Supermicro reported its Q4 results after the bell on Tuesday.
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Revenue may disappoint, but a sharp margin rebound and record AI orders could matter more.
Shares of Super Micro Computer (NASDAQ:SMCI) are up 4% to $32.48 in Monday morning trading, leading a broad bid across AI server names heading into the company’s fiscal Q4 2026 earnings report. Hewlett Packard Enterprise (NYSE:HPE) stock is climbing 4% to $55.20, and Dell Technologies (NYSE:DELL) shares are advancing 3% to $468.67. The action is ... Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Monday Earnings (a.m): Barrick Mining Earnings (p.m.): Simon Property, Rocket Lab, JBS, Hims & Hers Health, Trump Media Tuesday Economic data: NFIB small-business index for July, existing home sales Earnings: Cardinal Health, Lumentum, CoreWeave, Super Micro, On Holding, Smithfield Foods Wednesday Inflation data: Consumer price index for July, 8:30 a.
Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more.
The stock market cruised higher on Friday to wrap up its best week since April in the wake of the July jobs report. The yield on the 2-year Treasury note fell 4.2%, marking its biggest one-week decline since June. Bond prices move inversely to yields, so the stock market was following the bond market’s rally after the Labor Department said the U.S. economy subtracted 23,000 nonfarm jobs.
Super Micro Stock Faces Big Test as Wall Street Awaits Aug. 11 Earnings
Analysts favor Palantir ahead of earnings.
Super Micro Heads Into Earnings With Bulls and Bears at Odds
(Bloomberg) -- Taiwanese prosecutors have detained an Nvidia Corp. employee and searched the company’s offices as part of a widening probe into the alleged smuggling of AI accelerators into China, according to people familiar with the matter. Most Read from BloombergNvidia’s $750 Billion in Deals Reignite Circular AI FearsDeepSeek Suspends Fundraising After Viral US-China PostsS&P 500 Wobbles as AI Angst Offsets Oil Decline: Markets WrapASML Slides on Report of China Starting DUV Tool Production
Investors can debate if S&P 500 CEOs deserve their sky-high pay packages. But not all CEOs get such princely sums.
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 ...
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
The AI server maker now expects gross margins of 15% to 17% for the quarter ended June 30, versus earlier guidance of 8.2% to 8.4%
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