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UBS Cuts Dell Rating Despite Explosive AI Server Demand

Following the solid earnings report from Super Micro Computer, Inc. ( NASDAQ:SMCI ), the market responded by bidding up...

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the top tech stocks in Louis Navellier’s portfolio. On May 6, Needham reiterated a Buy rating on Super Micro Computer Inc. (NASDAQ:SMCI)and a $40 price target. The bullish stance contrasts with the company’s third-quarter fiscal 2026 revenue, which fell short of expectations. However, Super Micro Computer exceeded […]

The update comes two months after the AI server maker’s co-founder was indicted on charges connected to a smuggling scheme.

Super Micro is quietly fixing two major problems but there is one risk investors shouldn’t ignore.

Dell Technologies has been one of the highest-flying stocks in the index this year, but it might be time to take some chips off the table, according to UBS. The investment bank downgraded Dell shares to Neutral from Buy in a research note over the weekend, although it lifted its price target to $243 from $167. Dell’s server business is in excellent shape, UBS argued, but demand from artificial-intelligence companies is already baked into the stock price.

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.

Find insight on Nintendo, Damai Entertainment, StarHub and more in the latest Market Talks covering Technology, Media and Telecom.

NANO Nuclear Energy (NNE) has drawn fresh attention after signing a Memorandum of Understanding with Super Micro Computer to explore pairing its microreactors with AI server and data center platforms for on site nuclear power. See our latest analysis for NANO Nuclear Energy. After initially jumping on the Super Micro Computer MOU headlines, NANO Nuclear's 7 day share price return of 14.2% and 30 day return of 32.8% have been tempered by a 1 day share price decline of 8.2%. This has left year...

Nvidia is reportedly linked to a $2.5b smuggling scheme involving Super Micro servers and Nvidia GPUs allegedly diverted to China via Thailand. Major Chinese tech firms are cited as end customers, raising questions about how US export controls on advanced chips are being enforced. The situation could attract regulatory and geopolitical attention to Nvidia’s hardware distribution channels and partners. Nvidia (NasdaqGS:NVDA) sits at the center of the global AI hardware market, and this...

In early May 2026, Nano Nuclear Energy announced a non-binding Memorandum of Understanding with Super Micro Computer to explore integrating microreactor-powered, on-site nuclear energy with Super Micro’s AI server and data center platforms for clean, grid-independent AI infrastructure. This collaboration highlights how power supply is becoming as central as compute in next-generation AI data centers, potentially reshaping how hyperscale and enterprise facilities are designed and...

As AI demand keeps rising, Super Micro wants to pair its servers with nuclear-powered energy solutions to tackle growing power needs – a move that could put SMCI back in investors’ good books.

The stock price climbed nearly 25% in the trading session following its earnings report.

Investing.com -- Bangkok-based technology firm SiamAI issued a formal denial on Saturday regarding allegations that it circumvented U.S. export restrictions to ship advanced artificial intelligence servers to China.

Bangkok-based SiamAI said on Saturday it had ‌not exported AI servers to ‌China and that it complies with U.S. ​export and re-export control laws. • The firm has faced allegations of ‌circumventing exports of ⁠advanced chips from U.S. firms Super Micro Computer and ⁠Nvidia to China. • "SiamAI has not engaged in the export of AI ​servers to ​China," it said ​in a statement.

Alibaba reportedly tied to end customer network

Super Micro Computer’s latest earnings report eased major concerns around margins and execution as AI infrastructure demand remained exceptionally strong.

Shares of Super Micro Computer (NASDAQ:SMCI) spiked 5% in midday trading Friday to $35 and change. This move extended a sharp rebound that began after the company’s fiscal third-quarter results landed Tuesday afternoon. SMCI stock rallied as buyers continued to digest a margin recovery that caught much of Wall Street off guard. The move builds ... Super Micro Rises 5% as Margin Beat, Strong Guide Reignite Short Squeeze Debate

US stock market rose Friday as a strong April jobs report and peace deal progress lifted risk appetite into the close.

Has Supermicro finally broken out of its slump?

All three major US stock indexes were up in late-morning trading Friday following a better-than-expe

Dell Technologies Inc. (NYSE:DELL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted it as an AI infrastructure play, as he remarked: Then there’s the infrastructure. That’s all about Dell, which makes the servers, the AI factory if you will. Vertiv for cooling. Corning […]

Bangkok-based OBON Corp is identified as the unnamed Southeast Asian middleman in a $2.5 billion chip diversion scheme, according to Bloomberg

Nvidia (NVDA) chips are at the center of a suspected $2.5 billion smuggling scheme involving Super M

(Bloomberg) -- A key company behind Thailand’s national AI effort is suspected of helping to smuggle billions of dollars worth of Super Micro Computer Inc. servers containing advanced Nvidia Corp. chips to China, with Alibaba Group Holding Ltd. one of multiple end customers, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsUS Fires on Iranian Targets as Trump Demands Deal From TehranSony to Pay Almos

Super Micro Computer gave investors the kind of earnings report that usually fits neatly into the artificial-intelligence growth story, with revenue more than doubling from the prior year and management pointing to stronger demand ahead. Super Micro shares recently traded at $34.66, up 24.50% from ...

We just covered Sell These 4 Stocks and Go All In on These 3 Stocks Before May 9th for 100x Returns? and Super Micro Computer, Inc. (NASDAQ:SMCI) ranks 4th on this list. Super Micro Computer, Inc. (NASDAQ:SMCI) has had a topsy-turvy month. Despite posting non-GAAP EPS of $0.84, beating estimates by $0.22, and a revenue […]

SMCI's history of concerning scandals casts an unattractive light on its shares.

Shares of NANO Nuclear Energy (NASDAQ:NNE) are down 10% midday Thursday, trading near $26. Oklo (NYSE:OKLO) stock is off about 8%, while Cameco (NYSE:CCJ) is slipping 4%. The pullback follows a powerful rally for the nuclear trade. NANO Nuclear had ripped 35% over the past month, while Oklo had surged 63% in a month. Cameco ... NANO Nuclear Slides 10%, Oklo Falls 8%, Cameco Slips 4% After Nuclear Stocks Explosive Rally

The Defiance Daily Target 2X Short SMCI ETF (NASDAQ:SMCZ) exists for one job: deliver negative two times the daily price move of Super Micro Computer. Traders use it to press a short-term bearish view on a single AI-server name without borrowing shares or paying short-rebate fees. It is a tactical instrument, sized for hours and ... SMCZ Faces Unlimited Loss Risk as SMCI Reports Earnings Today After Close