Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
In the midst of all the discussion about whether the artificial intelligence boom is getting too pricey, Super Micro Computer (SMCI) just revealed a number that’s difficult to ignore. The AI server specialist expectsfiscal 2027 revenue of $65 billion to $72 billion, dramatically above the $52.5 ...
Netlist has filed new patent complaints against Super Micro Computer (NasdaqGS:SMCI) at the U.S. International Trade Commission and in U.S. District Court regarding DDR5 memory module technology. The ITC case seeks an investigation into alleged infringement and potential exclusion of certain Super Micro DDR5 products from the U.S. market. The federal lawsuit requests damages and other remedies tied to Super Micro Computer's use and sale of the disputed DDR5 memory related products. The...
Analysts have lifted their fair value estimate for Super Micro Computer to US$41.75 from US$37.25, reflecting an updated view of what the stock could be worth based on refreshed modeling. The change aligns with a more constructive tone in recent research, as higher price targets follow the latest Q4 print, order book disclosures and multi year revenue guidance. As you read on, you will see how these shifting targets fit into the broader Super Micro Computer story and what to watch as the...
Shares of digital infrastructure provider Applied Digital (NASDAQ:APLD) jumped 5.4% in the afternoon session after the company reported strong earnings reports from several AI infrastructure peers signaled robust industry-wide demand. The rally was part of a broader upswing for 'neocloud' stocks, following strong quarterly results from industry leaders CoreWeave, Nebius, and Super Micro Computer. These reports suggested that demand for AI computing hardware outpaced supply, lifting related AI ho
A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
Investing.com -- AI infrastructure names delivered a week of strong gains, with memory, server and neocloud stocks rallying on results and guidance, while a high-profile consumer name went the other way.
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Server solutions provider Super Micro (NASDAQ:SMCI) fell short of the market’s revenue expectations in Q2 CY2026, but sales rose 93.2% year on year to $11.12 billion. On the other hand, next quarter’s outlook exceeded expectations with revenue guided to $15 billion at the midpoint, or 26.7% above analysts’ estimates. Its non-GAAP profit of $1.70 per share was 77.5% above analysts’ consensus estimates.
The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers.
Tech stocks look a touch lively in premarket trading.
Shares of leading memory chipmakers soared on Thursday as SanDisk’s optimistic long-term margin and revenue projections restored investor confidence.
Strong guidance is colliding with a difficult execution record
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.
Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% and on pace for a record close.
Jim Cramer sent paying subscribers a flurry of trade alerts on August 11 while publicly dropping enough clues about AI infrastructure plays to keep retail investors guessing. Here is what his free commentary actually reveals about where he thinks the sector is headed.
AI infrastructure companies got a major boost on earnings, sending shares soaring.
nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.
Analysts at Morningstar believe that the AI server market’s growth wave is just getting started, with Dell expected to be one of the key beneficiaries of growing enterprise sales.
Nano Nuclear Energy (NASDAQ:NNE) said its third-quarter progress centered on advancing the licensing and engineering of its Kronos microreactor, expanding its nuclear fuel-cycle capabilities through acquisitions, and pursuing potential commercial deployments for data centers, industrial users and go
A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations.
Core CPI, which excludes food and energy, advanced 0.2% last month, with the overall annual inflation rate landing at 3.4%.
US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
