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NASDAQ:SMCI News 26 January 2026 - 7 February 2026

Super Micro (SMCI) stock jumps, but SEC filing flags margin squeeze and customer concentration

Super Micro (SMCI) stock jumps, but SEC filing flags margin squeeze and customer concentration

Super Micro Computer shares jumped 11.4% to $34.38 Friday, then slipped 0.9% after hours. Quarterly sales rose 123% to $12.68 billion, but gross margin dropped to 6.3%. Tariff costs, inventory write-downs, and dependence on a single customer weighed on results. The company disclosed an SEC subpoena and a March 12 court date in a securities case.
7 February 2026
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SMCI stock price rebounds nearly 10% as Super Micro swings again after Thursday selloff

SMCI stock price rebounds nearly 10% as Super Micro swings again after Thursday selloff

Super Micro shares rose about 9% to $33.76 in Friday afternoon trading, rebounding after a sharp drop Thursday. The move followed a raised 2026 revenue outlook and strong demand for AI servers, though margin pressure remains. Chip stocks broadly rallied, with the PHLX semiconductor index up 5.5%. Trading volume in Super Micro topped 34 million shares by mid-afternoon.
6 February 2026
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AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

AI stocks swing hard: Nvidia jumps as Amazon slides on $200 billion AI spend

Nvidia jumped 7.3% and AMD rose 7.7% Friday, lifting the Philadelphia SE Semiconductor Index by 4.6%. Amazon fell 7% after announcing a $200 billion capital expenditure for 2026, far above expectations. Arm Holdings gained 9.8% despite a licensing revenue miss. Investors pulled $2.34 billion from tech funds for the week ending Feb. 4, LSEG Lipper reported.
6 February 2026
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Super Micro (SMCI) stock slides 9% after earnings spike — what to watch before Friday’s trade

Super Micro (SMCI) stock slides 9% after earnings spike — what to watch before Friday’s trade

Super Micro Computer shares fell 8.6% to $30.85 Thursday, reversing Wednesday’s surge after the company raised its 2026 sales forecast to $40 billion but reported sharply lower margins. Gross margin dropped to 6.3% last quarter as net sales rose to $12.7 billion. Trading volume more than doubled its 50-day average. Other AI hardware stocks, including Nvidia and AMD, also declined.
6 February 2026
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SMCI stock price swings again as Super Micro slides despite $40 billion revenue outlook

SMCI stock price swings again as Super Micro slides despite $40 billion revenue outlook

Super Micro Computer shares fell 10% Thursday to $30.36, erasing part of Wednesday’s rally after the company raised its fiscal 2026 revenue forecast to at least $40 billion. Gross margin dropped to 6.3% from 9.3% last quarter, even as second-quarter revenue beat estimates at $12.68 billion. Investors focused on profitability amid ongoing AI sector volatility.
5 February 2026
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AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD’s plunge, Nvidia’s China chip talks and Alphabet’s AI spend plan: what’s driving AI stocks today

AMD shares plunged 17.3% after its outlook missed high expectations, while Super Micro Computer jumped 13.8% on a stronger revenue forecast. Nvidia’s planned H200 chip sale to ByteDance remains stalled over U.S. license terms. Alphabet projected 2026 capital spending of up to $185 billion, far above estimates. The Nasdaq fell 1.51% and the S&P 500 lost 0.51% on Wednesday.
5 February 2026
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Super Micro Computer stock jumps nearly 14% after forecast hike, but SMCI margins still sting

Super Micro Computer stock jumps nearly 14% after forecast hike, but SMCI margins still sting

Super Micro Computer shares jumped 13.8% to $33.76 in after-hours trading Wednesday after the company raised its fiscal 2026 revenue forecast to at least $40 billion. Net sales for the quarter ending Dec. 31 reached $12.68 billion, but gross margin fell to 6.3%. The company cited strong orders from global data center customers. The stock had dropped about 29% over the previous three months.
5 February 2026
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Super Micro (SMCI) stock jumps 10% as chip rally and options expiry collide

Super Micro stock jumps as SMCI lifts 2026 sales view, but margin squeeze shows up

Super Micro Computer shares surged 13% to $33.62 Wednesday after the company raised its fiscal 2026 net sales outlook to at least $40 billion and posted strong quarterly revenue. Gross margin fell to 6.3% from 9.3% last quarter, highlighting profitability pressures. Trading volume topped 101 million shares. The company cited robust demand for AI-optimized servers but flagged ongoing supply-chain and cost challenges.
4 February 2026
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AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD shares fell nearly 17% after forecasting a sequential revenue decline for the first quarter, despite posting record fourth-quarter sales. Super Micro Computer jumped almost 9% after raising its full-year outlook on strong AI server demand. Nvidia slipped about 4%. Traders are watching Nvidia’s Feb. 25 earnings and a delayed U.S. data release for further direction.
4 February 2026
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Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

The Dow rose 0.4% at Wednesday’s open, led by gains in Eli Lilly and Super Micro Computer after strong earnings. The Nasdaq slipped 0.27% as investors remained wary of software stocks amid AI disruption fears. ADP reported U.S. private payrolls rose by just 22,000 in January, missing forecasts. President Trump signed a bill ending the partial government shutdown, but funding for Homeland Security runs out February 13.
4 February 2026
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US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

U.S. stock index futures were little changed early Wednesday, with Dow futures up 0.27% and Nasdaq 100 futures down 0.05% as investors awaited ADP payrolls and ISM services data. Advanced Micro Devices fell 7.2% premarket, while Super Micro Computer rose 12.4%. The Treasury will announce quarterly refunding plans at 8:30 a.m. ET. The Labor Department delayed the January jobs report due to the recent government shutdown.
4 February 2026
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SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

Super Micro Computer raised its fiscal 2026 revenue forecast to at least $40 billion, up from $36 billion. Shares edged up 0.1% to $29.67 premarket after December-quarter sales hit $12.7 billion, but gross margin fell to 6.3% from 9.3%. Management cited tariffs, memory shortages, and rising costs as margin pressures. The company projects at least $12.3 billion in sales for the March quarter.
4 February 2026
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Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research shares fell 1.2% to $234.61 in late morning trading Tuesday, underperforming the Philadelphia Semiconductor Index, which rose 0.7%. Other chip-equipment makers also declined. Investors are watching for after-hours earnings from AMD and Super Micro. Lam cited risks from tariffs and export controls in its latest filing.
3 February 2026
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US economic calendar today: Shutdown scrubs key labor data as Wall Street leans on Fed talk, Treasury plans

US economic calendar today: Shutdown scrubs key labor data as Wall Street leans on Fed talk, Treasury plans

The partial U.S. government shutdown has delayed the January jobs report and December JOLTS data, clearing Tuesday’s economic calendar. S&P 500 and Nasdaq 100 futures rose modestly in premarket trading, while Treasuries slipped. Teradyne and Palantir jumped after strong forecasts. Richmond Fed President Tom Barkin is set to speak at 8 a.m. ET.
3 February 2026
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AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

AI stocks today: Nvidia slips as OpenAI shops for chip alternatives, AMD earnings loom

Nvidia fell 2.9% to $185.61 premarket after reports that OpenAI is dissatisfied with some of its latest AI chips and is seeking alternatives. AMD rose 4% to $246.27 ahead of its earnings report, while Palantir and Teradyne gained on positive AI investment news. Super Micro Computer advanced 2.1% before its quarterly results.
3 February 2026
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Stock Market Today

Deutsche Telekom stock slips despite fresh buyback — what matters before earnings

Deutsche Telekom stock slips despite fresh buyback — what matters before earnings

8 February 2026
Deutsche Telekom shares fell 1.1% to 30.26 euros Friday, despite the company repurchasing 250,873 shares for about 7.63 million euros on Xetra. The drop came as European stocks rose and T-Mobile US shares slipped 2.2%. Deutsche Telekom’s 2025 results are due Feb. 26. The company has completed its 2025 buyback and launched a new 2 billion euro programme for 2026.
Airbus stock price ends higher near 191 euros as January deliveries slow, earnings loom

Airbus stock price ends higher near 191 euros as January deliveries slow, earnings loom

8 February 2026
Airbus shares rose 0.94% to 191.30 euros Friday as the company reported 19 aircraft deliveries in January, down from 25 a year earlier. Supply chain bottlenecks remain an issue, with executives at the Singapore Airshow calling delays “unacceptable.” Jefferies kept a Neutral rating and a 215-euro price target. Airbus will report full-year 2025 results on Feb. 19.
Banco Santander stock heads into Monday after Friday bounce as buyback and Webster deal loom

Banco Santander stock heads into Monday after Friday bounce as buyback and Webster deal loom

8 February 2026
Banco Santander shares closed up 1.85% at €10.66 in Madrid Friday after launching a €5.03 billion buyback and agreeing to acquire U.S. lender Webster Financial for $12.2 billion. Santander said its board will review the 2025 cash dividend proposal on Feb. 24. The bank also raised its UK motor finance redress provision to £461 million amid regulatory uncertainty.
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