Today: 11 June 2026
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NASDAQ:SMCI 29 May 2026 - 10 June 2026

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

AI Names Drop, Oil Upends Inflation Bets, US Stocks Slip

Super Micro Computer plunged over 20% after unveiling a $7 billion equity financing plan to meet surging but non-binding AI-server demand, stoking dilution fears and triggering a broad tech selloff that dragged the S&P 500 down 1.56%, Nasdaq 1.99%, and Dow 1.67% as investors also reacted to hotter inflation and rising oil prices amid U.S.-Iran tensions.
10 June 2026
Super Micro sinks after $7B AI server plan; dilution a risk

Super Micro sinks after $7B AI server plan; dilution a risk

Super Micro Computer plans to raise $7 billion through equity and equity-linked financing to fund soaring AI server orders, sending shares down about 9% in after-hours trading as investors focused on dilution risk; the company reported $39 billion in recent AI server orders, but noted these are not firm commitments and cited ongoing legal and regulatory risks.
US stocks notch new highs with AI trade still in focus

Wall Street Record Faces Latest Test After Hours: AI Hype, Oil, Rates, Jobs Collide

Hewlett Packard Enterprise soared after a strong quarter put it on track to hit long-term financial targets two years early, fueling gains in AI hardware stocks and driving the Philadelphia SE Semiconductor Index up 5.9%, even as after-hours trading stayed cautious and software names lagged.
Dow closes outperformed by S&P 500, Nasdaq after bell

Dow Up as Alphabet’s $80 Billion AI Surprise Weighs on Market

Hewlett Packard Enterprise soared 26% after accelerating long-term financial targets by two years and reporting a 40% jump in revenue, while Marvell Technology surged 22% on bullish AI comments from Nvidia’s CEO; Alphabet fell after announcing an $80 billion equity sale to fund AI infrastructure, raising dilution concerns for investors.
Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

Wall Street Finishes at New Highs on AI Surge; HPE Grabs Spotlight After Hours

S&P 500 and Nasdaq closed at record highs, led by Nvidia’s 6.3% surge after its new RTX Spark chip launch. HPE shares soared 36% post-earnings as revenue jumped 40% and guidance rose. After-hours, major ETFs slipped: SPY down 0.23%, QQQ off 0.35%. Only tech and energy sectors finished higher. Oil spiked 4.24% on U.S.-Iran tensions. Factory PMI hit 54.0, strongest since May 2022.
HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE Shares Push Higher Ahead of Earnings as AI Server Demand Looks Broader

HPE jumped 5.1% premarket to $45.27 ahead of fiscal Q2 results due after the bell, following Dell’s AI server surge and HPE’s launch of a ProLiant server using Nvidia’s Vera CPU. HPE reported a $5B+ AI backlog in March, guided Q2 revenue to $9.6–$10B, and raised its 2026 earnings target. Investors await updates on backlog, server sales, and Juniper unit as supply remains tight and high prices persist into 2027.
Super Micro Stock Rallies Again on AI Buzz, but Caution Lingers

Super Micro Stock Rallies Again on AI Buzz, but Caution Lingers

Super Micro rose 0.7% premarket to $46.43 after unveiling new Nvidia-powered data center blueprints and Mizuho raised its price target to $44. The stock surged 11.6% Friday and 29.5% over five sessions. Fiscal Q3 net sales hit $10.2 billion. An independent board review is underway over export-control transactions linked to a March smuggling case. Demand for AI servers remains strong, but some investors eye further investigations and audits.
1 June 2026
Super Micro jumps 30% in one week—what could shift the stock now

Super Micro jumps 30% in one week—what could shift the stock now

Super Micro Computer shares jumped 11.6% Friday to $46.09, gaining 29.5% since May 22 as AI server stocks rallied after Dell reported a 757% surge in AI-optimized server revenue. Dell soared 32.8%, while Hewlett Packard Enterprise rose 12.6%. Super Micro’s Q3 net sales fell to $10.2 billion from $12.7 billion last quarter but beat last year’s $4.6 billion. Investors await HPE results Monday and U.S. payrolls Friday.
HPE stock hits record ahead of earnings as AI server trade faces new test

HPE stock hits record ahead of earnings as AI server trade faces new test

Hewlett Packard Enterprise shares closed at a record $43.04 Friday, up 12.64% after Dell’s earnings fueled gains in AI server stocks. HPE hit an intraday high of $44.58 on heavy volume. The company reports fiscal Q2 results after the close Monday, with investors focused on AI server orders and networking performance following the Juniper acquisition.
Super Micro Gains With Dell, But Another Hurdle Awaits

Super Micro Gains With Dell, But Another Hurdle Awaits

Super Micro Computer shares surged 11.6% to $46.09 Friday after Dell raised its AI-server revenue outlook and reported $16.1 billion in quarterly AI-server sales. Trading volume for Super Micro topped 93 million shares, with an intraday high of $48.28. Taiwanese prosecutors are investigating alleged illegal exports of Super Micro servers with Nvidia chips. Super Micro was not charged in a separate U.S. smuggling case.
Dow punches past 51,000 with Dell rally driving record May

Dow punches past 51,000 with Dell rally driving record May

The Dow closed above 51,000 for the first time Friday, rising 0.7% to 51,032.46, as Dell shares surged 32.8% after strong earnings and an upbeat outlook. The S&P 500 gained 0.2% and the Nasdaq rose 0.2%. Oil prices fell, with Brent crude down 1.7% to $91.12 a barrel. U.S. and Iranian negotiators reached a tentative deal to extend the ceasefire and resume nuclear talks.
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Stock Market Today

  • Goldman Sachs Warns Investors Underestimating AI Boom Potential
    June 11, 2026, 3:51 AM EDT. Goldman Sachs has indicated that investors are currently underestimating the growth potential of the artificial intelligence (AI) sector. The investment bank highlights accelerating innovation and corporate adoption as key drivers that could significantly boost market valuations. This perspective suggests an upward revision in AI-related stock forecasts, signaling a potential investment opportunity amid evolving technological advancements.

Latest articles

Tech stocks slide after hours, Oracle’s AI spending draws focus

Tech stocks slide after hours, Oracle’s AI spending draws focus

11 June 2026
Semiconductor stocks plunged 3.6%, dragging the S&P 500 technology sector into correction territory—down 11% from its June 2 record—as investors punished AI-linked companies like Oracle and Super Micro Computer for heavy spending and capital raises, signaling a shift in risk appetite amid rising inflation and escalating U.S.-Iran tensions.
Murphy USA Shares Spike 10% After Casey’s Margin Surge Rattles Gas Station Sector

Murphy USA Shares Spike 10% After Casey’s Margin Surge Rattles Gas Station Sector

11 June 2026
Murphy USA soared 10.04% to $612.16 as investors seized on Casey’s General Stores’ stronger-than-expected fuel margins, spotlighting sector-wide pump profitability; with Murphy’s own first-quarter fuel contribution up 40.6% and margins at 35.0 cents per gallon, the stock’s jump reflects bets that high margins will persist, though volatility in fuel prices remains a key risk.
Sky Quarry Jumps in After-Hours; Traders Eye June Refinery Restart

Sky Quarry Jumps in After-Hours; Traders Eye June Refinery Restart

11 June 2026
Sky Quarry soared 22.44% to $1.91 on record volume, then jumped to $2.38 after hours, as investors bet on a June refinery restart after repairs and a feedstock shortage crushed Q1 revenue to $383; with just $66,828 in cash and “substantial doubt” about its ability to continue, the stock’s fate hinges on hitting its June production target.
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