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NASDAQ:SMCI News 31 December 2025 - 9 January 2026

Nebius stock (NBIS) ends higher as Nvidia Rubin rollout news sinks in

Nebius stock (NBIS) ends higher as Nvidia Rubin rollout news sinks in

NEW YORK, Jan 8, 2026, 21:04 EST — Market closed Nebius Group N.V. shares climbed 1.1% on Thursday, closing at $97.30. The move extended a volatile week for the AI cloud company, which announced it will be one of the first Nvidia Cloud Partners to roll out Nvidia’s Vera Rubin NVL72 platform. The stock swung between $96.06 and $102.49, with roughly 13.0 million shares changing hands. The announcement lands at a moment when investors are picking through the AI infrastructure trade again, trying to separate hardware hype from delivery schedules. For smaller “neocloud” providers like Nebius, access to next-generation GPUs
9 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

NEW YORK, Jan 5, 2026, 07:19 ET Super Micro Computer (SMCI) shares were up about 6% in premarket trading on Monday, but analysts remained cautious on the server maker’s ability to protect margins as competition intensifies in AI hardware. The company sits in the middle of a global buildout of data centers for artificial intelligence, where customers are ordering dense, power-hungry systems that require complex supply chains and new cooling designs. That makes Super Micro a bellwether for whether the AI infrastructure boom can translate into durable profits, not just fast revenue growth. Wall Street is watching closely after a
5 January 2026
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Super Micro Computer stock jumps after $2B JPMorgan credit line filing — what SMCI watchers look for next

Super Micro Computer stock jumps after $2B JPMorgan credit line filing — what SMCI watchers look for next

NEW YORK, Jan 3, 2026, 16:07 ET — Market closed Super Micro Computer, Inc. (SMCI) shares rose 5.8% on Friday to close at $30.96, after the server maker disclosed a new $2.0 billion revolving credit facility led by JPMorgan Chase Bank in a regulatory filing. The financing matters now because Supermicro’s business can be working-capital intensive. Building and shipping AI and cloud servers often requires buying components and carrying inventory well before customers pay. Investors have also focused on liquidity and funding costs across hardware suppliers as demand swings and supply chains normalize. A larger bank line can help smooth
3 January 2026
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SMCI stock jumps today after Supermicro unveils liquid‑cooled SuperBlade server with Intel Xeon 6900

SMCI stock jumps today after Supermicro unveils liquid‑cooled SuperBlade server with Intel Xeon 6900

NEW YORK, January 2, 2026, 2:07 PM ET — Regular session Shares of Super Micro Computer, Inc. climbed about 5.5% on Friday after the server maker disclosed a new high-density, direct liquid‑cooled system aimed at artificial intelligence and high‑performance computing workloads. Supermicro The news matters because data‑center operators are trying to pack more compute into existing footprints while running into power and heat constraints, especially in AI training and inference clusters. Direct liquid cooling—using coolant routed through cold plates attached to hot components—has gained attention as racks get denser and air cooling becomes harder to scale efficiently. SMCI was up
2 January 2026
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SMCI stock rises in premarket after Supermicro unveils new liquid-cooled SuperBlade AI server

SMCI stock rises in premarket after Supermicro unveils new liquid-cooled SuperBlade AI server

NEW YORK, Jan 2, 2026, 06:58 ET — Premarket Super Micro Computer, Inc. (SMCI.O) shares were up about 3% at $30.13 in U.S. premarket trading on Friday, placing the server maker among the session’s early gainers. Investing.com The move matters because demand for AI infrastructure is increasingly constrained by basic physics: power delivery and heat removal. Vendors that can pack more computing into less space — without tripping power and cooling limits — have a better shot at winning large data-center builds. Cooling has become a differentiator rather than a footnote. A design that reduces cabling and improves serviceability can
2 January 2026
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Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

Super Micro Computer (SMCI) stock ends 2025 lower after SuperBlade liquid-cooling push — what investors watch next

NEW YORK, January 1, 2026, 9:01 PM ET — Market closed. Super Micro Computer shares last closed down 1.28% at $29.27 on Wednesday, the final trading day of 2025, with U.S. markets closed Thursday for the New Year’s Day holiday. The stock traded between $29.02 and $29.87 and saw about 24.8 million shares change hands. It has ranged between $25.71 and $66.44 over the past 52 weeks. Supermicro said it added a high-density 6U (six rack-unit) SuperBlade system that can be configured with either air cooling or direct liquid cooling — circulating coolant through plates to draw heat off the
2 January 2026
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Super Micro (SMCI) stock dips after-hours after liquid‑cooled SuperBlade launch

Super Micro (SMCI) stock dips after-hours after liquid‑cooled SuperBlade launch

NEW YORK, January 1, 2026, 15:42 ET — Market closed. Super Micro Computer shares were last down about 1.3% at $29.27 in extended trade, after ending Dec. 31 at $29.67. The move keeps the AI server maker in focus after a year marked by sharp swings in hardware names tied to data-center spending. For Super Micro, product cadence matters because customers typically buy systems in volume once they standardize a design. The timing also matters for the broader “AI buildout” trade, as companies race to add computing power. Elon Musk said xAI has bought a third building to expand infrastructure
1 January 2026
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Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

Data center stocks slide into 2026 as xAI expansion keeps Nvidia, Dell, Super Micro in focus

NEW YORK, January 1, 2026, 13:24 ET — Market closed Data center stocks ended 2025 on a softer note, with U.S. markets closed on Thursday for the New Year’s Day holiday and investors heading into 2026 still fixated on who captures the next leg of AI infrastructure spending. Nasdaq The latest focus is on customer buildouts that can move the needle for suppliers of chips, servers and the power-and-cooling gear that keeps new facilities running. That matters as the market tries to separate durable demand from year-end positioning after an AI-driven run. Reuters Elon Musk said on Tuesday his AI
1 January 2026
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Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

Super Micro (SMCI) stock today: New liquid‑cooled SuperBlade launch keeps shares in focus

NEW YORK, January 1, 2026, 07:04 ET — Market closed Super Micro Computer, Inc. shares were last down 1.3% at $29.27 in after-hours trading on Wednesday, after the server maker unveiled a new high-density SuperBlade system built around Intel’s latest Xeon processors. U.S. stock markets are closed on Thursday for New Year’s Day. New York Stock Exchange The timing matters because investors are looking for concrete signs that demand for high-performance, power-hungry AI and high-performance computing (HPC) systems will carry into 2026 — and which hardware vendors can ship at scale as customers push for denser, cooler-running data centers. For
1 January 2026
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Super Micro (SMCI) stock slips into year-end after SEC filing flags operations shake-up

Super Micro (SMCI) stock slips into year-end after SEC filing flags operations shake-up

NEW YORK, December 31, 2025, 18:49 ET — After-hours Super Micro Computer shares slid on Wednesday in thin year-end trading, as investors weighed a leadership change disclosed in a regulatory filing and a broader pullback in technology stocks. The move matters because Super Micro’s valuation has remained tightly tied to confidence in execution — shipping high-end server systems on time while managing margins in a competitive AI hardware market. It also lands as the company closes its fiscal second quarter on Dec. 31, setting up a fresh read on demand and delivery cadence when it next updates investors. Super Micro
1 January 2026
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Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

Why Super Micro (SMCI) stock is down today: an exec retirement filing meets year-end AI trade

NEW YORK, December 31, 2025, 15:16 ET — Regular session Super Micro Computer, Inc. shares fell 1.7% to $29.15 in afternoon trading on Wednesday, after a regulatory filing showed the AI server maker’s head of operations will retire at year-end. The stock traded between $29.12 and $29.86. The timing matters because Super Micro’s customers care less about buzzwords and more about delivery schedules, power draw and cooling. Any hint of execution risk can move the stock quickly, especially into year-end when liquidity thins and position-squaring can exaggerate swings. The company said Senior Vice President of Operations George Kao will retire
31 December 2025
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Why Super Micro Computer (SMCI) stock is down today: 8-K exec change as xAI expansion keeps AI servers in focus

Why Super Micro Computer (SMCI) stock is down today: 8-K exec change as xAI expansion keeps AI servers in focus

NEW YORK, December 31, 2025, 14:55 ET — Regular session Super Micro Computer, Inc. (SMCI) shares were down about 1.7% at $29.16 by 2:55 p.m. ET on Wednesday, after trading between $29.12 and $29.86 on about 15.4 million shares. In a Form 8-K — a disclosure companies file to flag major events — the server maker said Senior Vice President of Operations George Kao will retire on Dec. 31 and that Tom Xiao, a senior engineering executive, will take over. Super Micro said it does not expect the change to disrupt operations and that Kao will remain as a consultant,
31 December 2025
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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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