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NASDAQ:SMCI 4 February 2026 - 24 March 2026

Super Micro Computer stock rebounds 5%, but Wall Street warns the SMCI bounce may not last

Super Micro Computer stock rebounds 5%, but Wall Street warns the SMCI bounce may not last

Super Micro Computer shares rose 5.1% to $21.58 Monday after a Wall Street downgrade and new details in a China export-control case. U.S. prosecutors allege three people tied to the company helped route $2.5 billion in AI tech to China, though Super Micro was not charged. The company put two employees on leave and accepted a board resignation. Analysts warn of reputational risks and possible lost orders to rivals like Dell.
24 March 2026
Super Micro Stock Price Today: SMCI Slips Again as Export-Control Case Spurs Downgrades

Super Micro Stock Price Today: SMCI Slips Again as Export-Control Case Spurs Downgrades

Super Micro Computer shares fell further Monday after a 33% drop Friday, following an export-control indictment naming three former associates. Federal prosecutors allege $2.5 billion in U.S.-made AI servers were illegally routed to China. The company placed two executives on leave, cut ties with a contractor, and named DeAnna Luna acting chief compliance officer. Analysts downgraded the stock and warned of possible business fallout.
23 March 2026
US Stock Market This Week: S&P 500 Hits Six-Month Low as Oil Shock Knocks Out Rate-Cut Hopes

US Stock Market This Week: S&P 500 Hits Six-Month Low as Oil Shock Knocks Out Rate-Cut Hopes

The S&P 500 closed at 6,506.48 on Friday, its lowest since September, dropping 1.9% for the week. Nasdaq and Dow each lost just over 2%. Investors pulled back on hopes for near-term Fed rate cuts as oil prices rose and the 10-year Treasury yield hit 4.38%. Nvidia and Tesla fell over 3%, while FedEx rose after raising its outlook.
Super Micro Stock Crashes 33% as DOJ Charges Co-Founder in China AI Server Smuggling Case

Super Micro Stock Crashes 33% as DOJ Charges Co-Founder in China AI Server Smuggling Case

Super Micro Computer shares plunged 33.2% to $20.53 after U.S. prosecutors charged co-founder Yih-Shyan “Wally” Liaw and two others with illegally diverting $2.5 billion in AI servers to China. Liaw resigned from the board, and the company said it was not a defendant and had cooperated with investigators. Rival Dell rose 0.8%. Super Micro named DeAnna Luna as acting chief compliance officer.
20 March 2026
Dow Jones Index Today: Dow Falls 210 Points as Oil Shock Revives Fed Fears

Dow Jones Index Today: Dow Falls 210 Points as Oil Shock Revives Fed Fears

The Dow fell 210 points to 45,811 at midday Friday, set for a fourth weekly loss as the U.S.-Israel-Iran war and surging oil prices rattled markets. Brent crude traded near $109, U.S. crude at $97, and the 10-year Treasury yield hit 4.37%. Fed officials signaled no imminent rate cut. U.S. equity funds saw $24.78 billion in outflows for the week ending March 18.
Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Computer shares rose about 2% to $31.37 as Nvidia’s GTC conference opened in San Jose. The company reported December-quarter revenue of $12.68 billion, up 123% from a year earlier, but gross margin fell to 6.3%. Receivables and inventories surged to $11.0 billion and $10.6 billion, while operating cash flow for the first half of fiscal 2026 was negative $941 million.
Super Micro stock slips again: what SMCI investors are watching after the margin squeeze

Super Micro stock slips again: what SMCI investors are watching after the margin squeeze

Super Micro Computer shares fell 2% to around $33.68 Monday after reporting gross margin dropped to 6.3% from 11.8% a year earlier, citing $142 million in tariff costs and higher inventory write-downs. The company disclosed “material weaknesses” in internal controls and is working on fixes. Revenue outlook remains bullish, but investors are watching for margin recovery and updates at the April 15 shareholder meeting.
AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron shares fell 3% premarket after reports that Samsung will begin mass production of HBM4 memory for Nvidia AI chips this month. Nvidia dropped 1%, Super Micro Computer slipped 1.5%, while Microsoft and Amazon edged higher. Traders focused on upcoming U.S. jobs and inflation data for rate signals. Nvidia reports earnings Feb. 25.
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.
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
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.
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.
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.
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.
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.
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.
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.
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

  • Bharti Airtel Boosts Stake in Airtel Africa and BT Group to Expand Overseas Presence
    May 22, 2026, 2:06 AM EDT. Indian telecom giant Bharti Airtel is increasing its stake in U.K.-listed Airtel Africa from 62.7% to 79% through a $2.9 billion share-swap deal, reflecting confidence in Africa's high-growth telecom market. The company also plans to raise its holding in British telecom firm BT Group to just under 30% from 24.9%, enhancing economic exposure without a full takeover. These moves come as overseas markets like the FTSE 100 outperform Indian indices, highlighting Bharti Airtel's strategic push to expand its global footprint. Airtel Africa, which operates in 14 sub-Saharan countries, contributes over a quarter of Bharti's consolidated revenue, underscoring the group's focus on international growth.

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OpenAI Shares Hype Returns, Still No Ticker in Sight

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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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