Super Micro Computer (NASDAQ:SMCI) pares back as AI push faces $7B dilution hit

Super Micro Computer, Inc. slipped 1.1% to $32.10 Thursday afternoon. Shares opened at $33.34, then traded as high as $33.70 before falling to $31.42. The intraday range was roughly 7% from Wednesday's finish. Market cap was around $22.2 billion.

25 June 2026

Artificial Intelligence · IST:ODINE · NASDAQ:MU · NASDAQ:NVDA · NASDAQ:SMCI · Stock Market

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Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆

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Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆

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Alphabet Class A

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#4 BUY ON WEAKNESS

Applied Materials

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#5 ACCUMULATE

JPMorgan Chase

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#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

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