Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,284 signal articles · 47 in last 24h · 115,490 total before filter · latest 58m ago
47last 24h
1767last 7d
297● bullish (7d)
170● bearish (7d)
205publishers
AllMacro316Earnings818M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: SMCISentiment:bullishneutralbearish✓ showing all (incl. clickbait)
A Look At Super Micro Computer (SMCI) Valuation As Short Term Momentum Starts To Improve
Simply Wall St.87d agoneutral
A Look At Super Micro Computer (SMCI) Valuation As Short Term Momentum Starts To Improve

Recent performance snapshot Super Micro Computer (SMCI) has attracted fresh attention after a recent share price move, with the stock up 9.5% over the past day and 4.6% over the past week. That short term shift sits alongside a gain of 16.1% over the past month and 4.0% over the past 3 months, set against a decline of 19.7% over the past year and an 8.1% year to date return. See our latest analysis for Super Micro Computer. That mix of a sharp 9.5% 1 day share price return and a 16.1% 1 month...

Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?
24/7 Wall St.88d agobullish
Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

Shares of Super Micro Computer (NASDAQ:SMCI) are up 7% in mid-morning trading on Wednesday, May 20, easily outpacing the rest of the AI server group. Dell Technologies (NYSE:DELL) stock is up 3%, while Hewlett Packard Enterprise (NYSE:HPE) shares are up 2.5%. In other words, Super Micro Computer stock is the standout AI infrastructure mover this ... Super Micro Computer Is Up 7% Today: Is It Outperforming Other AI Server Stocks Like Dell and Hewlett Packard Enterprise?

1 Momentum  Stock to Own for Decades and 2 We Avoid
StockStory88d agoneutral
1 Momentum Stock to Own for Decades and 2 We Avoid

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Mizuho Maintains a Neutral Rating on Super Micro Computer, Inc. (SMCI)
Insider Monkey88d agoneutral
Mizuho Maintains a Neutral Rating on Super Micro Computer, Inc. (SMCI)

Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Best Affordable Stocks. On May 12, Mizuho analyst Vijay Rakesh raised Super Micro Computer, Inc. (NASDAQ:SMCI)’s price goal to $36 from $30. It maintained a “Neutral” rating on the shares. The analyst pointed out that agentic AI demand is fuelling server growth as well as increasing semiconductor […]

Is It Too Late To Revisit Super Micro Computer (SMCI) After Its Recent 31% Pullback?
Simply Wall St.88d agoneutral
Is It Too Late To Revisit Super Micro Computer (SMCI) After Its Recent 31% Pullback?

Wondering whether Super Micro Computer at around US$30.85 still offers value, or if most of the opportunity is already behind it. The stock has been choppy recently, falling 8% over the last week, edging up 8% over the last month, and sitting slightly down 0.4% year to date after a 31.1% decline over the past year and a very large 3-year gain of about 7x. Recent coverage has focused on how Super Micro Computer fits into broader interest in high performance computing and server hardware, with...

Why Super Micro (SMCI) Shares Are Plunging Today
StockStory88d agoneutral
Why Super Micro (SMCI) Shares Are Plunging Today

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.8% in the afternoon session as investors reacted to a cocktail of negative macroeconomic news, including surging oil prices and rising Treasury yields.

Dell Price Prediction: Where Will The Tech Stock Be In 2030?
24/7 Wall St.88d agoneutral
Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Dell Technologies (NYSE:DELL) has gone from a value name to an AI infrastructure powerhouse, and our proprietary model still sees more room to run. The 24/7 Wall St. price target for Dell is $275.20 over the next 12 months, implying upside of 15.61% from the current $238.03. The recommendation is buy, with a high confidence ... Dell Price Prediction: Where Will The Tech Stock Be In 2030?

Does NANO Nuclear Energy’s (NNE) Supermicro AI Pact Redefine Its Microreactor Commercialization Path?
Simply Wall St.92d agoneutral
Does NANO Nuclear Energy’s (NNE) Supermicro AI Pact Redefine Its Microreactor Commercialization Path?

NANO Nuclear Energy Inc. has already reported its Q2 fiscal 2026 results, narrowing its quarterly net loss to US$9.18 million and six‑month loss to US$15.70 million, while also highlighting progress on its KRONOS MMR microreactor program and fuel‑cycle initiatives. In parallel, the company advanced a Construction Permit Application for its KRONOS MMR at the University of Illinois and entered a non‑binding Memorandum of Understanding with Super Micro Computer, Inc. to explore nuclear‑powered...

Netlist Q1 Earnings Call Highlights
MarketBeat92d agoneutral
Netlist Q1 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported record quarterly revenue for the first quarter of 2026, citing strong demand for memory products, tight industry supply and higher DRAM pricing as key drivers of its performance. Chief Executive Officer Chuck Hong said the company delivered “a strong first quarter pe

Why Super Micro (SMCI) Stock Is Down Today
StockStory92d agoneutral
Why Super Micro (SMCI) Stock Is Down Today

Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 3.8% in the afternoon session after a Goldman Sachs analyst reiterated a Sell rating on the stock, citing significant risks, amid a broader slump in technology stocks.

NANO Nuclear (NNE) Teams Up With Super Micro to Power AI Data Centers With On-Site Reactors
Insider Monkey92d agoneutral
NANO Nuclear (NNE) Teams Up With Super Micro to Power AI Data Centers With On-Site Reactors

NANO Nuclear Energy Inc. (NASDAQ:NNE) is one of the best uranium stocks to buy according to Wall Street analysts. On May 6, NANO Nuclear Energy Inc. (NASDAQ:NNE) signed a non-binding Memorandum of Understanding (MoU) with Super Micro Computer, Inc. (NASDAQ:SMCI) to explore powering next-generation AI data centers with on-site nuclear energy. Super Micro is a […]

5 Must-Read Analyst Questions From Super Micro’s Q1 Earnings Call
StockStory93d agoneutral
5 Must-Read Analyst Questions From Super Micro’s Q1 Earnings Call

Super Micro’s first quarter was marked by robust year-over-year growth but a notable shortfall relative to Wall Street’s revenue expectations. Despite component shortages and delayed customer site readiness, management pointed to strengthening demand across AI infrastructure and enterprise segments. CEO Charles Liang attributed the quarter’s momentum to the company’s Data Center Building Block Solutions (DCBBS), improved product mix, and a significant recovery in non-GAAP gross margins. Manageme

Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months
24/7 Wall St.93d agoneutral
Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

I’ll cut straight to the call. Super Micro Computer (NASDAQ:SMCI) has been one of the most punished AI infrastructure names of the past year, but our proprietary model sees the recent washout as overdone. Our 24/7 Wall St. price target for SMCI is $39.34, implying 19.11% upside from $33.03. The recommendation is buy, with a ... Price Prediction: Super Micro Stock Will Be Worth This Much in 12 Months

Nano Nuclear Energy Q2 Earnings Call Highlights
MarketBeat93d agoneutral
Nano Nuclear Energy Q2 Earnings Call Highlights

Nano Nuclear Energy (NASDAQ:NNE) said it continues to advance its Kronos micro modular reactor program, highlighting a recent construction permit application tied to a planned deployment at the University of Illinois Urbana-Champaign, a strong cash position and expanding commercial discussions acros

Even if Dell Laptops Disappeared, I’d Still Buy the Stock
24/7 Wall St.93d agobullish
Even if Dell Laptops Disappeared, I’d Still Buy the Stock

I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock

Alibaba Group Holding Limited (BABA) Refutes NVIDIA AI Chips Smuggling Claims
Insider Monkey94d agoneutral
Alibaba Group Holding Limited (BABA) Refutes NVIDIA AI Chips Smuggling Claims

Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks to buy for 2026, according to billionaire David Tepper. On May 8, Alibaba Group Holding Limited (NYSE:BABA) was on the defensive, refuting claims that it was one of the beneficiaries of billions of dollars’ worth of Super Micro computer servers containing Nvidia chips […]