News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Super Micro Rolls Out NVIDIA's Vera Rubin AI Racks as $72 Billion Revenue Target Looms
CorpGov hosted the second LA CorpGov Forum on Sept. 18, 2026, at The Huntington Library in San Marino, California. This event brought together members of the financial community from both LA and beyond in panels focused on the finance of entertainment and media, sports, along with capital markets and shareholder activism. Panel: Venture Capital and […] The post Venture Capital and PE: A California Perspective on Governance: 2nd LA CorpGov Forum appeared first on CorpGov.
With US Treasury yields jumping to fresh 19 year highs on strong economic readings, investors are being paid more to sit in cash and bonds. That raises the bar for any growth story. It also creates a window for fast growing businesses where founders and executives still own large stakes and have clear conviction. This article highlights three such stocks and explains why they merit a closer look now. The three stocks below are just a sample, and the full screen surfaced 178 more businesses...
Supermicro is moving Nvidia’s latest AI platform into customer deployments while bundling the servers with cooling, power and other data-center infrastructure.
The Federal Reserve just lifted interest rates again, putting more pressure on debt-heavy sectors while capital keeps flowing toward artificial intelligence. That split matters. Cash hungry software ideas can struggle when money costs more, but the physical backbone of AI, from specialized power to high density data centers, can still capture real spending. This article highlights three infrastructure stocks linked to AI that fit that theme. The companies below are just a starting sample of...
In the closing of the recent trading day, Super Micro Computer (SMCI) stood at $41.64, denoting a +1.07% move from the preceding trading day.
In recent months, Super Micro Computer reported a record AI-focused order backlog, including over US$60.00 billion in new fourth-quarter orders, and began expanding global manufacturing capacity to produce more than 6,000 racks per month to support growing data center demand. At the same time, AI-related solutions have become an increasingly central part of the business, already contributing the majority of recent quarterly revenue and expected to dominate future sales based on the existing...
Super Micro Computer's record backlog and expanding manufacturing capacity can support continued AI-driven revenue growth into fiscal 2027.
Dell Technologies' AI customer base tops 6,500 as enterprise, sovereign and Neocloud demand fuels record orders and a $95B backlog amid tough competition.
Super Micro just posted a quarter that sent analyst price targets soaring and earnings estimates jumping by 30% in a single month, yet the stock still trades below those targets and insiders are quietly selling. The setup looks compelling until you dig into what management said about where those profits actually came from.
The S&P 500 has swung back into positive territory for the month, thanks to a rally in tech shares today. Chip stocks, software firms, hyperscalers and shares of companies whose fortunes are tied to cryptocurrencies are all rallying in early trading.
One AI server stock is outrunning its closest peers by a margin that a rising technology market alone cannot explain, and the gap raises a question about whether concentrated positioning or genuine demand is driving the move.
ADM, Delek and Sanmina combine strong earnings growth with low valuation metrics, emerging from a screen of 50 Strong Buy stocks.
Super Micro (SMCI) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
↗️ Intel (INTC), Super Micro Computer (SMCI), Advanced Micro Devices (AMD): The AI trade is continuing to find strength after a rally that began again last week, sending shares of chip makers, server designers and related companies higher.
Aehr trades at a steep premium despite recent losses, while Super Micro's valuation looks cheap relative to its growth, but both carry hidden risks.
Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Hewlett Packard Enterprise (HPE) has returned 156% over the trailing twelve months, and the stock now sits right at the top of its 52-week range. The next leg is the hard one. What could power it is already on the company's books: orders it has taken and cannot yet ship.
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%,...
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.