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NASDAQ:SMCI 15 April 2026 - 26 May 2026

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AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

AI Infrastructure Stocks Face a Gut Check as Super Micro, Google and Nebius Pull Apart

Super Micro Computer has become the contested stock in the AI infrastructure trade, with fresh Zacks Investment Research notes putting it ahead of Nebius Group for near-term appeal while saying Alphabet offers the safer way to own the same theme. A separate Zacks note said Teradyne may offer more upside than Cisco as chip-testing demand tied to AI accelerators lifts results.
26 May 2026
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Super Micro Shares Slip, Eyes on Monday for SMCI

Super Micro Shares Slip, Eyes on Monday for SMCI

Super Micro Computer shares stayed weak after sliding 6% Friday, capping a rough week for the AI-server name as investors balanced the company’s jump in revenue with narrow margins, big cash burn and lingering legal risks. The stock ended Friday at $31.04, off from $35.37 the week before.
18 May 2026
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Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Stock Faces Monday Test as AI Server Rally Runs Into China Export Cloud

Super Micro Computer opened Monday trading as its AI-server comeback drew attention from export-control regulators. Bangkok's SiamAI, which had been accused of facilitating the shipment of advanced Super Micro and Nvidia chips to China, issued a statement denying it exported AI servers there and insisting it follows U.S. export and re-export regulations, according to Reuters.
10 May 2026
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Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Dell Stock Soars as AI Server Boom, TotalEnergies Deal and Super Micro Trouble Collide

Investors rushed back into Dell Technologies on Friday, sending the stock up $28.92 to $259.19, not far from its session peak of $263.82. Excitement over a new supercomputer agreement fueled the rally, while renewed scrutiny of legal issues dogging its competitor, Super Micro Computer, also played into Dell’s surge.
8 May 2026
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NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Stock Jumps as Supermicro AI Data Center Pact Puts Microreactors in Play

NANO Nuclear Energy Inc. said Wednesday it’s entered a non-binding memorandum of understanding with Super Micro Computer Inc., targeting the use of NANO’s microreactors as a power source for AI data centers. The collaboration would look at integrating NANO’s KRONOS MMR energy system alongside Supermicro’s server racks, AI hardware, cooling solutions and support services.
6 May 2026
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US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

US Stock Market Today: S&P 500 and Nasdaq Hit Records as AMD Rally, Oil Drop Shake Wall Street

Stocks barreled higher Wednesday, driving the S&P 500 and Nasdaq to new records. Advanced Micro Devices gave the AI trade another jolt with a strong forecast, while reports of movement on a U.S.-Iran agreement knocked oil down. By 12:30 p.m. ET, the Dow climbed 510.85 points, or 1.04%, landing at 49,809.10. The S&P 500 advanced 82.14 points, or 1.13%, to 7,341.36. Nasdaq surged 395.68 points, or 1.56%, to 25,717.84.
6 May 2026
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U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

U.S. Stock Futures Today: Nasdaq Leads as AMD’s AI Beat and Iran Deal Hopes Put Records Back in Play

Nasdaq 100 futures climbed 0.69% as of 3:40 a.m. ET—quotes on a 10-minute delay—pacing gains among U.S. stock futures after AMD’s outlook kept AI in focus. S&P 500 futures picked up 0.28%, with Dow futures edging higher by 0.16%. Oil prices slipped, traders watching for any signs of a U.S.-Iran agreement. These futures moves come ahead of the opening bell, suggesting where the indexes could kick off the session.
6 May 2026
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