Historic accounting issues and OEM competition loom, but AI tailwinds, mid-range server adoption, and cost optimization power a Moderate Buy stance with a $50–$60 target. Vertically integrated manufacturing, customizable GPUs, and global expansion signal robust top-line prospects, tempered by uncertain supplier ties and potential share commoditization. Despite not ranking top among AI plays, mo...
New system architectures support Intel ® Xeon® 6 with P-Cores, providing up to 136 PCIe 5.0 lanes and expanding possibilities for high-speed networking, GPUs, and storage devices SAN JOSE, Calif. , March 27, 2025 /PRNewswire/ -- Super Micro Computer, Inc. (SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing the availability of new single-socket ser...
Shares of Super Micro Computer (SMCI -6.05%) were heading lower this week as a combination of a sell rating from Goldman Sachs and a broader sell-off in artificial intelligence (AI) stock, which weighed on the maker of AI servers.
The three microchip stocks in this analysis all look like they are still going to be a bit negative, but there is hope for all three. It will be a matter of being patient enough to see if larger traders come back into this market.
The market is having one of its better weeks of recent times—but onetime artificial intelligence darling Super Micro Computer Inc. SMCI-8.86% has missed the party.
Stock futures were mostly higher Thursday even as President Donald Trump slapped 25% tariffs on all cars made outside of the United States, leading to worries over what the trade war will mean to the U.S. and global economies.
Wall Street is a data-dominated landscape, and it can be easy for investors to allow this overabundance of data to cause them to miss something important.
Major U.S. equities indexes sputtered in the midweek trading session following reports that President Trump would announce levies on vehicles imported to the U.S.
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