Super Micro (SMCI) stock jumps, but SEC filing flags margin squeeze and customer concentration

Super Micro Computer, Inc. finished Friday’s session up 11.4% at $34.38. After hours, the stock edged down 0.9% to $34.06, trimming some of the day’s earlier rebound. That move capped a volatile week for hardware stocks tied to AI.

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Broadcom stock jumps 7% as Big Tech’s AI spending plans revive chip trade

Shares of Broadcom jumped roughly 7% to $332.92 in after-hours action on Friday, fueled by renewed optimism that heavy spending on artificial intelligence by major tech players is still picking up steam. “There’s enough evidence that there’s real demand for AI products,” said Ross Mayfield, an investment strategy analyst at Baird. https://www.reuters.com/business/futures-stabilize-after-tech-rout-amazon-slides-ai-capex-lift-2026-02-06/
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Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Kodiak Gas Services

NYSE:KGS • Energy infrastructure 88/100 • ★★★★☆
#2 STRONG BUY

Neurocrine Biosciences

NASDAQ:NBIX • Healthcare 87/100 • ★★★★☆
#3 STRONG BUY

Alphabet Class A

NASDAQ:GOOGL • Communication services 85/100 • ★★★★☆
#4 BUY ON WEAKNESS

Applied Materials

NASDAQ:AMAT • Semiconductor equipment 84/100 • ★★★★☆
#5 ACCUMULATE

JPMorgan Chase

NYSE:JPM • Financials 80/100 • ★★★★☆
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Editorial model selection. Not personalised advice.