Super Micro Computer, Inc. Aktie News

A stock market bubble happens when the value of stocks grows faster than the value of the businesses they represent. And there's good reason to believe investors are in one right now.

It might seem like a daunting time to buy new stocks. The S&P 500 is hovering near all-time highs and trading at historically high valuations, and some unpredictable headwinds -- including tariffs, geopolitical conflicts, and a government shutdown -- could pop that bubble.

The theme of artificial intelligence (AI) has driven tremendous stock market gains over the past two years and propelled the S&P 500 to record highs in recent weeks. Investors have been buying shares of AI stocks hand over fist, aiming to benefit from what may become a trillion-dollar market.

There's still time to profit despite a frothy market, Seaport Global says.

Super Micro Computer reported $22 billion in FY2025 revenue, up 47% year-over-year, and guided for at least $33 billion in FY2026. Over 70% of Q4 FY2025 revenue came from AI platforms, confirming a shift toward compute-heavy, high-value rack-scale systems. The company expects volume ramp of Nvidia B200 and GB300 systems through FY2026, driving margin recovery and operating leverage.

Super Micro Computer is evolving into a leading rack-scale integrator, capitalizing on AI factory buildouts and liquid cooling leadership. SMCI's ramped volume shipments of NVIDIA Blackwell platforms and a $33B fiscal 2026 sales target signal accelerating AI infrastructure demand and execution. Liquid cooling, rapid rack integration, and global manufacturing capacity provide SMCI with structura...

The Monday premarket session looks very bullish for major US technology stocks, as we are continuing to see buyers jump into the market and put pressure on things. Ultimately, I have no interest in shorting these names.

If you're looking for the best growth stocks of 2025, it would be wise to consider the technology sector. According to Yahoo!