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Super Micro stock rally misses point from Dell earnings

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Overview
 · 1d
Stock Market Today, May 29: Super Micro Computer Jumps on European AI Cloud Partnership
Super Micro Computer (SMCI +11.59%), a developer of server and storage solutions based on modular and open-standard architecture, closed at $46.09, up 11.60%.

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 · 1d · on MSN
Super Micro stock rally misses the point from Dell earnings
 · 1d · on MSN
Dell explodes 35% higher after its best earnings report since returning to the stock market in 2018
 · 1d
Dell’s Big Quarter Wasn’t Just About AI—Heard on the Street
Dell has been benefitting from strong AI demand for a while now.

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 · 1d
Wall Street inches higher while oil prices fall on optimism over talks of Iran ceasefire extension
 · 1d
Oil prices dip as tentative US-Iran deal awaits Trump’s final approval
2don MSN

Super Micro jumps 10% as it cracks down on smuggling with new Taiwan alliance

Super Micro Computer, Inc SMCI stock gained on Thursday as investors favored AI-linked hardware stocks and reacted to the company's efforts to strengthen compliance controls around its server technology.
2d

Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up

Shares of Super Micro Computer (NASDAQ:SMCI) are up 9% on Thursday while SanDisk (NASDAQ:SNDK) stock is rising 4%. The bid is broad rather than headline-driven, with the AI infrastructure trade gathering force into the close of May.
Insider Monkey
1y

Is Super Micro Computer, Inc. (SMCI) The Best Hardware Stock To Buy Now?

We recently published a list of 10 Best Hardware Stocks To Buy Now. In this article, we are going to take a look at where Super Micro Computer, Inc. (NASDAQ:SMCI) stands against other best hardware stocks to buy now. The computer hardware industry ...
Nasdaq
1y

NVIDIA vs. Super Micro: Which AI Hardware Stock Should You Bet On?

The artificial intelligence (AI) revolution has ignited a race among hardware suppliers, and two of the most prominent names riding this wave are NVIDIA Corporation NVDA and Super Micro Computer, Inc. SMCI. NVIDIA dominates the AI graphics processing unit ...
3d

Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Nvidia has urged Super Micro Computer (NasdaqGS:SMCI) to strengthen its compliance practices after authorities in Taiwan detained individuals over fraudulent exports of SMCI AI servers containing Nvidia chips.
The Motley Fool
1y

Will Super Micro Computer Be the AI Comeback Stock of the Year?

Super Micro Computer makes hardware for computing servers, a vital part of the AI buildout. In this space, Supermicro competes with other players like Dell (DELL 2.38%) and IBM (IBM +0.53%). There really isn't a ton to differentiate each of the players in ...
Seeking Alpha
3mon

Super Micro Computer: Strong Growth Setup As Industry CapEx Soars

Super Micro Computer delivered record Q2'26 results, with 123% revenue growth and robust AI server demand driving a 14% share price gain after earnings. Despite intense competition and non-GAAP gross margin contraction to 6.4%, SMCI remains highly ...
Nasdaq
10mon

Super Micro Computer Stock To 2x?

Super Micro Computer stock (NASDAQ: SMCI) has had a solid run, rising by almost 10x over the past three years from levels of about $5 per share in June 2022 to about $47 presently, driven by surging demand for server systems led by the generative ...
Forbes
1y

Super Micro Computer Stock: Where Is It Heading In 2025?

Super Micro Computer's low price may be a buying opportunity if you can accept the risks. Super Micro Computer (SMCI) stock was a roller-coaster ride in 2024. The circumstances contributing to SMCI's rise and fall have angered some shareholders and ...
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