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Dell Stock Jumps as AI Server Demand Gets a Major Boost From Super Micro

Micron Stock Rises. Why Memory Supplies Could Stay Tight Through 2027

Super Micro's outlook lifts chip stocks.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

By Avinash P and Purvi Agarwal Aug 12 (Reuters) - The S&P 500 and the Nasdaq rose on Wednesday as upbeat earnings from AI infrastructure firms boosted technology stocks, while largely in-line

Wall Street expects Super Micro to keep burning cash for another year. Should you buy it anyway?

Super Micro Computer Inc (NASDAQ:SMCI) reported a sharp increase in fourth quarter profit as margins improved, while revenue came in slightly below analysts’ expectations. The company's shares were up about 14% at about $36 on the report. For the quarter ended June 30, Supermicro...

On this episode of Stock Movers: - Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods. - Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher. - CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out.

The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level.

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.

Two AI-driven quarters, two brutal selloffs, and two very different reasons why Wall Street walked away from each. The capital structures tell a story that the revenue headlines buried.

AI infrastructure stocks jumped, with shares of AI server makers, optical-products companies, and neocloud providers moving higher.

Netlist has launched new patent infringement proceedings against Micron and other technology companies at the U. S.

Super Micro Computer's upbeat second-quarter earnings report provided a positive read-through for partner Nvidia.

CoreWeave (CRWV) and Super Micro Computer (SMCI) stocks are both surging after the companies reported quarterly earnings. Westwood's chief investment officer of alternative and multi-asset investments Adrian Helfert and Yahoo Finance Senior Reporter Brooke DiPalma discuss what the results suggest about overall AI demand. Helfert is also Westwood's portfolio manager of the Enhanced Income Opportunity ETF.

CoreWeave (CRWV) and Nebius (NBIS) shares skyrocket following earnings, as revenue surges to “stupid” levels and demand for AI infrastructure continues to soar. Both companies are benefiting from an AI spending boom that is accelerating faster than Wall Street expected.

Shares of Super Micro Computer (NASDAQ:SMCI) are up 13% to $35.81 this morning after the company delivered a blowout fiscal 2027 outlook alongside its Q4 FY2026 report. The move is lifting AI server peers, with Dell Technologies (NYSE:DELL) stock up 5% to $463.99 and Hewlett Packard Enterprise (NYSE:HPE) shares up 3% to $55.85. Broader tech ... Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Shares of Super Micro Computer are surging after the AI server maker’s profits blew past estimates.

Super Micro Computer sees fiscal 2027 revenues of $65-$72 billion as it balances AI-driven growth with enterprise mix, DCBBS expansion and profitability discipline.

Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month.

Stock Market Today: The Dow Jones index rises on a key CPI inflation report. Nvidia partner CoreWeave soars on earnings.

Super Micro Shares Rally on Big Earnings Beat and $72 Billion Revenue Target

The company guided to as much as $72 billion in fiscal 2027 sales

Dell Technologies (NYSE: DELL) and Hewlett Packard Enterprise (NYSE: HPE) are rising in sympathy ahead of the open, as investors treat SMCI’s results as a live demand barometer for the entire AI server hardware sector. When SMCI previously reported disappointing results, Dell shares fell in tandem — and the reverse dynamic is now playing out. DELL is up 2.6%, while HPE is up 2.2%.

The AI server maker is targeting another major growth year after receiving more than $60 billion in new orders.

Super Micro and Nebius also rallied as strong forecasts reinforced demand for AI infrastructure.

The main US equity benchmarks were trending higher in Wednesday's premarket activity as traders awai

SMCI stock surged in pre-market trade to levels not seen since late June.

Stock futures are rising after a solid batch of tech earnings gave the broader market a boost ahead of the July inflation report.