Notícias

Record $11.1B quarterly revenue and $60B+ new orders fuel fiscal 2027 guidance.

U.S. stocks are trading lower today. The Nasdaq is down 1.4%, the Dow Jones Industrial Average is off 0.1% and the S&P 500 is down 0.6%. Here is what is driving the markets today: Worldwide bond selloff: An accelerating bond selloff in recent days has pushed some Treasury yields to levels not seen since 2007.

Everyone chasing AI gains is piling into chip stocks, but a quiet corner of the infrastructure trade just posted 757% server revenue growth and a backlog that stretches for years, and most investors have no idea it exists.

nVent Electric's data center demand, backlog and steadier earnings outlook give it an edge over Super Micro Computer despite a higher valuation.

↗️ BHP Group (AU:BHP, BHP): The Australia-based miner reported a 9% increase in annual net profit as prices of copper surged to record highs. Its shares rose in Australia. 🔎 Home Depot (HD): The home-improvement company is set to report its earnings ahead of the opening bell.

Super Micro’s second quarter saw the company fall short of Wall Street’s revenue expectations, yet the market responded positively to the results. Management pointed to a near doubling of sales driven by robust demand for AI and data center solutions, with CEO Charles Liang highlighting a strategic shift toward total data center building block solutions. Expanded enterprise and CPU-centric product lines, along with a healthier product and customer mix, were cited as key factors in the significan

Advanced Micro Devices (NasdaqGS:AMD) launched Instinct Coder, a turnkey enterprise AI inference solution co developed with Spectro Cloud and Supermicro. The new platform targets hybrid and private AI deployments and is built around AMD’s MI series accelerators. The partnership with Spectro Cloud and Supermicro focuses on simplifying rollout of enterprise AI infrastructure for corporate IT teams. For readers looking to compare AMD’s move with other companies building out AI infrastructure,...

Super Micro Computer's 67% monthly surge is backed by AI demand and a record backlog, but inventory, competition and execution risks cloud the outlook.

A fresh DDR5 patent complaint at the International Trade Commission just wiped out a chunk of Super Micro Computer's massive weekly rally, yet the memory maker named in the same filing is trading sharply higher. Here is why the market is splitting the two apart.

Vertiv and Super Micro Computer both just reported blowout AI infrastructure numbers, but the two stocks tell completely different stories about risk, reward, and who actually wins when data centers scale.

Western Digital enters fiscal 2027 with strong storage demand, improving pricing and AI-driven cloud growth fueling its HDD recovery.

Super Micro Stock Surges on Massive AI Revenue Forecast: Here's What Changed

Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 11.2% in the morning session after a cooler-than-expected wholesale inflation report provided a strong macroeconomic tailwind, amplifying the momentum from the company's blockbuster earnings report released earlier in the week.

In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...

Three of the biggest names in logic chips closed higher on August 12, following a strong earnings report deep in the AI server supply chain. Advanced Micro Devices, Inc. (NASDAQ:AMD) up 1.8% at $483, Intel Corporation (NASDAQ:INTC) up 3.3% to $101, and NVIDIA Corporation (NASDAQ:NVDA) up 3% to $224, in a broad rally sparked not […]

Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commission and in U.S. District Court regarding DDR5 memory module technology. The ITC case seeks an investigation into alleged infringement and potential exclusion of certain Super Micro DDR5 products from the U.S. market. The federal lawsuit requests damages and other remedies tied to Super Micro Computer's use and sale of the disputed DDR5 memory related products. The...

Analysts have lifted their fair value estimate for Super Micro Computer to US$41.75 from US$37.25, reflecting an updated view of what the stock could be worth based on refreshed modeling. The change aligns with a more constructive tone in recent research, as higher price targets follow the latest Q4 print, order book disclosures and multi year revenue guidance. As you read on, you will see how these shifting targets fit into the broader Super Micro Computer story and what to watch as the...

Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.

Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.

Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.

The mix that produced it included contracts pushed out of the June quarter, and the September guide already takes the margin back down.

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.

Tech stocks look a touch lively in premarket trading.

It has lost more than half its value in less than a year.

Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.

Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.