Super Micro Computer

Super Micro Computer

Yahoo Finance • 14 hours ago

What Could Super Micro Computer (SMCI) Gain From This AI Infrastructure Partnership?

Super Micro Computer (NasdaqGS:SMCI) is expanding its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack scale solutions for neocloud and sovereign cloud customers. The collaboration incorporates Supermicro high... Full story

Yahoo Finance • 16 hours ago

Cisco just broke its biggest hardware rule to chase the AI boom

Cisco Systems Inc. (CSCO) has built its reputation on the routers and switches that move data between machines, not the machines themselves. This week the company crossed that line. It is now selling AI server hardware directly, through a... Full story

Yahoo Finance • 16 hours ago

Cisco Expands Secure AI Factory: Can it Outpace PANW & FTNT?

Cisco Systems CSCO is strengthening its security business through the expansion of its Secure AI Factory with NVIDIA NVDA, as the platform embeds security directly into the AI infrastructure stack rather than treating it as a separate laye... Full story

Yahoo Finance • 17 hours ago

Prediction: SMCI Stock Will Hit $60 on This Date

Quick Read SMCI books $60 billion in new quarterly orders and guides fiscal 2027 revenue to $72 billion, yet shares trade at just 10x forward earnings. Enterprise revenue surged 172% YoY and gross margin recovered to 18% in Q4, suggesting... Full story

Yahoo Finance • yesterday

Zacks.com featured highlights Super Micro Computer, State Street and Pinnacle West Capital

For Immediate Release Chicago, IL – August 26, 2026 – Stocks in this week's Super Micro Computer, Inc. SMCI, State Street Corp. STT and Pinnacle West Capital Corp. PNW 3 Stocks with Sustainable Sales Growth Worth Buying Now U.S. equitie... Full story

Yahoo Finance • yesterday

US Stock Market Today: S&P 500 Futures Rise As Growth Cools And Fed Looms

The Morning Bull - US Market Morning Update Wednesday, Aug, 26 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 contracts up about 0.3% and Nasdaq-100 futures ahead roughly 0.6%. The move comes even as the Chica... Full story

Yahoo Finance • 2 days ago

Super Micro Computer climbs 9% on Cisco partnership

[Server room background] piranka/E+ via Getty Images Shares of Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]) climbed just over 9% on Tuesday. The stock closed at $38.46, gaining $3.29 after the AI server and IT infras... Full story

Yahoo Finance • 2 days ago

Cisco and Supermicro Are Building for AI's Next Phase

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials) is continuing its push into the enterprise AI infrastructure market, and Supermicro is coming along for the trip. Cisco is adding Super Micro Computer systems... Full story

Yahoo Finance • 2 days ago

A first for Nvidia: One of its employees is now facing 5 years in prison for smuggling AI chips into China

Nvidia (NASDAQ: NVDA), the computer processing trailblazer that's powering the AI revolution in more ways than one, is making uncharacteristically unsavory headlines this week after a number of its staffers were apprehended for illegally s... Full story

Yahoo Finance • 2 days ago

Moderna, Nvidia, Apple, Dick’s, Robinhood, AMD, and More Stocks That Explain Today’s Market

Stocks were modestly higher Tuesday as Wall Street traded cautiously ahead of Nvidia earnings on Wednesday. Moderna gained 14% to $157.92 and was the best-performing stock in the Wolfe Research upgraded the stock to Peer Perform from Un... Full story

Yahoo Finance • 2 days ago

SMCI's Backlogs are Growing at a Record Pace: What's Ahead?

Super Micro Computer's SMCI exposure to AI infrastructure remains a central growth driver. Fiscal 2026 revenues rose 78% to $39.1 billion, and management said more than $60 billion of new orders were received in the fourth quarter, leaving... Full story

Yahoo Finance • 2 days ago

Cisco Systems (CSCO) Looks Fairly Valued As AI Orders And Guidance Lift Sentiment

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Cisco Systems (CSCO) is back in focus after management highlighted strong AI related orders, provi... Full story

Yahoo Finance • 2 days ago

Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era

Cisco's full-stack architecture adds massive AI computing power, offering an NVIDIA Cloud Partner compliant reference architecture built for surging neocloud and sovereign cloud demand. News Summary Cisco, partnering with Supermicro, add... Full story

Yahoo Finance • 3 days ago

Super Micro (SMCI) Stock Trades Down, Here Is Why

Super Micro (SMCI) Stock Trades Down, Here Is Why What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 4.8% in the afternoon session after Taiwanese prosecutors indicted nine individuals, including two employ... Full story

Yahoo Finance • 3 days ago

Super Micro Computer (SMCI)’s Guidance Just Crushed Estimates. Can it Outrun its Legal Troubles?

On August 11, 2026, Super Micro Computer, Inc. (NASDAQ:SMCI) forecast revenue of $14.5 billion to $15.5 billion for the first quarter of FY27, topping even the highest analyst estimate of $13.3 billion. The company continues to ride surgin... Full story

Yahoo Finance • 3 days ago

Super Micro Computer stock plunges. Why the post-earnings rally is losing steam

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares dropped about 5% Monday as investors continued to unwind gains from the server maker's recent rally. The stock had climbed roughly 60% around its Aug. 11... Full story

Yahoo Finance • 3 days ago

AI Infrastructure Stocks Surge: How Long Can CoreWeave (CRWV) and Super Micro Computer (SMCI) Keep It Up?

Shares of CoreWeave, Inc. (NASDAQ:CRWV) and Super Micro Computer, Inc. (NASDAQ:SMCI) jumped to their highest levels since June on August 12, 2026, a day after both companies delivered upbeat forecasts that signaled booming demand for AI co... Full story

Yahoo Finance • 3 days ago

Supermicro (SMCI) Stock Looks Cheap Even As AI Demand Stays Strong

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Super Micro Computer stock has delivered a very large 5-year gain,... Full story

Yahoo Finance • 3 days ago

Buy These 3 Pure-Play Server Stocks to Benefit From AI Data Center Boom

The artificial intelligence (AI) revolution is driving one of the largest infrastructure investment cycles the technology industry has seen in years. While semiconductor companies remain major beneficiaries, the opportunity extends well be... Full story

Yahoo Finance • 7 days ago

Super Micro Just Removed a Major Investor Risk

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares rose more than 2% in premarket trading Thursday after the AI server maker completed an independent investigation into an alleged export-control smuggling... Full story