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NASDAQ:SMCI News 13 January 2026 - 17 January 2026

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

New York, Jan 16, 2026, 18:17 (EST) — After-hours Super Micro Computer shares jumped roughly 11% to $32.64 in after-hours trading on Friday, after fluctuating between $29.62 and $32.97 during the session. Around 78.8 million shares traded hands. Chip stocks rallied into the close, pushing an index of semiconductors up 1.2% as U.S. markets edged higher ahead of the long weekend. Friday also saw monthly options expiration, a factor known to amplify moves late in the session. Ameriprise’s Anthony Saglimbene noted most investors would “take that as a win” with the S&P 500 hovering near 7,000. Granite Wealth’s Bruce Zaro
17 January 2026
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Super Micro (SMCI) stock jumps 10% as chip rally and options expiry collide

Super Micro (SMCI) stock jumps 10% as chip rally and options expiry collide

NEW YORK, Jan 16, 2026, 13:11 EST — Regular session Shares of Super Micro Computer surged $2.95, roughly 10%, to hit $32.37 in early afternoon action, after fluctuating between $29.62 and $32.44. Trading volume exceeded 44 million shares, far surpassing its typical levels. The rally snapped the AI server maker out of a rough patch that hit many high-beta tech stocks. It happened on a key day: monthly options contracts expire, often stirring sharp intraday swings both ways. The reason this matters now is straightforward. Super Micro usually acts as a barometer for data-center spending and often outpaces the broader
16 January 2026
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Super Micro Computer (SMCI) stock jumps 7% as chip rally broadens — what traders watch next

Super Micro Computer (SMCI) stock jumps 7% as chip rally broadens — what traders watch next

New York, January 16, 2026, 11:59 EST — Regular session Super Micro Computer shares jumped Friday, lifted by a rally in chip-related stocks that boosted the AI server maker. By 11:59 a.m. ET, SMCI was trading 7.4% higher at $31.60, swinging between $29.62 and $32.20. More than 35 million shares changed hands. The market remains driven by semiconductors, where memory-chip stocks pushed gains higher and the iShares Semiconductor ETF jumped 2.1%. U.S. markets will be closed Monday for Martin Luther King Jr. Day. Investors are bracing for a busier earnings week ahead, with Intel among the key reports to watch.
16 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

NEW YORK, Jan 16, 2026, 10:52 (EST) Shares of Super Micro Computer gained roughly 6% in early trading Friday, building on a volatile rally for the AI server specialist following a wave of upbeat analyst remarks. This matters because Super Micro has turned into a proxy battle for AI infrastructure. Demand appears robust, yet investors remain uncertain about how much profit will follow. A wave of recent downgrades has shifted the focus sharply onto margins, not just top-line growth. Investor notes released this week highlight that the stock appears undervalued by typical metrics, though concerns linger over execution and pricing
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

New York, January 14, 2026, 13:21 ET — Regular session Shares of Super Micro Computer dropped 1.7% Wednesday, continuing their slide after Goldman Sachs initiated coverage with a “Sell” rating on the AI server specialist. By 1:21 p.m. ET, the stock was down 48 cents, trading at $28.12, having hit a low of $27.77 earlier. The call comes at a tricky moment for a company long viewed as a popular bet on data center spending. The focus is moving away from how quickly Super Micro can expand to how much profit it holds onto once the hardware leaves the factory.
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

New York, January 14, 2026, 10:08 ET — During the regular session Super Micro Computer shares hovered near $28.6 Wednesday morning, barely moving after Goldman Sachs kicked off coverage with a “sell” rating and pegged a $26 price target. (site.financialmodelingprep.com) This call is crucial since Super Micro now stands as a key indicator for the AI-server expansion — the debate has moved past whether demand is there, focusing instead on the profit margin the company can hold on every system it delivers. Wall Street is bracing for a sizable revenue jump in the company’s upcoming results. In its last update
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

New York, Jan 14, 2026, 05:15 EST — Premarket Shares of Super Micro Computer (SMCI.O) slipped 0.3% in early trading Wednesday, following a 5.1% drop the day before. Goldman Sachs kicked off coverage with a “sell” rating, highlighting concerns over tightening margins. The stock last traded at $28.52, down slightly from Tuesday’s close of $28.60. (StockAnalysis) This call is crucial as Super Micro operates in a packed segment of the AI hardware market: it delivers high-end servers packed with pricey parts, where slight shifts in pricing or product mix can dramatically affect profits. Investors now see this more as a
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

New York, Jan 13, 2026, 20:42 ET — Market closed. Shares of Super Micro Computer dropped 5% on Tuesday after Goldman Sachs issued a bearish call, reigniting concerns over the AI server maker’s profitability. The timing is crucial since investors have viewed SMCI as a stand-in for AI infrastructure spending. Now, the conversation has moved. It’s not about whether demand is there anymore, but rather who can hold onto margins as hardware turns into a commodity. As earnings season kicks off and rate expectations lose their grip on high-growth stocks, that question is gaining traction. For Super Micro, the upcoming
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

New York, Jan 13, 2026, 16:16 ET — After-hours Shares of Super Micro Computer dropped roughly 5% in after-hours trading Tuesday, last seen at $28.61. The decline followed Goldman Sachs kicking off coverage with a “sell” rating and a 12-month price target of $26. During the session, the stock touched its lowest point since April. (Finviz) The call is crucial now since Super Micro is right in the thick of the AI infrastructure boom, providing servers and storage solutions to enterprise data centers and cloud vendors. Hardware stocks have lost some patience with companies where profits fail to keep pace
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

New York, Jan 13, 2026, 14:44 EST Shares of Super Micro Computer (SMCI) dropped 6.3% to $28.22 Tuesday afternoon following Goldman Sachs analyst Katherine Murphy’s initiation of coverage with a Sell rating. She set a $26 price target, pointing to “limited visibility into improving profitability.” (Benzinga) The warning comes as investors, once eager for artificial intelligence (AI) hardware, start focusing more on profit margins than just top-line growth. Super Micro’s shares have plunged almost 45% in the last three months, according to a Yahoo Finance report. (Yahoo Finance) Goldman isn’t challenging Super Micro’s role in AI servers. Barron’s noted the
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

New York, January 13, 2026, 11:07 EST Shares of Super Micro Computer (SMCI) fell on Tuesday after Goldman Sachs assumed coverage of the AI-server maker with a Sell rating, warning profit margins could weaken further even as demand for artificial intelligence (AI) hardware stays strong. The stock was down about 6.0% at $28.31 as of 10:51 a.m. EST. (Investing.com) The call lands at a touchy moment for Super Micro, which sits in the middle of the AI buildout but is being judged less on how fast it ships boxes and more on what it keeps after costs. For a stock
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

New York, Jan 13, 2026, 09:50 ET — Regular session Shares of Super Micro Computer, Inc. (SMCI.O) slipped 2.6% to $29.33 Tuesday morning, surrendering earlier gains as investors pulled back from higher-growth hardware stocks. The move followed U.S. consumer prices ticking up as forecast in December, reinforcing the idea the Federal Reserve can hold rates steady. The CPI climbed 0.3% for the month, with core CPI — excluding food and energy — up 0.2%, according to Reuters. (Reuters) Here’s why it matters for Super Micro at the moment: the stock moves like a high-beta play tied to AI server spending
13 January 2026
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Stock Market Today

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

Amazon’s $200B AI Spending Jolt Spurs Stock Selloff as Big Tech Capex Nears $650B

7 February 2026
Amazon shares fell Friday after the company announced a $200 billion AI infrastructure plan for 2026, exceeding analyst expectations and reviving investor concerns about profitability. Combined 2026 capex flagged by Amazon, Alphabet, Microsoft, and Meta now tops $630 billion. Nvidia, AMD, and Broadcom shares surged on the news, while software and data firms remained under pressure.
Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

Nvidia stock jumps nearly 8% as Big Tech AI spending bets lift chipmakers and Dow tops 50,000

7 February 2026
Nvidia surged 7.8% Friday, leading a chip stock rally that pushed the Dow above 50,000 for the first time. The PHLX semiconductor index gained 5.7% as Advanced Micro Devices rose 8.3% and Broadcom 7.1%. Amazon fell 5.6% after projecting $200 billion in 2026 capital spending. Investors weighed a $600 billion AI infrastructure outlay against sharp losses in software shares.
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