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$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.
High-flying tech stocks were struggling on Thursday after Broadcom's so-so revenue guidance failed to impress investors. Futures tracking the Nasdaq 100 were 1.1% lower as the tech-heavy index lagged behind both the S&P 500 and Dow Jones Industrial Average.
Shares of Hewlett Packard Enterprise (NYSE:HPE) are up 25% in early Tuesday trading, changing hands near $59 after a blowout fiscal Q2 2026 report. Super Micro Computer (NASDAQ:SMCI) stock is along for the ride, climbing 5% to around $49 on a sympathy bid. The move caps an extraordinary stretch for HPE stock, which entered the ... Hewlett Packard Enterprise Rockets 25%, Super Micro Computer Climbs 5% as AI Server Demand Lights Up Q2 Earnings
June 2 (Reuters) - The S&P 500 and the Nasdaq 100 futures edged lower on Tuesday after hitting a series of record highs, while blowout results from Hewlett Packard Enterprise and a funding commitment
Hewlett Packard Enterprise shares rallied nearly 29% in premarket trade on Tuesday, as investors cheered the AI server maker pulling forward its long-term financial targets by two years, buoyed by strong AI infrastructure demand. HPE, which competes with Dell Technologies and Super Micro Computer in enterprise servers, is seeing sustained demand as large enterprises bring forward purchases to avoid supply risks amid surging memory chip prices. Hyperscalers including Alphabet and Amazon are set to spend more than $700 billion on AI infrastructure this year, likely boosting demand for HPE's server and networking products.
Hewlett Packard Enterprise posted record second-quarter results on Monday, prompting the company to accelerate its long-term financial goals by two years, as expansion of AI data centers boosts demand for its servers and networking products. HPE, which competes with Dell and Super Micro Computer, is benefiting as customers increasingly buy server and data center equipment to power AI applications such as ChatGPT amid a memory chip crunch. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would bolster demand for suppliers such as HPE.
Dell has been benefitting from strong AI demand for a while now. Dell’s share price soared nearly 30% Friday morning following the company’s fiscal first-quarter results. Dell’s market capitalization now exceeds the combined value of competitors Hewlett Packard Enterprise, HP, Super Micro and Lenovo.
Super Micro Computer stock and other AI server companies were rising after Dell's blowout earnings.
May 29 (Reuters) - U.S. stock index futures were steady on Friday, after closing at record highs in the previous session, with markets awaiting details on reports that the U.S. and Iran has reached a
The company said authorities arrested suspects and seized servers tied to illegal shipments.
Dell boosted its annual revenue and profit expectations on Thursday, showing data center expansion by clients is fueling demand for its AI-optimized servers that are powered by Nvidia's powerful chips. U.S. tech giants including Alphabet and Amazon plan to spend over $700 billion on AI infrastructure this year, which would drive up demand for server and data center equipment from suppliers such as Dell and Super Micro Computer. These AI servers are critical for powering services such as ChatGPT, as they are equipped with advanced memory chips to store data and instructions, providing the immense computing power required for such applications.
(Bloomberg) -- Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan, people familiar with the matter said.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President Biden Sues to Stop DOJ Sharing Interview Tapes‘KPop Demon Hunters’ S
ARM stock is climbing to fresh highs after Jefferies argued Nvidia’s Vera CPU momentum could dramatically accelerate Arm’s long-term royalty growth in AI infrastructure.
Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.
Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
The case highlights rising compliance risks around AI hardware sales.
(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas
Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe
Nano Nuclear Energy Inc (NNE) reports significant progress in reactor development and strategic partnerships, despite facing potential licensing delays and increased expenses.
Nano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urbana-Champaign, a strong cash position and expanding commercial discussions acros
Find insight on Nintendo, Damai Entertainment, StarHub and more in the latest Market Talks covering Technology, Media and Telecom.
Bangkok-based SiamAI said on Saturday it had not exported AI servers to China and that it complies with U.S. export and re-export control laws. • The firm has faced allegations of circumventing exports of advanced chips from U.S. firms Super Micro Computer and Nvidia to China. • "SiamAI has not engaged in the export of AI servers to China," it said in a statement.
(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos
Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...
SMCI's history of concerning scandals casts an unattractive light on its shares.
The Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) exists for one job: deliver negative two times the daily price move of Super Micro Computer. Traders use it to press a short-term bearish view on a single AI-server name without borrowing shares or paying short-rebate fees. It is a tactical instrument, sized for hours and ... SMCZ Faces Unlimited Loss Risk as SMCI Reports Earnings Today After Close
Top Analyst Sees Explosive Upside for Super Micro Despite AI Supply Crunch
