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A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.
The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.
Tech stocks look a touch lively in premarket trading.
It has lost more than half its value in less than a year.
Mad Money Host Jim Cramer named 6 AI data center stocks after Wednesday's rally. See how each has performed in 2026.
Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.
Dell Technologies (NYSE:DELL) shares climbed around 2% Thursday after Chinese rival Lenovo Group (OTC:LNVGY) revealed its AI server pipeline surged 157% quarter over quarter to $54 billion. The figure adds to mounting evidence that spending on AI infrastructure remains strong,...
Strong guidance is colliding with a difficult execution record
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.
The company more than doubled revenues and narrowed losses in the quarter.
Super Micro shares jump as $60 billion AI backlog powers stock rally
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
Super Micro's blowout earnings sent its stock surging and pulled Dell and Hewlett Packard Enterprise along for the ride, but a record backlog, a negative cash flow warning, and an open export-control investigation complicate the bull case.
Lenovo just posted a quarter so strong it sent rival hardware stocks surging across the board, but whether that momentum can rescue one laggard with serious unresolved baggage is a very different question.
The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% and on pace for a record close.
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.
AI infrastructure companies got a major boost on earnings, sending shares soaring.
nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.
Super Micro just posted its strongest quarter in years, yet shares barely moved. Understanding why the market shrugged reveals exactly what needs to go right before the bulls can claim victory.
Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.
South Korean memory stocks just posted their biggest surge in months while U.S. premarket tells a far more complicated story, with Coherent falling despite a beat and Micron moving in the opposite direction from its Asian peers.
The AI server maker's fourth quarter came in light. The year it says comes next is what the market is paying for.
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