Super Micro Stock Crashes 33% as DOJ Charges Co-Founder in China AI Server Smuggling Case

Shares of Super Micro Computer slid 33.2% to $20.53 on Friday, following news that U.S. prosecutors had charged co-founder Yih-Shyan “Wally” Liaw and two others with illegally funneling billions worth of AI servers to China, allegedly sidestepping export controls. After hours, the stock clawed back roughly 2%, as the company announced Liaw’s resignation from the board.

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Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Super Micro Stock Climbs as Nvidia GTC Puts AI Server Demand and Margins to the Test

Shares of Super Micro Computer climbed roughly 2% to $31.37 Monday morning as Nvidia’s GTC conference got underway in San Jose, putting the AI-server specialist back in focus following a stretch of scrutiny over its ability to maintain breakneck growth. CEO Charles Liang says Supermicro is pushing ahead with rapid scaling for major AI and enterprise rollouts, with its Data Center Building Block Solutions already moving out in significant volume.
AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

AI stocks brace for a big week: Micron slips on Samsung HBM4 talk as Nvidia looms

Micron Technology stock slipped ahead of the bell Monday, following a Barron's piece pointing to a report that Samsung Electronics plans to kick off mass production of its next-gen high-bandwidth memory, HBM4, later this month. The chips are intended for Nvidia’s AI processors.
AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

AMD stock price slides nearly 17% as AI-chip outlook disappoints; Nvidia and Super Micro in focus

Advanced Micro Devices shares dropped almost 17% on Wednesday, deepening their steep slide after earnings as investors sought stronger evidence the company can capture market share in the booming AI data-center chip space. Nvidia slid around 4%, while Super Micro Computer climbed close to 9% amid a volatile day for AI-related stocks.
Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

Dow Jones today: Dow edges higher as Lilly, Super Micro cushion Wall Street after AI software rout

The Dow Jones Industrial Average edged higher early on Wednesday, lifted by upbeat results from Eli Lilly and Super Micro Computer, while investors stayed cautious on software and cloud stocks after a sharp selloff a day earlier. At 09:30 a.m. ET, the Dow rose 175.92 points, or 0.40%, to 49,439.32; the S&P 500 was up 0.04% and the Nasdaq Composite fell 0.27%.
4 February 2026
Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro (SMCI) jumps after record AI-server quarter, hikes 2026 sales view to $40 billion

Super Micro Computer boosted its fiscal 2026 sales outlook to a minimum of $40 billion, following a record quarter in revenue. The San Jose-based server maker posted net sales of $12.68 billion for the quarter ended Dec. 31 and forecasts at least $12.3 billion for the next quarter. CEO Charles Liang said, “We are scaling rapidly to support large AI and enterprise deployments.”
US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

US economic calendar today: ADP jobs, ISM services and Treasury refunding set the tone for Wall Street

U.S. stock index futures hovered near flat on Wednesday as traders braced for a packed economic calendar, featuring ADP’s January jobs report and the ISM services index. At 05:29 a.m. ET, Dow futures edged up 0.27%, S&P 500 futures gained 0.09%, while Nasdaq 100 futures slipped 0.05%. In premarket moves, Advanced Micro Devices dropped 7.2%, and Super Micro Computer surged 12.4%.
SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

SMCI stock steadies premarket after Super Micro lifts FY2026 sales outlook to $40 billion

Shares of Super Micro Computer, Inc. edged up about 0.1% to $29.67 in early Wednesday trading after the company boosted its fiscal 2026 revenue forecast to a minimum of $40.0 billion. The San Jose-based server maker posted December-quarter net sales of $12.7 billion. Gross margin, which reflects earnings after direct costs, dipped to 6.3%.
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