{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Switzerland Technology news", "home_page_url": "https://sharemaestro.com/newsreel/ch/technology/", "feed_url": "https://sharemaestro.com/newsreel/ch/technology/feed.json", "description": "Latest Technology company headlines from Switzerland, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:3e6bec60def4414a026cebe7f87a6658720e339e704cc2cec72a9d6056bb3cdc", "url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "external_url": "https://finance.yahoo.com/technology/articles/metristar-top-provider-room-video-080100716.html", "title": "MetriStar Top Provider: Room Video Conferencing Report: Evaluating Customer Sentiment, Business Value, and Market Strategies of Cisco, Zoom, Microsoft, and Logitech", "content_text": "Company Logo Opportunities center on easy-to-use hybrid meeting systems, including all-in-one video bars, modular room kits, intelligent cameras and audio, and native Teams/Zoom support. Vendors can differentiate through reliability, user satisfaction, productivity gains and cost savings. Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The \"MetriStar Top Provider: Room Video Conferencing Systems\" has been added to ResearchAndMarkets.com's offering As hybrid work continues to reshape enterprise collaboration, the 2025 MetriStar Top Provider Award for Room Video Conferencing Systems offers organizatio", "date_published": "2026-08-14T08:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LOGN"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LOGN", "name": "Logitech International S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/16d054f1-ebcf-4a93-a91a-5e095adc8ce6/"}]}}, {"id": "source:1a4c894159fe556e49ccc854c5f29f1e716081b8602acbaae1c1da83e806e295", "url": "https://news.google.com/rss/articles/CBMirwFBVV95cUxOUUtyTGRsYmRNaG5iNjJnRDN1VVJXVlZ1Y1hmLUpVaGpfc3F6TDE5MHNYQkxwalhyUmtHVWNUa2xmTWJCd08teHQ3OUZFUmdMbm1FN0c2N240cEk0aFE3cHNfVnRwMVJUdXU0UlJTX1A4T3VVa0R0MG54LWVOb0Y1UkRPUzNoMmxCZ1Y1M3JwcHZ2S3pTaVJEWTZXdHRHNVd1MjlJNXZRdEI5UzJrclRz?oc=5", "external_url": "https://news.google.com/rss/articles/CBMirwFBVV95cUxOUUtyTGRsYmRNaG5iNjJnRDN1VVJXVlZ1Y1hmLUpVaGpfc3F6TDE5MHNYQkxwalhyUmtHVWNUa2xmTWJCd08teHQ3OUZFUmdMbm1FN0c2N240cEk0aFE3cHNfVnRwMVJUdXU0UlJTX1A4T3VVa0R0MG54LWVOb0Y1UkRPUzNoMmxCZ1Y1M3JwcHZ2S3pTaVJEWTZXdHRHNVd1MjlJNXZRdEI5UzJrclRz?oc=5", "title": "Super Micro Computer Aktie: 1,70 Dollar EPS schl\u00e4gt Konsens", "content_text": "Super Micro Computer Aktie: 1,70 Dollar EPS schl\u00e4gt Konsens", "date_published": "2026-08-13T23:34:05+00:00", "authors": [{"name": "B\u00f6rse Express"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:ef9d107413de49719010a304cafa86bd2ba0e1edc75ef10997fb76d56074839f", "url": "https://finance.yahoo.com/markets/stocks/articles/bernstein-makes-big-call-super-183641810.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/bernstein-makes-big-call-super-183641810.html", "title": "Bernstein Makes Big Call on Super Micro Stock", "content_text": "This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is winning fresh Wall Street support after issuing unusually strong fiscal 2027 guidance, but Bernstein is stopping short of turning bullish. The firm raised its price target to $42 from $37 while maintaining a Market Perform rating, reflecting a growing tension for investors: explosive AI-server demand is improving Super Micro's outlook, but its execution record remains difficult to ignore. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test your thesis with our free DCF calculator.", "date_published": "2026-08-13T18:36:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:96d3bd7c458f36ef1915eaab3e105b23a41268911d5b66f1c91033c76284357e", "url": "https://finance.yahoo.com/m/6a8607ab-ce1f-3d7c-84c7-cde9c4cb8177/super-micro-stock-is-on-a.html", "external_url": "https://finance.yahoo.com/m/6a8607ab-ce1f-3d7c-84c7-cde9c4cb8177/super-micro-stock-is-on-a.html", "title": "Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco\u2019s.", "content_text": "Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems \u2014another hardware maker that has gotten an artificial-intelligence boost\u2014fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. Continue Reading", "date_published": "2026-08-13T18:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:82a948cc2f0fe34ede94ac81cbac16a19d197ee1b8097131972188f672d579f4", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-extends-rally-174959770.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-extends-rally-174959770.html", "title": "Super Micro Stock Extends Rally After Blockbuster Earnings", "content_text": "This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) shares climbed about 7% Thursday, extending a sharp move that followed the company's latest quarterly update and stronger expectations for future AI server demand. Super Micro Computer has benefited from growing orders for systems used in artificial intelligence and data centers. The company's recent outlook called for fiscal 2027 revenue of $65 billion to $72 billion, while its order backlog exceeded $60 billion. Warning! GuruFocus has detected 5 Warning Signs with SMCI. Is SMCI fairly valued? Test your thesis with o", "date_published": "2026-08-13T17:49:59+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:72e05ca93ff2ef510e7a36bb8c7a173cc6f7a3e2b2e7af56f330c75d1027e162", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-climbs-7-record-170947641.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-climbs-7-record-170947641.html", "title": "Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%", "content_text": "Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged 157% to $54 billion, validating broad sector demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Super Micro Computer (NASDAQ:SMCI) shares are rising 6% to $40 midday Thursday, extending a rally that ", "date_published": "2026-08-13T17:09:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:141dc2b8e649704babea3013642c5f0373c7157d2889c084ebf3aa5197f0ecf9", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-dell-hp-jump-163350352.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-dell-hp-jump-163350352.html", "title": "Super Micro, Dell, and HP Jump After Strong Lenovo Earnings", "content_text": "Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a red flag. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Shares of AI server and PC hardware makers are rallying at midday Thursday. Super Micro Computer (NASDAQ:SMCI) leads the gro", "date_published": "2026-08-13T16:33:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:b1af1aca15d91bcf025baa55bd5fba49c5ca1aba86203d378e34f19e0608608f", "url": "https://finance.yahoo.com/technology/ai/articles/strong-ai-data-center-demand-143400237.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/strong-ai-data-center-demand-143400237.html", "title": "Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI?", "content_text": "nVent Electric NVT is seeing strong demand from data centers as spending on artificial intelligence (AI) infrastructure continues to rise. NVT expects the infrastructure vertical to post strong double-digit growth in 2026, supported by higher AI-related data center investments. Further, the company expects data center sales to exceed $2 billion in 2026, more than double from 2025 levels. This strong momentum should help NVT strengthen its position against other AI data center infrastructure players such as Vertiv VRT and Super Micro Computer SMCI. NVT continues to see robust demand from its br", "date_published": "2026-08-13T14:34:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:ba512053fbf5e26ad0d204f17a826136cd40099c325c5985f2e7f31b7337669b", "url": "https://www.nasdaq.com/articles/next-big-ai-market-bottleneck-here-8-stocks-play-boom-optics", "external_url": "https://www.nasdaq.com/articles/next-big-ai-market-bottleneck-here-8-stocks-play-boom-optics", "title": "The Next Big AI Market Bottleneck Is Here: 8 Stocks to Play the Boom in Optics", "content_text": "Key Points Marvell and Broadcom are leaders in optical DSPs, while Lumentum has a virtual monopoly for InP lasers. Coherent and Applied Optoelectronics provide the critical transceiver infrastructure that connects switches and servers. Amphenol, Corning, and Ciena provide technology used to transport data within and outside of data centers. 10 stocks we like better than Marvell Technology \u203a The pace of artificial intelligence (AI) innovation continues to accelerate, and as it does, the need for faster connectivity is intensifying. This is leading to a shift in the data center away from traditi", "date_published": "2026-08-13T08:40:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "GLW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "CORNING INC", "sentiment_url": "https://sharemaestro.com/sentiment/6406c27b-4edf-41d8-b7cc-484964989b67/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T08:31:08+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:abb5e9638d85c933405ec7633e40c4299723b76303ca194bd73a30ef2bb4ccae", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "date_published": "2026-08-13T08:09:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:ac5fc7b9720b6557f42d0a0b8432558c3001e1ef1d356909a68a4e6984ae3ed1", "url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632085-south-korea-kospi-technical-bull-market?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "South Korea's Kospi enters technical bull market as AI trade rebounds", "content_text": "[Abstract AI Symbol in Front of South Korean Flag \u2013 Representing AI Innovation and Technology in South Korea] J Studios South Korea's benchmark Kospi index entered a technical bull market on Thursday as the broader AI trade rebounded and traders pushed back expectations of a Federal Reserve rate hike after in-line U.S. inflation data. Kospi climbed as much as 4.8% on Thursday to a three-week high, rebounding 31% from its July 29 low. A stock index is considered to enter a technical bull market when it rises 20% or more from a recent low. Chip giants Samsung (SSNLF [https://seekingalpha.com/sym", "date_published": "2026-08-13T07:42:41+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Macro sensitivity", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:f7f4eff2a8922bf7b3d8a0cca75627fde03b49530020981fd58aa32db5c019ed", "url": "https://www.nasdaq.com/articles/super-micro-guided-fiscal-2027-revenue-16-billion-above-wall-street-and-missed-quarter", "external_url": "https://www.nasdaq.com/articles/super-micro-guided-fiscal-2027-revenue-16-billion-above-wall-street-and-missed-quarter", "title": "Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway", "content_text": "Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal 2027 revenue to $65 billion to $72 billion, against a consensus estimate of $52.5 billion.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer(NASDAQ: SMCI) reported its fiscal fourth-quarter results (for the period ended June 30) after the market closed on Tuesday. Revenue of $11.1 billion cam", "date_published": "2026-08-13T03:39:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:f766a5a64a78e73b023301c1553c393eacd640aef0b652c398c8d16bde4e2387", "url": "https://news.google.com/rss/articles/CBMipAFBVV95cUxQaDlWSGxZaEt1V3VJT2xGVUZfNE5lOXgya0pMdEFJN1g4RGd6QkFXeUR2QXljSkZRbGMtaGYwTXItR2xuSkNFVXBLdVJ2OWZTZnM1WWZiU1NIM1dJQ2VSNFJESndISjFwVzBEenFQVjhEUnRvaEVWRWFoTl9ha1lPb0EwWlFsbkF5QkVMZWppMllNcldBSFlYa1d0S0QyU1ZRZ3lqeA?oc=5", "external_url": "https://news.google.com/rss/articles/CBMipAFBVV95cUxQaDlWSGxZaEt1V3VJT2xGVUZfNE5lOXgya0pMdEFJN1g4RGd6QkFXeUR2QXljSkZRbGMtaGYwTXItR2xuSkNFVXBLdVJ2OWZTZnM1WWZiU1NIM1dJQ2VSNFJESndISjFwVzBEenFQVjhEUnRvaEVWRWFoTl9ha1lPb0EwWlFsbkF5QkVMZWppMllNcldBSFlYa1d0S0QyU1ZRZ3lqeA?oc=5", "title": "Super Micro Stock Jumped 20% Today. Here\u2019s Where the Stock Is Headed in 2026", "content_text": "Super Micro Stock Jumped 20% Today. Here\u2019s Where the Stock Is Headed in 2026", "date_published": "2026-08-12T23:59:44+00:00", "authors": [{"name": "TIKR.com"}], "tags": ["Market update", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:6ea53a3fd8ef7a47bcbad1f8173fc71f9923fae6235c27f97c556218a286494b", "url": "https://finance.yahoo.com/m/b0aac423-bbda-3b86-952e-b5990cc86e28/review-%26-preview%3A-hold-please%3F.html", "external_url": "https://finance.yahoo.com/m/b0aac423-bbda-3b86-952e-b5990cc86e28/review-%26-preview%3A-hold-please%3F.html", "title": "Review & Preview: Hold Please?", "content_text": "A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this morning, artificial intelligence stocks like Super Micro Computer and Lumentum helped drive stocks higher today, particularly in the Nasdaq, after turning in earnings performances that smashed expectations. Continue Reading", "date_published": "2026-08-12T23:55:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:4fc04db24d799718a8b727f71bdfcc5beef8f7c8bac418178f9d004e18b0bf67", "url": "https://news.google.com/rss/articles/CBMiV0FVX3lxTFBtblBUcXp3TVIxSU95bkIzdjdIaEZFUWJxVFY1ZlZVLUM1MzVqRUJqQjNzN0hSajJnckEwckl1bDJyLXlMZW1IdXE4djJPSDB0MF9RaFJ3aw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiV0FVX3lxTFBtblBUcXp3TVIxSU95bkIzdjdIaEZFUWJxVFY1ZlZVLUM1MzVqRUJqQjNzN0hSajJnckEwckl1bDJyLXlMZW1IdXE4djJPSDB0MF9RaFJ3aw?oc=5", "title": "CORNING AKTIE: AI-Analysen, Prognose & Kursziel", "content_text": "CORNING AKTIE: AI-Analysen, Prognose & Kursziel", "date_published": "2026-08-12T23:45:16+00:00", "authors": [{"name": "finanzen.net"}], "tags": ["Market update", "GLW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "CORNING INC", "sentiment_url": "https://sharemaestro.com/sentiment/6406c27b-4edf-41d8-b7cc-484964989b67/"}]}}, {"id": "source:5b7826819d50e83ecbc26e92bae4220043924261e779e9a1ff877f1e31ff582f", "url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "external_url": "https://finance.yahoo.com/m/1a4df130-7c08-3f7f-8a30-395b0e9950f6/dow-jones-futures%3A-cisco%2C.html", "title": "Dow Jones Futures: Cisco, Coherent Are Earnings Movers Late After Nebius, Lumentum, CoreWeave Lead AI Rally", "content_text": "AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading", "date_published": "2026-08-12T20:58:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:124adecbb405c42890a1cce5f4c10add33c621fb8535c775b792453571f4681d", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-ai-204853133.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-ai-204853133.html", "title": "Update: US Equity Indexes Mixed as AI Infrastructure Players Boost Tech, Cooling Inflation Raises Odds of Sixth Fed Policy Pause", "content_text": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-12T20:48:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:12988b2e263857dae1bc2b49513303f7c6e7e2cc704e0a023e0442e1d522ea65", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-mixed-201441316.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-mixed-201441316.html", "title": "US Equity Markets End Mixed Amid Tech Stock Gains, Lower Inflation Data", "content_text": "US equity indexes ended mixed Wednesday amid stock gains by some major technology stocks and a four-month low inflation rate report.* The consumer price index rose 3.4% in July from a year earlier, decelerating from 3.5% in June, according to data from the Bureau of Labor Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-12T20:14:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:066ee0a3dc907157995180eda527c259f3f047fc4d84aa069bbdc3906deb3b60", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-jumps-13-201305718.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-stock-jumps-13-201305718.html", "title": "Super Micro Stock Jumps 13.6% on Stunning $72 Billion Outlook", "content_text": "This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI), the AI-server powerhouse sitting right in the middle of the data-center spending boom, forecast fiscal 2027 revenue of $65 billion to $72 billion, and Wall Street took notice. Shares jumped roughly 13.6% Wednesday afternoon. Forget the quarterly miss for a moment. The number driving the stock was $68.5 billionthe midpoint of management's new revenue target. That is roughly $16 billion, or 30.5%, above the $52.5 billion analyst estimate cited by Reuters. For a company already operating at massive scale, that is not a ", "date_published": "2026-08-12T20:13:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:5dd4f6a2bd984de721135703ffc023bf1c7d8423ee56998131bee889c3aa4241", "url": "https://finance.yahoo.com/markets/stocks/articles/supermicro-announces-participation-upcoming-investor-200500356.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/supermicro-announces-participation-upcoming-investor-200500356.html", "title": "Supermicro Announces Participation in Upcoming Investor Events", "content_text": "SAN JOSE, Calif., August 12, 2026--(BUSINESS WIRE)--Super Micro Computer, Inc. (Nasdaq: SMCI), an AI, Enterprise, Storage, and 5G/Edge Total IT Solution Provider featuring Data Center Building Block Solutions\u00ae (DCBBS), today announced its participation in the upcoming investor conferences: Oppenheimer 29th Annual Technology, Internet & Communications Conference Date: August 13, 2026 Location: Virtual 1x1s Only Citi 2026 Global TMT Conference Date: September 8, 2026 Fireside Chat: 2:35pm ET (webcast available) Location: New York, NY Goldman Sachs Communacopia + Technology Conference 2026 Date: ", "date_published": "2026-08-12T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:6438885452f15bf1fd7029f258027e5a93490c3bf420ab8c025ecc77b685067c", "url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "external_url": "https://finance.yahoo.com/m/a179b879-479b-34b2-a22d-54a5ec31541f/strong-earnings-power-tech.html", "title": "Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report", "content_text": "A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading", "date_published": "2026-08-12T20:03:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:d9b85973c53d4d363e147b22e2e0227d9c1134aaafbdb27e824484af2a561305", "url": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-revamps-snowflake-stock-target-200242396.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-revamps-snowflake-stock-target-200242396.html", "title": "Oppenheimer Revamps Snowflake Stock Target For 2026", "content_text": "This article first appeared on GuruFocus. Snowflake (NYSE:SNOW) is drawing a much more bullish view from Oppenheimer, which raised its price target to $400 from $295 as stronger consumption trends and accelerating adoption of AI coding agent CoCo point to faster growth ahead. The call matters because Snowflake's consumption-based model directly benefits when customers run more workloads, making AI usage potentially more important than simply selling another software subscription. Warning! GuruFocus has detected 5 Warning Sign with SNOW. Is SNOW fairly valued? Test your thesis with our free DCF", "date_published": "2026-08-12T20:02:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SNOW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNOW", "name": "SNOWFLAKE INC-A", "sentiment_url": "https://sharemaestro.com/sentiment/f8cdcae8-4291-447a-9e3f-dd117b30cf10/"}]}}, {"id": "source:5feca604fba43b4c66b053847531c80091276c49a381ac2f2ade0e3ecfe3c5e3", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-rise-chipmakers-195237541.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-rise-chipmakers-195237541.html", "title": "Update: US Equity Indexes Rise as Chipmakers Boost Technology, Cooling Inflation Lifts Bets for Fed Policy Pause", "content_text": "(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-12T19:52:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:0a4248e44350abbe2d8625512ecee2e77273aca03cc9127841393731bc59206f", "url": "https://www.nasdaq.com/articles/super-micro-stock-no-brainer-buy-after-posting-incredible-q4-numbers", "external_url": "https://www.nasdaq.com/articles/super-micro-stock-no-brainer-buy-after-posting-incredible-q4-numbers", "title": "Is Super Micro Stock a No-Brainer Buy After Posting Incredible Q4 Numbers?", "content_text": "Key Points Super Micro's sales nearly doubled in Q4. Its gross profit and net income also showed significant improvements from a year ago. The stock continues to trade at a low earnings multiple.10 stocks we like better than Super Micro Computer \u203a Shares of Super Micro Computer (NASDAQ: SMCI) have been rising today as investors are excited about its latest quarterly results. The company, which sells servers and other tech infrastructure necessary for the artificial intelligence (AI) build-out, posted not only strong revenue growth, but its bottom line improved significantly. After posting such", "date_published": "2026-08-12T18:50:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:18cbb5c80533630a506840c8089a3061308c1816582aaecb9a549e22e7beda4e", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-super-micro-smci-183316686.html", "title": "CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging", "content_text": "AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not slow down. The combined outlays are set to surpass $730 billion this year. Operating at different levels of the AI infrastructure stack, the results from CRWV and SMCI deliver the same message: customer spending on AI infrastructure is surging rather than slowing down. CoreWeave: Backlo", "date_published": "2026-08-12T18:33:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:651813e692d2c89bbcd4e420ba1ec25a8685242b7d9ea9199ca3dec002ad17a6", "url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "external_url": "https://finance.yahoo.com/m/ddf7e389-b308-33f6-a023-cd25665510d4/spacex%2C-nebius%2C-palantir%2C.html", "title": "SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy\u2019s, and More Stocks That Explain Today\u2019s Market", "content_text": "Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading", "date_published": "2026-08-12T17:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI", "GLW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}, {"symbol": "GLW", "name": "CORNING INC", "sentiment_url": "https://sharemaestro.com/sentiment/6406c27b-4edf-41d8-b7cc-484964989b67/"}]}}, {"id": "source:d2c5e4726c7bc7e767073035cfd4639ae06d26579355a5ac9e32e4d057e22d56", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-easing-174528454.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-indexes-mixed-easing-174528454.html", "title": "Update: US Equity Indexes Mixed as Easing Inflation Lifts Fed Policy Pause Bets While No End in Sight for Iran War", "content_text": "(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first paragraph.)US equity indexes traded mixed as a drop in July's inflation rate to a four-month low increased the odds of another Federal Reserve policy pause while Iran's top military Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-12T17:45:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:78ce3f61d3d0ac52cd7694ae0649e54f863be0a6842124c9350c965de3212b74", "url": "https://finance.yahoo.com/m/7240ded8-415b-3ecd-8300-14c789b2164f/cisco-earnings-expected-to-be.html", "external_url": "https://finance.yahoo.com/m/7240ded8-415b-3ecd-8300-14c789b2164f/cisco-earnings-expected-to-be.html", "title": "Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand", "content_text": "Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading", "date_published": "2026-08-12T17:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:19748a152ec53d91021a3678d94fc51ceed142fa1b7b402ef9e5111372084d7c", "url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lumentum-rockets-15-blowout-earnings-172227881.html", "title": "Lumentum Rockets 15% on Blowout Earnings, Coherent Climbs 9%, Corning Gains 5% on Optics Earnings and CoreWeave, Super Micro Read-Through", "content_text": "Quick Read LITE surged 15% after revenue more than doubled to $1.01B in fiscal Q4 2026, with CEO Michael Hurlston noting pump-laser shipments are up 80% year over year and effectively sold out. SMCI jumped 16% and CRWV soared 20% on AI infrastructure prints that reinforced hyperscaler capex momentum alongside Lumentum's optical demand surge. JPMorgan raised its LITE target to $1,280 while Bank of America cut to $1,000, splitting on valuation as the stock nears its sell-side ceiling. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut", "date_published": "2026-08-12T17:22:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI", "GLW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}, {"symbol": "GLW", "name": "CORNING INC", "sentiment_url": "https://sharemaestro.com/sentiment/6406c27b-4edf-41d8-b7cc-484964989b67/"}]}}, {"id": "source:3fd59b2c2588c79047e9a5f366827e661208fa4a766939f879d56ed4e31ddd94", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-stock-rises-ai-boom-171906413.html", "title": "Dell Stock Rises on AI Boom. Super Micro Forecast Is the Catalyst", "content_text": "This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 5% Wednesday as investors reacted to a stronger-than-expected outlook from Super Micro Computer, adding to optimism around demand for AI servers. Super Micro Computer (SMCI) projected fiscal 2027 revenue of $65 billion to $72 billion, above the $52.5 billion consensus estimate. Its shares rose more than 14% in morning trading, providing a positive read-through for Dell's AI infrastructure business. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is DELL fairly valued? Test your thesis with o", "date_published": "2026-08-12T17:19:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:8a45af09ac44bcd8b7ccb7827af4455c9956f6a0cf0e8104850da7e55f01def5", "url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-corning-glw-stock-trading-171722343.html", "title": "Why Corning (GLW) Stock Is Trading Lower Today", "content_text": "Why Corning (GLW) Stock Is Trading Lower Today What Happened? Shares of glass and electronic component manufacturer Corning (NYSE:GLW) fell 2.7% in the afternoon session after reports that key customer Apple scrapped its planned all-glass 20th-anniversary iPhone model, raising concerns about future demand for the company's specialty glass. The news originated from a Jefferies report which downgraded Apple after supply-chain checks revealed the cancellation, citing poor production yields as the reason. The high-profile phone had been scheduled for a September 2027 launch. The potential loss of ", "date_published": "2026-08-12T17:17:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "GLW"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GLW", "name": "CORNING INC", "sentiment_url": "https://sharemaestro.com/sentiment/6406c27b-4edf-41d8-b7cc-484964989b67/"}]}}, {"id": "source:ab70ebc8f320dab15c6f672317a01563d5f3e0607c9d4a2dacadad0617598076", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-sideways.-the-ai.html", "external_url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-sideways.-the-ai.html", "title": "The Dow Is Sideways. The AI Rotation Shows Signs of Life.", "content_text": "The Dow Jones Industrial Average was up just 36 points and trading sideways all day. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "date_published": "2026-08-12T17:15:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:fc0948c0a1f5f0f3e29235139fd8b5297cdaa90f71d9e3285b827fe35bdcc0ef", "url": "https://finance.yahoo.com/markets/stocks/articles/why-micron-stock-popped-wednesday-171036477.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-micron-stock-popped-wednesday-171036477.html", "title": "Why Micron Stock Popped Wednesday", "content_text": "This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed more than 5% Wednesday as investors assessed comments from company executives about persistent memory shortages and rising artificial intelligence demand. Micron said at a KeyBanc Capital Markets technology conference that industry supply may remain constrained through 2027. Demand from data-center operators is outpacing available production, with Micron indicating it can currently fulfill only part of customer requirements. Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Te", "date_published": "2026-08-12T17:10:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:a53464e31a900baa4956ece99b47f175170b6471085cdd3976e1cf6d828cfc2e", "url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amd-rises-3-ai-server-170547690.html", "title": "AMD Rises 3% as AI Server Demand Stays Strong", "content_text": "This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices Inc. (AMD, Financials), a rival to Nvidia in artificial intelligence, gained nearly 2.6% after good earnings and forecast from Super Micro Computer Inc. fueled hopes for ongoing demand for AI servers.Super Micro announced adjusted earnings of $1.70 a share. That was significantly ahead of Wall Street's estimate of $0.96. Its prospects were even better.The company forecast quarterly revenue of $14.5 billion to $15.5 billion, well above the roughly $12.9 billion analysts had projected. It also anticipated revenu", "date_published": "2026-08-12T17:05:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:345b667c675b8b3e1b51c9fae775950703e24640d030b968faa4d591f85a9f90", "url": "https://finance.yahoo.com/economy/articles/us-equity-indexes-mixed-annual-164116435.html", "external_url": "https://finance.yahoo.com/economy/articles/us-equity-indexes-mixed-annual-164116435.html", "title": "Update: US Equity Indexes Mixed After Annual Inflation Eases, Iran Geopolitics Worsens", "content_text": "(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.) PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-12T16:41:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:a87a68cb17f7fe3fb05576e848c765da5aa9de3c0bc3466af2fffca33fa0b172", "url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "external_url": "https://www.cnbc.com/2026/08/12/stocks-making-the-biggest-moves-midday-wen-hrb-qnt-crwv-cava.html", "title": "Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more", "content_text": "Check out the companies making the biggest moves midday: Wendy's \u2014 The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision \u2014 Shares of the optical retail company tumbled 6% after full-year guidance failed to impress Wall Street. National Vision sees adjusted earnings in a range of 94 cents to $1.09 per share on revenue of $2.037 billion to $2.076 billion. Analysts polled by FactSet sought 96 cents a share and $2.06 billion. Aecom \u2014 The construction developer drop", "date_published": "2026-08-12T16:06:12+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:b5571aa15d87d50b7545b90230688f0a700fee6c68f66e5cb6b5e5fe0274e7eb", "url": "https://www.nasdaq.com/articles/why-super-micro-computer-stock-popped-today-0", "external_url": "https://www.nasdaq.com/articles/why-super-micro-computer-stock-popped-today-0", "title": "Why Super Micro Computer Stock Popped Today", "content_text": "Key Points Super Micro Computer beat on earnings but missed on sales last night. The server-maker forecast strong sales growth in fiscal 2027 -- but made no promises on free cash flow.10 stocks we like better than Super Micro Computer \u203a Super Micro Computer (NASDAQ: SMCI) stock surged 13.2% through 11:11 a.m. ET on Wednesday despite reporting mixed results in its fiscal Q4 2026 earnings report last night. Expected to earn just $0.71 per share on sales of $11.7 billion for the quarter, Super Micro reported a powerful $1.70 per share profit. Sales, however, came up short at only $11.1 billion. M", "date_published": "2026-08-12T15:51:48+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:70c4359c954b1ba37c08a4642f5f881a9d693044cda25fd28f29d6d90fe5085d", "url": "https://finance.yahoo.com/markets/stocks/articles/eght-vs-tmsny-stock-better-154002030.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/eght-vs-tmsny-stock-better-154002030.html", "title": "EGHT vs. TMSNY: Which Stock Is the Better Value Option?", "content_text": "Investors looking for stocks in the Internet - Software sector might want to consider either 8x8 (EGHT) or TEMENOS GROUP (TMSNY). 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. The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank emphasizes companies with positive estimate revision trends, and our Style Scores highlight stocks with specific traits. Right now, 8x8 is sporting a Zacks Rank of #2 (Buy), w", "date_published": "2026-08-12T15:40:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TEMN"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TEMN", "name": "Temenos AG", "sentiment_url": "https://sharemaestro.com/sentiment/bc210d89-b6d9-4e56-bb0a-e8a7e2622c76/"}]}}, {"id": "source:82fc25d16d5496bc408a21746650cac36f272baaa24f8abe3217ed9fd4eb3ec5", "url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "external_url": "https://finance.yahoo.com/video/cava-rises-sales-coreweave-sores-152528222.html", "title": "Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers", "content_text": "On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along with Coreweave's report is sending markets higher.- CoreWeave (CRWV) is soaring after booming AI demand bolstered the company's revenue outlook. Nebius (NBIS) is also up this morning with earnings coming out. View Comments", "date_published": "2026-08-12T15:25:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:411c775719939b31159b89b8ad7423107de8ad59cfbfc1d76073bc3bf82a8b9f", "url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-down.-the-ai.html", "external_url": "https://finance.yahoo.com/m/abe04956-095c-36cc-8471-a130fedc77a7/the-dow-is-down.-the-ai.html", "title": "The Dow Is Down. The AI Rotation Shows Signs of Life.", "content_text": "The Dow Jones Industrial Average was down 22 points, after rallying at the open. Optical networking and chip stocks were also rallying. Consumer discretionary, communication services, materials, energy, and health care were the laggards, while tech, real estate, and utilities were leading at the sector level. Continue Reading", "date_published": "2026-08-12T15:18:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:694ab3561d6da22a7f4a1cc7fc13467e8d9820e9a397e8d7ce7b3f3be5d7a78a", "url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-smci-two-ai-150032618.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/oracle-vs-smci-two-ai-150032618.html", "title": "Oracle vs SMCI: Two AI Buildout Bets, One Big Catch", "content_text": "Quick Read Oracle's $638B backlog and Supermicro's doubled gross margin signal AI strength, but both companies burned billions in cash during FY2026. Oracle's chip-neutral multicloud strategy embeds datacenters inside AWS, Google, and Microsoft, while Supermicro's export-control review remains its biggest overhang. Oracle's 36% operating margin and multicloud footprint make it the cleaner AI infrastructure play; Supermicro offers higher upside but carries governance risk. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Oracle didn't make the cut. Grab the n", "date_published": "2026-08-12T15:00:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:6957cfe1ab3d5c752727296f62a98beb87ec4f77fa6c31460f6a683a45952b07", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "content_text": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "date_published": "2026-08-12T14:56:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:0129059a3d0fd41892e2a01a2a96c28c622b9f1935a570ca6a4dee461a6d97c4", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/p-500-earnings-good-investors-144537963.html", "title": "S&P 500 Earnings Are So Good Investors Are Starting to Worry", "content_text": "(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Epstein Victim Files Cleared for Release Over Maxwell's Protest As the latest reporting season nears completion, all signs are indicating the second quarter was one of the best three-month period", "date_published": "2026-08-12T14:45:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:dbf0436120c60ac6b4f68883f6dbfb7ab1601747aaaf31d2a79857d227a19c78", "url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "external_url": "https://finance.yahoo.com/m/049d0384-7b3f-3116-990a-581b77fcd29f/super-micro-stock-is-the-best.html", "title": "Super Micro Stock Is the Best S&P 500 Performer as Earnings Smash Expectations", "content_text": "Super Micro reported adjusted earnings of $1.70 per share, compared with the 92 cents per share analysts were expecting. Continue Reading", "date_published": "2026-08-12T14:42:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:de847cb0e543c890e4591580a13959ae7a3a2c1897609f96e69699059b2a4931", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-did-much-worse-super-143631335.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-did-much-worse-super-143631335.html", "title": "Intel Did Much Worse Than Super Micro Computer But Both Got Punished", "content_text": "Quick Read Intel (INTC) posted its strongest revenue growth in 15 years and Supermicro (SMCI) nearly doubled revenue, yet both stocks fell hard after earnings. Intel diluted existing shareholders by roughly one-fifth through a $15 billion stock offering, while Supermicro kept common equity dilution under 3% using debt. Intel's Foundry still bleeds $2.1 billion in operating losses and Supermicro carries an unresolved export-control review, making both difficult to underwrite now. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it tak", "date_published": "2026-08-12T14:36:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:e080196ce9bc841164bd4b2eb7d0975f313a933d26ce6ea92881d8fa21c0838b", "url": "https://finance.yahoo.com/markets/stocks/articles/earnings-results-focus-143100042.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/earnings-results-focus-143100042.html", "title": "Earnings Results in Focus", "content_text": "The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "date_published": "2026-08-12T14:31:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:f384ae3a63d014210bc7dd32b709a6a257ee292f9fbf5b0abb01928fa53ca222", "url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "external_url": "https://finance.yahoo.com/markets/article/ai-infrastructure-stocks-surge-after-strong-earnings-from-coreweave-supermicro-142304399.html", "title": "AI infrastructure stocks surge after strong earnings from CoreWeave, Supermicro", "content_text": "What happened: AI infrastructure stocks jumped on Wednesday after blowout results from AI server hardware maker Supermicro (SMCI) and neocloud providers CoreWeave (CRWV) and Nebius Group (NBIS ). AI hosting peers Applied Digital (APLD) and IREN (IREN) moved higher. Other areas of the AI infrastructure trade also gained, including optical product maker Lumentum (LITE), and the memory and storage complex trade also gained with the Roundhill Memory ETF (DRAM). What's behind the move: Signs of accelerating demand for everything from computing power to AI server racks to liquid cooling technology s", "date_published": "2026-08-12T14:23:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:470b23e9e784b36cf7ece1cea9c3883eb79c393f566597147eedc1e745422b40", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-dell-142100645.html", "title": "The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP", "content_text": "For Immediate Release Chicago, IL \u2013 August 12, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Dell Technologies DELL, Super Micro Computer SMCI, Hewlett Packard Enterprise HPE and HP HPQ. Here are highlights from Tuesday's Analyst Blog: DELL Overvalued at 22x P/E: Should You Still Buy the Stock? Dell Technologiesshares are trading at a premium, as suggested by a Value Score of C. In terms of the fo", "date_published": "2026-08-12T14:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}, {"id": "source:4975c01826a848b7b53aeb749724dfa9217231518c2a019029e10c9b69415d88", "url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-rise-line-142000304.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-rise-line-142000304.html", "title": "U.S. Stock Futures Rise After In-Line Key Inflation Data", "content_text": "The Department of Labor reported that the headline consumer price index (CPI) rose 0.1% in July, in contrast to a decline of 0.4% in June. However, the headline CPI print was in line with the Zacks Consensus Estimate. On the other hand, the headline CPI rose 3.4%, annually in July, down from the 3.5% annual rise in June. Core CPI (excluding volatile items like food and energy) rose 0.2% in July after remaining unchanged in June. Like CPI, the core CPI print was in line with the Zacks Consensus Estimate. Core CPI rose 2.5% annually in July, below the 2.6% annual rise in June. The benign CPI and", "date_published": "2026-08-12T14:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SMCI"], "_sharemaestro": {"country": "Switzerland", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SMCI", "name": "Super Micro Computer, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/859038d0-0479-47a3-8c6c-3d125d9367e4/"}]}}]}