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(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.

Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.

Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.

Today, July 22, 2026, WTI crude oil jumped above $86 per barrel on Middle East tensions, sparking inflation fears.

Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.

Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.

Supermicro's update was great news for other names, too.

Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.

Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion analyst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; […]

Earlier in July, Super Micro Computer reported preliminary fourth-quarter results showing gross margins projected at 15%–17% and a record AI server order backlog, with new orders exceeding US$60 billion to be filled over future quarters. This combination of sharply higher profitability and an exceptionally large backlog highlights how Supermicro’s AI-focused product mix is reshaping its business profile and earnings quality. We’ll now explore how this record US$60 billion AI server backlog...

Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its...

Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.

Stronger product mix lifted the AI server maker's margin outlook.

Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Super Micro rallies after lifting margin outlook despite soft revenue view

Stock futures are lower as investors await earnings reports from major technology companies later today. Here’s what you need to know today.

The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%

Super Micro Computer stock surged in premarket trading after the artificial-intelligence server firm released preliminary results for the quarter ending in June. The highlight was Super Micro’s gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% it had previously expected. The margin news was good enough to cause investors to look past Super Micro’s revenue guidance, which is on track to be near the lower end of prior guidance of $11 billion to $12.5 billion.

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

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Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

Wall Street futures pointed moderately lower pre-bell Wednesday as traders weighed rising oil prices

Preliminary results drive strong premarket gainsShares of Super Micro Computer (NASDAQ:SMCI) climbed around 15% in premarket trading on Wednesday after the company released preliminary fourth-quarter figures highlighting significantly stronger profitability and record customer demand. The stock initially rallied about 20% in after-hours trading following the announcement before giving back part of those gains as several analysts urged investors to remain cautious.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mixed hours before Wednesday

AI stocks struggle as investors lock in some profit following a furious rebound the previous session.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

↗️ Super Micro Computer (SMCI): Shares surged in premarket trading after the AI server maker projected fourth-quarter gross margins roughly double those it had originally targeted. Rivals Dell Technologies (DELL) and Hewlett Packard Enterprises (HPE) also rallied.

Short interest in SMCI has climbed to near-record levels this month, even as the stock remains in the red for 2026.