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NASDAQ:SMCI 22 June 2026 - 19 July 2026

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Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies (NYSE:DELL) stock jumps as enterprise budgets pivot to AI hardware

Dell Technologies Inc. climbed 5.8% on Tuesday, adding about $16.2 billion in market value, after preliminary results from International Business Machines Corp. showed large customers shifting late-June spending toward servers, storage and memory. The move gives Dell investors a fresh demand signal from outside the company.
14 July 2026
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Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Stock Looks Cheap—Until a Potential 28% Share-Count Hit Enters the Math

Super Micro Computer shares fell 3.2% to $27.41 in afternoon trading on Monday, below the $27.50 price set for its June common-stock offering. At 13.2 times trailing earnings, the stock looks inexpensive. Yet the base preferred conversion and a fully used $1.25 billion stock-sale program could add 24.6% to 28.1% to an illustrative pro forma basic share count, based on the offering terms and Monday’s price.
13 July 2026
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After hours: chip names slide but rest of US market is quiet

After hours: chip names slide but rest of US market is quiet

U.S. stock ETF proxies slipped in after-hours trade Wednesday, but losses were lighter than the chip selloff during the main session. SPY last changed hands at $744.85, off 0.12%. QQQ traded at $724.24, down 0.13%. DIA was down 0.13% to $521.72 near 7:52 p.m. ET, according to Investing.com. Nasdaq’s after-hours session runs from 4 p.m. to 8 p.m. ET.
2 July 2026
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Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer (NASDAQ:SMCI) stock slide leaves AI orders worth twice its market value

Super Micro Computer, Inc. enters Tuesday’s regular U.S. session with a sharp split in the numbers: $39 billion of recent AI server orders, a $19.5 billion market value, and a stock price now sitting only 2.4% above the price of its latest underwritten common-share sale. The shares closed Monday at $28.15, down 8.1%, on volume of 91.16 million shares, or 184% of the 65-day average.
30 June 2026
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AI shares June 2026: memory and power plays go different ways

AI shares June 2026: memory and power plays go different ways

U.S. AI stocks closed out June showing a more defined split than earlier in the month. On one side were suppliers with signed AI orders. On the other, big spenders and software names trading at high multiples. NVIDIA, Broadcom, Micron Technology and Vertiv gave investors new operating numbers tied to their AI business. Microsoft, Alphabet, Amazon.com and Meta Platforms remained key to demand, but the market focus moved in June to how the spending gets funded and what kind of payback investors can expect.
29 June 2026
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NVIDIA Stock Price Slides 3% Despite Amazon Chip Deal as Oil, Rate Fears Hit AI Trade

Nvidia Stock Drops as 362-Kilowatt Rack Puts Investor Risk in Focus

Nvidia shares dropped 3.6% to around $201.10 late Tuesday, pushing the chipmaker’s valuation under $5 trillion. A product detail from Monday is likely more important for investors though. Rolling out Nvidia’s next systems could hinge not just on processor demand but on power and cooling requirements.
23 June 2026
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