Today: 22 May 2026
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NASDAQ:SMCI 25 March 2026 - 20 May 2026

Super Micro Stock Gains Almost 10% With SMCI Up in AI-Server Rally

Super Micro Stock Gains Almost 10% With SMCI Up in AI-Server Rally

Super Micro Computer shares rose 9.3% to $33.40 midday Wednesday, outpacing Nvidia and other AI hardware stocks ahead of Nvidia’s earnings. The company recently reported fiscal Q3 sales of $10.2 billion, missing estimates, but issued a stronger-than-expected Q4 forecast. Senior sales executive Don Clegg retired May 15 and will consult for six months. Wall Street indexes climbed as chip stocks rallied.
Super Micro Shares Slip, Eyes on Monday for SMCI

Super Micro Shares Slip, Eyes on Monday for SMCI

Super Micro Computer shares closed at $31.04 Friday, down 6% on the day and 12.2% since May 8, as the Nasdaq fell 1.54%. The company reports $10.24 billion in March-quarter sales, missing analyst estimates and down from $12.7 billion the prior quarter, with a 9.9% gross margin and $6.6 billion in operating cash outflow. Management will address investors Monday at a J.P. Morgan conference.
18 May 2026
Super Micro Stock Slides as AI Server Boom Meets Lawsuit Deadline

Super Micro Stock Slides as AI Server Boom Meets Lawsuit Deadline

Super Micro shares fell 2.2% to $34.60 in midday trading Monday as investors focused on a May 26 deadline for lead plaintiff motions in a securities class action. The company last week forecast full-year sales above expectations, but concerns remain over cash use and export-control risks. Trading volume reached 28.2 million shares. Peers Dell and HPE also declined, while Nvidia gained.
11 May 2026
Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

SiamAI denied exporting AI servers to China, following allegations it helped circumvent U.S. export controls on Super Micro Computer and Nvidia chips. Super Micro shares closed Friday at $35.37, up 5.2%. The company reported fiscal Q3 net sales of $10.2 billion and net income of $483 million. U.S. markets reopen Monday, with the stock under scrutiny over export risks.
NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy Stock’s Big AI Power Bet Faces a Hard Check on May 14

NANO Nuclear Energy shares surged and then retreated last week after announcing a non-binding memorandum with Super Micro Computer to explore powering AI data centers with micro modular reactors. The company will update investors May 14 after filing its second-quarter Form 10-Q. U.S. reactor licensing remains a major hurdle. NANO closed Friday at $27.45, valuing the company at about $1.37 billion.
Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell shares rose 12.6% Friday, reaching $263.82 intraday, after news of a $100 million supercomputer contract with TotalEnergies and Nvidia and renewed focus on rival Super Micro’s legal issues. Investors shifted attention to Dell’s AI-server business, with the company reporting over $64 billion in AI-optimized server orders for fiscal 2026. Dell’s fiscal first-quarter results are due May 28.
NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Energy signed a non-binding MOU with Super Micro Computer to explore using microreactors for powering AI data centers. NANO shares surged 24.6% and Supermicro rose 21.4% after the announcement and a strong outlook. No final contracts or reactor approvals were disclosed. NANO has not reported material revenue and remains in early development.
US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

The S&P 500 and Nasdaq hit record highs Wednesday as AMD shares surged nearly 17% on a strong revenue forecast, boosting AI-linked stocks. The Dow rose 510 points, oil prices dropped nearly 7% on reports of U.S.-Iran progress, and ADP reported 109,000 private-sector jobs added in April. Brent crude fell to $102.24 a barrel.
Super Micro Stock Jumps 19% as AI Server Forecast Overrides Revenue Miss

Super Micro Stock Jumps 19% as AI Server Forecast Overrides Revenue Miss

Super Micro Computer shares rose 19% after the company forecast stronger-than-expected fourth-quarter revenue and profit. Net sales for the quarter ended March 31 jumped to $10.24 billion, with net income at $483 million. The company’s outlook topped analyst estimates, but revenue missed some forecasts due to customer and supply-chain delays. Shares traded at $33.13, up $5.30 from Tuesday’s close.
U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

Nasdaq 100 futures rose 0.69% early Wednesday, boosted by AMD’s strong forecast and easing oil prices amid hopes for a U.S.-Iran deal. AMD reported Q1 revenue up 38% to $10.3 billion and projected Q2 revenue of about $11.2 billion. Super Micro Computer shares jumped 18% after raising its outlook. Brent crude fell 1.5% to $108.18 a barrel.
SMCI Earnings Preview: Super Micro’s May 5 Report Could Reset the AI Server Stock Rally

SMCI Earnings Preview: Super Micro’s May 5 Report Could Reset the AI Server Stock Rally

Super Micro Computer will report fiscal third-quarter results after markets close May 5, with options traders bracing for a 12.55% swing in SMCI shares. The company previously guided for at least $12.3 billion in sales, up sharply from last year, but gross margin fell to 6.3% last quarter. Investors are watching for signs of margin stabilization and updates on export-control risks. SMCI shares rose 4.8% Monday ahead of the report.
Palantir Stock Faces a May 4 Earnings Test as Wall Street Sees Upside but Political Heat Builds

Palantir Stock Faces a May 4 Earnings Test as Wall Street Sees Upside but Political Heat Builds

Palantir will report first-quarter earnings after U.S. markets close on May 4, with Wall Street expecting revenue of about $1.54 billion, up roughly 74% year over year. Shares traded at $143.09 before Monday’s open, up 1.06%. Analysts remain divided over Palantir’s AI-driven growth versus political risks and valuation. Super Micro Computer, another AI stock, rose 8.65% to $29.08.
Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro (SMCI) Faces Fresh Lawsuit Deadline as DOJ Overhang Clouds AI Growth

Super Micro Computer faces a May 26 deadline for shareholders seeking lead plaintiff status in a securities lawsuit alleging undisclosed China sales and export-control lapses. The company’s stock rose 2.7% Thursday but remains volatile after March criminal charges against former employees triggered a 33% drop. Super Micro is cooperating with investigators and says independent directors are overseeing a board probe.
Super Micro Stock Climbs Before Earnings As Options Traders Price An 11% Swing

Super Micro Stock Climbs Before Earnings As Options Traders Price An 11% Swing

Super Micro shares rose 2.7% to $29.20 Wednesday morning, extending a rebound ahead of its May 5 earnings report. Options markets are pricing in high volatility, with a 50% chance of a move larger than 10.99% around the results. The report follows a March indictment tied to export controls and compliance concerns. JPMorgan last week cut its price target to $28.
Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro Computer Launches Edge AI Servers as SMCI Faces Margin and Compliance Test

Super Micro Computer launched compact edge AI systems using AMD EPYC 4005 chips on Monday, targeting retailers, factories, clinics, and branch offices. Shares rose about 1% Wednesday morning. The rollout follows a quarter where revenue more than doubled to $12.68 billion but gross margin dropped to 6.3%. One customer made up 62.6% of net sales in the December quarter.
Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Stock Faces Fresh Test as China Probe Casts Shadow Over Nvidia Ties

Super Micro Computer shares traded at $25.26 early Monday as the company faces a board-led probe into alleged diversions of servers to China. U.S. prosecutors in March accused three former associates of routing $2.5 billion in AI technology through Taiwan and Southeast Asia. Super Micro says the men no longer have ties to the firm. Shareholders will vote on directors, including CEO Charles Liang, at a virtual meeting April 15.
Super Micro Stock Rebounds, but New Lawsuit Keeps Pressure on SMCI After 33% Crash

Super Micro Stock Rebounds, but New Lawsuit Keeps Pressure on SMCI After 33% Crash

Super Micro Computer shares rose 8.3% to $24.05 despite shareholders filing a proposed class action in San Francisco federal court, alleging the company hid reliance on China sales that violated U.S. export laws. The lawsuit follows criminal charges against co-founder Yih-Shyan Liaw and two others for allegedly routing $2.5 billion in AI servers to China. Super Micro has not been charged and says the conduct broke company policy.
26 March 2026
Super Micro Stock Price Today: SMCI Climbs Premarket Even as Wall Street Cuts Targets Again

Super Micro Stock Price Today: SMCI Climbs Premarket Even as Wall Street Cuts Targets Again

Super Micro Computer shares climbed 2.7% in premarket trading Wednesday to $22.84, rebounding after last week’s sharp drop linked to a $2.5 billion export-control case involving AI servers and China. The company is not a defendant but has placed two executives on leave and accepted a board resignation. Wall Street analysts cut ratings and targets, citing growth and reputation risks. Senators called for further scrutiny late Tuesday.
25 March 2026
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Stock Market Today

  • IT Distribution & Solutions Stocks Q1 Review: Connection (NASDAQ:CNXN) and Sector Highlights
    May 21, 2026, 10:03 PM EDT. IT distribution and solutions stocks posted strong Q1 results amid rising cloud adoption and cybersecurity demand. Connection (NASDAQ:CNXN) reported revenues of $721.9 million, a 3% year-on-year increase, beating estimates by 3.7%. TD SYNNEX (NYSE:SNX) led the sector with $17.16 billion in revenue, up 18.1%, surpassing expectations by 9.5%, and its stock rose 41.3%. The sector overall exceeded revenue forecasts by 6.4%, though guidance for the next quarter was slightly below consensus by 0.6%. Despite supply chain and hardware demand challenges linked to cloud migration, stocks gained 5.6% on average post-earnings. Market reaction to Connection's results was muted with shares flat at $64.07. This reflects mixed investor sentiment toward hardware dependencies amid evolving IT ecosystems.

Latest articles

OpenAI Shares Hype Returns, Still No Ticker in Sight

OpenAI Shares Hype Returns, Still No Ticker in Sight

22 May 2026
OpenAI is preparing to confidentially file for a U.S. IPO, aiming to go public as early as September, sources told Reuters. The move follows a court win against Elon Musk, removing a key legal obstacle. Private-market share prices for OpenAI ranged from $658.94 to $732.38 this month, but no official public price exists. Ordinary investors still cannot buy OpenAI stock on public exchanges.
Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

Estée Lauder Shares Gain as Rumored Deal Fails to Materialize

22 May 2026
Estée Lauder and Spain’s Puig ended merger talks that would have created a $40 billion beauty group. Estée Lauder shares rose about 10% in after-hours trading, closing the regular session at $78.91. The company said it will focus on its turnaround plan and continue reviewing possible acquisitions or divestitures.
WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

WhiteFiber Stock Rips 22% on $160 Million AI Deal. The Test Comes in July

22 May 2026
WhiteFiber shares jumped 22.2% to $29.55 after announcing a five-year AI compute contract worth over $160 million for a Paris-region deployment using NVIDIA GPU systems. Google Finance showed the stock rising further after hours. The project is backed by planned financing and 12 months of customer prepayments, but funding and execution remain pending. Service is expected to start in July, subject to equipment delivery and acceptance.
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