Notícias

US and Taiwanese authorities are investigating alleged export-control and chip-smuggling violations tied to Super Micro Computer's Nvidia-based servers. A recent US Department of Justice indictment names individuals reportedly connected to Super Micro Computer's technology supply chain, while the company itself is not a defendant. Super Micro Computer has said it is cooperating with authorities and tightening compliance processes to reduce the risk of its hardware being diverted to...

The space economy extends far beyond SpaceX.

Shares of Dell Technologies (NYSE:DELL) and Hewlett Packard Enterprise (NYSE:HPE) are gaining attention as both names extending a torrid one-month run powered by AI-server demand. DELL stock is up 54% over the past month, while HPE stock has rallied 59% over the same window. Dell shares were last changing hands near $398, building on a ... Dell Soars 54%, HP Enterprise Rockets 59% in a Month as AI-Server Demand Booms

Supermicro is enjoying a rally that looks to be short-lived.

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

Investors were feeling a bit calmer as they bought the dip in tech stocks following Friday's brutal AI selloff. The Cboe Volatility Index, a widely followed fear gauge that trades under the ticker VIX, dropped about 2 points to 19.

The brutal AI selloff that rocked the market on Friday may end up being short-lived, judging by how chip makers were trading early Monday.

A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

Super Micro Computer, Inc. (NASDAQ:SMCI) is included among the 10 Most Volatile Stocks to Buy in S&P 500. Super Micro Computer, Inc. (NASDAQ:SMCI) is a global leader in application-optimized IT solutions for Enterprise, cloud, AI, and 5G Telco/Edge Infrastructure. On June 1, Mizuho analyst Vijay Rakesh upped the firm’s price target on Super Micro Computer, […]

Global shares sank on Monday after Wall Street ended last week with its worst day since October, while oil prices jumped more than $4 as fighting flared between Israel and Iran. South Korea's Kospi led the global retreat, plunging 8.3% on heavy selling of technology shares and extending losses that on Friday gave the S&P 500 its biggest single day drop in months. The future for the S&P 500 was up 0.2%, while that for the Dow Jones Industrial Average lost 0.3%.

Nano Nuclear Energy (NasdaqCM:NNE) received formal acceptance from the U.S. Nuclear Regulatory Commission for its microreactor construction permit. The NRC acceptance starts a detailed safety and environmental review for the company’s portable nuclear microreactor plans. Nano Nuclear Energy also signed a collaboration with Super Micro Computer to evaluate microreactor powered data centers. Nano Nuclear Energy focuses on advanced, portable nuclear microreactors aimed at supplying reliable...

If you are wondering whether Super Micro Computer is still attractively priced or already fully valued, it helps to step back and look at what the recent share price performance and fundamentals are really telling you. The stock closed at US$41.64, with the share price falling 9.7% over the last week, rising 20.1% over the last month, and showing returns of 34.5% year to date and 0.2% over the last year, alongside a very large 3 year return and more than 10x over 5 years. Recent coverage has...

A number of stocks fell in the morning session after the May jobs report showed a much larger-than-expected increase in payrolls, fueling concerns that the Federal Reserve will keep interest rates elevated for a longer period.

The Nasdaq Composite logged its biggest one-day decline since April 2025 as traders evaluated the of

The biggest investing mistake of 2026 isn’t buying the wrong stock. It is staying too bearish. As an example, the criminal conviction of short seller Andrew Left, who used to lead Citron Research for a “long-running market manipulation theme,” has thrown cold water on short selling. I was ...

Super Micro Slides as Rising Yields Shake High-Growth Tech Stocks

The selling in computer-chip and hardware manufacturers is getting ugly this afternoon after Broadcom's forecast disappointed late Wednesday. Higher bond yields, which decrease the value Wall Street assigns to companies projecting high profits far into the future, aren't helping either.

US benchmark equity indexes were lower intraday amid a technology sector-led sell-off, while Treasur

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

Stock Market Today: The Dow Jones index rose Friday ahead of the May jobs report. Lululemon stock plunged on earnings.

HPE's Q2 revenue surged 40% to $10.7 billion with a record $5.9 billion AI backlog, while Super Micro pivots to edge computing to defend its market position.

Super Micro Computer (SMCI) has jumped into focus after unveiling a wave of AI data center offerings, including AMD Helios rack-scale systems, NVIDIA Vera Rubin based blueprints, Arm AGI platforms, and Intel Xeon 6+ servers. See our latest analysis for Super Micro Computer. The latest AI data center launches come on the back of sharp price swings, with SMCI’s share price falling 5.48% over the last day but rising 69.84% over 30 days and delivering a very large 5-year total shareholder return...

Vertiv stock surges 195% in a year as AI-driven data center demand, acquisitions and NVIDIA ties fuel growth despite a premium valuation.

Investor enthusiasm soared after an early May announcement and sustained throughout the month.

Super Micro (SMCI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

FEATURE The artificial-intelligence rally may be grinding to a halt. Technology stocks were getting hit hard on Thursday after mediocre revenue guidance from Broadcom caused investors to question how fast AI demand will accelerate.

U.S. stock futures were mostly lower, led by losses in the Nasdaq-100, after Broadcom’s disappointing guidance.

Dell Technologies Inc. (NYSE:DELL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer noted that “we should have been buying it” instead of being scared, as he remarked: We spend a huge amount of time around here pondering the supposed overvaluation of tech. It’s right […]

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.

High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.