Super Micro Rises 4% Ahead of Earnings; HPE Gains 4%, Dell Climbs 3% as AI Server Stocks Advance
Quick Read SMCI rose 4% ahead of earnings, dragging HPE up 4% and Dell up 3%, yet SMCI still sits 27% below year-ago levels. IYW's flat close confirms a server-specific rotation, while NVDA's push into integrated AI systems raises supply-chain dependency questions for SMCI. …