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Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
Dell Technologies (DELL) is back in focus after its stock moved sharply alongside Super Micro Computer and Hewlett Packard Enterprise, as traders treated the AI server peers as a single trade tied to sector wide demand. See our latest analysis for Dell Technologies. Dell Technologies has seen sharp swings around AI server headlines, with a 1 day share price return of 5.83% but a 7 day share price return that fell 11.67%. This comes alongside a much stronger 90 day share price return of 88.28%...
Super Micro Computer Inc. (NASDAQ:SMCI) surged by as much as 26.6 percent in intra-day trading on Wednesday to $32.28 apiece as investors placed bets on the company’s growth prospects after receiving more than $60 billion in order backlogs in the fourth quarter of fiscal year 2026. The stock closed 19.84 percent higher at $30.56 apiece. […]
US equity indexes ended lower Wednesday as US-Iran tensions continued to escalate, boosting crude oi
Mark Cuban sold Broadcast.com at the peak of the dot-com boom, so when he warns that billions in AI infrastructure spending could end up repurposed for pickleball, investors who remember 1999 might want to pay attention.
Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 22.9% in the morning session after the company reported strong preliminary fourth-quarter results, highlighted by a massive surge in its gross margin forecast, record-breaking new orders, and a major data center partnership with SpaceX. The company projected its gross margin would reach between 15% and 17%, nearly double its previous estimate of 8.2% to 8.4%. Management attributed this improved profitability to a highly favorab
Arrowhead Pharmaceuticals (ARWR) said Wednesday topline results from its global phase 3 clinical stu
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit
While recent pullbacks in AI stocks have concerned investors, the underlying fundamentals of the AI revolution tell a vastly different narrative.
Super Micro Computer is growing revenue triple digits while its stock sits 54% below where it was a year ago, and the reason behind that disconnect points directly to whether shares can surge past $50 by next summer.
Super Micro’s preliminary financial results provided Wall Street with even more confidence that there will continue to be incredibly strong demand for AI powered servers.
Super Micro Computer just dropped a preliminary earnings update that sent its stock surging more than 20%, and the numbers behind that move suggest something fundamental may have shifted in the company's business model.
Wall Street broadly welcomed Super Micro's preliminary update, with Barclays, Rosenblatt and Northland all raising price targets.
Supermicro's update was great news for other names, too.
Super Micro Computer lifts Q4 gross margin guidance to 15-17% after topping $60B in new orders, with record backlog highlighting strong AI server demand.
Super Micro Computer Inc. (NASDAQ:SMCI) gave investors conflicting figures in its Q4 preliminary update on July 21. Fiscal Q4 revenue is expected near the bottom of its $11 billion to $12.5 billion guidance, below the $11.67 billion analyst consensus, yet shares jumped 17.5% after hours. Our take is that the market was not celebrating sales; […]
Earlier in July, Super Micro Computer reported preliminary fourth-quarter results showing gross margins projected at 15%–17% and a record AI server order backlog, with new orders exceeding US$60 billion to be filled over future quarters. This combination of sharply higher profitability and an exceptionally large backlog highlights how Supermicro’s AI-focused product mix is reshaping its business profile and earnings quality. We’ll now explore how this record US$60 billion AI server backlog...
Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its...
Super Micro Computer just posted preliminary numbers that sent margin bears scrambling for cover, and the ripple is already moving through the AI server sector in ways that could reset expectations across the board.
Stronger product mix lifted the AI server maker's margin outlook.
Stock Market Today: The Dow Jones index dropped Wednesday as oil prices jumped. SMCI stock surged, with Alphabet and Tesla earnings due.
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