Super Micro Computer, Inc. Stock News

PITTSBURGH & ABU DHABI, United Arab Emirates--(BUSINESS WIRE)--VDURA, provider of high-performance data storage infrastructure for AI factories and neoclouds, today announced the general availability of the VDURA® Data Platform V12, the release that turns the platform into a multi-tenant, API-driven storage service for GPU clouds and AI factories. V12 ships as a qualified solution on Supermicro...

AI stocks struggle as Wall Street frets about rising bond yields, while Meta Platforms slides as investors lock in some profit after a 12% rally.

Supermicro's DCBBS now supports all critical computing infrastructure to speed time-to-online for NVIDIA Vera Rubin NVL72 deployments Full liquid-cooling stack optimized for the NVIDIA Vera Rubin platform, from cold plates to CDUs, to cooling towers From a power envelope to an operational cluster: DCBBS Blueprints define a balanced bill-of-materials from 5 MW to gigawatt scale, with 1,152 GPUs ...

Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it.

Super Micro Computer (SMCI) stock is pushing 9% higher on Thursday after Goldman Sachs analysts said the AI server total addressable market (TAM) will expand rather aggressively through the end of this decade. As investors cheered that bullish forecast, SMCI ripped through its 20-day moving average (MA) this morning, indicating the upward momentum could sustain in the near-term.

The AI trade is bucking the trend Friday.

The energy and technology sectors did well in August, while Moderna's stock was the best performer by a wide margin.

This article was written by Doug Nathman, with research by his team at Trefis.