News
Market and company headlines
SMCIAll
Loading
05:00Today1 Story
10:00-15:00Yesterday2 Stories
Super Micro Computer Just Gave Its Investors Fantastic News
The company's revenue for Q1 is going to be better than expected.
SMCI vs. FN: Which AI Infrastructure Stock is Safer to Retain?
Fabrinet's surging data center revenues, expanding manufacturing capacity and upcoming optical transceiver ramps strengthen its growth outlook against Super Micro Computer.
08:00Yesterday1 Story
15:00-23:00Oct 252 Stories
SPCX, SMCI, NOK, TSLA, NFLX: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week
Strong AI demand supported growth at some technology companies last week, while merger speculation lifted interest in others.
Wedbush Gives a Thumbs Up to Super Micro’s Preliminary Q1 Results. Troubles for SMCI Stock Could Finally Be in the Rear-View.
The financial services firm reckons Supermicro's results were a “clear positive.”
18:00-20:00Oct 232 Stories
Supermicro (SMCI) Stock Looks Cheap Even With Fresh Caution
Super Micro Computer has delivered very large 5 year gains for long term holders, yet its recent swings and busy news flow now put a spotlight on a simple question: whether today’s share price lines up with the earnings that support it. Over 5 years the stock has returned about 830.8%, which puts a lot of accumulated optimism on the line when you ask how solid the underlying profit base really is. Management has outlined sharply higher expected revenue and slightly stronger gross margins,...
What Is Super Micro Computer (SMCI) Telling The Market With Its New AI Rack?
Super Micro Computer (NasdaqGS:SMCI) introduced its NVIDIA Vera CPU rack, a dense liquid-cooled agentic AI platform for large-scale reinforcement learning. The company launched a Nokia partnership to pair Vera-based gear with AI-RAN edge solutions for telecom operators deploying AI at the network edge. Supermicro also announced a Nutanix collaboration to create integrated rack-scale private AI inference stacks aimed at simplifying enterprise AI deployments. The NVIDIA Vera CPU rack launch...
11:00-14:00Oct 232 Stories
Credo Soars 7% as Super Micro’s $4 Billion Forecast Hike Signals “Increased Demand for AI Platforms”
Key TakeawaysCredo shares rose 7% this morning, with Lumentum, Coherent, Semtech and Astera Labs also higher, after Super Micro raised its fiscal first-quarter revenue estimate by about $4 billion. Super Micro’s beat is strong evidence that AI server builds are speeding up, and more AI racks mean more demand for Credo’s cables.
Will Super Micro (SMCI) Beat Estimates Again in Its Next Earnings Report?
Super Micro (SMCI) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
14:00-21:00Oct 222 Stories
Super Micro Has Lost 60.86% Since It Was Tapped for the S&P 500. Index Funds Like VOO Had to Buy It Anyway
When Super Micro Computer joined the S&P 500, index funds had no choice but to buy in at the peak of the hype. What happened next reveals a hidden cost that never appears on any fee disclosure.
Most Active S&P 500 Stocks on Oct. 22: Netflix, Super Micro, Moderna
Netflix, Super Micro, and Moderna were among the S&P 500's most active stocks on Oct. 22, each trading at least 18 million shares.
08:00Oct 221 Story
17:00Oct 212 Stories
Dow Jones Futures: Meta, Tesla Are Earnings Movers After SpaceX, Super Micro Lead Bullish Nasdaq Move
The Nasdaq moved above its 50-day line, led by SpaceX and SuperMicro. Tesla and Meta headlined big earnings late.
Update: US Equity Indexes Rise as Blockbuster SpaceX Results, Super Micro Computer's Fiscal Q1 Update Boosts AI Trade
(Updates with index/price moves and company news from the first paragraph.) US equity indexes ros
16:00Oct 213 Stories
Analysts revamp Super Micro stock price targets after 10% surge on revenue boost
Super Micro raised its revenue and margin forecasts, while Wall Street analysts see implications for Dell and HPE.
Why Super Micro (SMCI) stock is trading up today
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 11.1% in the pre-market session after the company issued a preliminary business update projecting first-quarter fiscal 2027 revenue between $18.5 billion and $19.5 billion.
US Equity Markets End Higher Amid Rally Led by SpaceX, Super Micro Following Better-Than-Expected Quarterly Results
US equity indexes were higher Wednesday amid a rally led by Space Exploration Technologies (SPCX) an
12:00-16:00Oct 212 Stories
10:00-12:00Oct 212 Stories
Super Micro Computer Sees Rising AI Demand but Faces Margin Pressure, BofA Says
Super Micro Computer (SMCI) is seeing strong artificial intelligence server demand and revenue growt
Super Micro Computer jumps 11% as AI demand drives revenue forecast above guidance
Super Micro Computer Inc (NASDAQ:SMCI) jumped 11% to $36.03 after forecasting first-quarter revenue of up to $19.5 billion, well above previous guidance, as demand for artificial intelligence infrastructure strengthened. The US server maker expects sales of $18.5 billion to $19.5 billion for...
08:00-10:00Oct 213 Stories
Super Micro Computer Stock Jumps 12% Following Strong Revenue Forecast
Key Stats for Super Micro Computer StockPre-market price change for Super Micro Computer stock: 12%$SMCI Stock Price as of Oct. 20: $3252-Week High: $55$SMCI Stock Price Target: $42What Happened?Super Micro Computer (SMCI:NASDAQ) shares jumped over 12% in pre-market trading on Wednesday after the AI server maker gave a much stronger outlook than Wall Street expected.
SMCI Teams Up With Nokia, Nvidia To Bring AI Computing To 5G Networks — Eyes AI-Native 6G Expansion
The announcement follows Supermicro's preliminary fiscal first-quarter update, which raised its revenue outlook to as much as $19.5 billion on stronger AI platform demand.
06:00-08:00Oct 213 Stories
Premarket movers: Super Micro, SCHMID Group and SpaceX surge
Investing.com - U.S. stock futures were mixed to slightly higher on Wednesday as investors weighed a heavy slate of corporate earnings alongside ongoing developments in the artificial intelligence trade and geopolitical uncertainty in the Middle East. Here are some of the biggest premarket U.S. stock movers today: By 06:07 ET (10:07 GMT), Dow futures had ticked down 66 points, or 0.1%, S&P 500 futures had gained 6 points, or 0.1%, and Nasdaq 100 futures had risen 87 points, or 0.3%, signaling a
Social Buzz: Wallstreetbets Stocks Mostly Advancing Pre-Bell Wednesday; Super Micro Computer, SpaceX to Open Higher
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly advancing hours befor
00:00-05:00Oct 213 Stories
Stock Market Today: S&P 500, Nasdaq 100, Dow Jones Futures Gains as Iran Prolongs US Talks Ahead of Midterms— NFLX, SPCX, SMCI in Focus (UPDATED)
U.S. stock futures were higher on Wednesday, as the Dow Jones, S&P 500 and Nasdaq 100 indices rose, following Tuesday's mixed close.
Why Super Micro Computer Shares Are Trading Higher By 13%; Here Are 20 Stocks Moving Premarket
Super Micro lifts Q1 revenue outlook on AI demand, sending shares up 13%; Robin Energy led premarket gainers, while Alpha Teknova fell after $40M offering.
22:00Oct 202 Stories
Asian chip stocks rally as Super Micro forecast revives AI demand optimism
Investing.com -- Asian chipmakers and artificial intelligence-related stocks rallied on Wednesday after stronger-than-expected preliminary revenue guidance from Super Micro Computer offered relief to investors concerned about the sustainability of spending on AI infrastructure.
Super Micro Jumps 11% on a $19 Billion Quarter: “Increased Demand for AI Platforms”
Super Micro Computer (SMCI:NASDAQ) shares jumped about 11% in after-hours trading on Tuesday (to about $36) after the server maker said fiscal first-quarter revenue should land at $18. 5 billion to $19.
09:00-20:00Oct 202 Stories
SMCI Stock Surges 16% As Preliminary Q1 Sales Smash Estimates Amid AI Boom
Super Micro Computer reported preliminary sales for the quarter ending in September that significantly outperformed Wall Street expectations.
Here's What to Expect From Super Micro Computer’s Next Earnings Report
Super Micro Computer expected to release its first-quarter results soon, with analysts predicting its profitability to rose in triple digits.
16:00Oct 192 Stories
Super Micro Computer (SMCI) Surpasses Market Returns: Some Facts Worth Knowing
In the most recent trading session, Super Micro Computer (SMCI) closed at $32.1, indicating a +1.49% shift from the previous trading day.
Is Super Micro Computer (SMCI) Fully Valued After Its New CFO Appointment?
Super Micro Computer (SMCI) is back in focus after the board appointed veteran finance executive Mark Long as Chief Financial Officer and Senior Vice President on 15 October 2026, replacing David Weigand. Super Micro Computer’s share price has swung sharply in recent weeks, falling 20.9% over the last 7 days and 19.1% over 30 days, even though the 90-day share price return is up 24.0% and the 5-year total shareholder return is roughly 8x. This suggests long-term holders have still seen...
14:00-16:00Oct 192 Stories
Super Micro Computer (SMCI) Unveils OCP AI Systems And Names Mark Long CFO
Super Micro Computer (NasdaqGS:SMCI) announced new Open Compute Project based AI and high performance computing data center solutions targeting rack scale deployments. The expanded OCP Accepted portfolio now covers systems, racks, liquid cooling gear, and networking hardware for energy efficient, dense AI clusters. The company named Mark Long as Chief Financial Officer, adding executive finance experience from Western Digital and other large tech groups. The OCP based AI and HPC rollout plus...
Super Micro (SMCI) Won Over $60 Billion in Orders, Is the Discount Deserved?
Super Micro Computer (NASDAQ:SMCI) has spent October fielding questions about a smuggling case. A contractor linked to the company pleaded guilty earlier this month to helping ship servers loaded with advanced Nvidia chips to China, Reuters reported. Prosecutors say the scheme involved billions of dollars of U.S. AI technology. The company says it wasn’t named […]
11:00Oct 191 Story
15:00-22:00Oct 163 Stories
Was The Run In Super Micro Stock Hiding In Plain Sight?
Shares of Super Micro Computer (SMCI) rose 45.1% between July 17 and October 15, 2026. The S&P 500 gained 4.1% over the same period. During this window, the company reported a record order backlog and set a fiscal 2027 revenue target of $65 billion to $72 billion. That figure sits well above its fiscal 2026 sales. If investors could read this demand in advance, early signs would point to a company lacking capacity rather than customers. The evidence would also highlight a business securing the f
Super Micro Named a New CFO After Burning Nearly $7 Billion in Free Cash Flow. Here’s Where the Stock Could Go by 2031
Key Stats for Super Micro StockCurrent Price: $35. 09Target Price (Mid): ~$72Street Target: ~$42Potential Total Return: ~105%Annualized IRR: ~16% / yearWhat Happened?Super Micro Computer (SMCI) earned $2.
11:00-15:00Oct 163 Stories
Most-Active S&P 500 Stocks in Oct. 16, 2026 US Session
S&P 500 most-active stocks for Oct. 16, 2026: SMCI, F, BAC, T, PLTR, NKE, ORCL, HPE, MRNA, and PFE saw heavy volume, with sharp declines and modest gains.
Hewlett Packard Enterprise Falls 5% as AI Financing Worries Extend Hardware Selloff; Super Micro Sinks 7%, Dell Drops 3%
AI hardware stocks are cracking under a debate investors cannot yet resolve: who actually pays for the data center buildout, and whether the revenue surge was ever what it seemed.
NVIDIA and Taiwan’s New Chip Law: The Real Risk Sits With Super Micro
NVIDIA (NVDA) picked up a new China headache on Friday, October 16, though not one that touches its guidance. Taiwan plans to add AI servers and advanced semiconductors to its export control list, and shipping them to China without a license would become a crime under the island’s Foreign Trade Act, Bloomberg reported, citing an interview with Taiwan’s economy minister.
09:00-11:00Oct 162 Stories
Super Micro Finally Names a CFO, Nearly Two Years After an Accounting Review Prompted the Search
Super Micro stock drops 9.6% as former Western Digital exec Mark Long takes over as CFO while the company addresses internal accounting and export-control scrutiny.
Super Micro’s CFO is out after change was slow-walked
The AI server maker has replaced CFO David Weigand with Western Digital alum Mark Long, nearly two years after an advisory committee called for Weigand’s ouster.
06:00Oct 161 Story
10:00-18:00Oct 152 Stories
Supermicro promised a new CFO in December 2024. A $2.5 billion smuggling case and a co-founder’s arrest later, it has one
Tech investor Mark Long has replaced former CFO David Weigand.
SMCI taps former Western Digital CFO as new finance boss; shares tumble
Investing.com -- Super Micro Computer announced on Thursday the appointment of Mark Long as Senior Vice President and Chief Financial Officer, effective immediately.
05:00-10:00Oct 152 Stories
Supermicro Appoints Mark Long as Chief Financial Officer
SAN JOSE, Calif., October 15, 2026--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced the appointment of Mark Long as Senior Vice President and Chief Financial Officer reporting directly to the Chief Executive Officer (CEO) Charles Liang, effective immediately.
Super Micro Computer Appoints Mark Long CFO, Effective Immediately, Succeeding David Weigand
Super Micro Computer, Inc. (NASDAQ:SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions® (DCBBS), today announced the appointment of Mark Long as
11:00-16:00Oct 142 Stories
Super Micro Is Up 22% in 2026 but It’s Down Today: Take Profits, or Hold On for the Ride?
A contractor plea just put Super Micro Computer's supply chain under federal scrutiny, and its rivals are lapping it in 2026 by a staggering margin. Whether that gap signals danger or a rare opening depends on what happens next.
Digi Power X pairs owned power infrastructure with Supermicro GPUs to serve enterprise AI customers
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) is using Super Micro Computer Inc (NASDAQ:SMCI) servers built around Nvidia’s latest Blackwell chips to sell AI computing capacity to enterprise customers, according to a Supermicro case study. The company owns and operates the infrastructure...
20:00-00:00Oct 42 Stories
Dow, S&P 500, Nasdaq Futures Rise After Soft Jobs Report As Markets Await Fed Minutes: IBRX, SMCI, VST, SOFI Stocks In Focus
The September 2026 U.S. jobs report showed nonfarm payrolls increasing by a lower-than-expected 29,000 jobs, while the unemployment rate ticked up to 4.2%.
Super Micro Computer (SMCI) Climbed, What Is Behind The Fresh Attention?
Super Micro Computer (SMCI) has been in focus after NetApp announced a broad AI infrastructure partnership that pairs Supermicro’s rack-scale systems with NetApp’s data platform, aimed at large AI factories and complex enterprise deployments. Recent trading shows momentum rebuilding in Super Micro Computer, with a 1-day share price return of 4.22% and a 30-day share price return of 10.36% feeding into a 90-day share price return of 60.68% as the NetApp alliance and NVIDIA Vera Rubin NVL72...