The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …
Key Points Oracle stock was one of the most shorted stocks in the first half of 2026. The stock price has dropped some 53% since hitting an all-time high last September. Is Oracle stock at a discount a buy?10 stocks we like better than …
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 …
Yahoo Finance Tech Editor Dan Howley joins Market Domination to break down the state of the AI infrastructure race as fresh earnings from Nebius (NBIS), CoreWeave(CRWV), and Super Micro Computer (SMCI) signal that demand for AI computing power remains red-hot. The results are giving …
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 …
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell 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. …
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 …
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 …
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 …
The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% …
The AI build-out doesn't appear to be slowing anytime soon. At least that's what you can glean from a trio of earnings after the bell on Tuesday. CoreWeave (CRWV), Nebius (NBIS), and Supermicro (SMCI) each reported strong quarterly results, sending shares soaring on Wednesday …
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 …
Investing.com - U.S. stock index futures pointed higher on Thursday, as investors digested fresh corporate earnings and deal news while continuing to assess the outlook for inflation and interest rates. By 06:19 ET (10:19 GMT), the Dow futures contract had risen by 112 points, …
Wall Street closed mixed on Wednesday as investors weighed the latest inflation reading and continued to monitor corporate earnings. The Nasdaq Composite and the S&P 500 ended in positive territory while the Dow ended in negative territory. How Did the Benchmarks Perform? The Dow …
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 …
[Abstract AI Symbol in Front of South Korean Flag – 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 …
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 …
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 …
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The latest valuation work on Western Digital lifts fair value from US$584.79 to US$662.13, …
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late. Continue Reading
(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? …
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 …
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. …
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® (DCBBS), today announced its participation in the upcoming investor conferences: Oppenheimer 29th Annual Technology, Internet & …
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
(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? …
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 › Shares of …
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 …
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
(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 …
The S&P 500 Index ($SPX) (SPY) is up +0.45%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.00%. September E-mini S&P futures (ESU26) are up +0.99%, and September E-mini Nasdaq futures (NQU26) are …
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