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Super Micro Computer's AI-driven growth remains strong, but margin pressure contrasts with Avnet's broader exposure and improving operating leverage.

Stocks climbed on Monday with tech leading the march higher as investors eyed the possibility of a U.S.-Iran deal. The Nasdaq Composite added 1.4% as the S&P 500 gained 0.9%. The Dow Jones Industrial Average gained 0.

DELL, SMCI and HPE are seeing surging AI-server demand, record backlogs and stronger guidance as data centers expand AI infrastructure.

By Wayne Cole SYDNEY, Sept 21 (Reuters) - Share markets edged higher in Asia on Monday as AI's insatiable demand for data buoyed chipmakers, and oil eased as hopes Saudi Arabia could boost supplies

A food company, a refiner, and some AI stocks are cheap and have the top Zacks Rank.

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.

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.

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.

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.

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.

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 […]

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Oracle just revealed a staggering capital spending plan, and the shockwaves landed hardest not on Oracle itself but on three server makers that had no news of their own to justify their sudden surge.

Super Micro Computer stock rallied throughout August on strong order book and Cisco Nvidia partnership.

Two compelling reasons support the SMCI stock investment case while one risk poses a challenge.

AI server stocks are surging while the broader market sits flat, but the margin beat driving the biggest gain carries a built-in expiration date that management already acknowledged on the earnings call.

SMCI, ADM, ALL, CNC and AVT are five undervalued stocks with strong estimate revisions and growth prospects that could offer more upside in 2026.

SMCI's AI-driven growth, record backlog, liquid-cooling capabilities and attractive valuations support its buy appeal.

Palantir Crushes Tech Stocks in August: Salesforce Nears 40% Gain, Super Micro Jumps

Strong earnings and a bigger full-year outlook pushed Palantir far ahead of the broader technology sector.

Dell stock has already surged nearly 300% in 2026, and this month added another 20% on top of a blowout earnings beat. The question facing shareholders now is whether the AI server trade still has runway or whether the easy money is already gone.

Vertiv has quietly shed nearly a third of its value from its peak even as earnings beats pile up and estimates keep climbing higher. One analyst has a target so far above current prices it sounds almost absurd, but the operating data behind it is harder to dismiss than you might expect.

Dell's 16% single-day surge gave one market strategist the proof he needed that AI spending is grounded in fundamentals, not hype. But a closer look at the margins hiding beneath that record backlog tells a more complicated story about who actually profits when customers buy AI servers.

Dell just handed Wall Street a number so large it forced analysts to reopen their models on a Wednesday morning, and the ripple through enterprise hardware is anything but even.

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.

Super Micro Computer enters FY27 with strong business momentum, supported by robust AI infrastructure demand.

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?