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SGHC News30 articles
Supermicro Surges 9.5% as AI Server Market Projection Hits $1.3T
Supermicro (SMCI) shares rallied 9.5% on a Goldman Sachs forecast of a $1.3 trillion AI-server market by 2030, easing doubts about its fiscal-2027 sales target.
Supermicro Shares Slide 6% Amid AI Spending Concerns
Super Micro Computer shares dropped 6% Monday on AI slowdown worries, despite record orders and strong guidance. The move reflects market concerns about AI infrastructure spending.
Uber, WeRide Secure Spain's First L4 Robotaxi Permit for Supervised Tests
Uber and WeRide secured Spain's first national permit for Level 4 autonomous passenger vehicles, but it covers only 20 supervised test cars, not paid rides. The approval marks a regulatory milestone with limited immediate financial impact.
Super Micro's $68.5B Target Faces Inventory and Compliance Hurdles
Super Micro (SMCI) gained 1.7% Tuesday, but the real challenge lies in its $68.5B fiscal 2027 revenue target, which hinges on converting $12.9B inventory into cash while navigating compliance risks.
IonQ Shares Surge on Superion Debut, But Valuation Raises Eyebrows
IonQ shares rose 8% after launching its 256-qubit Superion platform and lifting 2026 revenue guidance to $455M, but the stock's 38x sales valuation remains a point of contention.
Super Micro Gains Despite Insider Sales and $6.8B Cash Burn
Super Micro (SMCI) shares climbed 4.5% despite insider sales and a hefty $6.8 billion operating cash outflow in fiscal 2026.
Super Micro's $6.8B Cash Burn Spurs Growth Doubts
Super Micro's stock fell 1.8% after reporting a $6.8 billion operating cash outflow for fiscal 2026, overshadowing a 77.8% revenue surge and raising questions about growth sustainability.
Super Micro Revenue Surges 78% but Margin Pressures and Control Gaps Linger
Super Micro's fiscal 2026 sales jumped 77.8% to $39.1 billion, but gross margin slipped to 10.8% and one IT control weakness remains unresolved.
Supermicro's $69B Revenue Target Triggers 3.6% Stock Slide Amid Margin Worries
Supermicro (SMCI) stock dropped 3.6% after the company unveiled a $69 billion sales target, intensifying focus on its margin recovery sustainability.
Super Micro Jumps 9% as Cisco AI Factory Partnership Takes Shape
Super Micro (SMCI) shares rose 9.35% after Cisco unveiled plans to include Supermicro compute in its Secure AI Factory, adding $2.13 billion to its market cap.
Supermicro Soars 9% on Cisco AI Server Distribution Deal
Supermicro shares surged 9% after Cisco announced it will sell its AI servers starting in October, adding about $1.96 billion to SMCI's market cap.
A$372B Super at Risk in Australia's CGT Overhaul
Industry modelling shows proposed trust rules could increase effective tax rates on A$372 billion in Australian super assets, a 50% relative jump for affected gains.
BVB Shares Eye Cup Windfall Despite Supercup Setback
Borussia Dortmund shares closed up 1.1% at €3.205 despite a €21.7M annual loss. The DFB-Pokal offers a €13.11M prize, representing 3.7% of market value.
BVB Shares Face Monday Test After Supercup Loss and Annual Deficit
Borussia Dortmund shares face Monday trading after a Supercup loss and €21.7M annual deficit. Revenue fell 12.5%, but sponsorship income rose 4.5%.
Soybeans Rally on Export Surge; Super Micro Outlook, Oil Spike Highlight Markets
Soybeans ended the week higher on robust export demand, while Super Micro's bullish outlook and a 6% oil surge shaped market sentiment.
Super Micro Stock Climbs on Robust Sales Outlook, Margin Squeeze Lingers
Super Micro (SMCI) shares gained 1.5% as a $68.5B fiscal 2027 sales forecast offset concerns over a projected 19% drop in Q1 adjusted gross profit.
Super Micro Stock Jumps 19% on Strong Outlook, But Margin Concerns Loom
Super Micro (SMCI) shares jumped 19% on strong fiscal 2027 revenue guidance, but Q1 margin outlook indicates a potential 18.6% drop in gross profit.
Super Micro Stock Surges Ahead of Earnings Amid $60B Order Backlog
SMCI shares climbed 6% on Friday ahead of Tuesday's earnings, as investors weigh a $60B order backlog against margin recovery and revenue conversion risks.
Dell's Cash Flow Advantage Widens Gap Over Supermicro
Dell's premium valuation over Supermicro persists, underpinned by robust cash flow generation, while Supermicro's growth is offset by heavy cash burn and financing dilution.
Super Micro Stock Climbs on Strong Margin Outlook Ahead of Earnings
Super Micro (SMCI) shares gained 4.2% after preliminary calculations indicated a 73% rise in gross profit, driven by improved margins and strong demand, ahead of its fiscal Q4 report.
Grab Stock Climbs Ahead of Q2 Earnings as Superbank Consolidation Draws Focus
Grab shares advanced 3.1% to $3.61 ahead of Q2 earnings, with focus on adjusted EBITDA margins and Superbank consolidation effects on revenue.
Supermicro Stock Wavers as Cash Flow Worries Overshadow Margin Gains
Supermicro's Q4 margin recovery to 15-17% is overshadowed by a $6.6B operating cash outflow and rising debt, prompting investor caution amid a 5.65% weekly stock decline.
Supermicro's Q4 Margin Forecasts Signal Up to 84% Gross Profit Surge
Supermicro (SMCI) sees Q4 gross profit rising 62%-84% to $1.65B-$1.87B on ~$11B revenue, driven by record orders. Shares gained 2.4% Friday.
Super Micro Shares Slide as $60B AI Orders Raise Liquidity Concerns
Super Micro shares dipped 3.3% as a semiconductor rout offset recent margin gains, with investors eyeing the company's ability to convert $60 billion in AI orders into cash.
Super Micro Shares Surge 24% on Margin Reset, $847 Million Profit Boost
Super Micro Computer shares surged 24% last week after the company revised its gross margin outlook, projecting $847 million in additional gross profit. The stock slipped 3.5% on Friday.
Super Micro Shares Steady as Margin Forecast Boosts Gross Profit Outlook by $847 Million
Super Micro shares remained stable after a revised preliminary margin forecast indicated a potential $847 million increase in gross profit, though revenue is expected near the lower end of guidance.
Super Micro Stock Surges on $847 Million Profit Boost
Super Micro Computer (SMCI) shares rose 19.8% after analysts projected an $847 million gross profit swing, driven by a sharp margin improvement to 15%-17%.
Super Micro Soars on Margin Reset, Sending AI Hardware Stocks Mixed
Super Micro Computer shares surged 12.6% after raising its gross margin forecast, implying a $847 million increase in gross profit and sparking mixed moves in AI hardware stocks.
Dell Shares Climb on AI Server Margin Optimism After Super Micro's Strong Outlook
Dell Technologies shares gained after Super Micro's stronger-than-expected margins fueled optimism about AI server profitability. Dell's AI backlog stands at $51.3 billion.
Dell Shares Jump on AI Server Margin Optimism After Super Micro Update
Dell Technologies (DELL) gained 5.7% in after-hours trading after Super Micro (SMCI) reported preliminary margins that beat expectations, boosting sentiment for AI server profitability.