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Super Micro Stock Slips as New NVIDIA AI Systems Enter the Market

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares declined more than 3% Thursday afternoon as the server maker moved into commercial shipments of systems built around NVIDIA's next-generation Vera Rubin platform, adding another data-center product to its AI infrastructure lineup. The …

From New PRO Gear to the Iconic Yeti 2 Mic - Logitech G Unveils Fifteen New Products at Logitech G PLAY 2026

SMCI vs. AVT: Which AI Infrastructure Stock is a Better Buy?

Super Micro Computer SMCI and Avnet Inc. AVT are two prominent AI infrastructure support companies that serve different layers of the AI industry. While Super Micro Computer offers a broad portfolio of rack-scale Total IT Solutions, including complete servers, storage systems, blade servers, subsystems …

Sandisk, Super Micro, IonQ, Six Flags, and More Stocks That Explain Today’s Market

Shares of chip and memory companies slip as investors lock in some profit, but AI server makers are having a better time of it. Continue Reading

Super Micro Computer (SMCI) Stock Moves 1.07%: What You Should Know

In the latest trading session, Super Micro Computer (SMCI) closed at $41.64, marking a +1.07% move from the previous day. Elsewhere, the Dow lost 0.36%, while the tech-heavy Nasdaq added 0.45%. Shares of the server technology company have appreciated by 17.15% over the course …

Logitech CEO's View of the Consumer Tech Landscape

Hanneke Faber shares how her company has been affected by a combination of tariffs, inflation and the rising cost of microchips. She also gives a broad outlook on regional consumer tech markets and discusses how these factors play into Logitech's pricing and growth strategies. …

Super Micro Computer (SMCI) Is Up 12.1% After Record AI Backlog Sparks Major Capacity Expansion

In recent months, Super Micro Computer reported a record AI-focused order backlog, including over US$60.00 billion in new fourth-quarter orders, and began expanding global manufacturing capacity to produce more than 6,000 racks per month to support growing data center demand. At the same time, …

Can SMCI's Record Backlog Sustain Revenue Momentum in FY27?

Super Micro Computer SMCI is one of the few AI infrastructure companies that enable AI data centers, AI Fabs, hyperscalers and enterprises for rapid adoption of new processor and accelerator platforms. Super Micro Computer is shipping volume systems based on NVIDIA's GB300 NVL72, HGX …

Super Micro Computer Looks Very Intriguing Right Now

Quick Read SMCI trades at 10x forward earnings with $60 billion in new orders, but management flagged 75% of Q4's margin spike as non-recurring. SMCI has surged 33% year to date against SPY's 12% gain, yet CEO Charles Liang sold 100,000 shares at $40, …

Super Micro Rises 6% as AI Server Bid Concentrates in One Name; Dell and Hewlett Packard Enterprise Tick Up

Quick Read Super Micro Computer (SMCI) surged 4% Monday, running twice as hard as QQQ and four times IYW, with no shared catalyst driving peers. Dell (DELL) and HPE both lagged the tech funds at under 1% gains, signaling single-name positioning rather than a …

Super Micro Computer, Inc. (SMCI) Is a Trending Stock: Facts to Know Before Betting on It

Super Micro Computer (SMCI) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this server technology company have returned …

Logitech International SA's Dividend Analysis

This article first appeared on GuruFocus. An In-Depth Look at Logitech's Upcoming Payout, Yield, and Dividend Sustainability Logitech International SA (NASDAQ:LOGI) recently announced a total dividend of $1.71 per share, with the ex-dividend date set for 2026-09-21. This amount consists of $1.71 per share …

Logitech International (SWX:LOGN) Unveiled The MX Keypad For AI Driven Developers

Logitech International (SWX:LOGN) unveiled its MX Keypad, a customizable AI control deck for developers, with native GitHub Copilot integration. The MX Keypad supports multi app workflows, letting users trigger AI prompts and coding actions across different development tools from a single device. Logitech introduced …

Logitech (LOGI) Wants To Hand Coders A Remote Control For AI

On September 8, Logitech (NASDAQ:LOGI) announced the MX Keypad, a customizable set of physical keys that lets developers trigger AI coding agents and run commands with one press. It is a physical answer to a very digital problem. But the timing is interesting, because …

Better Artificial Intelligence Stock: Aehr Test Systems vs. Super Micro Computer

The race to power artificial intelligence creates opportunities for both hardware giants and niche companies. Choosing between Aehr Test Systems (NASDAQ:AEHR) and Super Micro Computer (NASDAQ:SMCI) depends on your specific risk tolerance. Aehr provides the testing equipment necessary to ensure semiconductor quality, while Super …

Logitech G partners with SEGA for Crazy Taxi: World Tour

Logitech G, the high-performance gaming gear division of Logitech International (LOGI [https://seekingalpha.com/symbol/LOGI]) has been named the Official Steering Wheel Partner for SEGA’s upcoming title, _Crazy Taxi: World Tour_. Under the partnership [https://seekingalpha.com/pr/20656291-sega-selects-logitech-g-as-official-steering-wheel-partner-for-crazy-taxi-world-tour], SEGA has joined Logitech G’s Developer Alliance, giving the studio direct access …

Logitech International S.A.: Konsensus der Analysten und Kursziel | A0J3YT | CH0025751329

SEGA Selects Logitech G as Official Steering Wheel Partner for Crazy Taxi: World Tour

This High-Yield Tech Stock Just Raised Its Dividend by Nearly 8%

Dividends and dollars by MarkgrafAve via iStock A bigger dividend can signal that management sees enough financial room to return more cash while continuing to invest in the business. Logitech International (LOGI) just sent that signal. Logitech shareholders approved a fiscal 2026 cash dividend …

Super Micro stock slips as investors look past massive growth estimates

This article first appeared on GuruFocus. Server maker Super Micro Computer Inc. (SMCI, Financials), which supplies infrastructure for AI and data centers, is offering investors a rare configuration.Shares slid 3.1 percent to $35.62 in the previous trading session and are down around 4 percent …

SMCI Has Something Nvidia Doesn’t. Here’s Why That Matters

Quick Read SMCI trades at just 8x FY2027 EPS despite a record $60 billion order backlog and a 78% Q4 earnings beat, supporting a $60 price target by 2027. Unlike NVDA, which only designs chips, SMCI builds complete AI factories covering rack servers, liquid …

Dell Rises 5% Despite Fresh Silver Lake Share Sale Filings; Super Micro Climbs 3%, Hewlett Packard Enterprise Ticks Up

Quick Read Dell climbs 5%, extending a 356% YTD run, as SMCI adds 3% and buyers shrug off Silver Lake's latest filing to sell 80,010 shares. IYW gains just 0.84% and SPY rises 0.36%, both trailing all three server stocks and confirming data center …

Super Micro Computer (SMCI) Dips More Than Broader Market: What You Should Know

Super Micro Computer (SMCI) closed at $35.62 in the latest trading session, marking a -3.06% move from the prior day. This move lagged the S&P 500's daily loss of 0.45%. At the same time, the Dow lost 0.63%, and the tech-heavy Nasdaq lost 0.78%. …

Hewlett Packard Enterprise Rises 4% a Day After Evercore ISI Downgrade; Dell Climbs 4%, Super Micro Holds Steady

Quick Read HPE surged 4% to $57.42, now up 141% YTD, while Dell also climbed 4% as markets reward AI networking exposure. Evercore ISI's Amit Daryanani held his $65 price target while downgrading HPE, framing the move as a valuation call rather than a …

How AI Infrastructure and Component Costs Threaten Logitech’s (LOGI) Outlook

Prosper Stars & Stripes, a long/short equity fund, recently released its second-quarter 2026 investor letter. The letter can be downloaded here. In Q2 2026, the portfolio delivered a strong net return of +30.1% compared to the Russell 2000 Index's +21.5% return and the HFRX …

Super Micro Computer (SMCI) Flags IT Control Weakness As Governance Scrutiny Returns

Super Micro Computer (NasdaqGS: SMCI) again faces questions over its internal controls after disclosing a material IT control weakness. The disclosure has drawn renewed attention as commentators compare SMCI's internal control framework with hardware peers such as Dell. Fresh warnings from high profile AI …

Logitech International Insider Sold Shares Worth $1,648,449, According to a Recent SEC Filing

Can SMCI Expand Its Market Opportunity With DCBBS and DLC?

Super Micro Computer SMCI is positioning itself as a one-stop provider for the infrastructure required to build and operate AI factories and modern data centers with its Data Centre Building Block Systems (DCBBS) that combines rack-scale systems, networking, power, cooling, software and deployment services …

Super Micro Has $60B in Orders. What Comes Next?

This article first appeared on GuruFocus. Super Micro Computer Inc. (SMCI, Financials), the server company that supplies infrastructure to AI data centers, has a demand problem most companies would love to have.The company reported more than $60 billion of orders during its fiscal fourth …

SMCI or NTAP: Which Is the Better Value Stock Right Now?

Investors with an interest in Computer- Storage Devices stocks have likely encountered both Super Micro Computer (SMCI) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look. …

This Super Micro ETF Is Paying a Massive Yield but There Is a Big Catch

This article first appeared on GuruFocus. The YieldMax SMCI Option Income Strategy ETF (SMCY, Financials) is an actively managed fund created on exposure to Super Micro Computer, and investors are getting an eye-catching income stream from it. YieldMax shows the funds distribution rate as …

Super Micro (SMCI) Up 3.5% Since Last Earnings Report: Can It Continue?

A month has gone by since the last earnings report for Super Micro Computer (SMCI). Shares have added about 3.5% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its …

New Logitech Study Exposes a "Million Dollar Design Flaw" that Silently Drains Organizational Productivity

Research reveals fragmented decision-making, late technology integration, and meeting disruptions cost companies significant time and revenue LAUSANNE, Switzerland & SAN JOSE, Calif., September 09, 2026--(BUSINESS WIRE)--Today, Logitech (SIX: LOGN) (NASDAQ: LOGI) released the results of The Workplace Equation research study of 1,700 workplace experience …