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Super Micro Computer stands out on soaring AI infrastructure demand, while Albertsons faces margin pressure and weaker growth prospects.
SMCI is betting on the AI buildout, while CoreWeave is betting on what comes after. Only one has the bigger long-term opportunity.
The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.
With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
Super Micro Computer enters FY27 with strong business momentum, supported by robust AI infrastructure demand.
Cisco and Supermicro are expanding their roles in AI infrastructure, but their vastly different risk profiles could make one stock a much more attractive investment than the other.
When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?
Nvidia, Apple and SMCI technical analysis examines the post-selloff rebound, Apple’s dip-buying trend, and key $35–$40 levels for Super Micro.
Has Vertiv Holdings Co (NYSE:VRT) hit a bottom? That’s the big question as the stock has pulled back by roughly 32% from its peak reached in May. While even after the decline, the stock remains up nearly 45% year to date, it’s been under immense pressure in recent weeks amid a broad sell-off around semiconductor […]
Cisco Systems (NasdaqGS:CSCO) launched a Sovereign Critical Infrastructure portfolio in Canada, targeting sectors that require national control of data and networks. The company expanded its Secure AI Factory through partnerships with NVIDIA and Supermicro to support liquid cooled, high density AI infrastructure. The expanded offering is aimed at enterprises, neocloud providers, and sovereign cloud customers looking to run AI workloads with integrated compute, cooling, and AI focused...
Digital, Sandisk and Super Micro Computer have been highlighted in this Industry Outlook article.
With US PCE inflation steady at 3.7% and core PCE at 3.3% as of July, the focus is firmly on how reliably companies can turn revenue into cash. Markets are watching central banks, yet some stocks on the Undervalued Stocks Based On Cash Flows screener trade below SWS DCF fair value. This article highlights three of those stocks and explains why their cash flow profiles may interest value oriented investors. The three stocks discussed below are just a sample. The full screen has surfaced 810...
Nvidia Corp‘s next AI breakthrough may not be inside its chips—it could be in how they’re cooled. Cisco Systems, Inc‘s latest expansion of its AI infrastructure partnership with Nvidia highlights a growing industry shift toward liquid cooling. It reinforces forecasts...
Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and SMCI.
The Bureau of Industry and Security is examining 47 shipments handled by the Singapore-based freight forwarder in 2024
↗️ Nvidia (NVDA): Shares of the world’s most valuable company jumped 7% premarket after the chip maker said it expects 70% revenue growth in the company’s 2028 fiscal year. ↗️ Super Micro Computer (SMCI), Marvell Technology (MRVL), Sandisk (SNDK), Micron Technology (MU): Shares of other companies tied to AI are getting a premarket boost from Nvidia’s earnings.
Asian stocks were mixed on Thursday following modest losses on Wall Street, while oil prices declined. U.S. futures were trading higher after Nvidia’s latest quarterly earnings beat Wall Street’s expectations as demand for its advanced artificial intelligence chips surged. In Japan, the Nikkei 225 slipped 0.2% to 66,162.72.
The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.
The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia Corp. AI chips to China, people familiar with the matter said, in what may result in the first action against a transportation company for allegedly participating in the illegal semiconductor trade.
Super Micro Computer (NasdaqGS:SMCI) is expanding its AI infrastructure partnership with Cisco and NVIDIA to deliver integrated rack scale solutions for neocloud and sovereign cloud customers. The collaboration incorporates Supermicro high density, liquid cooled and air cooled servers into Cisco's Secure AI Factory infrastructure for next generation AI data centers. The joint offering is aimed at enterprises and cloud providers that want to deploy efficient and secure AI workloads at...
A new partnership pulls rack-scale compute into Cisco’s stack, and it changes who else gets a cut of the AI buildout.
CSCO expands its Secure AI Factory with NVIDIA, embedding security into AI infrastructure as cyber threats rise and competition intensifies.
Super Micro Computer just secured a record-breaking backlog and guided to $72 billion in revenue, yet shares sit nearly 20% below where they traded a year ago. Something has to give, and the timeline for a resolution is closer than most investors realize.
SMCI vs. NTAP: Which Stock Is the Better Value Option?
NVDA awaits earnings near its 50-day EMA as Intel tests key technical support and SMCI remains range-bound between $35 and $40 resistance.
Super Micro Computer, State Street and Pinnacle West Capital have been highlighted in this Screen of The Week article.
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