Notícias

The AI server maker's fourth quarter came in light. The year it says comes next is what the market is paying for.

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

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

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The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported.

Fresh off its best week since April, the stock market suffered a bit of a hangover on Monday. The Nasdaq Composite slipped 0.3%. The combination of higher oil prices and bond yields were pressuring stocks.

SMCI has shed a third of its value over the past year while AI server peers rip to record highs, yet one Wall Street bull is doubling down with a target that implies massive recovery. Here is what has to go right, and what could go very wrong.

In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $30.32, denoting a -4.32% move from the preceding trading day.

Investors were once again trying to make sense of comments from Elon Musk on Wednesday, after the SpaceX CEO said his rocket and AI company would exclusively use Nvidia chips from now on. AMD was the S&P 500's worst performer ahead of the opening bell, slumping 8.7% as Musk's announcement overshadowed a second-quarter earnings beat. Nvidia's own shares climbed 2%.

The U.S. International Trade Commission has opened an investigation into alleged infringement of Netlist memory patents by Super Micro Computer (NasdaqGS:SMCI) and other companies. The case centers on certain memory technologies that may be used in servers and data center hardware. The ITC process can lead to potential import bans or other trade remedies that affect hardware shipments into the U.S. This investigation adds a new legal and regulatory issue for SMCI investors to monitor through...

Jim Cramer issued one of his sharpest warnings of the year on Mad Money last night, and it lands at a moment when leveraged AI positions are sitting in a minefield few retail investors seem to see yet.

Stock futures slipped as a slump in chip stocks broadened.

Investing.com -- U.S. chip stocks extended losses in premarket trading Tuesday, building on Monday’s declines after a broad selloff swept through Asian semiconductor names overnight as investors pulled back from AI-linked stocks amid growing worries about how the industry’s infrastructure buildout is being financed and rising competitive pressure from China.

An Nvidia (NVDA) employee has been detained by Taiwanese prosecutors as part of an investigation int

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Google and Tesla headlined earnings late after stocks largely retreated Wednesday amid rising oil prices and Treasury yields.

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; […]

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

The U.S. International Trade Commission has opened a new investigation into alleged patent infringement of memory technologies. Super Micro Computer (NasdaqGS:SMCI) is named as a respondent, alongside other large technology companies. Complainant Netlist is seeking exclusion and cease and desist orders that could restrict imports of products found to infringe. Super Micro Computer enters this ITC investigation with its stock trading at $25.5 and a mixed recent track record, including...

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

AI hardware stocks are getting hit hard today, but the selloff may say more about crowded positioning than any crack in the underlying trade. Here is what is driving the moves in Dell, HPE, and Super Micro Computer and what investors should watch into the close.

Super Micro Computer plunges 56% from its 52-week high, but rising inventory, cash flow strain and tougher AI competition raise fresh questions for investors.

Dell's year-to-date chart looks like a launch ramp, and if you missed the trade, your instinct is probably to find the next single winner. There is a quieter argument worth hearing first.

Every investor who skipped Nvidia this year assumes they left money on the table, but one overlooked semiconductor fund quietly tells a very different story about who actually won the AI trade.

Solid demand for AI infrastructure, a large order backlog, expanding enterprise exposure, and a compelling valuation make SMCI attractive.

In the most recent trading session, Super Micro Computer (SMCI) closed at $26.25, indicating a -3.46% shift from the previous trading day.

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 7 Underperforming Data Center Stocks to Buy According to Short Sellers. On June 24, Super Micro Computer Inc. (NASDAQ:SMCI) announced two strategic partnerships to strengthen its position in the virtualization, edge computing, and AI infrastructure markets. The company partnered with StorMagic to provide bundled edge infrastructure […]

Super Micro Computer has written an open letter to reassure customers after two employees were detained in Taiwan as part of an investigation into alleged smuggling of Nvidia chips to China. In an open letter to customers and partners, Super Micro said it is not a target of the Taiwanese investigation and it has been assisting authorities for several months. The company confirmed that four of its employees were detained for questioning on Monday over the sale of its products to a technology company in Taiwan.

Super Micro said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being ‌questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips. The servers ‌are made by Super Micro and contain Nvidia chips, which are subject to U.S. export controls prohibiting export to China. The four workers were among ​six people questioned earlier this week when Taiwan's Keelung District Prosecutors' Office said it had launched a second round of searches in the probe.