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Nvidia CEO sends serious wake up call to all Americans
TheStreet51d agoneutral
Nvidia CEO sends serious wake up call to all Americans

In March 2026, federal prosecutors charged the co-founder of Supermicro with masterminding a $2.5 billion scheme to smuggle Nvidia-equipped servers to China through front companies, forged documents, and dummy servers staged to fool auditors. Jensen Huang had been watching this unfold for months. ...

Tech Stocks Set to Start the Week Higher
The Wall Street Journal61d agobullish
Tech Stocks Set to Start the Week Higher

Tech stocks have driven the market in recent weeks, and shares in companies tied to the AI-buildout are among the biggest premarket winners this morning. Shares of Micron Technology, Super Micro Computer and Marvell Technology all rose ahead of the open, with Nasdaq futures up about 2%.

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

Super Micro Seeks $7B in Equity Deal for AI Equipment
Bloomberg66d agoneutralVIDEO
Super Micro Seeks $7B in Equity Deal for AI Equipment

Bloomberg's Anthony Hughes joins Matt Miller on "Bloomberg Deals."- Super Micro Computer plans to raise $7 billion through a package of equity offerings to purchase the components needed to fulfill customers' orders for the company's AI servers.

Investing.com67d agobearish
Supermicro tumbles after-hours on large capital raise to fund AI server surge

Investing.com -- Super Micro Computer Inc (NASDAQ:SMCI) watched its stock tumble over 9% in after-hours trading Tuesday following the announcement of massive new financing plans. Investors reacted with visible caution as the server manufacturer revealed a sweeping $7.0 billion capital raise designed to bankroll its surging AI backlog. The multi-tranche funding strategy is uniquely structured to capture both immediate and future market liquidity. It features a $5.0 billion concurrent underwritten

Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand
Reuters67d agoneutral
Super Micro Computer to raise $7 billion in equity offerings to meet AI server demand

Super Micro Computer said on Tuesday it would raise $7 billion through ‌a series of equity and equity-linked financing ‌transactions to fund the purchase of components needed to meet ​the growing demand for its advanced AI servers. 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 also plans ​to sell shares worth ​up to $2 billion ​in an at-the-market offering not before ‌the third quarter.

Oil prices surge as Iran conflict flares, while global stocks skid on selling of tech shares
Associated Press68d agoneutral
Oil prices surge as Iran conflict flares, while global stocks skid on selling of tech shares

Global shares sank on Monday after Wall Street ended last week with its worst day since October, while oil prices jumped more than $4 as fighting flared between Israel and Iran. South Korea's Kospi led the global retreat, plunging 8.3% on heavy selling of technology shares and extending losses that on Friday gave the S&P 500 its biggest single day drop in months. The future for the S&P 500 was up 0.2%, while that for the Dow Jones Industrial Average lost 0.3%.

Broadcom Stock Punished Over Lack of AI Guidance Boost
The Wall Street Journal72d agoneutral
Broadcom Stock Punished Over Lack of AI Guidance Boost

$300 billion That's roughly how much market value Broadcom is slated to lose today after its results last night sent its shares sliding 13% premarket. The move underscores the high bar that companies tied to AI are now facing: The semiconductor and software maker logged strong quarterly revenue—fueled by demand for its AI chips—but left its 2027 outlook unchanged, sticking with guidance for AI semiconductor revenue of more than $100 billion.