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NASDAQ:SMCI News 4 February 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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Stock Market Today

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

BBAI stock jumps 16% into BigBear.ai share-vote week — what to watch next

7 February 2026
BigBear.ai Holdings shares surged 15.7% Friday to $4.72 ahead of a key shareholder vote on doubling authorized shares to 1 billion. Options trading was heavy, with a put/call ratio of 0.19. The company recently announced deals in AI customs technology and a partnership with Abu Dhabi’s AD Ports Group. The special meeting is set for Feb. 18, with online voting open until late Feb. 17.
American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

American Airlines stock jumps nearly 8% as airlines rally — what to watch next week

7 February 2026
American Airlines shares jumped 7.6% to $15.24 Friday, rebounding with a broad rally that sent the Dow past 50,000 for the first time. Investors are watching the carrier’s battle with United at Chicago O’Hare, where a summer capacity surge could trigger a fare war. American also announced new Philadelphia–Porto service for 2027 and launched a centennial inflight menu.
Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

Apple stock price ends week higher as Dow hits 50,000; jobs and CPI loom next

7 February 2026
Apple closed up 0.8% at $278.12 Friday, then slipped 0.3% after hours. The S&P 500 jumped 1.97% and the Nasdaq rose 2.18% as chipmakers rallied, while Amazon fell 5.6% on higher capex guidance. Investors await U.S. jobs data Feb. 11 and CPI Feb. 13. Apple’s next dividend is $0.26 per share, payable Feb. 12.
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