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DARK SECRETS: Super micro computer - The Real Truth

SMCI Stock Soars as Super Micro Computer's Backlog Surpasses $60 Billion

Super Micro stock rallies on largely bullish preliminary Q4 earnings. Needham continues to see massive further upside in SMCI shares.

Barchart

Super Micro Stock Pops on Upbeat Q4 Forecast. 2 Reasons to Stay Bullish.

Super Micro's stronger-than-expected fourth-quarter update strengthens the view that AI infrastructure demand remains robust and that the company is executing well.

Barchart

Elon Musk Denies $52B SpaceX AI Server Deal; Dell and SMCI Stocks Rise

Elon Musk has publicly denied a report that SpaceX placed a $52 billion AI server order with Foxconn, easing pressure on Dell and Super Micro shares after sharp recent declines.

International Business Times UK

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Earnings Preview: What To Expect From Super Micro Computer's Report

Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.

Barchart

Pushing the Edge: Super Micro Computer Reboots the AI Landscape

Super Micro Computer launched a Kubernetes edge AI appliance with Red Hat and Portworx targeting sovereign AI demand, even as shares fell 30% and short interest rose to about 19% of its float.

MarketBeat

SMCI Stock Likely to Reverse from Oversold Levels as DCBBS Gains Growth Traction

Supermicro announced a new partnership with Red Hat.

Barchart

SMRs Spark a Chain Reaction for Nano Nuclear

Nano Nuclear Energy (NNE) is in preliminary investment talks with a UAE state-linked entity and has partnered with Super Micro Computer to supply microreactors for AI data centers.

MarketBeat

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Stay Away from Super Micro Computer Stock. It’s Hostage to Its Own Mistakes.

Super Micro's $7 billion dilution is a forced move to fund a massive AI order backlog. Even with the diluted shares, the valuation remains fundamentally cheap, making SMCI stock a high-risk, high-reward bet.

Barchart

Supermicro Stock Is Down 30% in Days. Investor Skepticism Is Justified.

Supermicro's bid to raise $7 billion has tanked the stock.

Barchart

US markets plunge: Dow Jones, S&P 500 and Nasdaq crash as Trump’s Iran threat sparks a risk-off market selloff, pushing the U.S. dollar higher and oil prices sharply upward

Dow Jones, S&P 500 and Nasdaq crashed as Trump’s Iran threat reignited fears of a wider Middle East conflict. Investors rushed into the U.S. dollar while WTI oil surged toward $90. Rising energy prices now threaten inflation, interest-rate expectations, and economic growth. The selloff reveals how quickly geopolitics can reshape…

The Economic Times

The $7 Billion Reason Super Micro Computer Stock Is Down Today

Super Micro stock tumbles as the company announces a $5 billion underwritten public offering. Here’s why the capital raise is bearish for SMCI shares.

Barchart

More drops for tech stocks weigh on Wall Street

Technology stocks are continuing to fall, putting the S&P 500 on track for its first back-to-back drop in three weeks

AAP

Super Micro Computer Just Unveiled the New AMD Helios Platform. What That Means for SMCI Stock.

Is doubling down on AI infrastructure with AMD's Helios platform enough to fuel SMCI's next move?

Barchart

HPE lifts forecast past 2028 goals on robust AI demand, shares surge 36%

HPE, ⁠which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy its servers and networking products to power AI applications such as ChatGPT, amid higher memory chip prices.

The Economic Times

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Jensen Huang Has a Key Message for Super Micro Computer: It’s Time to ‘Enhance and Improve’ Regulation

As regulatory scrutiny intensifies around Super Micro, Nvidia CEO Jensen Huang is urging the company to “enhance and improve” its compliance practices.

The Economic Times

What is US stock market prediction for Monday? Wall street ends at record highs as AI stocks and Dell lead market rally

What is US stock market prediction for Monday? US stock market prediction for Monday remains linked to momentum from Wall Street's latest record close. Major indexes ended Friday, the week, and the month with gains. Technology stocks led the rally after Dell raised its forecast. Investors also watched developments related…

The Economic Times

Dell rallies about 40% on strong Nvidia‑powered AI server demand

The AI server and enterprise infrastructure supplier is set to add more than $81 billion in market value ‌at the ⁠current share ⁠price of $442.70, if gains hold.

The Economic Times

Dell raises annual forecasts as AI data center buildout fuels demand

US tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure ‌this year, ⁠which would ⁠drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer.

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Super Micro Computer Just Promoted a New Chief Business Officer as It Aims for a Turnaround

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.

Barchart

2 Reasons Why SMCI Stock Soared 25%, And 1 Risk That Still Looms Large

Super Micro is quietly fixing two major problems but there is one risk investors shouldn’t ignore.

Barchart

Super Micro Computer Crushed Earnings. Wall Street Still Can’t Stomach SMCI Stock’s Reputation

SMCI's history of concerning scandals casts an unattractive light on its shares.

MarketBeat

Super Micro Surges Over 20% as Margins Soar, Sales Fall Short

Super Micro Computer is surging once again. See the key dynamics that characterized its latest earnings and how multiple Wall Street analysts reacted.

Barchart

Stock Surge on Robust Tech Earnings and US-Iran Peace Hopes

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.08%. June E-mini S&P futures (ESM26 ) rose +1.45%, and June E-mini Nasdaq futures...

Barchart

You Must Decide for Yourself If Super Micro Computer Stock Is Toxic or a Tantalizing Buy Here as Legal Drama Swirls

Super Micro represents a cheap entry point into the AI revolution as a high-risk, high-reward play. You’re either buying a future titan at a fire-sale price, or boarding a ship that’s already being dismantled by lawyers.

Barchart

Super Micro Computer Soars on Earnings Beat. Here's What Comes Next for SMCI Stock.

Super Micro stock soars as impressive Q4 guidance overshadows a major revenue miss in the third quarter. Rosenblatt Securities recommends buying SMCI shares into the post-earnings strength.

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