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DARK SECRETS: Supermicro - The Real Truth

Is Super Micro Computer Stock Outperforming the S&P 500?

Super Micro Computer has outperformed the S&P 500 recently, yet analysts remain cautious about the stock’s prospects.

Barchart

AI Server Earnings: Wall Street Sees One Clear Standout

AI server stocks put up eye-popping gains in May and early June, with Supermicro, Dell, and HPE seeing huge pops after their latest earnings.

MarketBeat

Supermicro Stock Soars 85% in a Month. It’s Time to Worry About Its Valuation.

As a leading supplier of high-performance AI servers and storage solutions, Supermicro appears well-positioned to capitalize on AI infrastructure boom.

Barchart

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A $2 Billion Reason to Buy Little-Known Gorilla Technology Stock Right Now

Gorilla Technology just closed a $2 billion AI infrastructure deal with Supermicro.

Barchart

Supermicro shows off Vera Rubin NVL72 rack with all-new type of coolant — company claims coolant offers 1,000 times higher electrical impedance over standard cooling

Supermicro demonstrates upcoming servers based on AMD’s EPYC ‘Venice’ CPUs, MI450 accelerators, and Nvidia’s Vera Rubin-based solutions.

Tom’s Hardware

Supermicro says it assisted Taiwanese authorities in server smuggling bust that led to three arrests — company issues statement on working with US, Taiwan to block illicit diversion of servers to China

Supermicro says it worked directly with Taiwanese authorities on a server smuggling bust that led to the seizure of 50 servers and three arrests.

Tom’s Hardware

Taiwan authorities arrest three on suspicion of smuggling Nvidia chips to China — operation allegedly used Japan as transshipment point before forwarding banned Supermicro servers to Hong Kong

Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.

Tom’s Hardware

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After $2.5 billion Supermicro smuggling bust, Nvidia CEO urges company to fix export control compliance — Taiwan also begins to crack down on AI GPU chip smuggling to China

Huang told reporters at Songshan Airport that Nvidia insists its partners follow U.S. trade rules.

Tom’s Hardware

Taiwan raids 12 locations in its first formal crackdown on Nvidia AI chip smuggling — hunts three fugitives for document forgery, fraudulent declarations in Super Micro smuggling case

Getting banned Hopper or Blackwell chips into mainland data centers just became exponentially more fraught as Taiwan begins to crack down on smugglers.

Tom’s Hardware

Duos Technologies Group Q1 Earnings Call Highlights

Duos Technologies Group (NASDAQ:DUOT) reported lower first-quarter revenue as management said the company continued shifting away from legacy rail operations and toward a data center-focused business model centered on edge AI infrastructure. Chief Executive Officer Doug Recker said the quarter refl

MarketBeat

Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

MarketBeat

Nano Nuclear Energy Q2 Earnings Call Highlights

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

MarketBeat

Encrypted texts reveal how Nvidia chips and U.S. tech are being smuggled to China and Russia

American-made tech components are being illegally smuggled to Russia, Iran, and China and lawmakers fear it could give them a battlefield edge.

Fortune

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme

CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the accusations against a Supermicro cofounder. Supermicro stock rose 17% in after-hours trading.

Fortune

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Fortune

Supermicro’s earnings call today takes place amid a probe that could be ‘fatal’ for the company

Everything you need to know before you reach the office this morning.

Fortune

Supermicro's co-founder allegedly smuggled $2.5 billion in Nvidia-chipped servers to China—now the whole company is under the microscope

The company will report financial results on Tuesday after disclosing it has launched an internal probe that could reshape its management and future with the Department of Justice.

MarketBeat

95% Options Surge: Smart Money Bets Big on a Super Micro Bounce

Super Micro Computer is attracting significant attention from institutional traders who are using call options to position for a potential price rebound.

Barchart

As Super Micro Computer Unveils New Enterprise Solutions, Is SMCI Stock a Buy, Sell, or Hold?

Super Micro Computer just launched Gold Series enterprise servers and posted record Q2 revenue. But with margin pressure mounting, is SMCI stock worth buying?

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Barchart

Super Micro Computer Is Auditing China Allegations Itself. Does That Make SMCI Stock a Buy?

Supermicro launched an independent investigation after three individuals were indicted for alleged export violations. Here's what it means for SMCI stock investors.

PC Gamer

Supermicro 'committed to protecting America’s advanced technologies and intellectual property' as investigation into former employees over alleged AI tech shipments to China begins

Everyone wants a slice of the multi-billion-dollar AI pie.

Fortune

Supermicro launches probe after cofounder’s arrest on charges of $2.5 billion in chip smuggling

This is the Nvidia-allied server maker’s third internal investigation since 2017.

Fortune

Why DOGE's legacy is hard to measure

Also: All the news and watercooler chat from Fortune.

Fortune

Supermicro soared because of $4 trillion Nvidia—and Jensen Huang can walk away anytime he wants

Nvidia giving Supermicro the cold shoulder on GPUs would gut the hardware manufacturer’s sales.

Tom’s Hardware

Supermicro co-founder pleads not guilty to smuggling billions of dollars of Nvidia servers to China — suspected smuggler released on $5 million bond

Super Micro Computer co-founder Yih-Shyan "Wally" Liaw pleaded not guilty on Wednesday in a Manhattan federal court.

Barchart

Super Micro Computer Stock Bounces on Easing Iran War Fears. Should You Buy SMCI Here?

Supermicro stock gains on reports of a potential ceasefire between the US and Iran. But SMCI shares remain unattractive to own in 2026.

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