SMCI
NASDAQ · Technology
Super Micro Computer Inc
$41.54
+0.34 (+0.83%)
SMCI 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.
Tech-Led Rebound: Nasdaq Climbs 1.7% as Oil and Yields Ease
Nasdaq surges 1.69% to 26,418 as oil and yields retreat, easing post-Fed valuation pressure. S&P 500 gains 1.14%, Dow up 0.61%.
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.
Nokia Shares Plunge 12% in Sudden Selloff, Erasing Billions
Nokia's ADR plunged 12% on Monday, erasing $7.4 billion in market cap, despite no company announcements, amid a broader AI stock selloff.
SMCI Stock Rebounds 5%: Can $60B Orders Fund Themselves?
SMCI shares rebounded 5% amid broad market gains. The key question: Can the company convert its $60B order book into cash without further diluting shareholders?
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.
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.
Dell Stock Soars 15.8% on Raised Profit Forecast, AI Server Demand Drives Rally
Dell Technologies (DELL) surged 15.8% to $492.20 after boosting its fiscal 2027 adjusted EPS outlook by 42.5% to $25.50, driven by AI server demand and a $95 billion backlog.
Dell Surges 8% on Record AI Server Backlog, Raised Guidance
Dell shares rose 8.3% premarket as AI server backlog hit $95B and revenue guidance was lifted to $192B, signaling strong demand and margin expansion.
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.
Dell Stock Slips as AI Server Push Raises Margin Concerns
Dell shares dropped 3.5% as its ambitious $60 billion AI server revenue goal puts pressure on profit margins. Q2 earnings are due after the market close.
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.
KASE Global Weekend Close: PayPal, Nvidia Tumble as US Shares Reprice
PayPal and Nvidia sink on KASE Global's Friday close, while Microsoft and Amazon advance. Asian benchmarks diverge as Korea's KOSPI falls sharply.
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.
SMCI Rally Fades as Cash Burn Overshadows Clean Governance Review
SMCI shares reversed a $1.3 billion intraday gain as a clean governance review failed to offset concerns about heavy cash consumption and ballooning inventory.
SMCI's Margin Guidance Clouds $68.5B Revenue Forecast
Super Micro's $68.5B fiscal 2027 revenue forecast beat estimates, but Q1 margin guidance signals a profit squeeze, overshadowing the sales outlook.
SMCI Stock Gains 1.7% as $68.5B Forecast Overshadows Margin Dip
SMCI shares rose 1.7% Friday as a $68.5B fiscal 2027 revenue forecast (30% above consensus) offset a 700-bps margin decline.
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.
AI Infrastructure Rally Powers Nasdaq Higher Despite Mega-Cap Slump
The Nasdaq Composite gained 0.54% to close at 26,588.49 as AI infrastructure stocks surged, offsetting declines in major mega-cap tech companies.
Dell Stock Rises 5% on AI Server Demand, But Margin Squeeze Lingers
Dell shares rallied 5% on strong AI server demand signals from peers, yet a 3.5-point gross margin drop raises profitability concerns as AI revenue reaches 37% of total.
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.
IREN Shares Jump 9% as CoreWeave's Strong Results Boost AI Infrastructure Stocks
IREN shares jumped 9% after CoreWeave's strong earnings boosted AI infrastructure stocks. The company aims to expand capacity 160-fold to 480 MW by 2026.
SMCI Stock Holds Steady as $60B Backlog Raises Cash Flow Concerns
Super Micro Computer (SMCI) shares remained unchanged ahead of its Q4 earnings report, as the company's $60B order backlog raises cash conversion concerns. Analysts expect revenue of $11.56B and EPS of $0.96.
CoreWeave's $99B Backlog Faces Margin Test Ahead of Q2 Report
CoreWeave (NASDAQ:CRWV) edges up 1.2% ahead of Q2 earnings; revenue expected to double to $2.56B, but investors eye margin pressure and $99B backlog.
SMCI Stock Gains as Preliminary Margins Signal Major Profit Boost
SMCI shares jumped 3.4% premarket after preliminary Q4 gross margins of 15%-17% nearly doubled earlier guidance, potentially adding $847M in gross profit.
Wall Street Notches Best Week Since April as Soft Jobs Data Bolsters Rate Optimism
U.S. stocks rallied to a record high on Friday, capping the S&P 500's best week since April. Soft jobs data eased rate fears, while strong earnings buoyed markets.
SMCI's $60B Order Backlog Faces Cash Conversion Test Ahead of Q4 Report
Super Micro (SMCI) climbs 5.96% to $31.13 ahead of Q4 earnings, but focus shifts from demand to cash conversion as $60B in orders raises execution questions.