News

Federal debt crossing US$40b has turned the spotlight on Washington’s balance sheet and on how higher perceived sovereign risk could ripple through everything you own. This is not just a bond story. Equities tied to growth, pricing power, and strong balance sheets may react very differently as investors reassess inflation and discount rates. The sections that follow unpack three large cap growth stocks exposed to this debate and explain why their reactions could matter for your portfolio. The...

Super Micro Computer has beaten earnings three of the last four quarters, its backlog just hit a record, and one specific valuation metric now sits at a level that historically precedes a major repricing. Here is what has to happen for SMCI to add another 58% from here.

NVIDIA, Advanced Micro Devices, Tempus, Moderna, Super Micro Computer and Aya Gold & Silver have been highlighted in this Investment Ideas article.

The Morning Bull - US Market Morning Update Friday, Sep, 18 2026 US stock futures are higher this morning, with S&P 500 contracts up about 0.8% and Nasdaq 100 futures gaining close to 1%. The move comes after the US Federal Reserve lifted its key interest rate by 0.25 percentage points to a range of 3.75% to 4.00%, and signalled that borrowing costs could climb further. That rate affects everything from credit card bills to mortgage repayments. At the same time, August retail sales rose 1.2%,...

While macroeconomic headwinds, geopolitical energy shocks, and relentless media fear-mongering might suggest a market correction is overdue, the resilience of stock price action tells a different story.

Super Micro Computer stock climbs. AI server demand gives the stock a lift

Dell's AI order pipeline has grown so fast that even longtime bulls are debating whether the stock has priced it in yet, and the answer depends on one number buried in the backlog.

VRT's product revenues jump 22% to $2.65B in the second quarter of 2026 as AI data-center demand fuels power, cooling and infrastructure sales.

Intel advances AI inference with stronger Xeon 6 and Arc Pro B-series GPU results, software gains and a new retrieval-augmented generation benchmark.

A rally that started in memory chips has jumped to server makers, but the same force lifting these AI hardware stocks is quietly making their underlying businesses harder to run.

The AI server maker is trading at a discount even as Wall Street expects another huge jump in revenue.

Despite AI safety concerns triggering a sector selloff, Q2 backlogs and CapEx data show infrastructure demand accelerating, with NVIDIA and AMD positioned to benefit as inference adoption grows.

Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market keeps getting wrong about SMCI.

Silver Lake just filed to sell more Dell shares into a session where the stock is surging, and the server complex is moving like the sponsor notices do not matter at all. Here is why buyers are ignoring the overhang and what the Fed could do to that confidence by afternoon.

Super Micro Computer (SMCI) closed the most recent trading day at $35.62, moving 3.06% from the previous trading session.

These stocks are all up more than 900% since September 2021.

Axelera adds inference choice, although its maximum sales opportunity remains small beside Dell's enormous backlog.

Evercore ISI stepped back from HPE one session ago and the stock is already fighting back, but the real question is whether an Oracle networking deal changes the calculus that spooked analysts in the first place.

AI stocks face slowdown fears, but Nvidia, Taiwan Semiconductor and peers show strong operating momentum that could make dips worth watching.

Super Micro Shares Slide As AI Spending Faces A Fresh Reality Check

Super Micro Computer (NasdaqGS: SMCI) again faces questions over its internal controls after disclosing a material IT control weakness. The disclosure has drawn renewed attention as commentators compare SMCI's internal control framework with hardware peers such as Dell. Fresh warnings from high profile AI leaders about governance risks are adding pressure on how SMCI manages oversight of its AI related business. The renewed focus on Super Micro Computer's material IT control weakness only...

Hewlett Packard Enterprise (HPE) trades near $62, at the top of its 52-week range and up about 160% over the past year. The company just reported record revenue of $12.2 billion for fiscal Q3 2026 and a raised outlook for fiscal 2027. The easy read is that you are early in an AI cycle. The harder question is what paid for it.

Hewlett Packard Enterprise (HPE) stock has run from about $24 to roughly $62 over the past year, a gain of about 159% against close to 19% for the S&P 500. That move was legible in advance, but only one place told you which way. The order book moved long before the profit line did.

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.

Super Micro Computer's DCBBS integrates AI servers, networking, power, cooling and software to streamline data center deployment and expand its market reach.

Hewlett Packard Enterprise (NYSE:HPE) stock is down 9% to $56.47 in early trading Monday after a Wall Street downgrade landed on top of a triple-digit run for the artificial intelligence (AI) server maker. The move places Hewlett Packard Enterprise stock at the front of a sector-wide unwind in AI hardware, and it’s coming from the […]

AI stocks get hit as public debate erupts on the powerful technology.

Asian and European chip stocks tumbled Monday after leaders of the world’s biggest artificial intelligence companies called for the industry to slow development of the technology for safety reasons. Nvidia and Intel are down in premarket trading.

Enterprise computing infrastructure provider Hewlett Packard Enterprise Company (NYSE:HPE)’s shares are up by more than 120% over the past year. It is among a handful of firms, with the others being Super Micro and Dell, that can provide hardware to build out AI servers. After the firm reported its earnings on September 2nd, the shares […]

During the September 8 episode of Mad Money, a caller asked for thoughts on Super Micro Computer, Inc. (NASDAQ:SMCI), noting a large backlog, gross profit improvement, and low valuation despite owning 200 shares. Jim Cramer replied: Okay, so SMCI, to me, has some irregularities that are related to accounting. I cannot recommend it. I see […]