Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
FEATURE China threw up a couple of roadblocks for chips stocks Monday, forcing Sandisk ASML Holding and a host of others into the ditch. The obstacles: a massive Chinese IPO and a state-backed company’s mass production of chip-making machines.
The preliminary fiscal Q4 2026 update from Super Micro Computer Inc. (NASDAQ:SMCI), which was announced on July 21, serves as a case study in the distinction between a discounted valuation and a ‘value trap’. The server manufacturer announced more than $60 billion in new orders during the quarter, a record backlog, and guided gross margins […]
The tech company has earnings coming up in a few weeks.
Investors can debate if S&P 500 CEOs deserve their sky-high pay packages. But not all CEOs get such princely sums.
Super Micro Computer (NasdaqGS:SMCI) announced its new H15 server portfolio, powered by 6th Gen AMD EPYC 9006 CPUs. The launch includes systems supporting up to 256 CPU cores, new rack scale AI infrastructure, and the Helios Platform with up to 72 GPUs for large scale AI training. Super Micro Computer is leaning further into AI, cloud, and high performance computing with its latest H15 server portfolio built around next generation AMD CPUs and GPUs. For investors watching AI infrastructure,...
Nvidia looks like the much better buy.
Super Micro Computer just reported preliminary financial results for its fiscal fourth quarter.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
Super Micro Computer recently published preliminary financial results for its fiscal fourth quarter.
Investors should wait for the upcoming earnings report before jumping in on the margin improvement and SpaceX hype.
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Dell's shares popped 10% on Wednesday following positive AI reports from analysts.
Order backlogs are a central theme this earnings season, and AI and data center companies with increasing order backlogs are expected to continue to prosper. Super Micro Computer (SMCI) and GE Vernova (GEV) made it clear that Wall Street remains obsessed with order backlogs. Super Micro Computer ...
Super Micro Computer (SMCI) just offered investors a reason to overlook its stalling revenue growth. Shares of the artificial-intelligence server maker jumped more than 20% after it gave a preliminary update on its fiscal fourth quarter. The sharp uptick came after surprise upward revisions to ...
Super Micro Computer Inc. saw its stock rally following a strong gross margin forecast and a massive $60 billion backlog, though analysts caution that fulfilling orders may require significant debt financing or capital raises.
Super Micro’s preliminary results for Q4 were impressive, but Wedbush analyst thinks Nvidia could ultimately walk away as the biggest winner.
Super Micro's stock surged after the AI server maker nearly doubled its margin outlook and revealed a record $60 billion order backlog.
Dell is riding the AI infrastructure buildout with surging AI server growth, expanding partnerships and strong earnings momentum.
Hewlett Packard Enterprise's diversified AI, networking and private cloud strategy makes it a better choice than Super Micro Computer at present.
Western Digital's AI storage focus and stronger financial footing make it stand out against Super Micro as both target the booming AI infrastructure market.
Check out the companies making headlines yesterday:
Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...
