Notícias

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 3.8% in the afternoon session after a Goldman Sachs analyst reiterated a Sell rating on the stock, citing significant risks, amid a broader slump in technology stocks.

Super Micro added a new sales leader as it pushes further into AI infrastructure.

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best uranium stocks to buy according to Wall Street analysts. On May 6, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding Memorandum of Understanding (MoU) with Super Micro Computer, Inc. (NASDAQ:SMCI) to explore powering next-generation AI data centers with on-site nuclear energy. Super Micro is a […]

Super Micro’s first quarter was marked by robust year-over-year growth but a notable shortfall relative to Wall Street’s revenue expectations. Despite component shortages and delayed customer site readiness, management pointed to strengthening demand across AI infrastructure and enterprise segments. CEO Charles Liang attributed the quarter’s momentum to the company’s Data Center Building Block Solutions (DCBBS), improved product mix, and a significant recovery in non-GAAP gross margins. Manageme

I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as overdone. Our 24/7 Wall St. price target for SMCI is $39.34, implying 19.11% upside from $33.03. The recommendation is buy, with a ... Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

Nano Nuclear Energy Inc (NNE) reports significant progress in reactor development and strategic partnerships, despite facing potential licensing delays and increased expenses.

Nano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urbana-Champaign, a strong cash position and expanding commercial discussions acros

Super Micro Computer trades at 0.39x forward P/S as AI server demand surges, but cash flow strain and customer concentration keep the call on hold.

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

The C-Suite promotion could signal a focus on continuity and stronger partnerships with major tech players, as the company works to rebuild investor trust following the DOJ indictment and recent leadership changes.

UBS believes Dell’s server demand is already priced in after the stock has nearly doubled this year.

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]

UBS Cuts Dell Rating Despite Explosive AI Server Demand

Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Needham reiterated a Buy rating on Super Micro Computer Inc. (NASDAQ:SMCI)and a $40 price target. The bullish stance contrasts with the company’s third-quarter fiscal 2026 revenue, which fell short of expectations. However, Super Micro Computer exceeded […]

The update comes two months after the AI server maker’s co-founder was indicted on charges connected to a smuggling scheme.

Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Find insight on Nintendo, Damai Entertainment, StarHub and more in the latest Market Talks covering Technology, Media and Telecom.

NANO Nuclear Energy (NNE) has drawn fresh attention after signing a Memorandum of Understanding with Super Micro Computer to explore pairing its microreactors with AI server and data center platforms for on site nuclear power. See our latest analysis for NANO Nuclear Energy. After initially jumping on the Super Micro Computer MOU headlines, NANO Nuclear's 7 day share price return of 14.2% and 30 day return of 32.8% have been tempered by a 1 day share price decline of 8.2%. This has left year...

Nvidia is reportedly linked to a $2.5b smuggling scheme involving Super Micro servers and Nvidia GPUs allegedly diverted to China via Thailand. Major Chinese tech firms are cited as end customers, raising questions about how US export controls on advanced chips are being enforced. The situation could attract regulatory and geopolitical attention to Nvidia’s hardware distribution channels and partners. Nvidia (NasdaqGS:NVDA) sits at the center of the global AI hardware market, and this...

In early May 2026, Nano Nuclear Energy announced a non-binding Memorandum of Understanding with Super Micro Computer to explore integrating microreactor-powered, on-site nuclear energy with Super Micro’s AI server and data center platforms for clean, grid-independent AI infrastructure. This collaboration highlights how power supply is becoming as central as compute in next-generation AI data centers, potentially reshaping how hyperscale and enterprise facilities are designed and...

As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.

Investing.com -- Bangkok-based technology firm SiamAI issued a formal denial on Saturday regarding allegations that it circumvented U.S. export restrictions to ship advanced artificial intelligence servers to China.

Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

Alibaba reportedly tied to end customer network

Super Micro Computer’s latest earnings report eased major concerns around margins and execution as AI infrastructure demand remained exceptionally strong.

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

Bangkok-based OBON Corp is identified as the unnamed Southeast Asian middleman in a $2.5 billion chip diversion scheme, according to Bloomberg