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NASDAQ:SMCI 14 January 2026 - 24 January 2026

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

AI stocks climb: Alibaba jumps on chip-IPO report, Arm rallies as Intel earnings loom

New York, Jan 22, 2026, 10:51 EST — Regular session Shares of Alibaba Group listed in the U.S. jumped 5.9% to $178.69 on Thursday after reports emerged that the Chinese tech giant plans to take its chip unit, T-Head, public. The news reignited interest in AI-related stocks during the morning session. Meanwhile, Arm gained 5.4%, and Nvidia saw a 0.9% rise.
22 January 2026
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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

New York, Jan 20, 2026, 17:17 EST — After-hours Nvidia dropped Tuesday after Taiwan’s Inventec, a key producer of AI servers powered by Nvidia chips, indicated that approval for selling its H200 processor in China “appears to be stuck on the China side.” Shares closed down 4.3% at $178.07 in late trading.
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 Computer is drawing attention again before Tuesday’s U.S. market open, following a Seeking Alpha note that called the AI server maker undervalued despite strong demand for AI hardware. The timing is crucial as the stock has swung wildly between enthusiasm for AI infrastructure and doubts over profitability. The question now isn’t if AI servers will sell, but whether Super Micro can turn a solid profit from them.
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

New York, January 20, 2026, 06:50 ET — Premarket U.S. artificial intelligence stocks were mixed in premarket trading on Tuesday as stock index futures slid to one-month lows after President Donald Trump renewed tariff threats against Europe in a standoff over Greenland. Trump said extra 10% import tariffs would start on Feb. 1 and rise to 25% on June 1 unless a deal is reached, pushing up volatility after the long U.S. holiday weekend.
20 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

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.
16 January 2026
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Stock Market Today

  • Analyst Bumps AMD Target, Flags Server CPU Surge Over GPU Gains
    July 1, 2026, 10:52 AM EDT. A top-rated analyst lifted the price target on AMD, pointing to its bigger presence in the server CPU market, not its GPU segment. The analyst said AMD's push into server chips is fueling growth as the company leans into high-performance computing outside graphics. The move underlines bets on AMD's broader lineup and its challenge to rivals in data center chipsets, as demand for cloud and enterprise infrastructure climbs.
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