Notícias

Alphabet's vertically integrated AI ecosystem and cloud growth may give it an edge over Super Micro Computer in the booming AI data center market.

Top-line growth is important for investors, but that alone isn't enough of a reason to buy a stock.

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

In recent weeks, Super Micro Computer has faced intensified legal and regulatory scrutiny, including a newly filed securities class action and a previously unsealed U.S. Department of Justice indictment alleging unlawful diversion of Nvidia-powered AI servers to China via a Southeast Asian shell entity. At the same time, the company is reshaping its leadership and public message, appointing new chief revenue and business officers and preparing for a high-profile appearance at J.P. Morgan’s...

A number of stocks jumped in the afternoon session after the Dow Jones Industrial Average climbed more than 300 points and briefly touched a fresh all-time high above 50,700 as market sentiment improved amid falling yields.

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Investing.com -- Nvidia CEO Jensen Huang said on Saturday that he hopes Super Micro Computer will tighten up its compliance after Taiwan authorities detained three persons for forging documents while trying to export AI chips to China.

Income investors who bought the YieldMax SMCI Option Income Strategy ETF (NYSEARCA:SMCY) wanted exposure to Super Micro Computer’s volatility without owning the stock outright. SMCY’s pitch is compelling: a 105.6% distribution rate, weekly payouts, and a synthetic covered-call strategy designed to monetize one of the most volatile tickers in the AI complex. The problem is ... SMCY’s Dreamy Distribution Hides a Track Record Even YieldMax Investors Should Find Concerning

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best low priced growth stocks to invest in now. On May 14, Supermicro appointed Matthew Thauberger as its new Chief Revenue Officer. In this role, Thauberger will lead the company’s global revenue organization, overseeing direct, channel, hyperscale, and strategic sales for its AI and infrastructure solutions. […]

In addition to grappling with accounting woes, the AI server maker launched a new probe after its co-founder was indicted in connection with a smuggling scheme.

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Recently, Zacks.com users have been paying close attention to Super Micro (SMCI). This makes it worthwhile to examine what the stock has in store.

Super Micro Computer (NasdaqGS:SMCI) is facing escalating legal and regulatory pressure linked to alleged illegal exports of servers to China. Multiple new and related class action lawsuits claim the company concealed export control issues from investors. A recently unsealed U.S. Department of Justice indictment targets the co founder and senior executives over alleged unlawful export activity. Taiwanese authorities have opened a criminal investigation into suspected smuggling of AI servers...

The case highlights rising compliance risks around AI hardware sales.

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas

Recent performance snapshot Super Micro Computer (SMCI) has attracted fresh attention after a recent share price move, with the stock up 9.5% over the past day and 4.6% over the past week. That short term shift sits alongside a gain of 16.1% over the past month and 4.0% over the past 3 months, set against a decline of 19.7% over the past year and an 8.1% year to date return. See our latest analysis for Super Micro Computer. That mix of a sharp 9.5% 1 day share price return and a 16.1% 1 month...

Today, May 20, 2026, falling oil prices boosted stocks as traders braced for Nvidia’s post-close report.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Best Affordable Stocks. On May 12, Mizuho analyst Vijay Rakesh raised Super Micro Computer, Inc. (NASDAQ:SMCI)’s price goal to $36 from $30. It maintained a “Neutral” rating on the shares. The analyst pointed out that agentic AI demand is fuelling server growth as well as increasing semiconductor […]

Wondering whether Super Micro Computer at around US$30.85 still offers value, or if most of the opportunity is already behind it. The stock has been choppy recently, falling 8% over the last week, edging up 8% over the last month, and sitting slightly down 0.4% year to date after a 31.1% decline over the past year and a very large 3-year gain of about 7x. Recent coverage has focused on how Super Micro Computer fits into broader interest in high performance computing and server hardware, with...

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.8% in the afternoon session as investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Super Micro Computer ramps up AI infrastructure capacity to 6,000 racks monthly by FY26 as inventory and cash flow pressures intensify.

Nano Nuclear Energy is well-positioned to deliver power for data centers and industrial applications but its stock price has headwinds for investors to avoid.

Super Micro Computer's total data center solutions, from AI servers to liquid cooling and software, are boosting growth and deepening customer relationships.

Dell Technologies is riding on $64B AI server orders, $43B backlog, strong cash and an upbeat 2027 guidance keep its outlook robust.

Nokia shares jumped more than 10% after Cisco’s strong fiscal Q3 2026 results, as investors increasingly view the company as a beneficiary of surging AI infrastructure and networking demand.

NANO Nuclear Energy Inc. has already reported its Q2 fiscal 2026 results, narrowing its quarterly net loss to US$9.18 million and six‑month loss to US$15.70 million, while also highlighting progress on its KRONOS MMR microreactor program and fuel‑cycle initiatives. In parallel, the company advanced a Construction Permit Application for its KRONOS MMR at the University of Illinois and entered a non‑binding Memorandum of Understanding with Super Micro Computer, Inc. to explore nuclear‑powered...

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe