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Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot
24/7 Wall St.65d agoneutral
Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot

Super Micro Computer (NASDAQ:SMCI) is back on every screen this week after a 27.98% single-session collapse and a $7 billion equity-linked financing announcement that has retail traders glued to wallstreetbets. But here’s what you should actually be watching. The SMCI Trade Is Structurally Broken A 17.75% revenue miss against consensus carries extra weight when the ... Forget SMCI: As Shifting Macro Realities Fracture Tech Valuations, This Cash-Flow King Is The Pivot

Super Micro risks massive dilution for uncommitted AI orders
TheStreet65d agoneutral
Super Micro risks massive dilution for uncommitted AI orders

The corporations driving the rise have become some of the biggest winners in the stock market, but they’ve learned that fast growth comes at a severe price. One of the more prominent benefactors of the data center expenditure boom has been Super Micro Computer (SMCI). Customers creating the ...

Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?
24/7 Wall St.65d agobearish
Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?

Shares of Marvell Technology (NASDAQ:MRVL) are up 8% today, trading at around $273 in midday action on Thursday, June 11. The move extends a remarkable run that has the stock up 57% over the past month heading into its scheduled index debut. The catalyst is well known. S&P Dow Jones Indices confirmed in its June ... Marvell Just Ripped 57% in a Month. Will the June 22 S&P 500 Listing Be a Sell-the-News Event?

Investing.com65d agoneutral
Super Micro initiated at Neutral as AI boom offset by margin, legal risk

Investing.com -- Super Micro Computer shares were in focus Thursday after Wolfe Research initiated coverage of the AI server maker with a Peer Perform rating, arguing that while the company is well positioned to benefit from surging demand for artificial intelligence infrastructure, a range of operational, financial and regulatory risks could limit upside.

This 2x Super Micro ETF Just Soared 175% in One Month. The YTD Number Is Wilder.
24/7 Wall St.65d agobullish
This 2x Super Micro ETF Just Soared 175% in One Month. The YTD Number Is Wilder.

If you put $10,000 into the Defiance Daily Target 2X Long SMCX ETF (NASDAQ:SMCX) on the morning of May 8, 2026, you were sitting on about $14,100 a month later. That is a 41% one-month run, not the triple-digit headline number floating around screenshots on social media, and the gap between those two figures is ... This 2x Super Micro ETF Just Soared 175% in One Month. The YTD Number Is Wilder.

Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX
Bloomberg65d agobullish
Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

Stocks to Watch: Broadcom, Super Micro, Hugo Boss
The Wall Street Journal66d agoneutral
Stocks to Watch: Broadcom, Super Micro, Hugo Boss

↘️ Oracle (ORCL): Shares slid premarket after the software and cloud-computing company reported larger-than-forecast capital expenditures related to its data-center buildout. ↗️ Super Micro Computer (SMCI): Shares rebounded premarket, following a 28% drop Wednesday.

US Stock Market Today: S&P 500 Futures Fall As Inflation Concerns And VIX Spike
Simply Wall St.66d agobearish
US Stock Market Today: S&P 500 Futures Fall As Inflation Concerns And VIX Spike

The Morning Bull - US Market Morning Update Thursday, Jun, 11 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8% and Nasdaq 100 futures off roughly 1.1%, as investors focus on fresh signals about inflation and interest rates. The key driver is the May consumer price report, where overall US CPI is expected at 4.2% year on year and core inflation near 2.9%, which means the cost of living is still rising faster than the Federal Reserve’s 2%...

Super Micro Computer (SMCI) Is Down 38.3% After Massive US$7 Billion Equity and Preferred Offering
Simply Wall St.66d agoneutral
Super Micro Computer (SMCI) Is Down 38.3% After Massive US$7 Billion Equity and Preferred Offering

Earlier this week, Super Micro Computer announced plans to raise about US$7.00 billion through common stock and convertible preferred depositary shares to fund components needed for roughly US$39.00 billion of recent AI server orders. The capital raise coincides with an aggressive build‑out of Supermicro’s AI-centric product portfolio, including new Arm-, AMD-, Intel-, and NVIDIA-based rack‑scale platforms aimed at large cloud and data center deployments. We’ll now examine how this very...

Why Super Micro (SMCI) Shares Are Trading Lower Today
StockStory66d agoneutral
Why Super Micro (SMCI) Shares Are Trading Lower Today

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 19.7% in the afternoon session after the company announced plans to raise approximately $7 billion through a mix of equity and equity-linked financing to fund a massive order backlog, raising concerns about shareholder dilution.