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NASDAQ:SMCI 17 January 2026 - 3 February 2026

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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Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia’s China chip call, Fed decision and Microsoft earnings: what moves AI stocks next week

Nvidia closed up 1.5% as CEO Jensen Huang visited Shanghai, awaiting Beijing’s decision on the H200 AI chip, which Chinese customs have effectively barred. Microsoft rose 3.3%, AMD gained 2.3%, while Broadcom and Super Micro slipped. Intel plunged 14% after warning of data-center supply constraints. Microsoft reports earnings Jan. 28, with a Federal Reserve rate decision also due next week.
24 January 2026
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Super Micro (SMCI) stock slides to $31.70 as Feb. 3 earnings call becomes the next big test

Super Micro (SMCI) stock slides to $31.70 as Feb. 3 earnings call becomes the next big test

Super Micro Computer (SMCI) fell 2.3% to $31.70 Friday, with trading volume above average. The stock is down about 52% from its 52-week high ahead of its Feb. 3 earnings report. Bank of America kept an Underperform rating, citing margin and cash flow concerns. Investors remain wary after Intel’s weak outlook and ahead of next week’s Fed meeting.
24 January 2026
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Super Micro (SMCI) stock flips lower after early pop as Feb. 3 earnings loom

Super Micro (SMCI) stock flips lower after early pop as Feb. 3 earnings loom

Super Micro Computer shares fell 2.5% to $31.64 Friday, reversing early gains ahead of its Feb. 3 earnings report. The company previously shifted $1.5 billion in revenue to the December quarter due to last-minute GPU rack changes. Super Micro expects second-quarter revenue of $10–11 billion, topping analyst forecasts. Rising component costs and margin pressures remain concerns for investors.
23 January 2026
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AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

Alibaba shares rose 5.9% after reports it will spin off its T-Head AI chip unit for a separate listing. Arm gained 5.4% following an analyst upgrade, while Nvidia edged up 0.9%. Intel slipped 0.2% ahead of its earnings report, with investors watching data-center demand and company guidance. A U.S. House panel advanced a bill that could restrict AI chip exports to China.
22 January 2026
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Super Micro Computer (SMCI) stock slides as Wall Street selloff bites — what to watch next

Super Micro Computer (SMCI) stock slides as Wall Street selloff bites — what to watch next

Super Micro Computer fell 3.77% to $31.41 Tuesday, with trading volume topping 39.5 million shares. U.S. stocks posted their steepest one-day drop in three months as tariff worries and a Morgan Stanley downgrade hit IT hardware. Dell and Hewlett Packard Enterprise each slid up to 5%. Citigroup cut Super Micro’s price target to $39.
21 January 2026
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Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia stock drops as China stalls H200 chip clearance, dragging AI chip names

Nvidia shares fell 4.3% Tuesday after Inventec said approval for selling Nvidia’s H200 AI chip in China is stalled by Beijing. Broadcom dropped 5.4%, Super Micro Computer slid 3.8%, and the iShares Semiconductor ETF lost 1.5%. Morgan Stanley cut its outlook for North American IT hardware, citing weak demand and rising costs. Wall Street posted its steepest daily decline in three months.
20 January 2026
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Super Micro (SMCI) stock slides as Citi trims target and tariff jitters hit AI hardware

Super Micro (SMCI) stock slides as Citi trims target and tariff jitters hit AI hardware

Super Micro Computer shares fell 4.2% to $31.28 after Citi cut its price target to $39. The drop followed broader declines in hardware and AI stocks amid tariff threats from President Trump and a Morgan Stanley downgrade of North American IT hardware. Super Micro reported $1.5 billion in revenue delayed to the December quarter due to configuration upgrades. Investors are watching for further downgrades and key economic data later this week.
20 January 2026
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Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia stock slides as Trump tariff threats hit AI stocks; Microsoft, Broadcom fall

Nvidia dropped 3.4% to $179.83, dragging AI stocks lower as U.S. markets fell on tariff threats from President Trump over Greenland. The Nasdaq lost 1.6% and S&P 500 slid 1.3% in early trading. Morgan Stanley downgraded IT hardware, citing weak demand and high costs. Microsoft, Broadcom, and Palantir also declined, while AMD rose 1.3%.
20 January 2026
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Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Super Micro stock slides 7% after the bell as tariff headlines hammer risk bets (SMCI)

Super Micro Computer shares fell about 7% to $30.35 in early Nasdaq trading Tuesday, reversing some of Friday’s gains. The drop followed renewed U.S. tariff threats from President Trump, which pressured tech stocks and broader markets after a holiday closure. SMCI’s decline came as investors braced for earnings reports and a looming Feb. 1 tariff deadline targeting European goods.
20 January 2026
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Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Is Super Micro (SMCI) the AI bargain of 2026? A new note says margins could flip

Super Micro shares jumped 11% to $32.64 on Friday amid a broader rally in AI and chip stocks after TSMC raised its capital spending outlook. Seeking Alpha contributor Uttam Dey called the stock undervalued at 0.5x forward sales, citing potential for a gross margin shift. Zacks maintained a Hold rating, highlighting operational challenges and margin pressure despite strong AI demand.
20 January 2026
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AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

AI stocks wobble before the bell as Trump’s Greenland tariff threat rattles markets

U.S. AI stocks were mixed premarket Tuesday as futures hit one-month lows after President Trump threatened new tariffs on Europe over Greenland. Nvidia slipped 0.5%, Alphabet fell 0.9%, while Super Micro surged 11%. The IMF forecast 3.3% global growth in 2026 but warned of trade risks. Nvidia faced scrutiny over China export rules, and OpenAI reported annualized revenue topping $20 billion.
20 January 2026
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Data center stocks in focus after White House power-auction push; Super Micro jumps, Nvidia slips

Data center stocks in focus after White House power-auction push; Super Micro jumps, Nvidia slips

The White House urged PJM to hold an emergency power auction as data center electricity demand outpaces supply. Shares of Super Micro Computer surged 11% Friday, while Nvidia slipped 0.5%. PJM warned data centers may need to fund new generation or face power cuts. U.S. markets will be closed Monday for the Martin Luther King Jr. holiday.
18 January 2026
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Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer stock jumps 11% — what to watch after the MLK market shutdown

Super Micro Computer shares jumped 11% Friday to close at $32.64, with 79 million shares traded ahead of Monday’s U.S. market holiday. The move followed a rally in chip stocks after Taiwan Semiconductor’s earnings. Investors remain focused on AI data-center demand and upcoming inflation and tech earnings reports. Markets reopen Tuesday after the Martin Luther King Jr. Day closure.
18 January 2026
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Super Micro stock jumps 11% as chip rally returns — what SMCI investors watch next week

Super Micro stock jumps 11% as chip rally returns — what SMCI investors watch next week

Super Micro Computer shares jumped 11% Friday to $32.64, lifted by TSMC’s strong outlook and a rally in semiconductor stocks. About 79 million SMCI shares traded as the stock swung between $29.62 and $32.97. U.S. markets reopen Tuesday after the holiday, with attention on tech earnings and SMCI’s upcoming results. TSMC reported record quarterly profit and forecast nearly 30% revenue growth for 2026.
17 January 2026
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Stock Market Today

  • Pfizer Ltd Stock Faces Challenges Amid Indian Pharma Market Shifts and Global Parent Pressures
    March 21, 2026, 1:21 AM EDT. Pfizer Ltd, the Indian arm of Pfizer Inc., is experiencing share price volatility on NSE and BSE due to sector-wide challenges and strategic shifts by its global parent. The stock trades near ?4,738, down 4% year-over-year, underperforming the Nifty Pharma index. Investor concerns include regulatory changes, supply chain issues, and premium valuations with a high price-to-earnings ratio over 177. Despite recent modest gains and vaccine launches like the 20-valent Pneumococcal vaccine, Pfizer Ltd faces execution risks within India's complex pharma landscape. Its market cap stands around ?24,300 crore. European investors, especially in Germany, Austria, and Switzerland, should monitor developments closely amid India's evolving healthcare market and regulatory environment.
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