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Shares in Super Micro Computer jumped more than 15% in premarket trading after the AI server company projected fourth-quarter gross margins of 15% to 17%—nearly double its prior 8.2% to 8.4% target. The surprise margin expansion puts Super Micro’s fourth-quarter earnings per share on track to top current Wall Street estimates by at least 80%, JPMorgan analysts said.

July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide

Stocks slid as markets braced for a round of Big Tech earnings, the next AI trade test.

Stocks slid as markets braced for a round of Big Tech earnings, the next AI trade test.

Stocktwits data showed retail sentiment declined to ‘extremely bearish’ on SPY and ‘neutral’ on QQQ.

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.

Optimism grew ahead of July 23 earnings, supported by Nokia's AI networking initiatives.

Super Micro Computer surged late on preliminary fiscal Q4 results, a good sign for AI demand. Dell and Hewlett-Packard Enterprise also rose.

The server company said it now expects gross margins of 15% to 17%, up from its previous guidance for up 8.2% to 8.4%.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

Super Micro Computer said on Tuesday it expects to post fourth-quarter gross ‌margins above its previous forecast, driving its ‌shares up 16% in after-hours trading. AI infrastructure firms have seen ​accelerated demand as tech companies and cloud providers ramp up investments in data centers to support large language models and other AI applications. Super Micro anticipates gross margins in the range of 15% to 17% ​for the ​quarter, well above ​its earlier its forecast ‌of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."

(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot's Gamble on Big Models Pays OffYemen's Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All

(Bloomberg) -- Super Micro Computer Inc. shares rose more than 15% in extended trading after the server maker issued preliminary quarterly results saying its order backlog rose to a record in excess of $60 billion.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS All

Super Micro Computer is set to unveil its fourth-quarter results soon, with analysts predicting a double-digit earnings surge.

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

The selloff extends well beyond Dell. Hewlett Packard Enterprise is sliding roughly 8% and Super Micro Computer is off around 5%, confirming the move is concentrated in high-beta AI hardware names rather than broad technology. The Nasdaq-100 ETF (QQQ) is down about 1% on the session.

Earnings season kicks into gear this week with banks and tech stocks taking center stage. This week we have Bank of America, Taiwan Semiconductor, JP Morgan, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs and Netflix all reporting in what shapes as a busy and pivotal week for stocks.

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

(Bloomberg) -- Singaporean prosecutors filed additional charges including money laundering against a key suspect in an AI server fraud case, part of the Southeast Asian nation’s growing efforts to clamp down on Nvidia Corp. chips being diverted illicitly to other locations including China. Most Read from BloombergOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil’s Supply Wave, Tumbling Prices Rekindle Fears of Globa

Stocktwits data showed retail sentiment around SPY and QQQ is ‘bullish.’

Super Micro said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being ‌questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips. The servers ‌are made by Super Micro and contain Nvidia chips, which are subject to U.S. export controls prohibiting export to China. The four workers were among ​six people questioned earlier this week when Taiwan's Keelung District Prosecutors' Office said it had launched a second round of searches in the probe.

(Updates with the company's response in the fourth paragraph.) Super Micro Computer (SMCI) is coo

Authorities reportedly searched offices tied to an investigation into Nvidia chip exports.

The number of people under investigation has grown from 3 to 9 as Taiwanese prosecutors search 12 sites tied to alleged Nvidia chip diversions to China

Super Micro Tumbles on Report of Taiwan Searches Tied to Nvidia Chips

Taiwanese authorities escalated a probe into the unauthorized diversion of advanced artificial-intelligence servers made by Super Micro Computer, as part of efforts to crack down on the alleged smuggling of Nvidia chips to China.

Super Micro Computer (NASDAQ:SMCI) stock is down 8% to $28.15 in Monday afternoon trading after Taiwan authorities raided the company’s offices on the island as part of a widening investigation into alleged smuggling of NVIDIA (NASDAQ:NVDA) AI chips into China. The raid marks a significant escalation in Taiwan’s enforcement of chip export controls. The move ... Super Micro Plunges 8% as Taiwan Raids Its Offices in NVIDIA AI Chip Smuggling Probe

Investing.com -- Taiwanese government authorities raided offices of Super Micro Computer Inc. on Monday as part of an investigation into alleged smuggling of Nvidia Corp. chips to China using the company’s servers, according to a report by Bloomberg.

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.