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Fear & Greed
70 — Greed
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Fear & Greed
70 — Greed
Tag
Super Micro Computer
4 articles
Research & Analysis
18d ago
Dell, HPE Earnings Validate AI Server Demand Surge
Record backlogs and margin expansion at Dell and HPE confirm sustained enterprise AI infrastructure spending, though Super Micro faces credibility headwinds.
World
27d ago
Taiwan Indicts Nine Over AI Server Smuggling to China
Taiwan's Keelung District Prosecutors Office charged nine people, including Nvidia and Super Micro employees, after 74 servers with advanced chips were illegally shipped to China.
Research & Analysis
40d ago
Super Micro's Pre-Earnings Rally Exposes AI Server Demand and NVIDIA Dependency Risk
SMCI shares rose 4 percent ahead of its Aug. 11 fiscal Q4 2026 report, as investors weigh a record $60 billion backlog and margin recovery against structural NVIDIA supply-chain risk.
U.S. Equities
40d ago
Super Micro, CoreWeave Rally on AI Demand; H&R Block Jumps on FY27 Outlook
Super Micro beat Q4 estimates and issued strong Q1 guidance; CoreWeave posted 112% revenue growth and a $104 billion backlog; H&R Block surged on its FY27 forecast.