Today: 10 April 2026
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NASDAQ:SMCI 5 January 2026 - 20 January 2026

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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Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer stock jumps 11% as TSMC’s AI outlook lifts the mood — what SMCI traders watch next

Super Micro Computer shares surged 11% to $32.64 Friday on heavy volume after TSMC posted a strong profit and raised its 2026 spending forecast. The broader U.S. market ended flat ahead of the holiday weekend. Chip and AI-related stocks rallied, with TSMC projecting 2026 revenue growth near 30%. U.S. markets reopen Tuesday with major earnings reports expected.
17 January 2026
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Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer (SMCI) stock price jumps 11% after-hours — chip rally and options expiry set up next week

Super Micro Computer shares surged 11% to $32.64 in after-hours trading Friday, with 78.8 million shares changing hands. Chip stocks rallied after Taiwan Semiconductor posted a 35% profit jump and forecast strong 2026 revenue. Super Micro remains 57% below its 52-week high. Investors await Intel’s earnings on Jan. 22.
17 January 2026
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Super Micro (SMCI) stock jumps on ‘dirt cheap’ valuation buzz even as margin fears linger

Super Micro (SMCI) stock jumps on ‘dirt cheap’ valuation buzz even as margin fears linger

Super Micro Computer shares rose about 6% in early trading Friday after bullish analyst notes, despite ongoing concerns over margins and execution. Goldman Sachs initiated coverage with a sell rating and a $26 target, while Mizuho cut its target to $31. Recent reports cite strong AI server demand but warn of margin pressures and negative free cash flow. Retail investor interest is rising, with YouTube commentary drawing tens of thousands of views.
16 January 2026
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SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

SMCI stock slides again as Goldman’s ‘sell’ call puts Super Micro margins back under the microscope

Super Micro Computer shares fell 1.7% to $28.12 by early afternoon after Goldman Sachs initiated coverage with a “Sell” rating and a $26 price target, citing margin pressure and uncertain profitability. Analyst Katherine Murphy flagged that margins have halved to 9.5% and warned of further downside. Investors are awaiting February results for signs of margin stability. Competitors and rising costs are adding pressure.
14 January 2026
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Super Micro Computer stock steadies as Goldman starts SMCI at “sell,” flags margin squeeze

Super Micro Computer stock steadies as Goldman starts SMCI at “sell,” flags margin squeeze

Super Micro Computer shares traded flat near $28.60 Wednesday after Goldman Sachs initiated coverage with a “sell” rating and a $26 target, citing margin pressure and competition. The stock fell 5% Tuesday. Investors are awaiting the Feb. 2 earnings report for updates on profitability and sales outlook. The company last reported a 9.5% non-GAAP gross margin and forecast at least $36 billion in fiscal 2026 net sales.
14 January 2026
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Super Micro (SMCI) stock slips premarket as Goldman warns margins may have more downside

Super Micro (SMCI) stock slips premarket as Goldman warns margins may have more downside

Super Micro Computer shares fell 0.3% premarket after dropping 5.1% Tuesday, as Goldman Sachs initiated coverage with a “sell” rating and a $26 price target. Goldman cited shrinking gross margins, now at 9.5%, and warned of further downside despite strong revenue growth. Investors are watching profit margins and delivery schedules ahead of the company’s Feb. 3 earnings report.
14 January 2026
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Super Micro Computer stock slides after Goldman’s ‘Sell’ call puts margins back in the spotlight

Super Micro Computer stock slides after Goldman’s ‘Sell’ call puts margins back in the spotlight

Super Micro Computer shares fell 5% to $28.60 Tuesday after Goldman Sachs initiated coverage with a Sell rating and cut its price target to $26. The downgrade cited margin pressure and increased competition in the AI server market. Investors are watching the company’s upcoming earnings for signs it can maintain profitability. U.S. stocks broadly slipped, led by declines in financials.
14 January 2026
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Super Micro Computer stock slides after Goldman Sachs starts SMCI at Sell, flags margin squeeze

Super Micro Computer stock slides after Goldman Sachs starts SMCI at Sell, flags margin squeeze

Shares of Super Micro Computer fell about 5% in after-hours trading Tuesday after Goldman Sachs initiated coverage with a “sell” rating and a $26 price target. The stock hit its lowest level since April, closing at $28.61. Goldman cited margin pressure and limited profitability visibility despite AI-driven growth. The company’s next earnings date is expected in February but remains unconfirmed.
13 January 2026
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Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Why Super Micro Computer stock is sliding: Goldman starts SMCI at Sell with $26 target

Super Micro Computer shares fell 6.3% to $28.22 after Goldman Sachs initiated coverage with a Sell rating and a $26 price target, citing limited profit visibility. The stock has dropped nearly 45% in three months. Goldman expects profit margins to fall to 7.5% by 2026, down from over 15% in 2022. Increased competition and higher component costs are pressuring margins.
13 January 2026
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SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

SMCI stock slides after Goldman starts Super Micro at Sell and flags margin downside

Goldman Sachs assumed coverage of Super Micro Computer with a Sell rating and a $26 price target, citing shrinking margins and cash pressures amid rising AI-server competition. SMCI shares fell about 6% to $28.31 in late morning trade. Gross margins have contracted for nine quarters, and free cash flow was negative $950 million in Q1 fiscal 2026. Inventory rose to $5.7 billion, with the cash conversion cycle lengthening to 123 days.
13 January 2026
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Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Why Super Micro (SMCI) stock is sliding as Wall Street digests CPI and its NRF retail AI pitch

Super Micro Computer shares fell 2.6% to $29.33 in early New York trading Tuesday after U.S. inflation data met forecasts and investors retreated from high-growth hardware stocks. The company is showcasing new AI-driven “intelligent store” systems at the NRF retail conference, leveraging NVIDIA technology. Peers traded mixed, with Nvidia down 0.3% and Dell up 1%. Investors await updates at a panel later Tuesday.
13 January 2026
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Super Micro (SMCI) heads into 2026 with analysts on edge — margins are the fight

Super Micro (SMCI) heads into 2026 with analysts on edge — margins are the fight

Super Micro shares rose about 6% in premarket trading Monday after forecasting at least $36 billion in fiscal 2026 net sales. Goldman Sachs kept a Sell rating and Bank of America maintained Underperform with a $34 price target, citing margin pressure and manufacturing risks. The company’s latest quarter missed earnings and revenue estimates. Analysts flagged delivery delays and a drop in gross margin guidance.
5 January 2026
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Stock Market Today

  • Vera Therapeutics (VERA) Share Price Surges 87% in One Year: Is It Still Undervalued?
    April 10, 2026, 7:16 AM EDT. Vera Therapeutics (VERA) shares have jumped 87.7% over the past year, despite a 15.8% decline year-to-date. The biotech's latest share price stands at $40.93, showing modest recent gains. Analysts use a discounted cash flow (DCF) model projecting positive free cash flows by 2030 to estimate an intrinsic value of roughly $436.15 per share, indicating the stock may be undervalued by over 90%. The DCF model considers future cash flows discounted to today's value, reflecting the firm's growth potential despite current losses. Vera's price-to-book ratio sits at 4.83, above the biotech sector average, suggesting investors expect significant growth prospects amid some risk. This valuation mix presents a nuanced picture of Vera's appeal in a volatile sector.

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UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

10 April 2026
London’s FTSE 100 rose 0.38% to 10,644.28 late Friday morning as investors awaited U.S.-Iran talks in Pakistan. Brent crude climbed 1% to $96.83 a barrel, while sterling eased but was on track for its biggest weekly gain since January. The FTSE 250 gained 0.79%. Britain’s 10-year gilt yield stood at 4.807%.
US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

10 April 2026
Dow e-minis slipped 0.15% before Friday’s open, with S&P 500 and Nasdaq 100 futures each down 0.08% as traders awaited March CPI data and watched U.S.-Iran tensions. Economists expect headline CPI to rise 0.9% for March and 3.3% year-on-year. Weekly jobless claims increased to 219,000. Brent crude traded near $97 a barrel, while shipping through the Strait of Hormuz remained well below normal.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 10.04.2026

10 April 2026
LIVEMarkets rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 7:26 AM EDT Vera Therapeutics (VERA) Share Price Surges 87% in One Year: Is It Still Undervalued? April 10, 2026, 7:16 AM EDT. Vera Therapeutics (VERA) shares have jumped 87.7% over the past year, despite a 15.8% decline year-to-date. The biotech's latest share price stands at $40.93, showing modest recent gains. Analysts use a discounted cash flow (DCF) model projecting positive free cash flows by 2030 to estimate an intrinsic value of roughly $436.15 per share, indicating the stock may be undervalued by over 90%. The DCF model
MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

9 April 2026
MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
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