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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 Surges on AI Forecast, but Questions Remain
24/7 Wall St.105d agobullish
Super Micro Surges on AI Forecast, but Questions Remain

Investors Shrug Off the Revenue Miss Super Micro Computer (NASDAQ:SMCI) reported Q3 FY2026 results after the close on May 5, 2026, beating on earnings but missing badly on revenue. The market focused on the margin snap-back and a raised full-year outlook anyway. Shares are up 15.34% in midday trading to $32.10, recovering from the $27.83 ... Super Micro Surges on AI Forecast, but Questions Remain

Super Micro Just Got Two Price Target Hikes. Why Citi, JPMorgan Still Can’t Pull the Trigger
24/7 Wall St.105d agoneutral
Super Micro Just Got Two Price Target Hikes. Why Citi, JPMorgan Still Can’t Pull the Trigger

Super Micro Computer (NASDAQ:SMCI) just got two fresh price target hikes from Wall Street heavyweights, and yet neither firm is willing to call it a Buy. Citi lifted its price target on SMCI stock to $31 from $25 while keeping a Neutral rating, and JPMorgan raised its target to $32 from $28, also reiterating Neutral. ... Super Micro Just Got Two Price Target Hikes. Why Citi, JPMorgan Still Can’t Pull the Trigger

Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple
24/7 Wall St.105d agoneutral
Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

Meta Platforms (NASDAQ:META) is dominating headlines and TV again after a 56.79% EPS beat and another round of personal-superintelligence rhetoric from Mark Zuckerberg. But here’s what you should actually be watching. The headline EPS is an optical illusion. $8.03 billion of Q1 profit came from a U.S. Treasury notice on capitalized R&D costs, adding $3.13 ... Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta’s Multiple

Super Micro Rockets 18% on Earnings Beat, $12.5 Billion Q4 Guide, Nuclear-Powered AI Vision
24/7 Wall St.105d agobullish
Super Micro Rockets 18% on Earnings Beat, $12.5 Billion Q4 Guide, Nuclear-Powered AI Vision

Shares of Super Micro Computer (NASDAQ:SMCI) are rallying 18% higher in early Wednesday trading. The AI server maker delivered a sizable earnings beat, raised full-year guidance, and unveiled a forward-looking partnership tied to nuclear power. The stock closed at $27.83 on Tuesday and is now reclaiming ground last seen in early April. The rally pushes ... Super Micro Rockets 18% on Earnings Beat, $12.5 Billion Q4 Guide, Nuclear-Powered AI Vision

Tech Stocks Rocket Higher on Chip Strength, Easing Oil and Iran Deal Hopes
24/7 Wall St.105d agoneutral
Tech Stocks Rocket Higher on Chip Strength, Easing Oil and Iran Deal Hopes

Tech futures are pointing to a strong open, with the Nasdaq Composite (^IXIC) leading the charge with a 1% increase on the heels of yesterday’s record-setting performance. Gains arrive on the back of blowout chip earnings and a sharp retreat in crude prices tied to signs of diplomatic progress between Washington and Tehran. AMD (Nasdaq: ... Tech Stocks Rocket Higher on Chip Strength, Easing Oil and Iran Deal Hopes

Chip Stocks Look Set to Extend Rally
The Wall Street Journal105d agobullish
Chip Stocks Look Set to Extend Rally

Chipmakers are the most actively traded U.S. stocks ahead of the opening bell, setting the stage for another tech-led rally. In recent premarket action: Intel (INTC) is the most traded stock by volume, according to Dow Jones Market Data, and is up about 6%.

Super Micro (SMCI) shares surge after strong fourth-quarter sales outlook
InvestorsHub105d agobullish
Super Micro (SMCI) shares surge after strong fourth-quarter sales outlook

Super Micro Computer (NASDAQ:SMCI) jumped more than 19% in premarket trading on Wednesday after the server maker issued a fourth-quarter revenue forecast that exceeded Wall Street expectations, supported by continued strong demand for AI-focused data center infrastructure. By 04:12 ET, shares in the company had rallied sharply following the release of its latest quarterly results and outlook.

Assessing Super Micro Computer (SMCI) Valuation After A Recent Shift In Share Price Trends
Simply Wall St.106d agoneutral
Assessing Super Micro Computer (SMCI) Valuation After A Recent Shift In Share Price Trends

Recent performance snapshot and why Super Micro Computer is on investors’ radar Super Micro Computer (SMCI) has moved quietly but meaningfully, with the stock up about 20% over the past month, even as the past 3 months show an 18% decline and a 16% drop over the past year. See our latest analysis for Super Micro Computer. The recent 1 month share price return of about 20% contrasts with a weaker 1 year total shareholder return of roughly a 16% decline. This suggests that short term momentum...

Super Micro Computer Q3 Earnings Call Highlights
MarketBeat106d agoneutral
Super Micro Computer Q3 Earnings Call Highlights

Super Micro Computer (NASDAQ:SMCI) reported fiscal third-quarter 2026 results marked by sharp year-over-year growth, a sequential revenue decline tied to customer site readiness delays, and a notable rebound in gross margin. The company also addressed a recent U.S. Department of Justice indictment i

Super Micro (SMCI) Q3 2026 Earnings Transcript
Motley Fool106d agoneutral
Super Micro (SMCI) Q3 2026 Earnings Transcript

Michael Thomas Staiger: Good afternoon, and thank you for attending Super Micro Computer, Inc.’s call to discuss financial results for the third quarter of fiscal 2026, which ended March 31, 2026. As you know, with me today are Charles Liang, Founder, Chairman, and Chief Executive Officer, and David E. Weigand, Chief Financial Officer. By now, you should have received a copy of the press release from the company that was distributed at the close of regular trading, and it is available on the company’s website.