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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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3 Growth Stocks with Explosive Upside
StockStory26d agoneutral
3 Growth Stocks with Explosive Upside

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Backlog Mania: Stocks to Watch This Earnings Season
TheStreet27d agoneutral
Backlog Mania: Stocks to Watch This Earnings Season

Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...

Super Micro’s 20% surge reveals what AI investors want
TheStreet27d agobullish
Super Micro’s 20% surge reveals what AI investors want

Super Micro Computer (SMCI) just offered investors a reason to overlook its stalling revenue growth. Shares of the artificial-intelligence server maker jumped more than 20% after it gave a preliminary update on its fiscal fourth quarter. The sharp uptick came after surprise upward revisions to ...

Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
Insider Monkey27d agobullish
Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

Is Dell Technologies (DELL) Undervalued On AI Server Volatility?
Simply Wall St.28d agoneutral
Is Dell Technologies (DELL) Undervalued On AI Server Volatility?

Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...

Super Micro (SMCI) Climbs 27% as Orders Surge to $60B; More Hedge Funds Buy In
Insider Monkey28d agobullish
Super Micro (SMCI) Climbs 27% as Orders Surge to $60B; More Hedge Funds Buy In

Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]

Why Super Micro (SMCI) Stock Is Up Today
StockStory28d agoneutral
Why Super Micro (SMCI) Stock Is Up Today

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 22.9% in the morning session after the company reported strong preliminary fourth-quarter results, highlighted by a massive surge in its gross margin forecast, record-breaking new orders, and a major data center partnership with SpaceX. The company projected its gross margin would reach between 15% and 17%, nearly double its previous estimate of 8.2% to 8.4%. Management attributed this improved profitability to a highly favorab

MT Newswires28d agoneutral
Top Midday Gainers

Arrowhead Pharmaceuticals (ARWR) said Wednesday topline results from its global phase 3 clinical stu