New York, Jan 16, 2026, 18:17 (EST) — After-hours
- Shares of Super Micro Computer jumped roughly 11%, closing late Friday at $32.64.
- Chip shares gained ground late in the session, supported by strong AI demand indicators and a busy options schedule.
- Attention now shifts to next week’s earnings, with Intel set to report on Jan. 22.
Super Micro Computer shares jumped roughly 11% to $32.64 in after-hours trading on Friday, after fluctuating between $29.62 and $32.97 during the session. Around 78.8 million shares traded hands.
Chip stocks rallied into the close, pushing an index of semiconductors up 1.2% as U.S. markets edged higher ahead of the long weekend. Friday also saw monthly options expiration, a factor known to amplify moves late in the session. Ameriprise’s Anthony Saglimbene noted most investors would “take that as a win” with the S&P 500 hovering near 7,000. Granite Wealth’s Bruce Zaro described mid-January as “pretty choppy.” (Reuters)
Semiconductor stocks got a boost after Taiwan Semiconductor Manufacturing Co reported a fourth-quarter profit that soared 35% above expectations. The company also forecast revenue growth of nearly 30% in U.S. dollar terms for 2026. CEO C.C. Wei, revealing plans to spend $52 billion to $56 billion on capital investments that year, admitted the firm was “very nervous” about ramping up investments too quickly. (Reuters)
Super Micro’s stock has been a quick barometer for demand in data-center hardware—and lately, it hasn’t needed much to move. The shares fell for three days straight, closing Wednesday at $28.27, and remain roughly 57% below their 52-week peak despite Friday’s bounce. (MarketWatch)
The company designs server systems for running and training AI models, with its stock frequently moving in sync with changing expectations around AI infrastructure spending. This leads to sudden, occasionally volatile price swings when sentiment shifts.
Super Micro fell short of Wall Street’s expectations in its November quarterly update, with delayed shipments pushing roughly $1.5 billion in revenue out of the September quarter. CEO Charles Liang cited last-minute configuration changes and the heavy integration and testing demands of new GPU rack systems. The company now expects second-quarter revenue between $10 billion and $11 billion and raised its full-year outlook to at least $36 billion. (Reuters)
The margin debate remains unsettled. Goldman Sachs analysts, headed by Katherine Murphy, stuck with a Sell rating this week, lowering their price target to $26. They cautioned that “competition… and more standardized AI server designs… will continue to weigh on margins.” (Barron’s)
The real question now: can the rally stick once trading picks up again after Monday’s holiday? Investors are also eyeing Intel’s earnings, set for Thursday, Jan. 22, after the bell. The report is expected to shed light on the wider chip sector and data-center spending trends, which have been influencing stocks like Super Micro lately. (Intc)
