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NASDAQ:SMCI 13 January 2026 - 20 January 2026

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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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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Stock Market Today

  • Microsoft Q3 Earnings Show Strong AI Demand, Wall Street Predicts Stock Gains
    April 30, 2026, 12:51 PM EDT. Microsoft reported adjusted earnings of $4.27 per share and revenue of $82.89 billion for its fiscal third quarter, beating analyst expectations. Despite the positive results, shares fell nearly 5% amid concerns over rising capital expenditures expected to hit $190 billion due to memory costs, and skepticism about growth pace. However, analysts including Goldman Sachs, Citi, and JP Morgan issued optimistic outlooks, citing accelerating growth in Azure and Microsoft 365, and the company's expanding AI strategy. Goldman Sachs set a $610 price target, Citi $620, and JP Morgan $550, implying potential stock gains of 30% to 46%. Microsoft's shift towards AI and cloud computing is viewed as a catalyst for future growth, marking a recovery after its worst quarterly performance since 2008.

Latest article

Hertz Stock Surges on Uber Robotaxi Deal as Oro Mobility Steps Out of the Shadows

Hertz Stock Surges on Uber Robotaxi Deal as Oro Mobility Steps Out of the Shadows

30 April 2026
Hertz shares surged over 20% Thursday after it launched Oro Mobility, an affiliate set to manage Uber’s robotaxi and human-driven fleets in key U.S. markets. Oro will support Uber’s autonomous program with Lucid vehicles using Nuro self-driving tech, starting in the San Francisco Bay Area later this year. Hertz traded at $6.80, up $1.20; Uber fell 38 cents to $74.09. Hertz reports first-quarter results May 7.
Xerox Holdings Stock Soars After Q1 Revenue Beat, but the Lexmark Bill Is Still Showing

Xerox Holdings Stock Soars After Q1 Revenue Beat, but the Lexmark Bill Is Still Showing

30 April 2026
Xerox shares surged 43% Thursday after first-quarter revenue hit $1.85 billion, topping forecasts, driven by the Lexmark acquisition. The company posted a net loss of $105 million and an adjusted loss of 43 cents per share, wider than expected. Print segment revenue jumped 31%, while IT Solutions fell 5%. Xerox reaffirmed its 2026 outlook but reported higher interest expenses tied to acquisition debt.
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