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UNCOVERED: Super micro - Caught on Camera

Super Micro Computer Stock Plunges on Lost Oracle Contract, but Supply Chain Excesses Could Be the Bigger Problem for SMCI

As investors panic over a lost contract between Super Micro Computer and Oracle, recent supply chain intelligence suggests a much bigger problem exists with its inventory, as slowing business with xAI and other customers weigh on near-term revenue.

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Down 55% From Its YTD High, Is Super Micro Computer Stock a Buy, Sell, or Hold?

While Super Micro Computer stock has swung sharply in recent months, its underlying business performance remains solid.

Barchart

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.

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Chinese Nvidia Cloud Partner procured 300 servers with banned AI GPUs worth $92 million — shares of data center supplier Sharetronic plummet following Super Micro smuggling arrest

Publicly available documents reveal that a Chinese AI data center company sold servers that were designed for Nvidia H100 chips despite the U.S. export ban.

Tom’s Hardware

Why Mizuho Just Slashed Its Price Target on Super Micro Stock by 25%

Wall Street is growing increasingly cautious on Super Micro as regulatory troubles cast a shadow over its AI-driven momentum.

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Hedge Funds Are Betting Against Super Micro. Should You Go Against the Grain and Buy SMCI Stock Here?

As Super Micro Computer battles legal turmoil and rising bearish bets, should investors still consider buying SMCI stock now?

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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.

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Super Micro May Have Just 7 Months to Prove SMCI Stock Is Investable

Legal scrutiny is clouding Super Micro’s strong AI-driven growth, prompting investors to rethink its credibility as the trial timeline tightens.

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Super Micro Faces a New Securities Fraud Lawsuit. How Much Does That Matter for SMCI Stock?

Allegations of inflating the stock price and a false picture of its operations are the basis of the Super Micro lawsuit.

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Chinese universities performing military research acquired Super Micro servers with sanctioned Nvidia AI chips — public documents reveal purchases were completed in 2025 and 2026 despite US export controls

Public documents revealed that four Chinese universities, including two that worked on military research for the PLA, were able to acquire servers with Nvidia A100 AI chips despite the U.S.'s export controls.

Tom’s Hardware

Super Micro shareholders sue company over securities fraud after AI chip smuggling bust — furious investors claim company concealed dependence on illicit sales to China

Supermicro shareholders argue that the company committed securities fraud because it did not tell them that illegal activities made up a huge portion of its sales and that it had issues with export controls compliance.

Tom’s Hardware

Citi Slashes Its Super Micro Stock Price Target by 35% Amid ‘Reputation Risks.’ Should You Buy the SMCI Dip?

Citi cut its Super Micro price target by 35% after a federal indictment rattled SMCI stock. Here's what investors need to know before buying the dip.

Barchart

Super Micro's Plunge: An AI Deep Value Opportunity?

Super Micro Computer's recent market volatility contrasts with its powerful revenue growth and its central role in the expanding AI infrastructure market.

MarketBeat

The Super Micro Computer Co-Founder Faces New Chip Smuggling Charges. Does That Actually Matter for SMCI Stock?

Super Micro finds itself in hot water for its co-founder allegedly illegally exporting $2.5 billion worth of Nvidia chips to China.

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International Business Times

How Supermicro Insiders Allegedly Used Fake Servers and Forged Paperwork to Smuggle Nvidia's Most Powerful AI Chips to China

Supermicro co-founder Wally Liaw was arrested on charges of smuggling $2.5 billion in Nvidia AI chips to China using fake servers, forged paperwork, and bribed auditors. SMCI stock crashed 33%. Here is the full story of how the alleged scheme worked.

International Business Times

Supermicro Stock Crashes 33% After Co-Founder Arrested in $2.5 Billion Nvidia Chip Smuggling Scheme Tied to China

Supermicro co-founder Wally Liaw was arrested and charged by federal prosecutors with conspiring to smuggle $2.5 billion in Nvidia AI chip-powered servers to China. Shares of SMCI plunged 33%, erasing over $6 billion in market value. Here's everything investors and the tech industry need to know.

Barchart

Super Micro Stock Is Getting Crushed —Time to Load Up or Stay Far Away?

Super Micro Computer stock has come under renewed pressure following legal developments involving individuals associated with the company.

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Super Micro Computer Stock is Set for Its Worst Day Since 2024 on Nvidia Smuggling Charges

The scandal-plagued AI server stock is getting rocked by new charges from the federal court in New York.

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Tom’s Hardware

Supermicro employees accused of smuggling $2.5 billion worth of Nvidia hardware to China — perps used a hairdryer to move serial numbers between real hardware and thousands of dummy servers

Three Super Micro employees have been charged with conspiring to unlawfully divert cutting edge U.S. artificial intelligence technology to China.

International Business Times UK

Who Is Yih-Shyan 'Wally' Liaw: Super Micro Co-Founder Charged with Smuggling NVIDIA Chips

Silicon Valley's Yih-Shyan 'Wally' Liaw, co-founder of Super Micro Computer, arrested for allegedly smuggling AI servers to China, violating US export laws. Discover the impact on the tech industry.

International Business Times UK

FBI Charges Super Micro Insiders for Using Fake Documents and Shell Companies to Send Nvidia Chips to China

How the FBI's arrest of a Super Micro co-founder for a $2.5 billion AI server smuggling scheme to China impacts US export controls and national security. Explore the implications for AI tech and US-China relations.

Barchart

Super Micro Stock Plunges 49%: Buy the Dip or Stay Away?

Despite triple-digit revenue growth in Q2, Super Micro stock is still down about 49% from its 52-week high.

Barchart

As Supermicro Joins a Key AI Data Center Alliance, Should You Buy SMCI Stock?

Supermicro is pushing deeper into the AI data center boom with a new alliances. Could this be the catalyst for SMCI’s next growth phase, and make the stock worth buying?

MarketBeat

Super Micro: Why the Shadow of NVIDIA Is a Profitable Place to Be

Super Micro Computer is aggressively expanding its market dominance in the artificial intelligence sector by prioritizing rapid deployment and scale.

MarketBeat

The AI Land Grab: Why SMCI's Drop Is Your Gain

Super Micro Computer is securing a dominant position in the AI hardware sector by prioritizing massive market share expansion over immediate profit.

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