. Our 24/7 Wall St. price target for Super Micro is $34.92, implying roughly 10.22% upside from ... Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing

Nvidia CEO sends serious wake up call to all Americans
TheStreet55d agoneutral
Nvidia CEO sends serious wake up call to all Americans

In March 2026, federal prosecutors charged the co-founder of Supermicro with masterminding a $2.5 billion scheme to smuggle Nvidia-equipped servers to China through front companies, forged documents, and dummy servers staged to fool auditors. Jensen Huang had been watching this unfold for months. ...